1. Equity Financing & Investor Relations
l Lead or support end-to-end equity raises: business plan and investment narrative, financial model, data room build-out and maintenance
l Systematically engage VCs, growth funds, strategic investors and family offices across Canada and the U.S.; build and maintain the investor pipeline
l Own investor due diligence (financial, legal, tax, technical, commercial), coordinating external counsel, accountants and advisors
l Produce monthly and quarterly investor updates, board materials, and manage day-to-day shareholder communication
2. Debt Financing & Banking Relationships
l Engage venture debt and growth capital providers such as RBC Innovation Banking, CIBC Innovation Banking, BDC Capital, EDC and Espresso Capital
l Manage credit applications, prepare supporting materials, and negotiate terms (pricing, covenants, warrants, repayment structure, security)
l Maintain ongoing banking relationships and support account opening, facility management, FX and cash management needs
3. Government Funding & Regulatory Communication
l Own the application, tracking and close-out of federal and Ontario funding programs: SR&ED, NRC IRAP, Scale AI, NGen, OVIN and others
l Communicate independently with the CRA, NRC and other agencies — respond to queries and prepare for and manage audits and reviews
l Work with external SR&ED consultants and accounting firms to ensure filing quality and deadlines are met
4. Financial Analysis & Statement Review
l Independently review monthly, quarterly and annual financial statements, identify anomalies and reconciliation issues, and understand the commercial substance behind the accounting
l Verify figures before anything goes out the door, ensuring financial data is consistent and traceable across investor materials, bank submissions and government filings
l Build and maintain the three-statement model, scenario analysis, unit economics and cash flow forecasts
l Manage the cap table and dilution analysis; support valuation work (DCF, comparable companies, precedent transactions)
l Support the audit process and participate in discussions on key accounting policies and disclosure treatment