Full Time

Investor Relations & Strategic Finance

San Francisco, CA (Hybrid)
Venture Capital

About the job

Worklife is an early stage venture capital firm that writes the first check to technical founders and helps with go-to-market.

This role is designed to be fairly all encompassing as we’re a lean team that has primarily utilized contractors up until this point.

Key responsibilities:

  • Serve as the primary contact for our accountants, auditors, and tax partners
  • Serve as the primary contact for our investors
  • Own end-to-end fund reporting and analysis
  • Spearhead Worklife’s first investor day
  • Collaborate with founders on strategic initiatives such as secondary sales and M&A
  • Become a thought leader and mentor to peers at similar firms

Service providers we work with: We work with the best partners in the business including Cooley for fund formation, Aduro for admin, and Frank Rimmerman for tax.

Our investors: Our investors include the founders of Zoom, Spotify, Cameo, YouTube, and Slack. As we scale the firm, we’re working closely with larger institutional investors which include high profile family offices, hospital networks, and college institutions.

This role will include some travel because institutional investors meet up at various annual meetings. This will serve as a networking opportunity for the firm and a research exercise to see how Worklife can differentiate our annual meeting.

Reporting and analysis: The bulk of this role will be establishing consistent reporting and analysis across the portfolio.

Worklife’s first investor day: This person will be responsible for spearheading our annual meeting that’s differentiated and brings a lot of insights to the industry.

To date, our research on our jobs used to be our identities, your co-workers want to see you, and other studies have been picked up by major news outlets.

We want to not only report on the success of our investments, but also educate our investors and the industry through our annual meeting.

Collaborate with founders: I anticipate up to 30% of this role will be founder facing and a strategic offering that not many firms offer.

Because we typically invest in 1 or 2 people with an idea, we’re the first call for all types of activities including questions around secondary sales and M&A activity.

I’ve seen firsthand companies go to zero due to bad advice from early stage investors and/or an inability to properly price and sell a company.

We want to avoid this by taking a board seat and being more proactive with how to support founders when it comes to difficult conversations and strategic outcomes for the company.

Thought leadership and mentorship: Because we’re a modern firm and doing things differently, this role will naturally be one that gets a lot of requests for coffees and mentorship advice for peers at other firms.

An interesting part of this role is that many of the most successful people at this job are now in later stages of their career and less involved in broader ecosystem activity.

ie: there used to be a LinkedIn Group and a couple of annual round table discussions, but a lot of these meetings and groups are no longer active as no one young has stepped in the role.

We'd love to hire someone who is naturally collaborative and eager to share insights with other emerging managers and new firms as they scale.

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