Managing Director - Capital Formation
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
Adheres to firmwide compliance, reporting, and data standards
Other duties as assigned to help Birgo improve lives through real estate
Objectives and Key Results
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 communications
Skills:
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 Drive
Work 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
Highly self-motivated and confident
Other Requirements:
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.