Director of Capital Markets & Investor Relations

Director of Capital Markets & Investor Relations About the role

As Director of Capital Markets & Investor Relations, you will operate at the intersection of operations, capital markets, and executive strategy. Reporting to the CFO, you will shape how Formic translates performance into financial narrative, capital positioning, and long‑term value creation. You will play a central role in capital formation across equity and debt, serve as a trusted partner in board communication and investor engagement, and define how results are measured, interpreted, and communicated to the market.

• Lead the development and evolution of Formic’s operating model, forecasting framework, and long‑term financial architecture.
• Translate operational performance into clear, credible financial narratives for investors and board stakeholders.
• Define and refine KPIs that demonstrate the strength, scalability, and durability of Formic’s business model.
• Monitor industry trends, competitor positioning, and capital market dynamics to inform strategic positioning.
• Support equity and debt capital raise execution, including investor materials, diligence coordination, data management, and partner engagement.
• Help structure and communicate complex financing initiatives, including debt and securitization strategies where applicable.
• Partner cross‑functionally with Finance, Legal, and executive leadership to ensure alignment, reporting discipline, and compliance.
• Prepare board materials, investor updates, quarterly reporting packages, and strategic financial analyses.
• Implement and maintain outward‑facing dashboards and reporting frameworks that increase transparency and credibility.
• Operate independently in a fast‑moving environment, driving initiatives from concept through execution.

• 7+ years of experience in investment banking, private equity, venture capital, structured finance, or strategic finance within a high‑growth company.
• Direct experience engaging institutional equity investors and capital partners.
• Demonstrated experience supporting early‑stage or growth‑stage fundraising processes.
• Strong exposure to capital markets and debt structuring; securitization experience is a plus.
• Exceptional financial modeling skills, with the ability to build and refine operating models from first principles.
• Experience preparing board‑facing materials and partnering closely with executive leadership.
• Strong understanding of asset‑heavy, hardware‑enabled, or recurring revenue business models.
• Ability to translate complex operational performance into clear financial insight and investor‑facing narrative.
• Strong executive presence, independent judgment, and comfort operating in ambiguous environments.
• Located in or willing to relocate to the greater San Francisco area and able to work in a hybrid model, with a minimum of three days per week onsite in Oakland, CA.

• Equity in Formic:
  Participate in our stock option program and share in the success of a fast‑growing start‑up backed by leading global investors.
• Competitive & Uncapped Commission Structure:
  Designed to reward performance and impact in commission‑eligible roles.
• Comprehensive Healthcare Coverage:
  Medical, dental, and vision insurance through Blue Cross Blue Shield and Unum, with 99 % of employee premiums covered and 75 % coverage for dependents.
• Additional Insurance Benefits: FSA and DCFSA, life insurance, short‑term and long‑term disability through Unum, all 100 % employer‑paid.
• Employee Assistance Program (EAP):
  Fully funded by Formic.
• Paid Parental Leave Program:
  Up to 12 weeks of paid parental leave.
• Company‑sponsored 401(k):
  Invest in your future with our company‑facilitated retirement savings plan.
• Home Office Stipend:
  One‑time allowance for fully remote and hybrid employees.
• Monthly Cell Phone Reimbursement:
  Stipend toward personal phone and internet expenses.
• Flexible Time Off:
  Take the time you need, when you need it, supported by our flexible PTO policy.

Formic’s pay and equity packages are thoughtfully benchmarked against peer companies at a similar growth stage. Equity represents a meaningful part of our mutual…