Managing Director - Capital Formation

Birgo•Pittsburgh, PA

6d•Hybrid

About The Position

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 T eamwork: We are collaborative, approachable, and engaged H umility: We are selfless, gracious, and continuously improving R hinoceralty: We are proactive, dynamic, and courageous I ntegrity: We are trustworthy, principled, and sincere V ision: We are forward-thinking, empathetic, and adaptable E xcellence: We are goal-oriented, dependable, and accountable

Requirements

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
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
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
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

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