Managing Director – Capital Formation

Our client is a growing real estate investment platform whose long-term success depends on consistent, scalable access to accredited investor capital. The Managing Director – Capital Formation will own and lead this function in its entirety.

This is a senior, high-impact leadership role designed for an accomplished capital raiser with an established network of accredited investors and a strong personal brand. The successful candidate will independently raise approximately $75M–$100M in equity annually through private placement structures and will play a critical role in supporting the firm’s acquisition and growth strategy.

This role carries full ownership of the capital formation process—from first investor contact through close and reinvestment—and requires a professional who operates with an entrepreneurial mindset, minimal oversight, and a high degree of accountability. The position is ideally based in Western Pennsylvania or requires regular access to the region 2–3 days per week.

What Success Looks Like

The successful candidate will demonstrate the ability to:

• Build, scale, and continuously strengthen a repeatable capital-raising platform

• Design and execute a disciplined, end-to-end capital formation strategy

• Consistently raise $75M+ annually from accredited investors

• Independently source capital through personal relationships, referrals, events, and targeted outreach

• Own investor engagement from initial relationship through closed capital and follow-on investments

• Drive efficient conversion through disciplined follow-up and relationship management

• Grow investor allocations by creating opportunities for repeat and increased investments

• Maintain a forward-looking investor pipeline sufficient to support annual targets

• Achieve quarterly and annual capital goals with minimal oversight

Core Responsibilities

• Build, maintain, and expand the firm’s capital formation engine

• Architect, implement, and continuously refine capital-raising processes

• Personally raise $75M+ per year from accredited investors through private offerings

• Source new investor relationships through personal networks, introductions, events, and targeted outreach

• Manage investor follow-ups, pipeline progression, and conversions

• Expand existing investor relationships through repeat investments and increased commitments

• Maintain a robust and high-quality investor pipeline aligned with growth objectives

• Own the full investor lifecycle, from initial engagement through close and reinvestment

• Consistently meet or exceed quarterly and annual capital-raising objectives

Investor Relationship Leadership

• Build and strengthen long-term relationships with high-net-worth individuals, family offices, and sophisticated investors

• Represent the firm at relationship-driven events including dinners, conferences, site visits, and other investor engagements

• Serve as a trusted advisor by clearly articulating the firm’s investment strategy, offerings, and performance

• Partner closely with investment, investor relations, legal, marketing, and asset management teams to execute offerings

• Provide market feedback on offering structure, positioning, and investor objections to improve conversion

Process, Compliance & Reporting

• Ensure investor communications are accurate, compliant, and aligned with firm strategy

• Maintain strong alignment between investment thesis, acquisitions, and capital messaging

• Accurately track investor activity, pipeline stages, and commitments in the firm’s CRM

• Maintain high standards for data integrity, forecasting accuracy, and reporting

• Provide regular pipeline and capital forecasts to senior leadership

• Adhere to firmwide compliance, reporting, and data standards

Additional responsibilities may be assigned as needed to support the firm’s mission through real estate investment.

Values & Operating Principles

• Collaboration: Team-oriented, approachable, and engaged

• Humility: Selfless, respectful, and committed to continuous improvement

• Bold Execution: Proactive, decisive, and courageous

• Integrity: Trustworthy, principled, and sincere

• Vision: Forward-thinking, adaptable, and empathetic

• Excellence: Accountable, dependable, and results-driven

Objectives & Performance Measures

• Capital available to support acquisitions

• Cost efficiency of capital raised

• Investor satisfaction and advocacy

• Total equity capital under management

Ideal Candidate Profile

Experience & Background

• 10+ years of capital raising, investor relations, or private placement experience

• Proven track record raising $75M–$100M+ annually from accredited investors

• Established network of high-net-worth individuals and sophisticated investors

• Experience operating with full revenue accountability

• Deep understanding of private offerings and accredited investor requirements

• Strong knowledge of private real estate or alternative investments

• Familiarity with compliance and investor communication standards

Skills & Attributes

• Exceptional relationship-building and trust development

• Clear, compelling investment storytelling

• Strong financial and deal-level acumen

• Highly self-directed with an ownership mindset

• Ability to influence across teams without direct authority

• Proficiency with modern productivity tools (email, documents, spreadsheets, presentations)