Funds Operations Associate

Wefunder Portal LLC; San Francisco, Northern (CA, KY); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Competitive salary and stock options

Unlimited vacation days (mandatory 3

Apple equipment — whatever you want

Free food and drinks (daily lunch, and

Conferences reimbursement

Job summary

Wefunder Portal LLC in San Francisco seeks a hands-on operations leader to shape the portfolio experience, manage investment data, and guide post-funding milestones including financings, acquisitions, and IPOs.

You’ll own fund tax operations, manage 150+ SPVs, coordinate with founders, CPAs, and our customer success team, and be the internal champion for founders after they raise on Wefunder. This role requires ruthless prioritization and comfort in ambiguity.

Qualifications

• Experience with fund management and taxes preferred.
• Ability to thrive in ambiguity and manage multiple priorities.
• Strong partnership with founders, CPAs and customer success.

Responsibilities

• Shape the portfolio experience and manage portfolio data.
• Lead post-funding milestones including financings, acquisitions and IPOs.
• Own fund tax operations and manage SPVs and taxable events.
• Support investor relations and help founders communicate with investors.

Skills

Fund operations

Fund management

Taxes

Ambiguity tolerance

Prioritization

Job description

We've raised over a billion dollars for thousands of founders in all 50 states, from ostrich farms to unicorns like Substack, Replit, & Mercury.

We're a Public Benefit Corporation with a mission to keep the American dream alive. We're fighting to keep America defined by optimism, innovation, and opportunity—the best place for the ambitious to turn ideas into reality.

We believe America is full of untapped talent, and that helping more founders get off the ground leads to a better future. Our goal is to help 20,000 more founders get off the ground. We're just getting started.

We're a team of founder types: enjoy autonomy, responsibility, the opportunity to learn, and no red tape. Just make it happen.

The Role

Shape the portfolio experience

Manage our portfolio product. Research and validate portfolio company investment data, and help improve the view that allows investors to track the value of their investments.

Guide post-funding milestones

Lead founders through post-funding events, including subsequent financing rounds, acquisitions, and IPOs. Make these processes smooth for both founders and investors who may not be familiar with them.

Own fund tax operations

Handle taxes. Manage 150+ SPVs as well as taxable events for our funds every year. This will require meticulous management of all parties involved — from founders, to our team, to external CPAs.

Support investor relations. Help founders communicate with their investors and work with our customer success team to answer complex investor questions.

Champion founders after the raise

Be the internal champion for founders after they raise on Wefunder. Advocate for them, empathize with them, and set clear expectations for them.

Location & Culture

We're strong believers in an in-person culture. Our HQ is in San Francisco — we have two offices, one in the Mission and one in Seacliff with a view of the Golden Gate Bridge.

We're a small team of ~30 that hires carefully. In this new AI world, one star can outcompete 10 average people. We'd rather stay lean, move fast, and spend our time building — not navigating big-company bureaucracy.

We're tight-knit enough to spend 10 days on a train together without killing each other. Four times over the years, we've all taken the Amtrak coast to coast, stopping in 12 cities. We're a team of doers and thinkers who are insatiably curious — not just about work, but about kickboxing, mountaineering, chess, and everything in between.

You don’t let things fall through the cracks.

You learn very quickly and have an innate curiosity to dive deeper. You will need to learn how funds work in the crowdfunding world.

Initiative, drive, and urgency to solve problems

You develop systems to be more efficient over time. You’ll leave your mark on how we do things and grow with the company.

Ruthless prioritization

You will be the primary point person for founders as they go through the crazy process of fundraising on top of having dozens of competing priorities. You know how to get things done while also building for the future.

You can code-switch between building rapport with CEOs, alleviating concerns from skeptical CFOs, discussing valuations with investors, and fielding questions from diligent attorneys.

Ability to thrive in ambiguity

You’re comfortable asking a lot of questions. You prefer being thrown in the deep end. You aspire to learn every small detail about the fundraising process.

Fund Operations experience preferred

Experience with fund management and taxes is preferred for this job.

• Competitive salary and stock options package
• Unlimited vacation days (mandatory 3 weeks off)
• Apple equipment — whatever you want
• Lots of free food and drinks. This includes daily lunch and weekly team breakfast and dinner.
• Reimbursement for classes and conferences