Birgo Realty · 4 hours ago
Managing Director - Capital Formation
Pittsburgh, PA
Full-time
Hybrid
Director/Executive
10+ years expBirgo Realty is focused on scalable access to accredited investor capital, and they are seeking a Managing Director - Capital Formation to raise approximately $75M–$100M of equity annually. The role involves building investor relationships, managing the capital raising process, and supporting the company's acquisition and growth strategy.
Asset ManagementCommercialLeasingProperty ManagementReal EstateReal Estate InvestmentResidential
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
Qualification
Required
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
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
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
Company
Birgo Realty
Birgo Realty was born out of a passion to improve the lives of others, starting with the real estate where they live and work.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Reichert
Chief Executive Officer
Joshua Sateia
Chief Operating Officer / Integrator
Recent News
Company data provided by crunchbase