Managing Director - Capital Formation
5 days ago
Pittsburgh
Job Description Birgo's long-term growth depends on consistent, scalable access to accredited investor capital. The Managing Director - Capital Formation is responsible for independently raising approximately $75M–$100M of equity annually through Reg D offerings. This is a senior, high-impact role designed for a proven capital raiser with an existing network of accredited investors, deep credibility, and full ownership mentality. You will be trusted to run the capital formation function end-to-end, steward meaningful investor relationships, and directly enable Birgo's acquisition and growth strategy. Ideally this role will be located in Pittsburgh or have access to Pittsburgh 2-3 times per week. Successful candidates will demonstrate an ability to: • Build, maintain, and expand our capital raising engine, • Architect, implement, and ensure consistent execution of the entire process, • Raise $75M+ per year from accredited investors via Reg D structures, • Independently source capital through personal network, referrals, events, and targeted outreach, • Manage lead follow-ups and conversion, • Drive expansion of account size, providing current investors opportunity to invest more, • Maintain a robust and forward-looking investor pipeline sufficient to support annual targets, • Own conversion from initial relationship through closed capital and reinvestment, • Hit quarterly and annual capital raising goals with minimal oversight Birgo's Values • Teamwork: We are collaborative, approachable, and engaged, • Humility: We are selfless, gracious, and continuously improving, • Rhinoceralty: We are proactive, dynamic, and courageous, • Integrity: We are trustworthy, principled, and sincere, • Vision: We are forward-thinking, empathetic, and adaptable, • Excellence: We are goal-oriented, dependable, and accountable Core Responsibilities • Builds, maintains, and expands our capital raising engine, • Architects, implements, and ensures consistent execution of the entire process, • Raises $75M+ per year from accredited investors via Reg D structures, • Independently sources capital through personal network, referrals, events, and targeted outreach, • Manages lead follow-ups and conversion, • Drives expansion of account size, providing current investors opportunity to invest more, • Maintains a robust and forward-looking investor pipeline sufficient to support annual targets, • Owns conversion from initial relationship through closed capital and reinvestment, • Hits quarterly and annual capital raising goals with minimal oversight, • Builds and strengthens long-term relationships with high-net-worth individuals, family offices, and sophisticated accredited investors, • Attends and hosts dinners, golf outings, conferences, site visits, and other relationship-based activities as needed to raise capital, • Serves as a trusted advisor, clearly articulating Birgo's investment strategy, offerings, and performance, • Drives expansion of existing investor relationships through upsizing and repeat investments, • Partners with the CIO, Investor Relations, Legal, Marketing, and Asset Management teams to execute Reg D offerings, • Provides feedback on offering structure, positioning, and investor objections to improve conversion, • Ensures investor communications are accurate, compliant, and aligned with Birgo's strategy, • Maintains strong alignment between investment thesis, acquisitions, and capital messaging, • Accurately tracks all investor interactions, pipeline stages, and commitments in HubSpot, • Maintains high standards for CRM hygiene, forecasting accuracy, and reporting, • Provides regular pipeline and capital forecasts to the CIO and leadership team, • Contributed capital available for acquisitions, • Cost per capital dollar raised, • Investor net promoter score, • Total equity capital under management Successful Candidate Profile Education & Experience • 10+ years of capital raising, investor relations, or private placement experience, • Demonstrated success raising $75M–$100M+ annually from accredited investors, • Existing network of high-net-worth individuals and sophisticated investors, • Experience operating with full revenue accountability, • Deep understanding of Reg D offerings and accredited investor requirements, • Strong working knowledge of private real estate investments or alternative assets, • Familiarity with capital markets compliance and investor communicationsSkills:, • Elite relationship-building and trust development, • Clear, persuasive investment storytelling, • Strong financial and deal-level acumen, • Highly self-directed with strong personal accountability, • Ability to influence across teams without direct authority, • Proficient within Google Workspace to include Gmail, Docs, Sheets, Slides, and DriveWork Style:, • Entrepreneurial and ownership-minded, • Highly motivated by performance-based outcomes, • Comfortable with travel, events, and non-traditional work hours, • Strategic thinker with a bias toward action and results, • Works effectively under pressure; comfortable with a high degree of responsibility, • Ability to travel as needed, • Able to use a computer for a full workday, • Eligible to work from home with the expectation of attending in-person meetings at Birgo's Pittsburgh office 1-3 days a week Benefits • Medical, Vision, and Dental health insurance with company contribution, • 401(k) retirement plan with employer match, • Flexible Paid Time Off Program, • Healthy Lifestyle Reimbursement program, • Company Profit Sharing Program Perks of Work Life at Birgo • Team outings and volunteer events, • Professional development reimbursement program, • Eligible for Work From Home in coordination with the executive's schedule, • Discounted Airbnb rates at Birgo Properties More about Birgo Birgo Capital offers an exciting start-up environment, characterized by fast growth and an entrepreneurial spirit. We take care of our hardworking team by providing opportunities for professional growth, paying attention to holistic staff needs, and celebrating life together every Friday afternoon. Birgo Capital values diversity in our staff and seeks to enhance the diversity of our team at every opportunity.