Head of Capital Formation

About Vantico Investments

Vantico is an emerging real asset management platform focused on healthcare real estate, private credit, and REIT vehicles. Formed through a strategic partnership of principals with deep expertise in capital formation, investment, and operations, Vantico is building an institutional-grade platform with an income-oriented mandate. Our differentiation is rooted in operational expertise: we are operators who became asset managers, bringing direct healthcare and commercial real estate experience to capital allocation decisions.

Role: Head of Capital Formation

• Cary, NC (Hybrid)
• $120,000–$180,000 + performance bonus tied to capital raised + carry participation
• Reports to: Managing Partner | Start: Immediate

The Mission

Raise $100M across Vantico's investment offerings in 2026. You will own all LP relationships, build the capital formation infrastructure from scratch, and serve as the primary interface between Vantico and its investor base across all fund vehicles.

*This role reports directly to the Managing Partner and is foundational to Vantico's success. If you succeed in this role, Vantico becomes a viable, scaled platform. If you don't, we don't.

Key Responsibilities

Capital Raising — The Core Mission

• Raise $100M across all Vantico investment offerings in 2026
• Soft-circle $25–50M seed capital by Q3 2026 for Q1 2027 launch
• Conduct 30–50 LP meetings per month — in-person and virtual
• Build and maintain qualified LP pipeline of 75–100+ prospects across all vehicles
• Track conversion metrics: intro-to-commitment cycle time, close rates, average check size

Investor Relationship Management

• Own all LP relationships from initial contact through close and ongoing stewardship
• Build deep relationships with family offices, HNWIs, endowments, foundations, and institutional investors
• Conduct investor due diligence calls and facility tours
• Manage ongoing LP communications: quarterly updates, annual meetings, ad-hoc inquiries
• Identify and cultivate anchor investors who can commit $5–10M+ across multiple vehicles

Capital Formation Infrastructure

• Implement and manage CRM — load all prospects, track all interactions
• Build investor data room with Marketing Lead • Design LP onboarding workflows: subscription docs, wire instructions, welcome communications
• Create fundraising collateral with Marketing Lead: pitch decks, DDQs, one-pagers, FAQ documents
• Develop standardized pitch and objection-handling frameworks
• Build reporting templates for weekly/monthly fundraising updates to Managing Partner

Strategic Fundraising Campaigns

• Design and execute comprehensive fundraising campaigns for each vehicle launch
• Identify target LP segments and tailor messaging by investor type
• Plan and execute roadshows: identify cities, schedule meetings, coordinate logistics
• Attend industry conferences and leverage events for LP introductions
• Build partnership relationships: placement agents, consultants, fund-of-funds

Team Building

• Hire IR Lead in Year 2 (Q1–Q2 2027) focused on UHNW and smaller family offices
• Build scalable capital formation function capable of supporting $500M–$1B AUM over time
• Document best practices and create the capital formation playbook

Reporting & Accountability

• Report weekly to Managing Partner: capital raised, pipeline status, meetings conducted, blockers
• Maintain real-time fundraising dashboard in ClickUp
• Participate in weekly sprint reviews: green/yellow/red status on all fundraising initiatives

What Success Looks Like

First 90 Days:

• 100+ LP meetings conducted — combination of warm introductions and new relationships
• CRM built with 75+ qualified prospects loaded and tracked
• $25–50M in soft commitments
• First 2–3 LP commitments closed ($10–15M total)
• Standardized pitch deck and LP outreach process created with Marketing Lead
• 5–10 anchor investor prospects identified who could commit $5–10M across multiple vehicles

First Year (End of 2026):

• CRITICAL: Raise $100M across all Vantico offerings
• 30–40 active LP relationships built
• 400+ LP meetings conducted annually
• Quarterly investor communication cadence established with all LPs
• Capital formation playbook documented: pitch frameworks, objection handling, LP onboarding
• CRM fully operational with detailed tracking of all interactions and conversion metrics

Required Qualifications

• 10–15 years of capital raising experience in alternative investments (private equity, real estate funds, credit funds)
• Proven track record: personally raised $250M+ from family offices, HNWIs, endowments, or foundations
• Existing LP relationships activatable immediately — 20+ warm introductions within first 30 days
• Deep understanding of fund structures: closed-end funds, REITs, evergreen vehicles, subscription agreements, capital calls
• Excellent written and verbal communication — can pitch compellingly, write persuasively, handle objections
• Self-starter mentality — can build capital formation function from zero with minimal direction
• Comfortable with rejection and persistent — capital raising is a grind; mental resilience is required
• Willingness to travel 30–50% for LP meetings, conferences, and roadshows
• Located in or willing to relocate to the Cary, NC area • Bachelor's degree required

Preferred Qualifications

• Real estate fund experience, specifically healthcare or medical office
• Emerging manager or startup platform experience — built capital formation from scratch
• Experience working with placement agents, consultants, and fund-of-fund
• Deep relationships in NC, Southeast, or major wealth centers (NYC, SF, LA, Chicago, Dallas, Miami)
• CRM expertise (Go High Level, Salesforce, or similar)
• Series 7/63 licenses or willingness to obtain
• MBA from top‑tier institution
• Experience raising from institutional investors: endowments, pensions, sovereign wealth

You Are This Person

• You live to close deals — you get a rush from converting a prospect to a committed LP
• Your Rolodex is your most valuable asset and you've cultivated it over 10–15 years
• You're comfortable with rejection — you know 90% of prospects will say no, and that's fine; you focus on the 10%
• You build infrastructure — you don't just raise capital, you build systems so the next person can raise capital too
• You thrive in early‑stage environments — you don't need a playbook, you write the playbook
• You're hungry and driven — $100M is a big goal and you're energized by it, not intimidated
• You communicate compellingly — you can tell the Vantico story in a way that makes investors want to commit
• You take ownership — you own the $100M goal, not just your activity metrics

Why Join Vantico

• Be the First Capital Formation Hire — shape the function, culture, and approach from day one
• High‑Impact Role: your success directly determines Vantico's success — no bureaucracy, just results
• Multi‑Vehicle Platform: unlike single‑fund shops, you'll raise across multiple vehicles simultaneously
• Healthcare Real Estate Focus: recession‑resistant sector with demographic tailwinds from an aging population driving MOB demand
• Team Building Opportunity: hire and lead as the platform grows
• Work with Operators: our partners have direct operational experience — not just financial engineers
• Market Timing: 2026 is likely a strong vintage for real estate fundraising as markets stabilize

Compensation

$120,000–$180,000 base salary + performance bonus tied to capital raised (structure to be discussed — can be % of capital raised, tiered bonus, or hybrid) + carry participation as the platform scales. Total compensation potential $200,000–$350,000+ in Year 1 if capital raising goals achieved.

Vantico Investments is an equal opportunity employer.

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