Interim Strategic Finance Lead – Series B and Exit Preparation - Mobility sector
ROLE AT A GLANCE
An interim role embedded in the leadership team of a venture-backed hard-tech company, helping the C-suite prepare for a Series B raise and a potential exit, run in parallel.
Engagement: Interim, embedded in the company; minimum 3 days a week (TBC)
Start: November 2026
Duration: Approx. 3-6 months, with potential to extend to completion
Location: US UK or Western Europe
Works with: The C-suite
Pay: Day rate
THE COMPANY
A venture-backed hard-tech company building robotics and automation for next-generation mobility and industrial infrastructure. It is scaling commercial deployments with major operators and preparing for a significant growth phase.
- Proprietary hardware and software, protected by a substantial patent portfolio.
- Proven in commercial deployments, with customers in more than one segment.
- Strong demand from larger partners to accelerate rollout.
- Operating internationally.
Full company details are shared after an NDA and an initial conversation.
THE ROLE
You'll work inside the company as the C-suite's right hand across both tracks. An investment bank will run the processes; your job is to make sure the company is ready, and to manage the bank on its behalf.
- Build and own the strategic financial model behind both the Series B and exit cases.
- Help leadership prepare the equity story, investor materials, and supporting analysis.
- Support bank selection, then act as the day-to-day contact for the appointed bank.
- Set up and run the data room and coordinate due diligence across internal teams.
- Track investor and acquirer interactions and keep leadership and the board updated.
A detailed brief and timeline are shared with shortlisted candidates.
WHO WE'RE LOOKING FOR
An experienced transaction or strategic finance professional who has worked closely on growth raises and M&A and wants a hands-on interim role inside a scaling company.
Essential
- Background in investment banking (Associate to Director), corporate development, transaction services, or growth-stage strategic finance.
- Hands-on experience of growth equity raises and/or sell-side M&A; a dual-track process is a strong plus.
- Strong financial modelling skills, including scenario and long-range models you have built and owned.
- Experience preparing investor materials, running data rooms, and coordinating due diligence.
- Confident working directly with a C-suite and with external advisors.
- Available from November 2026, at least 3 days a week.
Sector exposure (one or more of)
- Autonomous vehicles and the robotaxi ecosystem
- EV charging and electrification infrastructure
- Robotics and industrial automation
- Logistics, warehouse, or port automation
- Hardware businesses where IP is central to valuation
Helpful
- Experience with hardware or deep-tech companies, where IP and deployment track record drive valuation.
- Experience in venture- or PE-backed companies operating across Europe and the US.
ENGAGEMENT
- Competitive day rate, plus a bonus on completion of the transaction.
