Private Funds Manager, StartEngine
+ Equity
Online equity crowdfunding platform
Job no longer available
Online equity crowdfunding platform
101-200 employees
Job no longer available
+ Equity
101-200 employees
Company mission
To help entrepreneurs achieve their dreams.
Role
Who you are
- This role requires strong operational expertise, attention to detail, and cross-functional coordination with operations, compliance, marketing, and tax advisors to ensure smooth and compliant execution
- Bachelor’s degree in Finance, Business, Accounting, or related field (advanced degree/certifications preferred)
- 3+ years’ experience in fund administration, private equity, venture capital, or financial services
- Familiarity with SEC filings, Form D, CIK registration, escrow processes, and K-1 tax reporting
- Strong organizational skills with ability to manage multiple offerings simultaneously
- Proficiency with workflow and AI-driven tools (HelloSign, Jira/Atlassian, compliance tracking, automation platforms)
- Excellent written and verbal communication skills
- Detail-Oriented: Accurately manages high volumes of investor, regulatory, and tax documentation
- Process-Driven: Follows structured workflows and improves efficiency with AI automation
- Compliance-Focused: Prioritizes regulatory and tax deadlines with precision
- Innovative: Embraces AI and digital tools to enhance productivity and reduce manual tasks
- Collaborative: Works seamlessly across legal, compliance, tax, and investor relations teams
What the job involves
- We are seeking a Private Funds Manager to oversee the full lifecycle of StartEngine Private fund offerings
- A key focus will be leveraging AI tools to streamline workflows, enhance accuracy, and improve overall efficiency
- Partner with the Private Acquisition team to track deal flow and establish fund entities
- Create folder structures, request EINs, and organize documentation for compliance review
- Define offering terms (price per share, raise limits, min/max investments) and prepare Pricing Memoranda
- Open and manage escrow accounts, ensuring accurate setup and documentation
- Draft escrow agreements and maintain escrow and bank account records
- Apply AI-driven systems to monitor escrow activity and reduce manual errors
- Collaborate with Marketing to draft investor-facing content and confirm offering terms
- Draft and format Subscription Agreements; manage Escrow Admin setup
- Oversee offering launches, disbursements, and internal share transfer agreements
- Implement AI solutions to accelerate content drafting, contract formatting, and data verification
- Prepare and maintain CIK applications, Form D filings, and state notices
- Ensure timely filings and strict adherence to SEC and state requirements
- Leverage AI for compliance tracking, deadline management, and error detection
- Coordinate with portfolio companies to transfer shares upon closing
- Maintain accurate records across systems and support audits or regulatory reviews
- Coordinate with tax accountants for preparation and distribution of investor K-1s
- Utilize AI tools to automate reporting, reconciliation, and audit preparation
Our take
StartEngine – the largest equity crowdfunding platform in the US – allows everyday Americans to invest and own shares in startups and early-stage companies in a landscape that was previously dominated by experienced investors and venture capitalists.
Startups can craft investment pitches onto a webpage and raise capital from thousands of investors online. Investors, in turn, can browse through projects, diving deeper into campaigns and view necessary information like investor snapshots and financial documents laid out in a simple format. Unlike legacy crowdfunding platforms like GoFundMe and Kickstarter - which are typically used for one-off creative projects or financial assistance - StartEngine's pitches are thoroughly vetted and supported by Account Managers to help with legal and financial technicalities.
Although the largest, StartEngine faces stiff competition from platforms like Wefunder and Nextseed (who, although smaller in terms of deal volume, have a higher funding success rate at 93%). However, the company has passed 1 million registered users and saw big success in 2024, setting it up to see even further growth.
Steph
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Funding (last 2 of 10 rounds)
May 2023
$16.5m
LATE VC
Dec 2021
$50m
LATE VC
Total funding: $117.1m
Company benefits
- Tech stipend
- 401k
- Company offsites
- 100% health benefits
- Monthly happy hours
- Unlimited vacation
- Equity package
- Entirely remote
- Paid Parental Leave
Company HQ
Melrose, Los Angeles, CA
Leadership
Howard Marks
(Co-Founder & CEO)Having studied Engineering at the University of Michigan, Howard co-founded Activision in 1991, working as Chairman for over 7 years before founding Acclaim Games. He left this CEO position after 5 years to co-found StartEngine in November 2011.
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