• Lead execution of capital raises with HNWIs, family offices, wealth managers, and other private capital sources. • Build, maintain and expand a high-quality pipeline of prospective investors; cultivate long-term relationships and act as a trusted advisor to investors. • Interface with and close HNWI investor leads that come in from various marketing channels. • Plan and lead investor roadshows, conferences, dinners, and meetings. • Own investor communications: quarterly investor letters, performance reporting, investor Q&As, and materials for board/investor meetings. • Ensure best-in-class investor service and responsiveness; coordinate subscription/closing processes and ongoing KYC/AML/compliance. • Manage CRM (HubSpot and CashFlowPortal) and investor tracking processes. • Lead on capital markets initiatives, including securitizations, loan sales, whole-loan transactions, warehouse financing, and other liability or capitalization solutions. • Lead investor due diligence processes for structured transactions and secondary sales. • Develop and execute multi-year capital raising strategy and annual targets in partnership with senior leadership. • Develop investor pitch materials, financial models and transaction teasers; present to investors and rating agencies as needed. • Track market trends, investor appetite, and competitive activity; proactively recommend funding and capital strategies.