What are the responsibilities and job description for the Investment Banking Advisor : Capital Raise for Consulting Startup position at Synergy Management Group?
Job Description
Job Description
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 targeting $500K–$1M and are seeking an experienced Investment Banker to lead this fundraising effort. This role involves developing investor materials, engaging high-net-worth individuals, family offices, and other relevant seed-stage investors, and managing the entire capital raise process from start to finish in collaboration with the CEO.
Responsibilities :
- Lead Capital Raise : Manage the full-cycle execution of the seed-stage fundraising round, from investor outreach to closing.
- Investor Engagement & Negotiation : Identify and engage high-net-worth individuals, family offices, and other qualified investors within SEC / FINRA-compliant 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 / FINRA-compliant 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 :
Compensation :
About SMG :
Additional Information :
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.
