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Rowspace

Finance-native AI platform for investment decisioning

Business Development Lead

Full-TimeUpdated on 10/23/2026
$140k - $250k/yr+ 401(k) Match + Monthly Commuter Stipend
Mid, Senior
New York, NY, USA
In Person
Sales & Account ManagementAccount Executive

About the job

Requirements
  • At least 2 years of experience, with experience likely from management consulting, investment banking, private equity, or a high-growth startup.
  • A track record of building relationships with senior stakeholders in financial services or other complex, high-stakes enterprise environments.
  • The ability to build models, dissect markets, and restructure pricing frameworks.
  • Strong writing ability to distill complexity into clear memos or board presentations.
  • Intellectual curiosity about financial services; prior industry experience is not required.
Responsibilities
  • Own the full business development cycle for institutional financial services firms, including prospecting, qualification, discovery, negotiation, and closing.
  • Shape the go-to-market strategy, including market segmentation, competitive positioning, pricing, and packaging, and work with the founders to define and iterate on the sales process.
  • Develop and execute account strategies to enter and expand key customers, building relationships with senior decision-makers such as CIOs, COOs, portfolio managers, and partners.
  • Synthesize customer feedback, pipeline data, and product usage into recommendations that influence go-to-market execution and the product roadmap.
  • Drive cross-functional initiatives without a natural owner and ensure important work is completed.
  • Help hire and build out the go-to-market team as the company scales.

About the company

Rowspace is a financial-AI platform that helps large investment teams make better decisions by organizing both structured data (like models and spreadsheets) and unstructured information (memos, emails, legacy systems) into a finance-focused view. It works by connecting data from across a firm and running analyses inside the customer’s own environment, so proprietary information stays under the client’s control. The product integrates with tools like Excel and Microsoft Teams, and enables portfolio monitoring, review of historical deals, and optimization of credit books using AI tailored to finance. Rowspace differentiates itself by keeping data on the client side, offering a finance-native data model, and targeting enterprise asset managers with high-value contracts, rather than relying on cloud-only solutions. The company’s goal is to empower investment teams to extract precise insights from their own data and improve decision-making while maintaining data security and control.

Company Size

11-50

Company Stage

Series A

Total Funding

$50M

Headquarters

San Francisco, California

Founded

2024

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Simplify's Take

What believers are saying

  • Fortune reported about 10 top firms as launch customers in February 2026.
  • Rowspace launched publicly with $50 million, funding product build and go-to-market.
  • Expansion across San Francisco and New York supports enterprise sales and implementation.

What critics are saying

  • Ten customers create concentration risk; losing one seven-figure account damages revenue immediately.
  • Finance firms demand airtight security; one data leak can kill trust and renewals.
  • If proprietary-data access fails, Rowspace becomes a services vendor, not software.

What makes Rowspace unique

  • Rowspace embeds inside customer environments, keeping proprietary data under client control.
  • It connects memos, models, email, and legacy systems with finance-native workflows.
  • Sequoia backed both rounds, and top firms signed seven-figure contracts by February 2026.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Commuter Benefits
  • Meal Benefits

Growth & Insights and Company News

6 month growth

-3%

1 year growth

-6%

2 year growth

-6%
PR Newswire
Feb 25th, 2026
Rowspace launches with $50M to turn institutional knowledge into compounding edge for finance

/PRNewswire/ -- Rowspace, the AI platform that accelerates financial services firms' decision making based on their proprietary data, launched today with $50...