- Set weekly priorities, targets, and support needs with the team.
- Join associates’ calls and review pitches before they are sent.
- Coach associates in the moment and hold weekly one-to-ones.
- Lead mandate calls that require a senior team member.
- Review weekly wins and losses and report results to both founders.
- Own results across mandate calls, activations, pitches, founder calls, and referrals.
- Support each associate’s growth with clear standards, feedback, and development plans.
- Hire and onboard new team members as the team grows.
- Maintain the standard for investor introductions.
CoachingCRM