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Private Equity Capital Formation

Posted 2 hours ago
5-10 years experience
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AI Summary

The role involves cultivating relationships with private equity firms, accredited investors, and family offices to present investment opportunities and close deals. You will be responsible for activating professional networks, managing investor communications, and maintaining a consistent outreach rhythm.

Role Description



We’re looking for a few good men and women to join our capital formation and investor relations team. 



That means cultivating relationships with private equity firms, accredited investors, and family offices - presenting opportunities - and closing deals.



We may be a startup, but this is not an equity gig (unless you want it to be).



This is a lucrative, long-term, paid role.  It begins as a two-week paid evaluation period designed to ensure mutual fit, then transitions immediately into a permanent position.



You can participate:



  • Full-time
  • Part-time
  • Fractionally
  • Evenings/off-hours


The role is remote and structured for professionals who already have networks, relationships, and experience in investor-facing environments. You will be presenting a wide variety of investment opportunities, so experience and network in any sector is relevant (real estate, startups, alts, etc.).



About The Opportunity



We are a funded, remote-first startup with a live private beta product, an existing team of 20+ contributors, and an experienced technical founder.



We are building a platform that (among other things) helps people raise money.



Not a crowdfunding platform.  Something bigger.



Step 1 is to help us raise capital to launch the platform itself.



Step 2 is to help our customers raise capital through the platform (as a service).



What You’ll Actually Do



This is a relationship-driven investor outreach role.



Your primary responsibility is to activate and expand professional networks that can lead to accredited investors, family offices, and strategic introductions.



Typical activities include:



  • Reaching out to professional contacts via LinkedIn, email, phone, and referrals
  • Asking for introductions to accredited investors and family offices
  • Booking qualified investor conversations
  • Maintaining investor follow-up and relationship continuity
  • Supporting ongoing fundraising campaigns and future raises
  • Managing investor communications and CRM activity
  • Helping maintain long-term investor engagement after close


The emphasis is on introductions, relationships, and trust-building — not cold transactional selling.



Ideal Backgrounds



We are especially interested in people with backgrounds in:



  • Capital Formation
  • Investor Relations
  • Family Office Relations
  • Venture Scouting
  • Alternative Investments
  • Wealth Management
  • Financial Advising
  • Real Estate Syndications
  • Private Placements
  • Relationship-Driven B2B Sales


You do not need to come from venture capital specifically.



What We’re Looking For



Required



  • Prior investor relations, capital formation, fundraising, or investor-facing experience
  • Existing professional network that includes or can reach accredited investors and/or family offices in North America
  • Comfortable asking for introductions and referrals
  • Strong communication skills
  • Self-directed, reliable and comfortable working remotely
  • Able to maintain organized follow-up and CRM activity


Strongly Preferred



Experience with one or more of the following:



  • Private equity
  • Family offices
  • Accredited investors
  • LP/GP communications
  • Alternative investments
  • Investor pipelines
  • Dealflow management
  • Data rooms
  • Relationship sales


Compensation



Compensation is commensurate with experience, network quality, contribution level and role scope.  You will have the option to receive 100% cash or mix with equity.



What Success Looks Like In The First 30 Days



  • Activated your existing network
  • Generated investor conversations or warm introductions
  • Established a consistent outreach rhythm
  • Contributed qualified investor pipeline activity
  • Demonstrated professionalism in investor communications and follow-up
  • Closed two deals


What We Provide



  • Paid onboarding and evaluation period
  • Scripts and outreach frameworks
  • Video pitch – you are responsible for the conversation, not the presentation
  • CRM systems and operational support
  • Access to experienced operators already running this playbook
  • Flexible structure designed for experienced professionals
  • Opportunity to grow into a long-term investor relations role as the company scales


Important Notes



This role is best suited for people who already understand relationship-driven outreach and are comfortable engaging sophisticated professional networks.



We are not hiring for administrative IR support.



We are hiring people who can proactively generate investor conversations, introductions, and long-term investor relationships.

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