Capital Formation & Investor Relations Rep

Pay-per-lead OR up to $300,000 max total compensation in Tier 1 cities like San Francisco; cash and equity components to be negotiated (amount reflects combined cash and equity components).

About the role

We're hiring a Capital Formation & Investor Relations Rep to help us launch our product in 60 days. This role is flexible in terms of title, time commitment, and duration, allowing for full-time, part-time, side-gig, or fractional involvement.

Responsibilities

• Work your network — emails, DMs, calls — asking for investor referrals
• Book calls with qualified prospects or secure warm introductions
• Ask for referrals on every conversation — no exceptions
• Establish a sustainable rhythm of network outreach
• Generate activity — we provide scripts and support for both sourcing and closing
• Close deals end-to-end
• Nurture investor relationships with progress updates and milestone achievements
• Use starter scripts for both sourcing (referral asks, outreach) and closing (pitch, follow-up)
• Access to people who have done it — learn from those already running this playbook
• CRM access, systems, and support
• Existing professional network that includes or can reach Accredited Investors (executives, doctors, HNW professionals, etc.)
• Comfortable asking for referrals — you don't shy away from "who do you know who might be interested?"
• Self-starter — you generate your own activity from relationships, not from lists we provide
• Strong communicator — clear, professional, persuasive
• IR experience required — we're looking for people who can work their network and have prior investor relations experience – fundraising, LP/GP communication, managed data rooms and referral pipelines
• Nice to have: B2B sales, account executive, staffing recruiter, or any role where you've built professional relationships and leveraged them.

Requirements

You've reached out to your network — emails, DMs, calls — asking for investor referrals

You've booked calls with qualified prospects or secured warm introductions

You've asked for referrals on every conversation — no exceptions

You've established a sustainable rhythm of network outreach

You generate activity — we provide scripts and support for both sourcing and closing

You close deals end-to-end

You nurture investor relationships with progress updates and milestone achievements

You use starter scripts for both sourcing (referral asks, outreach) and closing (pitch, follow-up)

You have access to people who have done it — learn from those already running this playbook

You have CRM access, systems, and support

You have an existing professional network that includes or can reach Accredited Investors (executives, doctors, HNW professionals, etc.)

You are comfortable asking for referrals — you don't shy away from "who do you know who might be interested?"

You are a self-starter — you generate your own activity from relationships, not from lists we provide

You are a strong communicator — clear, professional, persuasive

You have IR experience required — we're looking for people who can work their network and have prior investor relations experience – fundraising, LP/GP communication, managed data rooms and referral pipelines

You have nice to have skills such as B2B sales, account executive, staffing recruiter, or any role where you've built professional relationships and leveraged them.