Our Leadership
Led by globally successful sales leaders, entrepreneurs and marketing directors, we possess an unparalleled track record in engaging leads and scaling businesses.
For decades, we've rolled up our sleeves to build successful start ups from the ground up and honed our skills in corporate companies. You can count on us as an extension of your team, leveraging diverse skill sets to achieve your most ambitious goals.
Joe Guidi
Co-Founder & CEO
Joe is dedicated to transforming capital-raising operations for sponsors and General Partners. With a focus on optimizing lead engagement, qualification, and measurable outcomes, Joe leverages best practices developed from building top-performing sales teams in startups and Fortune 500 companies to deliver scalable, efficient solutions.
In addition to leading Scale IR, Joe serves as Head of Growth at GenRevv , where he drives data-driven lead generation strategies, and is the founder of Invest Clearly, a platform that empowers sponsors with verified investor reviews to build trust and improve conversion rates. Together, these ventures provide a seamless continuum of support for the capital-raising process—from acquiring leads to engaging them effectively and leveraging social proof to close deals.
Joe is passionate about creating sustainable, transparent growth environments that enable sponsors to scale their efforts while focusing on delivering long-term value.
Rob Giles
Co-Founder & CRO
Rob is a sought-after leader with over two decades of experience driving growth, operational efficiency, and value creation. He has built world-class sales leadership and operational programs across multiple industries and spent a decade in global sales strategy and operations at Gartner, bringing an enterprise-grade perspective, and is now leveraging this extensive expertise to build and optimize IR ecosystems.
With his deep background in strategic sales and revenue operations, Rob focuses on creating IR systems that drive new investor acquisition and enhance long-term relationships. Having founded his first company in 2004 and grown it to over 155 associates while generating millions in revenue, Rob has a proven track record in scaling businesses and applying data-driven strategies to achieve measurable results.
In the real estate private equity sector, Rob supports GPs and IR teams by developing systems that seamlessly integrate technology, process optimization, and investor communication to attract and retain high-quality investors. His approach helps IR professionals build a comprehensive, transparent ecosystem that enhances investor engagement and facilitates efficient capital raising.
Mary Helmle
Director of Product
Mary Helmle is a seasoned leader with over a decade of experience in operational strategy, revenue optimization, and data-driven decision-making. She has a proven ability to transform business processes, strengthen the alignment between sales and marketing, and implement strategic initiatives that drive sustainable growth and efficiency.
Most recently, Mary spent five years at a Fortune 500 company, leveraging her expertise and passion for operational excellence to elevate revenue operations. She focused on optimizing business processes, refining sales operations strategies, and implementing data-driven solutions to enhance performance and scalability. With a strong background in sales operations, process improvement, and analytics, she has a keen ability to identify opportunities that drive both revenue growth and operational efficiency.
Mary now brings this experience to the investor relations industry, applying data-driven insights to enhance operational effectiveness and develop scalable, sustainable revenue strategies. Her natural curiosity and analytical mindset drive her to uncover innovative solutions that improve business performance, streamline processes, and support the evolving needs of the industry.
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