Point · 1 month ago
Capital Formation Lead
United States
Full-time
Remote
Entry, Mid Level
$200K/yr - $225K/yr
2+ years expPoint is a company focused on making homeownership more valuable and accessible. The Capital Formation Lead will build and maintain relationships with investors, create compelling investor materials, and collaborate with various teams to strengthen the company's reputation as a trusted investment partner.
Financial ServicesFinTechReal EstateReal Estate Investment
Responsibilities
Collaborate closely with senior team members to enhance and diversify the investor base
Organize and actively participate in calls, meetings, and events with existing and potential clients
Utilize the firm's CRM system to track and manage outreach activity effectively
Maintain and update the quarterly sales plan and regularly monitor and report on fundraising goals
Provide regular updates to senior management on activity, pipeline, and feedback related to products and fundraising efforts
Oversee outbound marketing activities directed towards investors
Represent Point at investor conferences and events to promote the firm
Enhance and refine investor-facing materials to ensure accuracy and relevance
Offer analysis, create presentations, and prepare write-ups as required to support fundraising and investor relations efforts
Qualification
Required
Brings 2–5 years of experience in a client-facing financial services or investor-focused role, with comfort operating in a fast-paced environment
Demonstrates strong relationship-building skills and engages effectively with investors through meetings, calls, and events
Possesses excellent verbal and written communication abilities, with the capability to produce clear, compelling presentations and investor materials
Offers solid financial and analytical acumen, including familiarity with financial reporting, valuation concepts, market research, and the broader capital markets and institutional investment landscape
Maintains strong organization and attention to detail, ensuring accuracy across communications, reports, and investor documentation while managing multiple priorities
Collaborates effectively with cross-functional partners in finance, legal, marketing, and operations
Shows sound problem-solving skills, handling investor inquiries and challenging situations with professionalism and composure
Proficient in CRM systems, investor relations software, and financial databases
Adapts easily to evolving investor needs, shifting priorities, and changing market conditions
Comfortable educating investors on performance, strategy, and outlook, with a strategic and forward-thinking approach to work
Benefits
Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.
Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.
Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.
Company
Point
Point is a home equity platform that allows homeowners to convert a portion of their home equity into cash without taking on a loan.
51-200 employees
H1B Sponsorship
Point has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (1)
2023 (4)
2022 (2)
2021 (3)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$928.7MKey Investors
Blue OwlAtalaya CapitalWestCap
2025-11-05Debt Financing· $390M
2025-06-05Debt Financing· $248.6M
2024-05-30Debt Financing· $141M
Leadership Team
Eddie Lim
Co-Founder
Eoin Matthews
CBO & Co-founder
Recent News
2025-12-10
2025-12-09
HousingWire.com
2025-11-06
Company data provided by crunchbase