This is a remote position.
About The Role:
Synergy Management Group (SMG) is a consulting firm that partners with institutional investors portfolio companies and growing businesses. We collaborate with toptier organizations in private equity and venture capital to drive growth through sourcing due diligence operations and strategic exits.
We are executing a fasttrack seedstage capital raise targeting $500K $1M and are seeking an experienced Investment Banker to lead this fundraising effort. This role involves developing investor materials engaging highnetworth individuals family offices and other relevant seedstage investors and managing the entire capital raise process from start to finish in collaboration with the CEO.
Responsibilities:
- Lead Capital Raise: Manage the fullcycle of the seedstage fundraising round from investor outreach to closing.
- Investor Engagement & Negotiation: Identify and engage highnetworth individuals family offices and other qualified investors within SEC/FINRAcompliant parameters. Facilitate introductions structure deal terms and advance investor discussions.
- Develop Investor Materials: Utilize SMG s existing marketing material collateral and related assets to develop and finalize SEC/FINRAcompliant investor materials including the pitch deck financials and use of proceeds.
- Strategic Planning: Define the capital raise strategy investor targets and deal structure to ensure an efficient and successful raise.
Requirements:
- 10 years of experience in investment banking private equity or venture capital.
- Proven track record of executing $500K $5M capital raises for earlystage companies.
- Must hold active SEC/FINRA brokerdealer licenses (Series 7 63 and 79 preferred) in good standing.
- Extensive network of highnetworth investors family offices and other seedstage investors.
- Strong communication negotiation and investor relations skills.
- Selfstarter capable of independently managing the capital raise process while collaborating closely with the CEO.
Compensation:
- Compensation is 100 successbased. No upfront retainers salary or guaranteed payments. Fees are earned only as a percentage of successfully raised capital paid upon closing.
- Opportunity for longterm equity participation and advisory board involvement.
About SMG:
- Elite Clientele: Previous engagements with top institutional investors managing over $100B in assets.
- Established ProductMarket Fit: Proven success in highcaliber consulting services for leading institutional investment firms.
- WorldClass Team: Consultants with leadership experience at toptier firms including McKinsey Bain PwC EY Carlyle Deloitte and KPMG.
- Growth Focus: Seeking strategic capital to scale infrastructure and accelerate business development.
Additional Information:
- Remote Role: Fully remote flexible work hours.
- Interview Process: Initial interviews 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.
Investment Banking, Capital Raising, Angel Investing, Broker-Dealer, Corporate Finance, Capital Markets, Equity Capital Markets, Financial Services, Private Equity, Private Equity Funding, Private Equity Firms, Management Consulting, Venture Capital, Transaction Advisory, Transaction Advisory Services, Mergers & Acquisitions, Due Diligence, Private Placements, Growth Capital, Seed Capital