Co-Founder And Director Of Investors Relationships
CurrentMANAGING the development and FOSTERING of limited partner relationships, particularly individual investors, but also family offices/small institutions.MAINTAINING fundraising CRM, preparing marketing presentations, creating and organizing due diligence materials, and managing fundraise data roomsNURTURE relationships with investors, understand metrics, KPI, and track reports to COMMUNICATE on a regular basisAbility to COMPREHEND and INTERPRET the firm’s investment performance, current strategies, and detailed concepts in a very simple manner.SERVE as a key point of contact between investors and Company. LEAD effort to respond to investor questions, issues and concerns, SUPPORT regular on-going outreach.COORDINATE with Marketing and Research teams to develop investor materials and edit thought leadership and editorial piecesTRACK investor pipeline, create summary reports for Company leadershipEVALUATE marketing exposure through industry publications, ads and conference participation.EXTEND the outreach of company through appropriate use of social media, corporate communications, and investor materials.