Senior Fundraising Consultant Private Equity Real Estate | Partner-Track Opportunity

Senior Fundraising Consultant / Capital Formation Lead

Company: Cypress Capital Group

• About the role: Cypress Capital Group is seeking a senior fundraising consultant / capital formation leader to support capital raising for its next private equity real estate fund and help build the firm’s long-term investor relations function.
• Key Responsibilities:
• Develop and execute a focused capital formation strategy targeting private wealth, family office, RIA, founder, and technology wealth channels.
• Introduce CCG to qualified prospective investors capable of allocating generally between $250K and $5M+ to private real estate opportunities.
• Originate warm investor conversations through existing relationships, rather than relying on cold outreach or list-building.
• Build and manage a high-quality investor pipeline, including outreach, meeting coordination, follow-up, investor education, and relationship tracking.
• Collaborate with CCG’s senior leadership team on fundraising strategy, investor messaging, pitch materials, and market positioning.
• Represent CCG professionally in investor conversations, private meetings, family office discussions, industry events, and private wealth channels.
• Support the long-term development of CCG’s investor relations and capital formation platform as the firm scales.
• Qualifications:
• 10+ years of capital formation, investor relations, and alternatives distribution.
• An established network of qualified investors across one or more of the following channels: Founders, senior technology executives, and recently liquid technology professionals
• High-net-worth individuals, single-family offices and smaller multi-family offices, independent RIAs and private wealth advisors, angel investors and venture-adjacent private investors, private investors active in alternatives, real estate, direct deals, or private funds
• Existing relationships with qualified investors capable of writing $250K to $5M+ checks into private real estate or alternative investment strategies.
• Ability to generate warm introductions and credible investor conversations through an existing relationship network.
• Strong understanding of private real estate, alternative investments, investor suitability, and relationship-driven fundraising.
• Excellent communication, follow-up, organization, and relationship management skills.
• High integrity, entrepreneurial mindset, and ability to represent a boutique investment platform with sophistication and discretion.
• Interest in helping build the firm’s long-term capital formation function, not simply acting as a transactional salesperson.
• Compensation:
• This role is expected to include a monthly consulting retainer plus performance-based compensation tied to qualified investor introductions and capital formation outcomes.
• For the right candidate, CCG is open to creating a long-term economic path that may include performance bonuses, future fund-level economics, carry participation, potential long-term equity participation in the firm, and transition to a full-time leadership or Partner-track role.
• Who This Role Is For:
• This role is best suited for a senior relationship-driven capital formation professional who has already built meaningful investor relationships, particularly in Silicon Valley/NY, and is looking for a more entrepreneurial platform, with more professional and economic upside.
• Application Process:
• Interested candidates should submit the following to info@cypresscapgroup.com:
• Cover letter
• Resume or professional biography
• Detailed track record of capital raised, including investor type, approximate capital raised, asset classes represented, and role in the fundraising process
• Description of relevant investor networks and geographic focus