Capital Readiness Advisor

Overlap Capital, LLC.; Waterloo (IA); On-site; USD 60,000 - 120,000; Full time

Job summary

Overlap Capital is expanding its footprint in Waterloo, Iowa and seeks a Funding Specialist to leverage an existing network of small business owners, founders, and startups. This role focuses on guidance, alignment, and execution through CapAdvise™, with earnings tied to capital outcomes rather than salary.

Successful candidates will cultivate relationships, assess capital readiness, and coordinate submissions with internal specialists to drive compliant, effective funding strategies.

Qualifications

• Must have an existing network of small business owners, founders, and startups.
• Ability to guide clients through capital readiness assessments using CapAdvise™ is a plus.
• Commitment to disciplined execution without pushy sales.

Responsibilities

• Engage small business owners and startup founders from your existing network
• Guide clients through capital readiness assessments using CapAdvise™
• Help businesses understand realistic lending and investment options
• Coordinate capital submissions once readiness criteria are met
• Identify gaps in structure, documentation, or positioning and guide next steps
• Work closely with internal specialists to support accurate execution
• Maintain clear communication and professional standards throughout each engagement

Skills

Networking

Job description

Overlap Capital is expanding its footprint in Waterloo, Iowa and seeks a Funding Specialist to leverage an existing network of small business owners, founders, and startups. This role focuses on guidance, alignment, and execution through CapAdvise™, with earnings tied to capital outcomes rather than salary.

Successful candidates will cultivate relationships, assess capital readiness, and coordinate submissions with internal specialists to drive compliant, effective funding strategies.