What are the responsibilities and job description for the Managing Director, Investment Banking: Seed Capital Raise for Consulting Startup position at Synergy Management Group?
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:
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.
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.
- 10 years of experience in investment banking, private equity, or venture capital.
- Proven track record of executing $500K–$5M capital raises for early-stage companies.
- Must hold active SEC/FINRA broker-dealer licenses (Series 7, 63, and 79 preferred) in good standing.
- Extensive network of high-net-worth investors, family offices, and other seed-stage investors.
- Strong communication, negotiation, and investor relations skills.
- Self-starter capable of independently managing the capital raise process while collaborating closely with the CEO.
- Compensation is 100% success-based. No upfront retainers, salary, or guaranteed payments. Fees are earned only as a percentage of successfully raised capital, paid upon closing.
- Opportunity for long-term equity participation and advisory board involvement.
- Elite Clientele: Previous engagements with top institutional investors managing over $100B in assets.
- Established Product-Market Fit: Proven success in high-caliber consulting services for leading institutional investment firms.
- World-Class Team: Consultants with leadership experience at top-tier firms, including McKinsey, Bain, PwC, EY, Carlyle, Deloitte, and KPMG.
- Growth Focus: Seeking strategic capital to scale infrastructure and accelerate business development.
- Remote Role: Fully remote, flexible work hours.
- Interview Process: Initial interviews conducted via video conference.
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.
