Transaction Advisory Coach

Job Description

Job Description

Here’s the updated job description tailored for the Transaction Advisory Coach title:

Independent Contractor Role
Initio Sphere — Private Capital Ecosystem

Compensation:
$200–$500/hour or transaction-based earnings, depending on scope, deal size, and advisory engagement

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 .

Transaction Advisory Coaches are a key advisory tier—providing strategic, deal-focused guidance to sponsors, funds, and investors, while benefiting from earning opportunities and enhanced credibility within the ecosystem.

Initio Sphere is onboarding Transaction Advisory Coaches to provide high-level advisory, operational, and transactional guidance to fund managers, investors, and deal sponsors.

This is not a traditional employment role . Coaches operate as independent contractors , activated through a verification and approval process.

Once approved, Transaction Advisory Coaches:

• Advise on deal structuring, capital raising, fund formation, and operational strategy

• Mentor analysts and deal scouts on transaction execution and diligence

• Access curated deal flow, earning opportunities, and platform-driven exposure

• Build a verified Coach Track Record within the Initio Sphere ecosystem

This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of leading capital transactions, structuring deals, or advising investment initiatives .

Approved Coaches may:

• Advise fund managers on capital strategy, LP engagement, and deal execution planning

• Support deal sponsors with structuring, diligence oversight, and negotiation strategy

• Mentor analysts and deal scouts on modeling, diligence, and transaction execution

• Provide portfolio advisory, operational insights, and value creation guidance

• Participate in curated introductions with institutional investors or co-investors

Transaction Advisory Coaches focus on strategic deal guidance and relationship-driven transaction activation . They do not handle day-to-day modeling unless approved.

• 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 and scouts

• Investor relations and network strategy

Approval is granted based on experience, track record, and demonstrated ability to advise on real transactions .

• Independent contractor arrangement

• Hourly rates: $200–$500, based on experience, track record, and engagement scope

• Transaction-based incentives may be earned for advisory on closed deals

• Payments issued after completion of advisory milestones or deal closure

• No cap on earning potential for consistently high-value contributions

1. Submit a Transaction Advisory Coach application with background, track record, and deal history

2. Complete verification and category approval

3. Get promoted within the Initio Sphere platform

4. Begin working with funds, sponsors, analysts, and scouts on approved engagements

This ensures selectivity, credibility, and direct access to live private market transactions .

Transaction Advisory Coaches do not :

• Provide investment advice to the public

• Solicit securities

• Market investments outside approved channels

• Represent Initio Sphere in a regulated capacity

All advisory work must comply with applicable securities laws and focus on strategic guidance, mentorship, and deal support .

• 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 and scouts

• Professionals seeking high-touch advisory roles with transaction exposure

• 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