Investment Discovery Partner
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-02-17
-
Business
Financial Analyst -
Finance & Banking
Financial Analyst
Job listing expires on March 15, 2026.
OverviewHere’s the updated job description tailored for the title Investment Discovery Partner
, highlighting deal origination, market insight, and partnership with capital allocators while keeping the independent contractor, deal-based structure.
Compensation:
Deal-based earnings + performance bonuses
(Typically $1,000–$10,000+ per closed transaction, depending on deal size and role)
About Initio Sphere
Initio Sphere is a private capital ecosystem where capital meets talent
. We connect fund managers, investors, and operators with high-quality deal flow, certified analyst support, and institutional infrastructure across private markets.
Our platform is designed for professionals seeking real exposure, real upside, and real credibility
—not job boards, spreadsheets, or unpaid sourcing pipelines.
Role Overview
Initio Sphere is onboarding Investment Discovery Partners to identify, evaluate, and introduce high-potential investment opportunities to our investor and fund manager network.
This is not an employment role. Investment Discovery Partners operate as independent contractors and are activated through a verification and approval process.
Once approved, Partners:
Source and submit off-market or proprietary investment opportunities
Work directly with capital allocators and deal sponsors on live opportunities
Earn performance-based compensation for transactions that close
Build a verified track record of sourced deals within the Initio Sphere ecosystem
This role is ideal for professionals who are well-connected, market-aware, and close to active deal flow
, including operators, advisors, brokers, and intermediaries.
What You’ll Do (Approval-Based)
Approved Investment Discovery Partners may:
Source proprietary or semi-proprietary investment opportunities
Introduce deals to Initio Sphere’s investor and sponsor network
Provide high-level deal context (asset, structure, size, economics, investment thesis)
Coordinate initial introductions between deal principals and capital partners
Support early-stage diligence handoff (analysts handle modeling, valuation, and underwriting)
Partners are not responsible for
:
Financial modeling or underwriting
Preparing investment memoranda
Providing investment advice
Based on approval, Investment Discovery Partners may submit opportunities across:
Private equity and growth equity transactions
Operating businesses and special situations
Structured, opportunistic, or distressed investments
Deal categories are approved based on experience, sourcing credibility, and access to proprietary opportunities
.
Compensation & Economics
Partners earn success-based compensation only
Typical earnings range from $1,000 to $10,000+ per closed deal
Payments issued upon successful transaction close and fee collection
Exact economics vary by deal size, structure, and Partner contribution
No caps on earnings for consistently high-quality deal sourcing
How Partners Get Activated
Submit an Investment Discovery Partner application with background and sourcing experience
Complete verification and deal category approval
Get activated within the Initio Sphere platform
Begin submitting qualified deals to the network
There is no cold pitching or blind outreach
. Approved deals are introduced through curated, platform-driven channels
.
Compliance Notice
Provide investment advice
Solicit securities
Market investments to the public
Represent Initio Sphere in a regulated capacity
All activity is limited to deal identification, early validation, and relationship facilitation and must comply with applicable securities laws.
Who This Role Is For
Operators with visibility into live transactions
Brokers, intermediaries, or advisors with proprietary deal flow
Founders or consultants close to capital needs
Networked professionals who consistently track early-stage opportunities
Why Join Initio Sphere as an Investment Discovery Partner
Monetize deal flow without raising a fund
Earn performance-based upside without underwriting risk
Work directly with credible capital allocators and sponsors
Build long-term reputation, trust, and sourced deal track record
Operate within a single ecosystem for sourcing, credibility, and scalable upside
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