10+ years of FP&A or investment-related experience
Expert in financial modeling, forecasting, budgeting, and performance measurement
Sharp analytical thinker with 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
Responsibilities
Own the quarterly earnings cycle, ensuring consistency in financial communications and disclosures
Serve as the primary contact for sell-side coverage and manage investor relationships
Translate product and competitive strategy into a coherent investor narrative
Prepare executives for investor engagements and brief the Board on market positioning
Monitor peer performance and report on IR KPIs regularly
Leverage AI and advanced analytics to enhance investor insights and communications
Benefits
Open, inclusive, and fun environment
Benefits including medical, dental, and vision insurance, as well as 401(k)
Flexible PTO
Opportunity to be part of a company revolutionizing the legal industry
Growth opportunities throughout the company
Full Job Description
Your Impact
The Head of Investor Relations leads the company's engagement with the investment community. They will own the IR function end-to-end - earnings execution, analyst and shareholder relationship management, shareholder base strategy, and disclosure governance - while working closely with the CEO, CFO, Legal, and the disclosure committee. They pair strong analytical capabilities with rigorous financial communication and sound judgment on disclosure-sensitive topics. What You'll Do
Earnings & Financial Communications: Owns the quarterly earnings cycle: script development, Q&A prep, press release, investor deck, and post-print analyst debrief. Ensures consistency across GAAP/non-GAAP disclosures, guidance methodology, and management commentary quarter to quarter. Partners with FP&A and Accounting so all IR materials reconcile to underlying financials. Builds and maintains the beat and raise model. Partners with Legal on Reg FD compliance and coordinates investor-facing content around 8-K/10-Q/10-K filings. Maintains the IR content calendar to keep earnings, conferences, and ad hoc communications aligned.
Analyst & Investor Relationship Management: Serves as the primary point of contact for sell-side coverage and existing/prospective shareholders. Manages the conference and roadshow calendar; prepares executives for fireside chats, 1x1s, and NDRs. Tracks sell-side estimates, rating actions, and thesis shifts, and synthesizes them into actionable summaries for leadership. Identifies and sequences outreach to mandate-appropriate prospects. Uses 13F ownership data and trading liquidity metrics to inform targeting and prioritization of funds that can build positions.
Narrative & Positioning: Translates product and competitive strategy into a coherent, disciplined investor narrative - distinguishing what the data supports from narrative inference. Builds and maintains core IR collateral: investor presentation, fact sheet, FAQ, and IR website content.
Executive & Board Support: Prepares the CEO, CFO, and other spokespeople for investor-facing engagements. Briefs the Board regularly on shareholder sentiment, analyst perception, and market positioning. Supports capital markets strategy discussions, including capital allocation communication.
Market Intelligence & Reporting: Monitors peer performance and small-cap software sentiment broadly; flags implications for DISCO's valuation and positioning. Tracks and reports IR KPIs on a regular cadence - coverage breadth, ownership concentration, liquidity, short interest.
AI Strategy & Innovation: Leverages AI and advanced analytics to enhance investor insights, market intelligence, investor communications, and decision-making while ensuring data accuracy, confidentiality, and regulatory compliance.
Who You Are
10+ years of FP&A or investment related experience
Expert in financial modeling, forecasting, budgeting, and performance measurement
Sharp analytical thinker with 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
Even Better If You Have...
Experience in high-tech, SaaS, private equity, or investment banking
Investor relations exposure
Authorization to Work in the U.S.:Candidates must be legally authorized to work in the United States without sponsorship now or in the future. DISCO is not currently sponsoring visas, including, but not limited to, H-1B, TN, or EAD, and we are not accepting visa transfers. Perks of DISCO
Open, inclusive, and fun environment
Benefits, including medical, dental and vision insurance, as well as 401(k)
Competitive salary plus RSUs
Flexible PTO
Opportunity to be a part of a company that is revolutionizing the legal industry
Growth opportunities throughout the company
About DISCO
DISCO is a legal technology company that applies artificial intelligence and cloud computing to help lawyers and legal teams improve legal outcomes. DISCO?s technology is used by more than 800 law firms, including over 75 of the Am Law 200, as well as more than 600 corporations worldwide. DISCO was founded in Houston in 2013 and has raised $235 million in total funding.
