Head of Investor Relations

DISCO

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 strong analytical capabilities with rigorous financial communication and sound judgment on disclosure-sensitive topics. The position oversees quarterly earnings materials and processes, investor and analyst engagement, the company’s investor narrative and collateral, executive and Board support, and market intelligence and reporting. It also uses AI and advanced analytics to improve investor insights, communications, market intelligence, and decision-making while maintaining data accuracy, confidentiality, and regulatory compliance. DISCO provides a cloud-native, AI-powered legal solution for e-discovery, legal document review, and case management. The company expects employees to proactively adopt and responsibly use AI tools to drive efficiency, improve outcomes, and continuously evolve how they work.

Requirements

10 or more years of FP&A or investment-related experience.
Expertise in financial modeling, forecasting, budgeting, and performance measurement.
Strong analytical thinking and business acumen.
Experience using AI tools to automate workflows.
Excellent communication, collaboration, and presentation abilities.
Strong leadership, coaching, and team-development competencies.
A track record of contributing strategic insights to executive leaders.
Experience developing and leading high-performing finance teams.
Strong business-partnership and influencing skills.
Legally authorized to work in the United States without current or future sponsorship; DISCO is not sponsoring visas or accepting visa transfers.

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 in GAAP and non-GAAP disclosures, guidance methodology, and management commentary across quarters.
Partner with FP&A and Accounting to ensure IR materials reconcile 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 and align earnings, conferences, and ad hoc communications.
Serve as the primary point of contact for sell-side coverage and existing and prospective shareholders.
Manage the conference and roadshow calendar and prepare executives for fireside chats, one-on-one meetings, and non-deal roadshows.
Track sell-side estimates, rating actions, and changes in investment theses, and synthesize findings into actionable leadership summaries.
Identify and sequence outreach to mandate-appropriate prospects.
Use 13F ownership data and trading-liquidity metrics to inform targeting and prioritization of funds that can build positions.
Translate product and competitive strategy into a coherent, 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 communication about capital allocation.
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.
Use AI and advanced analytics to enhance investor insights, market intelligence, investor communications, and decision-making while ensuring accuracy, confidentiality, and regulatory compliance.