Investor Relations & Fundraising Coordinator
Investor updates, data rooms and meeting logistics, approved before anything goes out
The Investor Relations & Fundraising Coordinator prepares investor updates and board-approved materials, keeps the investor CRM and data room, schedules meetings and tracks follow-ups.
A named officer approves every communication. The coordinator never discloses material non-public information selectively (Reg FD), never makes forward-looking statements outside approved language (Rule 10b-5) and never solicits investors in a way that breaks the chosen Regulation D exemption.
AI drafts; a named person approves.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: drafts the quarterly investor update from approved numbers. Midday: updates the data room with the latest financials. Afternoon: schedules investor meetings and logs follow-up questions. Weekly: fundraising pipeline report to the CFO.
- ·Draft investor updates for officer approval
- ·Maintain the investor CRM and data room
- ·Schedule meetings and track follow-ups
- ·Keep communications within approved language
- ·Track investor commitments and closing documents
- ●Investor updates sent on schedule (after approval)
- ●Follow-ups answered within 2 business days
- ●Data room current
- · Venture-backed startups
- · Companies raising capital
- · Public companies