About Goodfin
Goodfin is an
AI-native private markets platform. We help accredited investors access, evaluate, and act on private investment opportunities with clarity and confidence.
We’re rebuilding the private investing experience from the ground up — combining technology, judgment, and deep relationships across investors, founders, and funds.
This is not a legacy brokerage. This is a modern platform at the intersection of
AI, fintech, and the private market ecosystem.
The Role
This is a
high-ownership BizOps role focused on the two levers that drive Goodfin’s growth:
- Sourcing and closing high-quality private investment opportunities
- Bringing in and converting investors onto the platform
You will sit at the center of
deals, investors, and operations, working directly with the founder and driving growth. This is not a passive strategy role — it’s
relationship-driven, execution-heavy, and outcome-oriented.
If you like being where
capital, decisions, and momentum happen, this is that seat.
What You’ll Own
Deal Sourcing & Execution
- Source private market opportunities (pre-IPO, growth equity, secondaries, structured deals) through direct outreach and partner networks
- Build and manage relationships with founders, funds, family offices, and intermediaries
- Drive deals from first conversation → diligence → structuring → close
- Coordinate internal diligence, legal, and ops workflows to bring deals live efficiently
- Develop repeatable sourcing channels, not just one-off wins
Investor Growth & Client Development
- Identify, engage, and onboard accredited investors
- Build trust-based relationships with HNWIs, angels, syndicates, managers, and family offices
- Support investor conversations from first touch → allocation → repeat engagement
- Work with product and marketing to improve conversion and investor experience
Business Operations & Scaling
- Help define and improve deal + investor pipelines
- Build playbooks for sourcing, closing, and onboarding
- Identify bottlenecks and fix them (process, tooling, communication)
- Support new product, partnership, and market initiatives
- Support administrative and compliance work, including support for tax filings, legal documentation and KYC/KYB procedures as needed
What We’re Looking For
- 5+ years in biz ops, investing, private markets, fintech, BD, or high-performance sales/ops
- Proven ability to source and close, not just support
- Strong relationship builder with credibility across investors and operators
- Moves with startup speed and urgency
- Comfortable operating in ambiguity and independently setting paths for execution
- Collaborates with product and engineering teams to develop and deepen our AI product and workflows
- High judgment, attention to detail, and follow-through
- Excellent communication skills
- Actively uses AI tools and believes AI will transform financial services
Signal: You’ve been trusted with real numbers, real relationships, and real outcomes.
How We Work
- Small, high-agency team
- Direct founder access
- High accountability, low bureaucracy
- Bias toward action and closing loops
What Success Looks Like
- Consistent pipeline of high-quality deals
- Fast-growing, engaged investor base
- Fast execution and high close rates
- Relationships that compound over time
Why Join
- Direct impact on company growth and outcomes
- Exposure to both sides of private markets — deals and investors
- Path to leadership as the platform scales
- Competitive compensation + benefits
