Managing Director, Investment Banking: Angel-Stage Capital Raise for Consulting Startup ($500K-$1M)About The Role : Synergy Management Group (SMG) is a consulting firm that partners with institutional investors, portfolio companies, and growing businesses. We collaborate with top-tier organizations in private equity and venture capital to drive growth through sourcing, due diligence, operations, and strategic exits. We are executing a fast-track seed-stage capital raise and are seeking an experienced Investment Banker to lead this fundraising effort. This role involves developing investor materials, targeting high-net-worth investors, and managing the entire capital raise process from start to finish in collaboration with the CEO. Responsibilities :
- Lead Capital Raise: Spearhead a seed-stage fundraising round ($250K-$500K) by managing the entire capital raise cycle, from developing investor materials to closing deals.
- Investor Outreach & Negotiation: Target and engage elite, high-net-worth investors. Present investment opportunities and negotiate deal terms.
- Develop Investor Materials: Refine and leverage SMG's existing assets to create compelling, comprehensive investor materials (pitch deck, use of proceeds, financials).
- Strategic Planning: Define strategy for fundraising, including targeting the right investors and identifying optimal deal structures.Requirements :
- 10+ years of experience in angel, VC, or PE capital markets.
- Proven track record of successful capital raises (ideally $500K-$5M) for early-stage companies.
- Extensive network of high-net-worth investors and active SEC/FINRA broker-dealer licenses in good standing.
- Strong communication, negotiation, and relationship-building skills.
- Self-starter who can independently manage the capital raise process and collaborate closely with the CEO.Compensation : Success fee-based compensation structure, with the potential for equity participation in SMG. About SMG :
- Elite Clientele: Past engagements with top institutional investors managing over $100B in assets.
- Established Product-Market Fit: Proven success in delivering high-caliber consulting services to leading institutional investment firms.
- World-Class Team: Consultants with leadership experience at firms such as McKinsey, Bain, PwC, EY, Carlyle, Deloitte, and KPMG.
- Growth Focus: We are seeking strategic capital to scale our infrastructure and accelerate business development.
- Validated Capital Raise Opportunity: A prior accredited investor completed two months of comprehensive due diligence and submitted a $500K SAFE term sheet at a $1.5M valuation cap. While we elected not to proceed due to strategic alignment considerations, this serves as strong validation of SMG's capital raise structure, use of proceeds, and elite market positioning-making execution more efficient for the engaged investment banker.Additional Information :
- Remote Role: This position is fully remote, with flexible work hours.
- Interview Process: Initial interviews will be conducted via video conference.To Apply : Submit your resume and a summary of relevant experience. Further details about SMG and the capital raise process will be provided during the interview. This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Any terms outlined above are subject to change. #J-18808-Ljbffr