Investment Mentor; Private Capital
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-02-17
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Finance & Banking
Corporate Finance, Financial Consultant
and the job listing Expires on March 15, 2026
Compensation:
$200–$500/hour or transaction-based earnings, depending on scope, deal size, and advisory engagement
About Initio Sphere
Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, operators, and analysts through real deal flow, institutional frameworks, and curated relationships.
Private Capital Mentors are a vital tier of our ecosystem—providing strategic, high-touch mentorship to sponsors, funds, and investors while earning opportunities and enhancing credibility across the network.
Role Overview
Initio Sphere is onboarding Investment Mentors to provide strategic, operational, and capital-market guidance while mentoring analysts, scouts, and junior advisors.
This is not a traditional employment role. Mentors operate as independent contractors, activated through a verification and approval process.
Once approved, Investment Mentors:
Advise on fund formation, capital raising, deal structuring, and operational strategy
Mentor analysts, deal scouts, and junior advisors, building internal capacity and credibility
Access curated deal flow, earning opportunities, and platform-driven exposure
Build a verified Mentor Track Record within the ecosystem
This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.
What You’ll Do (Approval-Based)
Approved Investment Mentors may:
Advise fund managers on capital strategy, LP engagement, and fundraising positioning
Support deal sponsors with structuring, diligence oversight, and negotiation strategy
Mentor analysts and deal scouts on modeling, diligence, and transaction execution
Provide portfolio advisory services, operational insights, and value creation guidance
Participate in curated introductions with institutional investors or co-investors
Mentors focus on high-level strategic guidance and relationship-driven deal activation. They do not handle day-to-day transactional modeling unless specifically approved.
Eligible Advisory & Mentorship Areas
Fund formation, capital raising, and LP communications
Deal structuring, investment committee support, and transaction strategy
Operational or portfolio company advisory
Mentorship and technical training for analysts, scouts, and junior advisors
Investor relations and network strategy
Approval is granted based on experience, track record, and demonstrated ability to advise and mentor on real transactions.
Compensation & Deal Economics
Hourly rates: $200–$500, depending on experience, track record, and engagement scope
Transaction-based incentives may be earned for advisory work on closed deals
Payments issued after successful completion of advisory milestones or deal closure
No cap on earnings for consistent high-value contributions
How Mentors Get Activated
Submit an Investment Mentor application with background, track record, and deal history
Complete verification and category approval
Get promoted within the Initio Sphere platform
Begin mentoring funds, sponsors, analysts, and deal scouts on approved engagements
This ensures selectivity, credibility, and direct access to live opportunities.
Compliance Notice
Provide investment advice to the public
Solicit securities
Market investments outside approved channels
Represent Initio Sphere in a regulated capacity
All mentorship and advisory work must comply with applicable securities laws and focus on strategic guidance, mentoring, and deal support.
Who This Role Is For
Ex-IB, PE, VC, or senior fund executives with a proven transaction record
Experienced operators or founders with strong deal networks
Senior advisors who can mentor and elevate analysts, scouts, and junior advisors
Professionals seeking high-touch mentorship roles with transaction exposure
Why Join Initio Sphere
Direct access to fund managers, investors, and live deal flow
Monetize expertise without traditional employment constraints
Build reputation and credibility across a high-signal ecosystem
Mentor and develop top-tier analysts and deal scouts
A single platform for advisory, capital, and professional growth
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