What are the responsibilities and job description for the Vice President, Investment Banking - Seed Capital Raise for Consulting Startup position at Synergy Management Group?
This is a remote position.
About Synergy Management Group (SMG):Synergy Management Group (SMG) is an elite, full-service consulting firm that partners with institutional investors, portfolio companies, and growing businesses. We specialize in sourcing, due diligence, operations/value creation, and strategic exits, working exclusively with top-tier private equity and venture capital clients. SMG has a proven track record of successful engagements with firms managing over $100B in assets.
After a brief pause in operations, we are now in a re-launch phase, focused on expanding SMG’s reputation through strategic hires and key partnerships to drive growth. Our prior engagements with top institutional investors have validated our business model and product-market fit, positioning us to scale operations with a fresh capital raise.
About the Role:
We are seeking an experienced Investment Banker to lead a seed-stage capital raise ($500K–$1M ) as we scale SMG’s infrastructure and services. This role involves developing SEC/FINRA-compliant investor materials, engaging high-net-worth investors, and managing the capital raise process in direct collaboration with the CEO. This is a remote position with a flexible schedule, offering a success-fee compensation structure with the potential for equity participation based on milestones.
Responsibilities:
- Lead Capital Raise: Spearhead a seed-stage fundraising round, managing the entire process from investor material development to closing deals.
- Investor Outreach & Negotiation: Identify, target, and engage elite, high-net-worth investors, family offices, and other relevant seed-stage investors. Present investment opportunities and negotiate deal terms.
- Develop Investor Materials: Utilize SMG’s existing marketing materials, 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 and execute the capital raise strategy, identify ideal investor targets, and structure optimal deal terms.
- Collaborate with the CEO: Work directly with the CEO to ensure alignment on goals, strategy, and fundraising execution.
Requirements:
- Experience: 10 years in investment banking, private equity, or venture capital, with a proven track record of successfully raising $500K–$5M for early-stage, high-caliber companies.
- Network: Extensive connections to high-net-worth investors, family offices, and other seed-stage investors.
- Licensing: Active SEC/FINRA broker-dealer licenses (Series 7, 63, and 79 preferred) in good standing.
- Skills: Strong communication, negotiation, and investor relations expertise. A self-starter who can independently manage the capital raise process while collaborating closely with the CEO.
- Transparency: Ability to navigate the re-launch phase of a previously paused business, understanding the dynamics of a startup with validated market fit.
Compensation:
- 100% success-based compensation—no upfront retainers, salary, or guaranteed payments.
- Fees are earned only as a percentage of successfully raised capital, paid upon closing.
- Equity participation and advisory board involvement available based on performance.
Why Join SMG?
- Elite Clientele: Past engagements with top institutional investors managing over $100B in assets.
- Proven Product-Market Fit: Validation from prior high-value engagements, demonstrating our ability to deliver top-tier consulting services and results.
- World-Class Team: Work alongside consultants with leadership experience at firms such as McKinsey, Bain, PwC, EY, Carlyle, Deloitte, and KPMG.
- Growth Opportunity: Be part of a strategic re-launch, gaining early-stage equity exposure in a firm with validated market potential.
Additional Information:
- Remote Role: Fully remote, flexible work hours.
- Interview Process: Initial interviews conducted via video conference.
- Transparency in Process: As part of our re-launch, we value open communication about our growth phase and the unique opportunities it brings.
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.
