Portfolio Strategy & Capital Markets Lead - EU
Role Overview
We are hiring a Portfolio Strategy & Capital Markets Lead to drive exit readiness, investor engagement, and capital strategy across our strategic portfolio. This role is ideal for a former investment banker, PE associate, or capital markets strategist ready to move into an operating role that is high-trust, highly strategic, and deeply embedded in next-gen tech companies. You will work closely with founders, finance leads, and investment banks to shape strategic narratives, support transaction execution, and prepare companies for institutional-grade capital events including IPOs, SPACs, M&A, and strategic partnerships.
Key Responsibilities
- Exit Readiness & Liquidity Strategy
- Lead workstreams on IPO, SPAC, and M&A preparation (data room, KPI design, board materials, investor Q&A).
- Partner with external advisors (investment banks, legal counsel, auditors) to support transaction readiness.
- Build scenario models and strategic recommendation decks for exit timing, valuation range, and go-to-market positioning.
- Analyze macro, crypto, and equities market conditions to inform optimal timing and structure of liquidity events.
- Monitor and benchmark comparable public companies, SPAC deals, token listings, and M&A transactions.
- Provide internal updates on regulatory, investor sentiment, and market access trends relevant to portfolio exits.
- Investor Narrative & Communications
- Collaborate with founders and strategy leads to shape compelling equity stories and investor presentations.
- Craft positioning for institutional investors, strategic acquirers, and crypto-native LPs.
- Prepare founders for roadshows, investor diligence, and earnings-style communications.
- Fund-Level Strategic Support
- Evaluate fund-wide capital markets strategies, including secondary liquidity options, or NAV-based structures.
- Support consolidation theses, strategic partnerships, or joint ventures with downstream capital providers or strategic buyers.
- Track post-exit performance and feedback loops to refine the fund's go-to-market and exit playbooks.
Preferred Experience
- Capital Markets Experience: 3-6 years in investment banking, capital markets advisory, equity research, or late-stage VC / PE.
- Transaction Exposure: Direct experience with IPO, SPAC, M&A, or strategic investor engagement processes.
- Financial Fluency: Strong in valuation, cap table modeling, transaction structuring, KPI storytelling.
- Strategic Communication: Ability to craft high-quality investor-facing materials and advise founders on narrative discipline.
- Crypto Literacy (Optional): Crypto-native or willing to learn quickly and engage credibly with protocol-native founders.
- Executive Presence: Capable of engaging with founders, board members, and bankers at eye level.
What We Offer
- Work from anywhere in the world in a globally distributed team.
- Competitive compensation package.
- Mental health and well-being support programs.
- Reimbursement for professional development and global conferences.
- High degree of autonomy with no micromanagement.
Interview Process
- Take Home Test
- Case study
- Group Interview
- Case study presentation
- Final Interview
Skills: strategy, strategic communication, crypto, executive presence, financial fluency, investment banking, transaction exposure, capital markets, crypto literacy, capital markets experience.
Location: Valkenswaard, North Brabant, Netherlands (or remote)
Status: This job posting is active.