Head of Investor Relations

Most money apps talk at you. Cleo talks back

We're not building another finance app. We're building the world's first AI financial assistant, one that actually understands your money and makes you better at it, and we're changing the world's relationship with money in the process For everyone, whatever their background or balance.

The proof: profitable, fast-growing, a unicorn with over $300M in ARR, and millions of people who now feel differently about their money.

We love original thinkers who challenge the status quo. We move fast, tell the truth, and there's nowhere to hide from good work here. If that excites you more than it scares you, you'll fit right in.

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Meet The Team

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Hello I'm Kyle, VP Finance at Cleo. Im excited to be growing our Finance team as Cleo enters its next stage of scaling.

Finance at Cleo is about much more than reporting the numbers. We help the business understand its economics, make better decisions, allocate capital, and build the financial infrastructure needed to scale.

Today, our team of ~25 spans Controllership, Financial Operations, Treasury, FP\&A, Strategic Finance, Capital Markets, and Investor Relations, supported by a dedicated Data Science team working across all areas.

We work closely with teams across Cleo, and we expect our people to understand the business, take real ownership, and master their craft.

It’s an exciting time to join: the company is growing quickly, the problems are getting more interesting, and there is a huge amount still to build.

About The Role

As Cleo continues to scale, our board, shareholder base, and capital-markets activity is becoming broader and more complex.

We are hiring a dedicated Head of Investor Relations to expand and strengthen the current function embedded within the Strategic Finance team: to bring focused ownership to board and shareholder engagement, private financings, secondary liquidity and the cap table, while raising the quality and consistency of our investor communications.

This is a hands-on leadership role. You’ll build on the strong foundations already in place, working with an experienced team that has developed high-quality materials and investor processes, while taking direct ownership of the relationships, cadence and key investor moments.

Over the next two years, you’ll also help strengthen Cleo’s public-market readiness across the equity story, investor base, reporting standards and internal disciplines required for a potential IPO and life as a public company.

Key Responsibilities for this role include

• Own and elevate Cleo's investor relations function - from board and shareholder engagement today to building public-market readiness standards.
• You'll run our board reporting and shareholder communications, lead investor engagement and liquidity processes, and keep Cleo well positioned for future private-market activity - while progressively building the capabilities and relationships to engage the public markets ahead of a future listing.
• Shape Cleo’s long-term equity story, anchored in durable Consumer FinTech growth, customer engagement, product performance, unit economics and profitability.
• Lead the development of investor presentations, shareholder materials, business overviews and roadshow-style content.
• Build the reporting standards, disclosure discipline and investor-relations infrastructure that can evolve naturally from a late-stage private company into a public-company environment.
• Own relationships across Cleo’s board, existing shareholders, prospective private investors and future public-market investors.
• Run the board and shareholder communication cadence, including meetings, updates and high-stakes investor interactions. Maintain a clear view of the cap table, shareholder rights and ownership dynamics
• Develop a proactive engagement programme across current investors, growth funds, public-market investors, sell-side analysts, banks and advisers.
• Lead the IR workstream for private capital raises, secondary transactions and other strategic capital-markets activity - investor targeting, transaction positioning, diligence and management materials.
• Lead liquidity processes for employees and other shareholders, balancing pricing, allocation and shareholder needs against valuation strategy and long-term cap-table quality.
• Monitor private and public comparables, valuation frameworks, investor sentiment and the narratives shaping consumer fintech.
• Translate market feedback into clear insights for the executive team and board. Identify gaps between Cleo’s trajectory and investor expectations, and help management communicate the business with clarity and credibility.
• Over time, help define Cleo’s approach to guidance, KPI disclosure and expectations management as the company prepares for the public markets.
• Continue to improve Cleo’s IR processes, systems and operating cadence while keeping the function lean and commercially focused.
• Introduce the tooling, dashboards and automation needed to manage reporting, investor targeting and engagement at greater scale. Define how the function should evolve and where future headcount or external support will add value.

What we're looking for

• 7+ years of experience across investor relations, investment banking, equity research, growth investing or strategic finance.
• Deep familiarity with consumer and fintech business models.
• Experience leading or supporting multiple private financing rounds and secondary transactions.
• Credibility with sophisticated private-market investors, board members and senior executives.
• Strong financial fluency across operating metrics, financial statements, valuation and capital structure.
• Exceptional written, verbal and visual communication.
• Bias to action and zero ego. The ability to operate independently, exercise strong judgment and remain close to the work.

Nice to have

• Experience on both sides of the IPO line.
• Experience building or materially improving an investor-relations function.
• Experience in consumer lending, credit, subscriptions, payments or regulated financial products.
• Existing relationships across US \& European growth investors, public-market investors, analysts and investment banks.

What we offer

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We offer benefits package built to support you in and out of work. Benefits vary by country and include meaningful equity, comprehensive health, dental and vision insurance, mental health support, a paid one-month sabbatical after four years, a learning and development platform, pension or retirement contributions, and location-specific leave entitlements.

For the full breakdown on what's available in your location, visit our Candidate Hub

What Matters

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Cleo's mission is to change the world's relationship with money. We can't do that without building a brilliant, genuinely diverse team - and making sure our hiring process gives everyone a fair shot, running a fair and transparent recruitment process in which every candidate is considered on their metris.

We're glad to make reasonable adjustments at any stage of the process. If there's anything we can do to support you in showing us your best, please let your recruiter or one of the team know.

We may use AI-assisted tools during the recruitment process to take support the team in different ways like taking notes or referring back to conversations. They do not replace the team and all applications are reviewed by a Cleo employee thoroughly!