Job Description

Our Vision and Purpose

• 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.

• Lead 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 OR 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. 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.

• Mission-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.
• Founder Access: Report directly to the Founder and Managing Partner. 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.

• Pipeline Development: Build a qualified investor pipeline worth $5 M+ in potential capital
• Capital Commitments: Secure $5M+ in new investor commitments within the first quarter
• Database Growth: Add 200+ qualified surgeon contacts to the investor database
• Conversion Rate: Achieve a 15%+ meeting-to-commitment conversion rate

• Base Salary: $120,000 to $140,000 depending on experience and capital raising track record
• Performance Bonus: $25,000 to $30,000+ base bonus tied to the role outcomes, plus a growth path tied to company outcomes. Total compensation potential of $175,000 to $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.

• Proven 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 (preferred). 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.

• Direct experience raising capital through 506(b) or 506(c) offerings
• Background in real estate private equity, syndications, or fund management
• Experience selling to or raising capital specifically from ASC owners, surgical directors, or practice leaders
• Familiarity with investor portals (Agora or similar) and the post-commitment investor journey
• Remote or offshore team coordination experience
• Comfort with AI tools (ChatGPT, Claude) to accelerate research, communication, and pipeline analysis

• Relationship closers who build conviction through trust, not tactics.
• Surgeon-fluent communicators who hold a room of accomplished physicians as a peer, not a vendor
• Pipeline operators who treat CRM discipline as a competitive advantage.
• Strategic leaders who see the architecture of a capital raise, not just the next call.
• Patient persistors who know a six-month nurture resulting in a funded investor is a win.
• Ownership thinkers who treat the company's capital goals like their own.