Nick Tooker

Supporter
DISC Type : s

Head of Investor Relations and Strategic Partnerships at Expensify

San Francisco, California, United States

Overview

Nick Tooker is the Head of Investor Relations and Strategic Partnerships at Expensify, where he built the IR function and guided the company through its successful $2. 7B IPO. An award-winning professional with a Bachelors from the University of Arizona, he specializes in capital markets, corporate development, and Fintech growth.

Originally from Arizona, Nick lives in the Bay Area with his wife, Tarah. He enjoys cooking for her, watching sports, trying new foods, staying active, and movies. He is a proud husband who publicly celebrates his wifes career achievements and milestones in health and wellness coaching.

He was named to the National Investor Relations Institutes (NIRI) "Rising Leaders Under 40" class of 2024, recognizing his significant impact in the field.

Personality Overview

Social Proof Driven

Risk-averse

Procedural

They are unlikely to become strong champions as they don't prefer pushing other people.  They usually go by the book, following all rules and procedures. They get along well with all people.

Topics They Care About

Capital Markets Strategy
He has deep experience in capital markets, highlighted by his leadership of Expensify's roadshow and successful $2. 7B initial public offering.
SaaS & Fintech Growth
His career is focused at the intersection of SaaS and Fintech, where he forges key technology and accounting partnerships to drive revenue and expand ecosystems.
Strategic Partnerships
He has a proven track record of creating value through commercial relationships, launching programs with major brands like DoorDash, Xero, NetSuite, and Gusto.

Media Appearances

Nick has no verified media appearances

Work History

1-2021
Head of Investor Relations and Strategic Partnerships at Expensify
11-2017 - 4-2025
Strategic Partnerships and Business Development at Expensify
7-2025
Vice President of Membership at NIRI San Francisco
7-2024
Member Board of Directors at NIRI San Francisco
8-2016 - 10-2017
Director, Business Development at Win-Win

Education

Bachelor of Arts (BA) from University of Arizona

More Information

Social Presence :

Prographics :

Exp : 13 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Head of Investor Relations and Strategic Partnerships at Expensify
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Insights For Selling To Nick

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Show willingness to accommodating their needs or requests
  • Talk about refund and cancellation policy if the need arises

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t rush them to make quick decisions
  • Avoid saying anything that sounds like a risky proposition

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nick is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Nick

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Nick move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Nick take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Nick

Personality Compatibility


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