Investment Banking Partner: Angel-Stage Raise for PE-Focused Advisory Startup
This is a remote position.
Synergy Management Group (SMG) is seeking an experienced, SEC/FINRA-licensed investment banker to lead our $500K$1M angel-stage capital raise. We are replacing a previously received unsolicited $500K SAFE term sheet submitted by an accredited investor who completed full due diligence. This is a fast-moving, validated raise ideal for a top-tier fundraiser with strong HNW relationships and immediate availability.
Responsibilities:
Lead investor outreach, capital raise execution, and closing
Target accredited angel investors and negotiate deal terms
Work directly with the CEO to manage full fundraising lifecycle
Replace the unsolicited term sheet with a more strategically aligned investor
Requirements:
Active SEC/FINRA licenses in good standing
Proven track record raising $500K$5M+ for early-stage ventures
Extensive HNW investor network and fast execution capability
Highly responsive, precise, and entrepreneurial mindset
Compensation:
Success-fee only, with potential equity participation tied to performance milestones. No retainers or upfront cash compensation.
Why SMG:
Past client base includes institutional investors managing $100B+ in AUM
Proven product-market fit and consulting demand
Elite consultant bench (McKinsey, Bain, Carlyle, etc.)
Raise structure validated via unsolicited term sheetready for execution
To apply, submit your resume and a short summary of relevant experience. Further details will be shared in follow-up conversations.
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.
Apply Now
Synergy Management Group (SMG) is seeking an experienced, SEC/FINRA-licensed investment banker to lead our $500K$1M angel-stage capital raise. We are replacing a previously received unsolicited $500K SAFE term sheet submitted by an accredited investor who completed full due diligence. This is a fast-moving, validated raise ideal for a top-tier fundraiser with strong HNW relationships and immediate availability.
Responsibilities:
Lead investor outreach, capital raise execution, and closing
Target accredited angel investors and negotiate deal terms
Work directly with the CEO to manage full fundraising lifecycle
Replace the unsolicited term sheet with a more strategically aligned investor
Requirements:
Active SEC/FINRA licenses in good standing
Proven track record raising $500K$5M+ for early-stage ventures
Extensive HNW investor network and fast execution capability
Highly responsive, precise, and entrepreneurial mindset
Compensation:
Success-fee only, with potential equity participation tied to performance milestones. No retainers or upfront cash compensation.
Why SMG:
Past client base includes institutional investors managing $100B+ in AUM
Proven product-market fit and consulting demand
Elite consultant bench (McKinsey, Bain, Carlyle, etc.)
Raise structure validated via unsolicited term sheetready for execution
To apply, submit your resume and a short summary of relevant experience. Further details will be shared in follow-up conversations.
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.
Apply Now