Job Description

FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Advisory Startup ($500K–$1M)

FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Advisory Startup ($500K–$1M)

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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., Series 7, 63, 79, 82, or 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance

• Industries

  Investment Banking

Referrals increase your chances of interviewing at Synergy Management Group by 2x

Get notified about new Investment Banker jobs in San Francisco, CA .

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Job Tags

Full time, Contract work, Remote job,

Similar Jobs