Capital Formation Representative

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

About the role

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.

Responsibilities

• Activate and expand professional networks that can lead to accredited investors, family offices, and strategic introductions.
• Reach out to professional contacts via LinkedIn, email, phone, and referrals.
• Ask for introductions to accredited investors and family offices.
• Book qualified investor conversations.
• Maintain investor follow-up and relationship continuity.
• Support ongoing fundraising campaigns and future raises.
• Manage investor communications and CRM activity.
• Help maintain long-term investor engagement after close.

Requirements

• 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.

Qualifications

• Background in capital formation, investor relations, family office relations, venture scouting, alternative investments, wealth management, financial advising, real estate syndications, private placements, or relationship-driven B2B sales.
• Experience with one or more of the following: family offices, accredited investors, LP/GP communications, alternative investments, investor pipelines, dealflow management, data rooms, relationship sales.

Skills

• Relationship-driven investor outreach.
• Professionalism in investor communications and follow-up.
• Generating investor conversations and introductions.
• Establishing long-term investor relationships.

Benefits

• Potential compensation may exceed $300,000 total annualized value in Tier 1 markets depending on contribution level and structure.
• Compensation structures can be tailored based on experience, network quality, availability, and role scope.
• Options may include pay-per-lead structures, cash compensation, equity participation, or hybrid structures.

Pay

Potential compensation may exceed $300,000 total annualized value in Tier 1 markets depending on contribution level and structure.

Schedule

The role is remote and structured for professionals who already have networks, relationships, and experience in investor-facing environments.

Benefits

Flexible structure designed for experienced professionals.

Opportunities

• Opportunity to grow into a long-term investor relations role as the company scales.