Director of Capital Formation

The Director of Capital Formation is responsible for closing on leads generated from our marketing team with HIGH NET WORTH INDIVIDUALS. You own everything from the first Discovery Call through the wired investment. Once an investor has signed documents and wired funds, the relationship moves to our Director of Investor Experience, a separate role.

As Director of Capital formation, you lead Apta's entire capital raising function. You are supported by a full-stack investor acquisition team. Your job is to take qualified Million-Dollar Surgeon leads from private dinners, webinars, digital funnels, and peer referrals and build the conviction that turns interest into commitment.

Our founder, Dr. Vasu Kakarlapudi, a practicing ENT surgeon himself, serves as a strategic trust accelerator on select calls and at key events. He deepens conviction but never asks for capital. You are the closer. You own the ask, the follow-through, and the funded outcome. We are looking for people who thrive in the sales process, specifically real estate investments.

If you have built a track record converting skeptical, accomplished professionals into committed investors through trust, education, and strategic persistence, we want to meet you.

Key Responsibilities

Lead the Conversion Process

• 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 Operating Room 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 and other national locations. 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.

Compensation

• Base Salary: $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. Year 1 total compensation potential of over $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.

Required Qualifications

• 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(CRM). Pipeline accuracy as competitive advantage, not overhead.

Preferred Qualifications

• 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)
• Travel +/-20 days a year to prospect events, assets and quarterly leadership meetings.