Investment Banking - Seed Capital Raise for Consulting Startup

Company: Synergy Management Group
Location: San Francisco
Posted on: March 19, 2025

Job Description:

Investment Banking - Seed Capital Raise for Consulting StartupAbout 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 :
    • Earn a competitive success fee based on a percentage of the total capital raised, paid upon achieving predefined milestones.
    • Opportunity to shape SMG's future with long-term equity participation and advisory board involvement.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.
          #J-18808-Ljbffr

Keywords: Synergy Management Group, San Francisco , Investment Banking - Seed Capital Raise for Consulting Startup, Accounting, Auditing , San Francisco, California