Fundraising Consultant Job Description Template

Company Introduction:

{{Write a short and catchy paragraph about your company. Provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and anything else that makes your company interesting.}}

Job Description:

An expert fundraising consultant must have deep industry knowledge, including a thorough understanding of major competitors and industry trends, in addition to a keen analytical eye to help spot any weaknesses in the business plan before investors do. A successful fundraising consultant will not be afraid to challenge closely-held assumptions or call out weaknesses in the company’s pitch.

The ideal candidate will have previous experience advising founders during a fundraise, ideally in the {{preferred industry}}.

Responsibilities:

• Develop an understanding of the existing business (including products/services, customers, competitors, the overall market and trends) through careful research and analysis of all business units
• Understand how major stakeholders are thinking about the company’s direction, generally and in reference to specific initiatives, through interviews with these stakeholders
• Review and refine the company’s sales forecasting model and pitch deck, providing edits or reworking the materials entirely, as needed
• Develop accurate benchmarks to guide in the projections
• Work alongside the executive team to define the pitch used in investor meetings; practice the pitch with the executives and help the management team preempt investor questions
• Pressure test every aspect of the client’s business ahead of fundraising meetings

Skills and Qualifications:

• Bachelor’s degree in finance, operations, research, statistics, math, economics, or related analytical discipline preferred
• Financial management experience with planning, forecasting, and business analysis
• Prior experience as an advisor to or executive at a funded startup, or experience in venture capital
• Advanced Excel proficiency. 3+ years of practical experience of using Excel for building and maintaining financial models
• A natural curiosity and a “big picture” mentality
• Excellent spoken and written communication skills; experience partnering with an executive team
• Experience coaching executives on the delivery of investor pitches
• Experience within {{preferred industry}}