Full-Time

Executive Assistant

Posted on 7/10/2025

Old Well Labs

Old Well Labs

11-50 employees

AI-powered platform linking allocators with managers

No salary listed

Charlotte, NC, USA

In Person

Category
Administrative & Executive Assistance (1)
Requirements
  • * 3+ years supporting a senior executive in a fast-paced environment
  • * Experience managing a busy inbox with discretion and speed
  • * Excellent written and verbal communication skills
  • * Strong judgment and sense of urgency - know what can wait and what can't
  • * Confidence using Outlook, Excel, Teams, and ChatGPT/AI tools
  • * Track record of reliability and follow-through
  • * Comfort with light math and research
Responsibilities
  • * Manage and triage executive inboxes, including sorting, replying, drafting, flagging, and filing
  • * Own calendar coordination: scheduling, prioritizing time, and resolving conflicts
  • * Handle internal and external communications (via email, LinkedIn, Teams, etc.)
  • * Coordinate travel and team events - flights, hotels, itineraries, reservations, confirmations, occasional team offsites, holiday events
  • * Support sales and CRM operations: follow-ups, list cleanup, light reporting (HubSpot experience is a plus)
  • * Prepare, format, and edit documents, presentations, and memos
  • * Own general office management (supplies, space setup, vendors, visitor logistics)
  • * Assist with invoicing, data entry, light research, and other one-off projects, as assigned
Desired Qualifications
  • * HubSpot or CRM experience
  • * Experience in the financial or tech sectors
  • * Experience planning team events or managing logistics

Old Well Labs (OWL) provides a cloud-based software platform for institutional capital allocators and fund managers. It uses AI and web-scraped data to build detailed profiles of more than 10,000 investment firms and to surface information on over 15,000 funds. The platform helps allocators source funds, monitor performance, and track team changes, while helping fund managers identify interested investors and monitor allocator activity. Service providers can also find new fund-manager clients by watching which funds are raising capital or expanding teams. The product runs as a software-as-a-service (SaaS) with data gathered from thousands of sources across 60+ countries, and it delivers alerts and insights to users. OWL’s goal is to simplify investment due diligence and relationship-building by giving clients timely, organized, and actionable intelligence on the global fund-management ecosystem.

Company Size

11-50

Company Stage

Series A

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

2022

Simplify Jobs

Simplify's Take

What believers are saying

  • Series A raised $36M in May 2024 led by Nellore Capital.
  • Filed for $4M raise in 2026 under SEC Regulation D.
  • Serves Makena Capital, Hall Capital, Global Endowment Management.

What critics are saying

  • Tegus launches competing AI platform, erodes endowments market share.
  • Preqin acquires Affinity, bundles CRM capturing Makena Capital.
  • OpenAI free financial APIs commoditize OWL's AI aggregation.

What makes Old Well Labs unique

  • OWL aggregates data from 60+ countries into 15,000 fund profiles using AI.
  • Platform connects 3,000 allocators with 1.4M people profiles globally.
  • Developed over decade as internal tool for institutional investing.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Parental Leave

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

5%

1 year growth

0%

2 year growth

12%
intelligence360
Jan 30th, 2026
Old Well Labs files to raise $4M for fund manager intelligence platform

Old Well Labs, a fund manager intelligence platform, has filed a notice with the US Securities and Exchange Commission to raise $4 million in new funding. The filing was made under Rule 504 or 506 of Regulation D or Section 4(a)(5) of the Securities Act. The company provides allocators with tools to find, monitor and connect with fund managers globally. Its platform features over 15,000 fund manager profiles, 3,000 allocator profiles and 1.4 million people profiles, leveraging global filings from over 60 countries. Old Well Labs recently completed a Series A funding round led by Nellore Capital and other fintech investors. The platform enables users to source investments, track peers' holdings and monitor changes in fund managers' businesses across various asset classes.

Business Wire
May 30th, 2024
Old Well Labs (OWL) Announces Series A Funding Led by Nellore Capital

Old Well Labs (OWL), the leading software platform for finding and monitoring investment managers and allocators, today announced a Series A funding r

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