This is a remote position.
Synergy Management Group (SMG) is seeking an experienced SEC/FINRAlicensed investment banker to lead our $500K $1M angelstage 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 fastmoving validated raise ideal for a toptier fundraiser with strong HNW relationships and immediate availability.
Responsibilities:
Lead investor outreach capital raise 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 earlystage ventures
Extensive HNW investor network and fast capability
Highly responsive precise and entrepreneurial mindset
Compensation:
Successfee 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 productmarket fit and consulting demand
Elite consultant bench (McKinsey Bain Carlyle etc.
Raise structure validated via unsolicited term sheet ready for
To apply submit your resume and a short summary of relevant experience. Further details will be shared in followup 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.
Investment Banking, Capital Raising, Broker-Dealer, Corporate Finance, Capital Markets, Equity Capital Markets, Financial Services, Private Equity, Private Equity Firms, Management Consulting, Venture Capital, Transaction Advisory Services, Mergers & Acquisitions, Due Diligence, Private Placements, Seed Capital, Series 7, Series 63, Series 79, Securities, Alternative Investments, Valuation, Equity Financing, Fundraising, Debt Capital Markets, Structured Finance, Investment Advisory, Institutional Investors, Family Offices, High-Net-Worth Individuals (HNWI), Financial Modeling, Business Valuation, Deal Structuring, Private Debt, Investor Relations, Investment Due Diligence, Capital Structure, Convertible Notes, SAFE Agreements, M&A Advisory, Sell-Side Advisory, Buy-Side Advisory, Financial Analysis, Pitch Deck Development, Term Sheet Negotiation, Compliance & Regulatory Advisory, Growth Equity, Strategic Finance, Emerging Markets, Investment Strategy, Fund Management, Exit Strategies, Secondary Market Transactions