Head of Capital Formation & Corporate Development

Uniphore•Palo Alto, CA

4d•Onsite

About The Position

Uniphore is seeking a rare hybrid operator to lead its private capital strategy and inorganic growth agenda. This is a CEO-adjacent, board-facing role at a fast-growing, AI-native company, responsible for determining how Uniphore funds its future and managing its build-versus-buy strategy for growth. The ideal candidate can credibly manage both capital raising and M&A, with a strong track record in at least one area and practical experience in the other. This is not a generalist finance role or an entry-level position; it requires proven experience and established relationships in private capital markets and M&A.

Requirements

Background at the Associate through Director/Partner level within an investment bank (bulge-bracket or specialty/boutique), or equivalent principal-side experience leading fundraising and/or corporate development at a high-growth technology company.
Demonstrated, closeable track record on at least one of the two core mandates: leading and closing private fundraising rounds with VC, growth-equity, or PE investors, or running M&A transactions full-cycle — sourcing through integration — as a principal.
Working knowledge of the other core mandate (fundraising or M&A).
Banking, investment banking, or venture capital experience.
AI or SaaS industry experience is non-negotiable.
Deep fluency in private capital markets specifically — VC/PE deal mechanics, terms, and investor psychology.
Strong financial modeling and strategic/analytical skills.
Executive presence: proven ability to build trust and credibility directly with a CEO, executive team, and board.
Proactive, high-autonomy operator comfortable managing multiple live workstreams in a fast-paced, ambiguous environment.
Master's degree in Business, Accounting, Finance, Economics, or a related field; equivalent experience will be considered.

Nice To Haves

Candidates who have also spent time in-house at a public company — ideally in AI or data platforms — are especially well-positioned, bringing both the deal-side discipline and the operator's view of running these functions from inside a growth-stage business.
Ability to speak credibly, internally and externally, to where the AI market is headed, who the emerging players and research labs are, and how that shapes build-versus-buy decisions.

Responsibilities

Build and lead Uniphore's private fundraising strategy, targeting late-stage venture capital, growth-equity, and private equity investors, family offices, and high-net-worth individuals.
Own the debt-financing strategy and lender relationships, working with banking partners to structure and negotiate debt facilities.
Serve as the primary point of contact for private investors, managing relationships, presentations, financial models, and fundraising materials.
Oversee investor due diligence, ensuring accuracy, transparency, and alignment with Uniphore's growth strategy.
Partner with the Office of the CEO and the Chief Technology & Product Officer to drive Uniphore's inorganic growth strategy, including sourcing, evaluation, negotiation, and integration of M&A.
Lead build-versus-buy analysis on emerging technology and product capabilities, identifying and evaluating acquisition targets.
Determine the appropriate capital structure for transactions and lead capital raises (debt or equity) when necessary.
Negotiate directly with target companies and their investors through to close.
Act as a financial and strategic business partner to the CFO.
Work in close partnership with the CEO, prepare board-ready materials, and secure board approvals for fundraising and M&A decisions.
Align fundraising and corporate development initiatives across Product, Marketing, People, Legal, and Finance.
Serve as an internal expert on AI and SaaS market trends to guide strategic decision-making.