Capital Formation Representative
Laguna Beach, CA - USA
Job Summary
Were looking for a few good men and women to join our capital formation and investor relations team.
That means cultivating relationships with accredited investors family offices and VCs - presenting opportunities - and closing deals.
We may be a startup but this is not an equity gig (unless you want it to be).
This is a lucrative long-term paid role. It begins as a two-week paid evaluation period designed to ensure mutual fit then transitions immediately into a permanent position.
You can participate:
- Full-time
- Part-time
- Fractionally
- Evenings/off-hours
The role is remote and structured for professionals who already have networks relationships and experience in investor-facing environments. You will be presenting a wide variety of investment opportunities so experience and network in any sector is relevant (real estate startups alts etc.).
We are a funded remote-first startup with a live private beta product an existing team of 20 contributors and an experienced technical founder.
We are building a platform that (among other things) helps people raise money.
Not a crowdfunding platform. Something bigger.
Step 1 is to help us raise capital to launch the platform itself.
Step 2 is to help our customers raise capital through the platform (as a service).
Weve been operating in stealth. NDA drops in June. Weve already proven we can raise. So you will be expected to hit the ground running.
Learn more at
This is a relationship-driven investor outreach role.
Your primary responsibility is to activate and expand professional networks that can lead to accredited investors family offices and strategic introductions.
Typical activities include:
- Reaching out to professional contacts via LinkedIn email phone and referrals
- Asking for introductions to accredited investors and family offices
- Booking qualified investor conversations
- Maintaining investor follow-up and relationship continuity
- Supporting ongoing fundraising campaigns and future raises
- Managing investor communications and CRM activity
- Helping maintain long-term investor engagement after close
The emphasis is on introductions relationships and trust-building not cold transactional selling.
We are especially interested in people with backgrounds in:
- Capital Formation
- Investor Relations
- Family Office Relations
- Venture Scouting
- Alternative Investments
- Wealth Management
- Financial Advising
- Real Estate Syndications
- Private Placements
- Relationship-Driven B2B Sales
You do not need to come from venture capital specifically.
- Prior investor relations capital formation fundraising or investor-facing experience
- Existing professional network that includes or can reach accredited investors and/or family offices in North America
- Comfortable asking for introductions and referrals
- Strong communication skills
- Self-directed reliable and comfortable working remotely
- Able to maintain organized follow-up and CRM activity
Experience with one or more of the following:
- Family offices
- Accredited investors
- LP/GP communications
- Alternative investments
- Investor pipelines
- Dealflow management
- Data rooms
- Relationship sales
Compensation structures can be tailored based on experience network quality availability and role scope.
Options may include:
- Pay-per-lead structures
- Cash compensation
- Equity participation
- Hybrid structures
Potential compensation may exceed $300000 total annualized value in Tier 1 markets depending on contribution level and structure. You will have the option to receive 100% cash or mix with equity.
- Activated your existing network
- Generated investor conversations or warm introductions
- Established a consistent outreach rhythm
- Contributed qualified investor pipeline activity
- Demonstrated professionalism in investor communications and follow-up
- Closed two deals
- Paid onboarding and evaluation period
- Scripts and outreach frameworks
- Video pitch you are responsible for the conversation not the presentation
- CRM systems and operational support
- Access to experienced operators already running this playbook
- Flexible structure designed for experienced professionals
- Opportunity to grow into a long-term investor relations role as the company scales
This role is best suited for people who already understand relationship-driven outreach and are comfortable engaging sophisticated professional networks.
We are not hiring for administrative IR support.
We are hiring people who can proactively generate investor conversations introductions and long-term investor relationships.