Kimberly Grey

Investor relations and fund operations professional with experience supporting institutional LPs, family offices, RIAs, and venture-backed businesses across private markets, venture capital, and emerging technology; blockchain and AI. Managed relationships with 240+ institutional stakeholders, achieved 100% LP retention, and led complex requests involving due diligence, reporting, LP transfers, co-investments, SPVs, and operational data. Combines high-touch investor service with hands-on process design.

Built investor data infrastructure, CRM workflows, institutional data rooms, compliance-led reporting processes, and self-service information systems that reduced manual reporting overhead by 50% and increased qualified pipeline velocity 3x. Known for meticulous execution, clear written communication, independent problem-solving, and the ability to move between tactical LP requests and broader operational improvements.

Principal Advisor, Capital Formation, AI Implementation & Product Operations at INDEPENDENT ADVISORY (2024-06 – Present)

• Securing $1Bn in secondaries for a Delaware investment firm (GP), securing brokerage and wealth channel partnerships from scratch (OpenAI, Antropic, Stripe, Anduril).
• Architected institutional-grade data rooms and due-diligence frameworks for 200+ US-based family offices and registered investment advisors, improving the organization and accessibility of investor materials.
• Advised venture-backed and emerging-technology businesses on investor communications, operational workflows, data organization, and institutional readiness.
• Led capital formation support for an insurtech client, coordinating outreach to US and international allocators and securing an anchor commitment for the seed round.
• Designed compliance-led fundraising materials and investor information flows to support accurate, timely responses to allocator requests.
• Applied AI productivity tools and workflow automation to reduce repetitive research, reporting, and documentation tasks.

Head of Sales & Institutional Operations at SUPERDUPER Ltd (2024-05 – 2024-08)

• Generated $25M in capital interest within 90 days by building targeted relationships across institutional, family office, and strategic investor networks. (Somo IP, acquired by Animoca Brands)
• Built the firm's initial institutional operating infrastructure from scratch, including CRM workflows, KYC and AML processes, data rooms, investor records, and commitment tracking.
• Established repeatable processes for organizing investor information and managing follow-up across a high-velocity blockchain and emerging-technology environment.
• Created sales and customer-success playbooks to improve product-led growth, account expansion, and value communication.
• Translated complex blockchain and technology concepts into clear investor-facing materials and conversations.

Senior Associate, Investor Relations & Head of GTM at FABRIC VENTURES (2022-04 – 2024-06)

• Managed investor relationships across a portfolio of 240+ institutional LPs, including sovereign wealth funds, public and corporate pensions, endowments, foundations, family offices, and funds of funds.
• Achieved 100% LP retention and a 25% re-up rate through consistent investor communication, responsive service, and disciplined relationship management.
• Led $175M+ in capital formation across four fund strategies, multiple vintages, LP secondary transfers, co-investments, and SPVs.
• Owned institutional LP requests involving DDQs, RFPs, technical reporting, operational due diligence, investor onboarding, and fund-related documentation.
• Managed LP secondary transfer processes, including incoming buyer diligence, information coordination, and stakeholder communication.
• Structured and syndicated co-investment rounds, SPVs, and vehicle structures for Series B and later-stage investments (closed US anchor Series B led investors for Ramp, Yellow Card).
• Built the firm's first investor data portal, replacing a costly third-party fund administration platform and creating a more accessible self-service information environment.
• Authored quarterly fund reports covering macroeconomic risk, portfolio performance, liquidity, and exit analysis.
• Orchestrated AGMs, LP webinars, investor roadshows, and ongoing communications across multiple jurisdictions and investor groups.
• Created a centralized portfolio-resource architecture connecting 145+ portfolio companies with investors, founders, and other strategic stakeholders.

Head of Business Development, Marketing, Operations & Investor Relations at BRAVO INVESTMENT HOUSE (2021-02 – 2022-05)

• Built and managed a $250M institutional pipeline for a Credit and Special Situations strategy targeting family offices, investment banks, and global allocators.
• Prepared PPMs, DDQs, investment memoranda, subscription documents, capital formation updates, and investor communications to institutional standards.
• Coordinated multi-jurisdictional operational due diligence and legal onboarding through investor closings.
• Prepared board-facing reports, performance updates, and strategic decision materials for the CEO and investment platform.
• Synthesized operational data, marketing metrics, and investor feedback into a repeatable investor engagement and reporting process.
• Supported investor education by translating complex credit, special situations, and private-market strategies into clear written materials and presentations.

Business Development & Customer Success Lead at nREACH (2024-10 – 2025-04)

• Secured approximately 50 meetings per week with C-suite decision-makers, including CEOs, COOs, Heads of Sales, and senior business development leaders across technology companies.
• Closed contracts at 5x the average contract value within two weeks of joining the firm.
• Generated approximately £200K in commercial pipeline through targeted industry webinars and educational programming.
• Built sales and customer-success playbooks that supported product-led growth, customer adoption, and value expansion.
• Used structured CRM processes and executive-level communication to manage high-volume prospect and customer activity with accuracy and consistency.

Lead, Strategic Partnerships & Community Experience at THE COLLECTIVE LIVING (2020-02 – 2021-02)

• Built 432 commercial, corporate, and brand partnerships from zero while maintaining 100% community occupancy ahead of the firm's $100M+ acquisition.
• Produced 400+ community activations, founder roundtables, and investor-oriented events connecting high-net-worth entrepreneurs, innovators, and strategic partners.
• Ranked in the top 1% of more than 500 global employees for commercial impact and stakeholder management.
• Built repeatable partner and community-engagement processes in a high-growth environment with evolving priorities and limited existing infrastructure.

Founder & Managing Director at KIM GREY BRANDS & COMMERCIAL EXPERIENCE (2012-01 – 2020-01)

• Founded and scaled a commercial brand and experiential agency serving enterprise, luxury, and high-growth businesses.
• Managed 140+ strategic enterprise accounts across the LVMH portfolio and related global brands.
• Designed and delivered a seven-day international CEO and investor retreat for 140+ technology executives and business leaders.
• Built long-term executive relationships across commercial, investment, technology, and partnership ecosystems.
• Received the Hennessy President's Award for commercial execution and the Pernod Ricard Global Innovation Award.

Professional Certification in Venture Capital – Early-Stage Investing – Columbia Business School (2025)

Bachelor of Commerce in Marketing Management – University of South Africa

Postgraduate Diploma in Marketing, Communications & Advertising – Red & Yellow Business School