Head of Investor Relations

Most money apps talk at you. Cleo talks back ✨ We're not building another finance app. We're building the world's first AI financial assistant, one that actually understands your money and makes you better at it, and we're changing the world's relationship with money in the process 💰 For everyone, whatever their background or balance. The proof: profitable, fast-growing, a unicorn with over $300M in ARR, and millions of people who now feel differently about their money. We love original thinkers who challenge the status quo.

We move fast, tell the truth, and there's nowhere to hide from good work here. If that excites you more than it scares you, you'll fit right in. Follow us on LinkedIn https://www.linkedin.com/company/cleo-ai/ for new features and the occasional roast 🔥 MEET THE TEAM 👥 Hello 👋 I'm Kyle, VP Finance at Cleo. Im excited to be growing our Finance team as Cleo enters its next stage of scaling. Finance at Cleo is about much more than reporting the numbers. We help the business understand its economics, make better decisions, allocate capital, and build the financial infrastructure needed to scale.

Today, our team of ~25 spans Controllership, Financial Operations, Treasury, FP&A, Strategic Finance, Capital Markets, and Investor Relations, supported by a dedicated Data Science team working across all areas. We work closely with teams across Cleo, and we expect our people to understand the business, take real ownership, and master their craft. It’s an exciting time to join: the company is growing quickly, the problems are getting more interesting, and there is a huge amount still to build.

About The Role ✍️ We are currently hiring a Head of Investor Relations (L5), reporting to the VP Finance. You'll take direct ownership of board and shareholder engagement, private financings, secondary liquidity and the cap table, while building the public-market readiness Cleo needs ahead of a potential IPO. Key responsibilities for this role include:

• Own and elevate Cleo's investor relations function
• from board and shareholder engagement today to building public-market readiness standards for a future listing
• Shape Cleo's long-term equity story, anchored in durable Consumer FinTech growth, customer engagement, product performance, unit economics and profitability
• Lead development of investor presentations, shareholder materials, business overviews and roadshow-style content
• Own relationships across Cleo's board, existing shareholders, prospective private investors, growth funds, sell-side analysts, banks and advisers
• Run the board and shareholder communication cadence, including meetings, updates and high-stakes investor interactions, and maintain a clear view of the cap table and shareholder rights
• Lead the IR workstream for private capital raises, secondary transactions and other capital-markets activity
• investor targeting, positioning, diligence and management materials
• Lead liquidity processes for employees and shareholders, balancing pricing, allocation and shareholder needs against valuation strategy and cap-table quality
• Monitor comparables, valuation frameworks and investor sentiment, translating market feedback into clear insight for the executive team and board
• Help define Cleo's approach to guidance, KPI disclosure and expectations management as we prepare for public markets
• Continue improving IR processes, systems and tooling to manage reporting, investor targeting and engagement at greater scale, keeping the function lean and commercially focused What We're Looking For 🕵️
• 7+ years of experience across investor relations, investment banking, equity research, growth investing or strategic finance
• Deep familiarity with consumer and fintech business models
• Experience leading or supporting multiple private financing rounds and secondary transactions
• Credibility with sophisticated private-market investors, board members and senior executives
• Strong financial fluency across operating metrics, financial statements, valuation and capital structure
• Exceptional written, verbal and visual communication
• Bias to action and zero ego
• able to operate independently, exercise strong judgment and stay close to the work WHAT WE OFFER We offer benefits package built to support you in and out of work.

vary by country 🌍 and include meaningful equity, comprehensive health, dental and vision insurance, mental health support, a paid one-month sabbatical after four years, a learning and development platform, pension or retirement contributions, and location-specific leave entitlements. For the full breakdown on what's available in your location, visit our Candidate Hub https://meetcleo.notion.site/Cleo-Candidate-Hub-3b95c63b874580e9a068fdc6c8929ebf 👈 WHAT MATTERS Cleo's mission is to change the world's relationship with money.

We can't do that without building a brilliant, genuinely diverse team - and making sure our hiring process gives everyone a fair shot, running a fair and transparent recruitment process in which every candidate is considered on their metris. We're glad to make reasonable adjustments at any stage of the process. If there's anything we can do to support you in showing us your best, please let your recruiter or one of the team know. We may use AI-assisted tools during the recruitment process to take support the team in different ways like taking notes or referring back to conversations.

They do not replace the team and all applications are reviewed by a Cleo employee thoroughly!