FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Consulting Startup ($500K $1M)
FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Consulting Startup ($500K $1M)
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5years
100000 - 250000
1 Vacancy
Job Description
This is a remote position.
MUST BE A U.S.-BASED FINRA-LICENSED INVESTMENT BANKER WITH PROVEN STARTUP CAPITAL RAISING EXPERIENCE REQUIRED FOR SUCCESS-FEE COMPENSATION.
ACCEPTABLE FINRA SECURITIES REGISTRATIONS TO BE CONSIDERED:
- Series 7 General Securities Representative
- Series 63 Uniform Securities State Law Exam
- Series 79 Investment Banking Representative
- Series 82 Private Securities Offerings Representative
THIS IS A REMOTE CAPITAL INTRODUCTION / INVESTOR REFERRAL ENGAGEMENT not a full-time position.
About Synergy Management Group (SMG):
SMG is a private equity advisory startup built on the principles of rigor integrity and value creation. We partner with top-tier private equity investors and portfolio companies supporting sourcing diligence and value creation. Our prior engagements include institutional investors managing $100B with consultants from McKinsey Bain Carlyle Deloitte and other top-tier firms.
About the Engagement:
SMG is seeking a U.S.-based FINRA-LICENSED INVESTMENT BANKER to support our $500K $1M Angel Round (Reg D 506(c)) by making warm introductions to accredited HNW Angel Investors and/or entrepreneurial Family Offices.
This is a targeted capital introduction/referral mandate not a full-scope investment banking engagement.
Given the prior unsolicited $500K SAFE term sheet completed diligence investor-ready materials and minimal prep required this is a streamlined validated capital raise ideal for professionals with strong HNW Angel Investor relationships and success-fee flexibility.
Apply if you:
- Have a strong personal network of accredited HNW Angel Investors / Family Offices
- Have experience with early-stage angel-stage pre-seed or founder-led raises (Reg D 506(c))
- Are open to performance-based compensation (success-fee or equity-linked terms only; no upfront cash comp)
- Hold the required FINRA licenses to lawfully receive success-fee compensation (e.g. Seriesor equivalent).
Compensation:
- Success-fee paid only upon investor close
- Optional equity participation based on contribution and strategic alignment
We re moving quickly apply now if you re a fit for this validated high-leverage referral engagement.
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
Employment Type
Full Time
