Teams at Alumni Ventures

Own and proactively manage a portfolio of hundreds of sophisticated investors. Lead daily portfolio reviews, explain venture capital strategies and performance, support long-term investment planning, identify engagement opportunities, coordinate with internal teams, maintain detailed CRM records, and improve investor engagement processes. Success is measured by relationship quality, portfolio reviews, planning conversations, satisfaction, reinvestment rates, and documentation quality.

Own inbound and warm investor prospects from qualification through close, converting new prospects into first-time venture investments. Diagnose investor goals, recommend suitable venture products, address objections, and build trust for long-term relationships. Maintain accurate CRM records, advance leads, collaborate with Marketing and Nurture teams, contribute to sales coaching standards, and use AI tools for prospect research, call preparation, and personalized follow-up.

Own inbound and warm investor conversations from qualification through close, converting prospective investors into their first Alumni Ventures investment. Diagnose investor goals, match prospects with appropriate venture offerings, address objections, document activity in HubSpot, and maintain disciplined follow-up. Partner with Marketing and Nurture teams to improve lead quality and messaging, contribute to sales coaching standards, and use AI tools for research, call preparation, and personalized follow-up.