Managing Director Capital Formation

Birgo

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profile Job Location:

Pittsburgh, PA - USA

profile Monthly Salary: Not Disclosed
Posted on: 12 hours ago
Vacancies: 1 Vacancy

Job Summary

Birgos long-term growth depends on consistent scalable access to accredited investor capital. The Managing Director - Capital Formation is responsible for independently raising approximately $75M$100M of equity annually through Reg D offerings. This is a senior high-impact role designed for aproven capital raiser with an existing network of accredited investors deep credibility and full ownership mentality. You will be trusted to run the capital formation function end-to-end steward meaningful investor relationships and directly enable Birgos acquisition and growth strategy. Ideally this role will be located in Pittsburgh or have access to Pittsburgh 2-3 times per week.

Successful candidates will demonstrate an ability to:

  • Build maintain and expand our capital raising engine
  • Architect implement and ensure consistent execution of the entire process
  • Raise $75M per year from accredited investors via Reg D structures
  • Independently source capital through personal network referrals events and targeted outreach
  • Manage lead follow-ups and conversion
  • Drive expansion of account size providing current investors opportunity to invest more
  • Maintain a robust and forward-looking investor pipeline sufficient to support annual targets
  • Own conversion from initial relationship through closed capital and reinvestment
  • Hit quarterly and annual capital raising goals with minimal oversight

Birgos Values

  • Teamwork: We are collaborative approachable and engaged
  • Humility: We are selfless gracious and continuously improving
  • Rhinoceralty: We are proactive dynamic and courageous
  • Integrity: We are trustworthy principled and sincere
  • Vision: We are forward-thinking empathetic and adaptable
  • Excellence: We are goal-oriented dependable and accountable

Core Responsibilities

  • Builds maintains and expands our capital raising engine
  • Architects implements and ensures consistent execution of the entire process
  • Raises $75M per year from accredited investors via Reg D structures
  • Independently sources capital through personal network referrals events and targeted outreach
  • Manages lead follow-ups and conversion
  • Drives expansion of account size providing current investors opportunity to invest more
  • Maintains a robust and forward-looking investor pipeline sufficient to support annual targets
  • Owns conversion from initial relationship through closed capital and reinvestment
  • Hits quarterly and annual capital raising goals with minimal oversight
  • Builds and strengthens long-term relationships with high-net-worth individuals family offices and sophisticated accredited investors
  • Attends and hosts dinners golf outings conferences site visits and other relationship-based activities as needed to raise capital
  • Serves as a trusted advisor clearly articulating Birgos investment strategy offerings and performance
  • Drives expansion of existing investor relationships through upsizing and repeat investments
  • Partners with the CIO Investor Relations Legal Marketing and Asset Management teams to execute Reg D offerings
  • Provides feedback on offering structure positioning and investor objections to improve conversion
  • Ensures investor communications are accurate compliant and aligned with Birgos strategy
  • Maintains strong alignment between investment thesis acquisitions and capital messaging
  • Accurately tracks all investor interactions pipeline stages and commitments in HubSpot
  • Maintains high standards for CRM hygiene forecasting accuracy and reporting
  • Provides regular pipeline and capital forecasts to the CIO and leadership team
  • Adheres to firmwide compliance reporting and data standards

*Other duties as assigned to help Birgo improve lives through real estate

Objectives and Key Results

  • Contributed capital available for acquisitions
  • Cost per capital dollar raised
  • Investor net promoter score
  • Total equity capital under management

Successful Candidate Profile

Education & Experience

  • 10 years of capital raising investor relations or private placement experience
  • Demonstrated success raising $75M$100M annually from accredited investors
  • Existing network of high-net-worth individuals and sophisticated investors
  • Experience operating with full revenue accountability
  • Deep understanding of Reg D offerings and accredited investor requirements
  • Strong working knowledge of private real estate investments or alternative assets
  • Familiarity with capital markets compliance and investor communications

Skills:

  • Elite relationship-building and trust development
  • Clear persuasive investment storytelling
  • Strong financial and deal-level acumen
  • Highly self-directed with strong personal accountability
  • Ability to influence across teams without direct authority
  • Proficient within Google Workspace to include Gmail Docs Sheets Slides and Drive

Work Style:

  • Entrepreneurial and ownership-minded
  • Highly motivated by performance-based outcomes
  • Comfortable with travel events and non-traditional work hours
  • Strategic thinker with a bias toward action and results
  • Works effectively under pressure; comfortable with a high degree of responsibility
  • Highly self-motivated and confident

Other Requirements:

  • Ability to travel as needed
  • Able to use a computer for a full workday
  • Eligible to work from home with the expectation of attending in-person meetings at Birgos Pittsburgh office 1-3 days a week

Benefits

  • Medical Vision and Dental health insurance with company contribution
  • 401(k) retirement plan with employer match
  • Flexible Paid Time Off Program
  • Healthy Lifestyle Reimbursement program
  • Company Profit Sharing Program

Perks of Work Life at Birgo

  • Team outings and volunteer events
  • Professional development reimbursement program
  • Eligible for Work From Home in coordination with the executives schedule
  • Discounted Airbnb rates at Birgo Properties

More about Birgo

Birgo Capital offers an exciting start-up environment characterized by fast growth and an entrepreneurial spirit. We take care of our hardworking team by providing opportunities for professional growth paying attention to holistic staff needs and celebrating life together every Friday afternoon. Birgo Capital values diversity in our staff and seeks to enhance the diversity of our team at every opportunity.


Required Experience:

Director

Birgos long-term growth depends on consistent scalable access to accredited investor capital. The Managing Director - Capital Formation is responsible for independently raising approximately $75M$100M of equity annually through Reg D offerings. This is a senior high-impact role designed for aproven ...
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Key Skills

  • Business Development
  • Expense Management
  • Financial Acumen
  • Management Experience
  • Profit & Loss
  • Acquisitions
  • Investment Banking
  • Relationship Management
  • Social Media Management
  • Financial Modeling
  • Customer relationship management
  • Leadership Experience

About Company

Birgo manages and leases apartments in the Greater Pittsburgh area and also guides accredited investors to passively invest in real estate funds.

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