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 sheet?ready 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.

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