How The Fund CFO Function Is Driving Fundraising and Investor Relations
Today's top venture CFOs and GPs who drive the function at their firm are a critical interface with their firm’s LPs. They're rightsizing the portfolio strategy and often shaping the fundraising strategy. They can be the first call when an institutional allocator has a question that could make or break an IC’s decision. As the bar for raising a fund keeps rising, the firms that leverage the CFO function as a fundraising partner are the ones getting closer to commitments.
Join us as we dig into what venture CFOs and GPs leading the finance function at their firm are actually doing in IR and fundraising right now, what institutional LPs notice (and what makes them quietly pass), and how emerging managers can punch above their weight without a full finance team.
What we'll cover:
What institutional LPs actually look for in their diligence process, and the ‘questions behind the question’ they’re asking your firm
What can those leading the finance function at their firm do to give their team fundraising and IR leverage
The reporting cadence and quality bar LPs expect from emerging managers vs. established funds
How firms are using software and AI to streamline LP updates, capital calls, and data room workflows
Panelists:
Ihar Valodzin - CRM Product at Carta, building the tools that venture and private capital firms use to manage LP relationships, deal flow, and investor reporting. Ihar previously founded ListAlpha, a CRM platform for the private capital industry (acquired by Carta).
Tom Balderston - General Partner at Bullish blending capital, consulting and creation to design remarkable businesses in the world. Tom also leads the firm's finance function.
Caleb Ollech - Investor in Residence building Venture5’s ecosystem and content around LPs and emerging managers. Caleb has been an institutional investor for 9 years, first at TrueBridge Capital Partners and more recently at Johns Hopkins University, where he led the $1 billion venture program.
Dave Rivinus - Founding Partner and Head of IR, COO & CFO at 01 Advisors, bringing public-market-grade transparency, reporting, and IR discipline to the venture side. Dave previously ran investor relations at Yahoo and Twitter.
Moderated by John Gannon
Presented by:
Carta is the financial infrastructure platform that founders, investors, and limited partners use to manage equity, fund administration, and investor relations. Carta’s intelligent platform connects the data, workflows, and people that drive private capital operations—bringing together cutting-edge AI and expert human service.
Disclaimer:
The information provided is for informational purposes only and should not be construed as financial advice. Attendees are advised to consult with qualified financial professionals or advisors regarding their specific investment needs and objectives. Participation in this event does not guarantee any investment outcomes. Your registration information may be shared with our partners, and by signing up for this event, you consent to being contacted via email, SMS, and other means.