Business Operations

About Goodfin

Goodfin is an AI-native private markets platform
. We help accredited investors access, evaluate, and act on private investment opportunities with clarity and confidence.

We’re rebuilding the private investing experience from the ground up — combining technology, judgment, and deep relationships across investors, founders, and funds.

This is not a legacy brokerage. This is a modern platform at the intersection of AI, fintech, and the private market ecosystem.

This is a high-ownership Biz Ops role focused on the two levers that drive Goodfin’s growth:

You will sit at the center of deals, investors, and operations
, working directly with the founder and driving growth. This is not a passive strategy role — it’s relationship-driven, execution-heavy, and outcome-oriented.

If you like being where capital, decisions, and momentum happen, this is that seat.

• Source private market opportunities (pre-IPO, growth equity, secondaries, structured deals) through direct outreach and partner networks
• Build and manage relationships with founders, funds, family offices, and intermediaries
• Drive deals from first conversation → diligence → structuring → close
• Coordinate internal diligence, legal, and ops workflows to bring deals live efficiently
• Develop repeatable sourcing channels, not just one-off wins

• Identify, engage, and onboard accredited investors
• Build trust-based relationships with HNWIs, angels, syndicates, managers, and family offices
• Support investor conversations from first touch → allocation → repeat engagement
• Work with product and marketing to improve conversion and investor experience

• Help define and improve deal + investor pipelines
• Build playbooks for sourcing, closing, and onboarding
• Identify bottlenecks and fix them (process, tooling, communication)
• Support new product, partnership, and market initiatives
• Support administrative and compliance work, including support for tax filings, legal documentation and KYC/KYB procedures as needed

• 5+ years in biz ops, investing, private markets, fintech, BD, or high-performance sales/ops
• Proven ability to source and close
  , not just support
• Strong relationship builder with credibility across investors and operators
• Moves with startup speed and urgency
• Comfortable operating in ambiguity and independently setting paths for execution
• Collaborates with product and engineering teams to develop and deepen our AI product and workflows
• High judgment, attention to detail, and follow-through
• Excellent communication skills
• Actively uses AI tools and believes AI will transform financial services

Signal: You’ve been trusted with real numbers, real relationships, and real outcomes.

• Small, high-agency team
• Direct founder access
• High accountability, low bureaucracy
• Bias toward action and closing loops

• Consistent pipeline of high-quality deals
• Fast-growing, engaged investor base
• Fast execution and high close rates
• Relationships that compound over time

• Direct impact on company growth and outcomes
• Exposure to both sides of private markets — deals and investors
• Path to leadership as the platform scales
• Competitive compensation + benefits