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Managing Director, Investment Banking: Seed Capital Raise for Consulting Startup Synergy Manage[...]

Savvy, Inc.
San Francisco, CA Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 5/8/2025

Managing Director, Investment Banking : Seed Capital Raise for Consulting Startup

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.

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    Salary : $250,000 - $500,000

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