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Investment Banking Advisor: Angel-Stage Capital Raise for Consulting Startup ($500K–$1M)

Remote · USA Full-time New today

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 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. 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. Apply Job!

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