Overview
The organization is seeking a Capital Formation & Investor Relations Representative to help source and nurture accredited investor relationships. This role is flexible in title, schedule, and commitment (full-time, part-time, off-hours/side-gig, or fractional/contract; short-term, long-term, or intermittent).
The organization is preparing for a launch in 60 days and is interested in both near-term support and longer-term side-gig relationships.
Responsibilities
- Use your professional network to identify and reach out to potential accredited investors.
- Request introductions and referrals (ask for introductions, not money) and guide prospects toward calls.
- Book calls by scheduling qualified prospects for conversations with the team (or with you, if you are closing).
- Qualify leads by confirming accredited investor status and interest level.
- Support deal flow end-to-end, including sourcing and closing (scripts and support are provided).
- Nurture investor interest with progress updates and milestone achievements before and after close.
- Maintain a consistent rhythm of network outreach and referral follow-ups.
Requirements
- Investor Relations (IR) experience required.
- Existing professional network that includes or can reach US Accredited Investors (executives, doctors, HNW professionals, etc.).
- Comfort with asking for referrals, including directly asking, “who do you know who might be interested?”
- Self-starter who generates activity from relationships (not from pre-provided lists).
- Strong communicator who can present clearly and professionally.
- Ability to work an accredited investor referral pipeline, including prior experience with fundraising, LP/GP communication, managed data rooms, and referral pipelines.
Preferred Qualifications
- B2B sales experience.
- Account executive or staffing recruiter experience.
- Any role where you built professional relationships and leveraged them.
Compensation & Benefits
- Compensation package commensurate with experience.
- Cash and equity components to be negotiated (amount reflects combined cash and equity components).
Location