Investor Relations Associate - Direct Retail Fundraising
- Lead Management & Conversion: Engage and convert inbound leads from paid campaigns through structured outreach, email sequences, and personalized follow-ups.
- Investor Qualification: Assess accreditation, capital availability, timing, and fit with fund strategy.
- Investor Experience: Provide high-touch, white-glove guidance from first touchpoint to signed docs, ensuring responsive and compliant communication.
- Education & Representation: Clearly explain investment thesis, deal structures, risk factors, and target returns to prospective investors.
- Capital Raising Support: Raise new commitments for funds, co-investments, and joint ventures while managing follow-on investments from existing LPs.
- Content & Reporting: Prepare investor-facing materials including presentations, webinars, reports, and memoranda; assist with due diligence responses.
- Pipeline Management: Track funnel performance in CRM/automation tools and report on engagement, conversion, and capital raised.
- Collaboration: Partner with senior leadership to close larger commitments or navigate complex investor scenarios.
- Operational Support: Assist with capital calls, distributions, and preparation of organizational charts or deal summaries.
- Market Insights: Synthesize portfolio data and key real estate trends into viewpoints that strengthen investor conversations.
- 2-5 years of experience in capital raising, investor relations, or financial sales, with proven success converting leads from digital funnels.
- Proficient in CRM and marketing automation platforms (HubSpot, GoHighLevel, ActiveCampaign, etc.).
- An exceptional communicator - credible, articulate, and empathetic - with strong relationship-building skills.
- Skilled at handling objections and navigating compliance-sensitive conversations.
- Self-motivated, performance-driven, and thrives in fast-paced, remote-first environments.
- Bonus: Experience with self-directed IRAs, non-U.S. accredited investors, or Reg D 506(c) offerings.
- Familiar with fund documentation, private placement memoranda, and investment operating agreements.
- Capable of contributing to marketing initiatives, new fund launches, and cultivating prospective investor relationships (family offices, RIAs, etc.).
- Join a mission-driven, collaborative team shaping the future of retail investing.
- Work closely with founders and leadership, gaining direct exposure to deal flow and strategic initiatives.
- Access a robust tech and marketing infrastructure that amplifies your results.
- Enjoy the flexibility of a remote-first culture with a focus on performance, autonomy, and growth.
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