Senior Fundraising Consultant Private Equity Real Estate | Partner-Track Opportunity

Executive Summary:

Cypress Capital Group is hiring a Senior Fundraising Consultant / Capital Formation Lead for a potential partner-track opportunity.

We are seeking a senior relationship-driven capital raiser with 10+ years of experience and an established network in Silicon Valley and NY across private wealth, family office, RIA, founder, and technology wealth channels.

This is not a junior cold-calling role. We are looking for someone who already has trusted investor relationships and is interested in helping build the capital formation platform of a boutique private equity real estate firm.

The role includes a consulting retainer, performance-based compensation, and a potential path toward full-time leadership, fund economics, carry, and/or long-term equity participation.

Interested candidates can apply by sending a cover letter, resume, and fundraising track record to View email address on click.appcast.io.

Senior Fundraising Consultant / Capital Formation Lead

Private Equity Real Estate | Partner-Track Opportunity

Company: Cypress Capital Group |

Location: San Francisco Bay Area strongly preferred. NY as Secondary choice. Will not accept International candidates

Employment Type: Consulting / Contract, with potential full-time transition

Function: Capital Formation, Investor Relations, Business Development

Industry: Private Equity Real Estate / Real Estate Investment

Seniority: Senior Level

About Cypress Capital Group

Cypress Capital Group is a boutique private equity real estate investment platform focused on opportunistic residential investments in supply-constrained, technology-driven U.S. markets including Silicon Valley, New York, and Austin.

The firm combines institutional investment experience with hands-on operating capabilities across acquisitions, design-build execution, asset management, and residential leasing. CCG has completed more than 30 investments representing over $100M+ in realized and unrealized value, with a historical gross IRR of approximately 20% and zero realized losses.

CCG is seeking to expand its investor base and scale its platform through deeper relationships with high-net-worth individuals, family offices, RIAs, founders, senior technology executives, and private wealth investors seeking passive exposure to residential real estate.

Role Overview

Cypress Capital Group is seeking a senior fundraising consultant / capital formation leader to support capital raising for its next private equity real estate fund and help build the firm’s long-term investor relations function.

This is not a junior cold-calling role. We are looking for an experienced capital formation professional with established investor relationships and the ability to originate warm, credible conversations with qualified private investors.

The ideal candidate has 10+ years of experience raising capital, managing investor relationships, or covering private wealth and family office channels, and is looking for a more entrepreneurial platform with meaningful long-term upside.

For the right person, this role may evolve into a full-time leadership position as Head of Capital Formation, Head of Investor Relations, or Partner-level business development leader, with potential participation in future fund economics and/or long-term equity value of the firm.

Key Responsibilities

Develop and execute a focused capital formation strategy targeting private wealth, family office, RIA, founder, and technology wealth channels.

Introduce CCG to qualified prospective investors capable of allocating generally between $250K and $5M+ to private real estate opportunities.

Originate warm investor conversations through existing relationships, rather than relying on cold outreach or list-building.

Build and manage a high-quality investor pipeline, including outreach, meeting coordination, follow-up, investor education, and relationship tracking.

Collaborate with CCG’s senior leadership team on fundraising strategy, investor messaging, pitch materials, and market positioning.

Represent CCG professionally in investor conversations, private meetings, family office discussions, industry events, and private wealth channels.

Support the long-term development of CCG’s investor relations and capital formation platform as the firm scales.

Ideal Candidate Profile

Ideal candidates will have 10+ years of relevant experience in capital formation, investor relations, private wealth, family office coverage, alternatives distribution, real estate fundraising, or investment-related business development.

The candidate should bring an established network of qualified investors across one or more of the following channels:

Founders, senior technology executives, and recently liquid technology professionals

High-net-worth individuals

Single-family offices and smaller multi-family offices

Independent RIAs and private wealth advisors

Angel investors and venture-adjacent private investors

Private investors active in alternatives, real estate, direct deals, or private funds

We are only interested in candidates who have a proven track record of raising capital for private real estate, private equity, private credit, venture capital, alternative investment platforms, direct investments, or boutique investment managers.

The right candidate will have built trusted investor relationships over many years and will be seeking a more entrepreneurial environment, greater ownership, and a path toward long-term economic participation.

Qualifications

Required / strongly preferred:

10+ years of capital formation, investor relations, private wealth, family office, alternatives distribution, or related business development experience.

Demonstrated track record raising capital from high-net-worth individuals, family offices, RIAs, founders, executives, or private wealth investors.

Existing relationships with qualified investors capable of writing $250K to $5M+ checks into private real estate or alternative investment strategies.

Ability to generate warm introductions and credible investor conversations through an existing relationship network.

Strong understanding of private real estate, alternative investments, investor suitability, and relationship-driven fundraising.

Excellent communication, follow-up, organization, and relationship management skills.

High integrity, entrepreneurial mindset, and ability to represent a boutique investment platform with sophistication and discretion.

Interest in helping build the firm’s long-term capital formation function, not simply acting as a transactional salesperson.

Institutional investor coverage is helpful but not required. This role is primarily focused on private wealth, family office, RIA, founder, and technology wealth channels.

Compensation

This role is expected to include a monthly consulting retainer plus performance-based compensation tied to qualified investor introductions and capital formation outcomes.

For the right candidate, CCG is open to creating a long-term economic path that may include performance bonuses, future fund-level economics, carry participation, potential long-term equity participation in the firm, and transition to a full-time leadership or Partner-track role.

Final compensation structure will be based on experience, track record, scope of role, regulatory considerations, and long-term alignment.

All compensation arrangements will be structured in compliance with applicable securities laws and regulatory requirements.

Who This Role Is For

This role is best suited for a senior relationship-driven capital formation professional who has already built meaningful investor relationships, particularly in Silicon Valley/NY, and is looking for a more entrepreneurial platform where their network, judgment, and execution can have direct impact.

You may be a strong fit if you are currently at a larger asset manager, private fund, wealth platform, placement firm, RIA, family office platform, or real estate investment firm and feel that your upside is capped or your role is too narrow.

Who This Role Is Not For

This role is not intended for junior cold-callers, list builders, marketing-only candidates, or candidates without existing investor relationships.

Application Process

Interested candidates should submit the following to View email address on click.appcast.io:

Cover letter

Resume or professional biography

Detailed track record of capital raised, including investor type, approximate capital raised, asset classes represented, and role in the fundraising process

Description of relevant investor networks and geographic focus

Incomplete applications will not be considered.

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