Velex is looking for an Investor Communication Manager to manage investor outreach, fundraising communications, and investor pipeline operations across our portfolio companies. You will act as the Process Owner for Investment SDR, managing the investor communication cycle - from qualifying potential investors and initiating outreach to coordinating meetings, managing follow-ups, and tracking fundraising opportunities. This hands-on role combines investor communications, business development, analytical research, and fundraising operations. You will work directly with portfolio company founders and the Velex team.
Responsibilitites: 01 Portfolio Analysis & Investment Materials • Understand each portfolio company’s business model, products, financial performance, competitive positioning, and fundraising strategy. • Review pitch decks, financial models, investment memoranda, and fundraising materials to communicate investment opportunities accurately. • Organize and maintain investor data rooms, keeping materials current and accessible to authorized stakeholders. • Answer investor questions using approved information; escalate complex financial, legal, and strategic topics to relevant colleagues. • Identify gaps or inconsistencies in materials and coordinate updates with portfolio companies. 02 Investor Outreach & Lead Qualification • Manage outreach through LinkedIn, email, and other approved channels on behalf of portfolio company founders. • Qualify investor leads by mandate, portfolio fit, geography, ticket size, and investment stage. • Research individual investors to personalize outreach and ensure timely, professional responses to inquiries. • Coordinate introductions, meetings, and founder calendars. • Prepare and submit applications to investment funds and relevant funding programs; maintain a calendar of key VC and startup events. 3 CRM & Investor Pipeline Management • Maintain portfolio-company investor CRMs, recording interaction history, feedback, and pipeline stages. • Keep CRM records accurate and up-to-date, and identify investors suitable for re-engagement. • Collaborate with the Data Analyst to validate investor information and share new insights for the centralized Velex Investor Database. 04 Fundraising Coordination & Follow-ups • Prepare investor executive summaries and brief founders before meetings. • Manage post-meeting follow-ups and investor correspondence. • Assign and track founder tasks in response to investor requests, including documents, financial information, and due diligence materials. • Coordinate timely delivery of requested materials and distribute monthly investor updates. 05 Reporting & Knowledge Management • Prepare weekly outreach and fundraising pipeline reports for Velex Investments management and updates for portfolio companies. • Track outreach metrics, investor responses, qualified meetings, and pipeline conversion. • Maintain an Investor FAQ and Knowledge Base capturing recurring questions, objections, and feedback. • Identify opportunities to improve communication workflows and fundraising efficiency. 06 Cross-Team Collaboration • Work with the investment, finance, legal, and other relevant departments to support fundraising. • Coordinate due diligence requests and information exchange between investors, founders, and internal teams. • Support preparation of investment materials, financial information, and other fundraising documentation. 07 Potential Scope Expansion Depending on workload, business priorities, and demonstrated capabilities, the role may gradually expand to include: • Broader market research to identify relevant VCs, family offices, angels, and other funding sources. • Building targeted investor outreach databases based on portfolio-company strategies. • Maintaining and updating the centralized Velex Investments Investor Database, including validation, qualification, segmentation, and consolidation. These duties are not part of the immediate scope. The Data Analys
