Private Equity Capital Formation

Overview

This role involves relationship-driven investor outreach within the capital formation and investor relations function. The work focuses on activating and expanding professional networks that can lead to accredited investors, family offices, and strategic introductions.

Following a paid evaluation period, the position transitions immediately into a permanent role.

Participation is flexible:

• Full-time
• Part-time
• Fractionally
• Evenings/off-hours

This is a remote role designed for professionals who already have networks, relationships, and experience in investor-facing environments. Experience and network in any sector is relevant (real estate, startups, alternative investments, etc.).

Responsibilities

• Reach out to professional contacts via LinkedIn, email, phone, and referrals
• Request introductions to accredited investors and family offices
• Book qualified investor conversations
• Maintain investor follow-up and relationship continuity
• Support ongoing fundraising campaigns and future raises
• Manage investor communications and CRM activity
• Help maintain long-term investor engagement after close
• Focus on introductions, relationship-building, and trust rather than cold transactional selling

Requirements

• 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
• Comfort with asking for introductions and referrals
• Strong communication skills
• Self-directed and reliable, with comfort working remotely
• Ability to maintain organized follow-up and CRM activity

Preferred Qualifications

Experience with one or more of the following:

• Private equity
• Family offices
• Accredited investors
• LP/GP communications
• Alternative investments
• Investor pipelines
• Dealflow management
• Data rooms
• Relationship-driven B2B sales

Compensation & Benefits

• Compensation is commensurate with experience, network quality, contribution level, and role scope
• Option to receive 100% cash or mix with equity
• Paid onboarding and evaluation period (two-week)

Location

Remote

What Success Looks Like in the First 30 Days

• 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

Additional Notes

• This role is best suited for people who already understand relationship-driven outreach and are comfortable engaging sophisticated professional networks.
• Administrative investor relations support is not the focus.
• The role is for candidates who can proactively generate investor conversations, introductions, and long-term investor relationships.