Head of Investor Relations

DISCO•Austin, TX

About The Position

The Head of Investor Relations leads DISCO’s engagement with the investment community and owns the IR function end-to-end, including earnings execution, analyst and shareholder relationship management, shareholder base strategy, and disclosure governance. The role works closely with the CEO, CFO, Legal, and the disclosure committee, combining analytical capability with rigorous financial communication and sound judgment on disclosure-sensitive topics. The role owns quarterly earnings materials and processes, manages analyst and investor relationships, develops the company’s investor narrative and core IR collateral, and supports executive and Board engagement. It also monitors market and peer intelligence, reports IR KPIs, and uses AI and advanced analytics to improve investor insights and decision-making while maintaining data accuracy, confidentiality, and regulatory compliance.

Requirements

10+ years of FP&A or investment-related experience.
Expertise in financial modeling, forecasting, budgeting, and performance measurement.
Sharp analytical thinking and strong business acumen.
Experience using AI tools to automate workflows.
Excellent communication, collaboration, and presentation abilities.
Strong leadership, coaching, and team development competencies.
Track record of contributing strategic insights to executive leaders.
Experience developing and leading high-performing finance teams.
Strong business partnership and influencing skills.
Must be legally authorized to work in the United States without sponsorship now or in the future.

Nice To Haves

Experience in high-tech, SaaS, private equity, or investment banking.
Investor relations exposure.

Responsibilities

Own the quarterly earnings cycle, including script development, Q&A preparation, press releases, investor decks, and post-earnings analyst debriefs.
Ensure consistency across GAAP and non-GAAP disclosures, guidance methodology, and management commentary, and partner with FP&A and Accounting to reconcile IR materials to underlying financials.
Build and maintain the beat and raise model.
Partner with Legal on Regulation FD compliance and coordinate investor-facing content around 8-K, 10-Q, and 10-K filings.
Maintain the IR content calendar, aligning earnings, conferences, and ad hoc communications.
Serve as the primary point of contact for sell-side coverage and existing and prospective shareholders.
Manage conference and roadshow calendars and prepare executives for fireside chats, one-on-one meetings, and non-deal roadshows.
Track sell-side estimates, rating actions, and thesis shifts, and synthesize findings into actionable summaries for leadership.
Identify and sequence outreach to appropriate prospective investors; use 13F ownership data and trading liquidity metrics to inform fund targeting and prioritization.
Translate product and competitive strategy into a disciplined investor narrative, distinguishing supported data from narrative inference.
Build and maintain core IR collateral, including the investor presentation, fact sheet, FAQ, and IR website content.
Prepare the CEO, CFO, and other spokespeople for investor-facing engagements.
Brief the Board regularly on shareholder sentiment, analyst perception, and market positioning.
Support capital markets strategy discussions, including capital allocation communication.
Monitor peer performance and small-cap software sentiment, and flag implications for DISCO’s valuation and positioning.
Track and report IR KPIs regularly, including coverage breadth, ownership concentration, liquidity, and short interest.
Leverage AI and advanced analytics to enhance investor insights, market intelligence, investor communications, and decision-making while ensuring data accuracy, confidentiality, and regulatory compliance.