FinStrat Management, Inc.

Sales

• We are seeking an experienced Institutional Sales professional to help drive our fundraising efforts and strengthen our relationships with the broader investment community. This role is critical to articulating our growth story, engaging current and prospective investors, and supporting capital strategy in a fast-paced startup environment. The ideal candidate will have hands-on experience managing due diligence processes , coupled with an established network of family offices, high-net-worth individuals, and strategic investors . You will partner closely with the executive team to develop compelling narratives, prepare investor materials, and ensure transparent communication throughout the investment lifecycle. Key Responsibilities Fundraising & Investor Engagement Leverage your existing network to identify, cultivate, and expand relationships with family offices, high-net-worth individualsand strategic investors. Support fundraising campaigns, roadshows, and one-on-one investor meetings. Craft and deliver compelling presentations, pitch decks, and financial updates that communicate our vision and growth trajectory. Due Diligence & Capital Process Management Support the investor due diligence process, including data room preparation, financial documentation, and strategic Q&A. Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of all materials shared with investors. Anticipate investor questions and proactively address information gaps. Investor Communications Serve as a key point of contact for current and prospective investors. Share and respond to quarterly updates, investor letters, and ad hoc communications that highlight milestones, performance metrics, and strategic initiatives. Ensure consistency of messaging across all investor interactions. Market Insights & Storytelling Monitor industry trends, competitor activity, and investor sentiment to help position the company strategically. Advise the leadership team on investor expectations and fundraising best practices. Continuously refine our narrative to resonate with the venture ecosystem.

Institutional Sales

• We are seeking an experienced Institutional Sales professional to help drive our fundraising efforts and strengthen our relationships with the broader investment community.
• Leverage your existing network to identify, cultivate, and expand relationships with VCs, family offices, and strategic investors.
• Support fundraising campaigns, roadshows, and one-on-one investor meetings.
• Craft and deliver compelling presentations, pitch decks, and financial updates.
• Own and manage the investor due diligence process, including data room preparation, financial documentation, and strategic Q&A.
• Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of all materials shared with investors.
• Draft quarterly updates, investor letters, and ad hoc communications.
• Monitor industry trends, competitor activity, and investor sentiment to help position the company strategically.
• Advise the leadership team on investor expectations and fundraising best practices.

• Leverage your existing network to identify, cultivate, and expand relationships with VCs, family offices, and strategic investors.
• Support fundraising campaigns, roadshows, and one-on-one investor meetings.
• Craft and deliver compelling presentations, pitch decks, and financial updates that communicate our vision and growth trajectory.
• Own and manage the investor due diligence process, including data room preparation, financial documentation, and strategic Q&A.
• Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of all materials shared with investors.
• Anticipate investor questions and proactively address information gaps.
• Serve as a key point of contact for current and prospective investors; draft quarterly updates, investor letters, and ad hoc communications.
• Monitor industry trends, competitor activity, and investor sentiment to help position the company strategically.
• Advise the leadership team on investor expectations and fundraising best practices and continuously refine our narrative.

Institutional Sales Manager

Manager

• Drive fundraising and investor engagement, leveraging VC, family office, and strategic investor networks
• Support fundraising campaigns, roadshows, and one-on-one investor meetings
• Craft and deliver presentations, pitch decks, and financial updates
• Own and manage investor due diligence, data room preparation, and financial documentation
• Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of investor materials
• Draft quarterly updates, investor letters, and ad hoc communications
• Monitor industry trends, competitor activity, and investor sentiment; advise leadership and refine company narrative

Institutional Sales

Institutional Sales

Institutional Sales Manager

Investor Relations Manager