Managing Director, Investment Banking: Angel-Stage Capital Raise for Consulting Startup ($500K-$1M)
Company: Synergy Management Group
Location: New York
Posted on: March 17, 2025
Job Description:
Managing Director, Investment Banking: Angel-Stage Capital Raise
for Consulting Startup ($500K-$1M)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.
- Validated Capital Raise Opportunity: A prior accredited
investor completed two months of comprehensive due diligence and
submitted a $500K SAFE term sheet at a $1.5M valuation cap. While
we elected not to proceed due to strategic alignment
considerations, this serves as strong validation of SMG's capital
raise structure, use of proceeds, and elite market
positioning-making execution more efficient for the engaged
investment banker.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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Keywords: Synergy Management Group, New York , Managing Director, Investment Banking: Angel-Stage Capital Raise for Consulting Startup ($500K-$1M), Accounting, Auditing , New York, New York
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