Director of Capital Formation

Open to Exceptional Remote Candidates | Indiana, Ohio, or Kentucky Preferred | Full-Time | Reports to COO and FounderThe RoleThe Director of Capital Formation is responsible for closing on leads generated through from our marketing team with high Net Worth Individuals. You own everything from the first Discovery Call through the wired investment. Once an investor has signed documents and wired funds, the relationship moves to our Director of Investor Experience, a separate role.As Director of Capital formation, you lead Apta's entire capital raising function. You are supported by the Investor Marketing Manager and, together with an offshore Marketing Coordinator, you operate a full-stack investor acquisition team. Your job is to take qualified Million-Dollar Surgeon leads from private dinners, webinars, digital funnels, and peer referrals and build the conviction that turns interest into commitment.Our founder, Dr. Vasu Kakarlapudi, a practicing ENT surgeon himself, serves as a strategic trust accelerator on select calls and at key events. He deepens conviction but never asks for capital. You are the closer. You own the ask, the follow-through, and the funded outcome. We are looking for people who thrive in the sales process, specifically real estate investments.If you have built a track record converting skeptical, accomplished professionals into committed investors through trust, education, and strategic persistence, we want to meet you.Our Values: T.I.M.E.We give our investors freedom with their most valuable, limited resource.Transparency: We communicate openly, honestly, and clearly, building trust within our team and with the surgeons and families we serve.Integrity: We do what is right, even when it is difficult, and uphold the highest ethical standards in every decision.Meticulousness: We operate with precision and discipline, taking pride in the details that protect capital, build confidence, and create long-term results.Evolve: We embrace continuous learning and improvement, personally, professionally, and organizationally, so our clients and our firm remain resilient in a changing world.Key ResponsibilitiesLead the Conversion ProcessLead Conversion: Conduct Discovery Calls as peer-level dialogue. Identify each surgeon's decision-making persona (Competitive, Methodical, Humanist, Spontaneous). Steel-man every objection with evidence. Move prospects from Interest to Soft Commit to Hard Commit to Funded.Meet Surgeons Where They Are: These professionals are in the Operating Room five days a week. A well-timed text after a long surgery day or a Saturday morning follow-up when they have headspace may be the move that converts. Creativity and adaptability are non-negotiable.Own the Pipeline: Maintain real-time HubSpot accuracy with confidence tiers. Own the weighted Capital Certainty calculation that drives leadership decisions. Run weekly War Room meetings during active raises.Convert at High-Trust Events: Attend intimate 8 to 10 surgeon private dinners across Indianapolis, Louisville, Cincinnati, Columbus, and Lexington and other national locations. Engage webinar attendees with persona-matched follow-up. These are peer conversations, not pitch events.Webinars and Educational Events: Participate in sessions that demonstrate Apta's expertise. Engage attendees who show buying signals. Follow up with precision: the right message, to the right persona, within the right timeframe.Lead the IR Function: Set strategic direction for the Investor Marketing Manager. Enforce CRM discipline as a team standard. Build the repeatable playbook that scales capital raising beyond your individual capacity. Feed frontline intelligence back into the marketing engine.What's In It For YouMission-Driven Impact: Every investor you convert is another surgeon building financial freedom and thousands of patients who benefit.Leadership Position: Own the capital raising function with a direct report and offshore support. Build the IR team as Apta scales from 85 to 1,000 investors over the next 10 years.Founder Access: Report directly to the COO and Founder. Your voice is at the table, not buried in hierarchy.Growth Path: This role grows into VP of Investor Relations or Chief Capital Officer as Apta scales.Apta & it’s Partners 20-year track record. Zero losses. Zero capital calls. 85+ physician investors. You are selling something that works to people who need it.Success Metrics (First 90 Days)Pipeline Development: Build a qualified investor pipeline worth $5M+ in potential capitalCapital Commitments: Secure $5M+ in new investor commitments within the first quarterDatabase Growth: Add 100+ qualified surgeon contacts to the investor databaseConversion Rate: Achieve a 15%+ meeting-to-commitment conversion rateCompensationBase Salary: $140,000 depending on experience and capital raising track recordPerformance Bonus: $25,000 to $30,000+ base bonus tied to the role outcomes, plus a growth path tied to company outcomes. Year 1 total compensation potential of over $200,000+ for top performers.Unlimited PTO: We trust you to manage your time and deliver results. Take what you need.Long-Term Growth: Path to VP of Investor Relations with compensation growth tied directly to company scale as we grow from 85 investors to 1,000.Required QualificationsProven Capital Raiser: You personally owned conversions from first conversation through funded commitment with HNW accredited investors. Specific campaigns, check sizes, and close rates. We will ask in detail.Surgeon/Physician Fluency: Direct experience engaging surgeons in high-stakes contexts: capital raising, med device sales, ASC consulting, or physician-focused financial services. You understand significance-driven, time-starved, peer-influenced decision-makers.Consultative Closer: You close through listening, education, and conviction, not pressure. If your instinct is to push harder when a prospect hesitates, this is not the right role.Real Estate Knowledge: Syndication structures, K-1 income, passive loss strategies, accreditation requirements, and PE real estate mechanics. You answer diligence questions on the spot.CRM Discipline: Managed deal pipelines in HubSpot(CRM). Pipeline accuracy as competitive advantage, not overhead.Leadership: Managed or mentored team members. Clear direction, accountability, and feedback loops.Location: Indiana, Ohio, or Kentucky preferred. Exceptional remote candidates considered with willingness to travel for Midwest events.Preferred QualificationsDirect experience raising capital through 506(b) or 506(c) offeringsBackground in real estate private equity, syndications, or fund managementExperience selling to or raising capital specifically from ASC owners, surgical directors, or practice leadersFamiliarity with investor portals (Agora or similar) Travel +/-20 days a year to prospect events, assets and quarterly leadership meetings.Comfort with AI tools (Claude) to accelerate research, communication, and pipeline analysisWhy This Role ExistsTrust transfers human to human, not marketing to human.That is the operating truth behind everything we do at Apta Investment Group. We are a physician-founded real estate private equity firm with a singular mission: helping surgeons escape burnout, build generational wealth, and practice medicine by choice, not financial necessity.For our target investor, the Million-Dollar Surgeon, awareness is not the constraint. Conviction is and it is conviction is built through peer credibility, consultative dialogue, and a relationship-first process that respects their intelligence, their time, and their skepticism.We are looking for a Director of Capital Formation who has successfully raised capital from high-net-worth investors, ideally surgeons, physicians, or medical professionals, and understands that sophisticated investors do not get sold. They get convinced.