Capital Raising
· Actively source, develop, and close new investor relationships through both new marketing-sourced leads and providing world-class service to current clients as well as through networking and referrals.
· Build and manage a pipeline of prospective investors with consistent follow-up and engagement.
· Present investment offerings in one-on-one meetings, phone calls, and investor events.
Investor Relationship Management
· Maintain and grow relationships with existing investors to encourage repeat commitments.
· Serve as a trusted advisor, educating investors on deal structures, performance, and market trends.
· Coordinate ongoing investor communication including performance updates and market commentary.
Collaboration & Reporting
· Partner with marketing to refine messaging, campaigns, and materials that resonate with target investors.
· Partner with Investments to provide input and feedback on offerings, cash flow needs, and other offering-related topics.
· Track activity, pipeline, and results in CRM for leadership reporting.
· Provide market feedback and investor insights to inform capital strategy.