GoodFin is reimagining private wealth in the era of AI. Our mission is to empower a new generation to build wealth, starting with their investments in alternative assets.

Our AI-native platform combines a design-forward experience with a backend powered by a system of intelligent agents. We are building a future where AI unlocks financial hyperpersonalization, automation and optimization for sophisticated financial products, which are typically gated by advisors and reserved for very wealthy clients. This highly fragmented $1.25T global services market will undergo a sea change in the coming years, as trillions pass in the largest intergenerational wealth transfer to date.

In a world where most financial decisions will become automated, we believe the next category-defining wealth company will still be human-driven at its core – powered by a high-value community like our membership base of professionals, founders and investors. The next generation financial giant will be an AI-native platform that makes wealth creation seamless, personalized, and social. That’s what we’re building.

We are a fast-growing seed-stage startup backed by Y Combinator, Goodwater Capital, Phoenix Fund, Perpetua Investment Group and angel investors from leading companies across tech and finance.

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.

The Role

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

Sourcing and closing high-quality private investment opportunities
Bringing in and converting investors onto the platform

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.

What You’ll Own

Deal Sourcing & Execution

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

Investor Growth & Client Development

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

Business Operations & Scaling

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

What We’re Looking For

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.

How We Work

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

What Success Looks Like

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

Why Join

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

Backend: AWS Lambda with Node.js and Express Frontend: React Infrastructure: AWS