Value Partner guiding Totango customers through AI - powered transformation, activation, and renewals. Connecting Customer Growth Platform capabilities to measurable business outcomes.
About the role
- Portfolio Partner managing capital raises for founders using Pairs’ investor-matching platform. Owning client relationships, investor meetings, and raise readiness from onboarding through close.
Responsibilities
- Own a book of client companies from onboarding through close
- Run the weekly client rhythm, maintain momentum, and manage client relationships
- Prepare founders for important investor meetings
- Debrief investor meetings, capture feedback, and deliver it honestly
- Apply personal investor relationships to portfolio companies
- Match companies with appropriate allocators at the right time
- Maintain raise readiness across narrative, materials, and data room
- Earn client renewals through ownership and effective delivery
- Report directly to both co-founders
- Manage schedules overlapping with US Eastern time, with company meetings batched on Mondays and Thursdays
Requirements
- 5 or more years across capital markets, private placements, brokerage, or investment management
- Direct work on private financings
- Current relationships with family offices, HNW investors, or institutional allocators
- Personal experience carrying companies or clients through a financing
- Fluency in deal mechanics, including terms, structures, diligence, and investor requirements
- Ability to deliver hard news directly and early and remain steady under pressure
- Strong discretion and confidentiality regarding financials, cap tables, terms, and names
Benefits
- Fully remote work arrangement
- Workday overlap with US Eastern time
- Client-facing seat reporting directly to both co-founders
- Real ownership of the client book
- Relationships that produce visible outcomes
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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