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Investment Strategy Advisor

TEEMA Solutions Group, New York, New York, us, 10261

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Independent Contractor Role

Initio Sphere — Private Capital Ecosystem

https://initiosphere.org

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 connecting capital and talent . We serve fund managers, investors, operators, and analysts through

live deal flow, institutional frameworks, and curated relationships .

Investment Strategy Advisors

are a key tier of our ecosystem, providing

portfolio and investment strategy guidance

to GPs, sponsors, and investors while benefiting from

earning opportunities and platform credibility .

Role Overview Initio Sphere is onboarding

Investment Strategy Advisors

to provide

high-level investment strategy, fund structuring, and portfolio optimization guidance .

This is

not a traditional employment role . Advisors operate as independent contractors, activated through a

verification and approval process .

What You’ll Do (Approval-Based) Approved Investment Strategy Advisors may:

Advise fund managers on

portfolio construction, investment pacing, sector allocation, and risk-adjusted return strategies

Support deal sponsors with

capital deployment strategy, diligence oversight, and investment prioritization

Mentor analysts and deal scouts on

modeling, portfolio evaluation, and strategic transaction execution

Provide

portfolio advisory services, operational insights, and value creation recommendations

Participate in curated introductions with

institutional investors, co-investors, or strategic partners

Note:

Advisors focus on

strategic investment guidance and portfolio optimization . They do

not

perform day-to-day deal underwriting unless separately approved.

Eligible Advisory Areas

Investment strategy, portfolio construction, and capital allocation

Fund formation, LP communication, and fundraising positioning

Transaction strategy, investment committee support, and deal prioritization

Operational and portfolio company advisory

Mentorship and technical training for analysts and scouts

Investor relations, co-investor alignment, and network strategy

Approval is granted based on

experience, track record, and demonstrated ability to advise on real investment strategies and portfolio decisions .

Compensation & Deal Economics Advisors are independent contractors

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

Transaction-based incentives

may be earned for advisory on closed deals or fund milestones

Payments issued after successful completion of advisory milestones or deal closure

No cap

on earning potential for consistent high-value contributions

How Advisors Get Activated Submit an

Investment Strategy Advisor application

detailing background, track record, and portfolio experience

Complete

verification and category approval

Get

promoted within the Initio Sphere platform

Begin advising funds, sponsors, and analysts on approved engagements

This ensures

selectivity, credibility, and direct access to high-impact strategic opportunities .

Compliance Notice

Provide public investment advice

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, mentoring, and portfolio-level investment support .

Who This Role Is For

Ex-IB, PE, VC, or senior fund executives with

portfolio strategy experience

Experienced operators or founders with strong investment networks

Senior advisors who can

mentor analysts, scouts, and junior advisors

Professionals seeking

high-touch advisory roles with strategic portfolio exposure

Why Join Initio Sphere

Direct access to

fund managers, investors, and live investment opportunities

Monetize expertise

without traditional employment constraints

Build

reputation and credibility

across a high-signal ecosystem

Work with

top-tier analysts and deal scouts , mentoring the next generation

A single platform for

advisory, capital, and professional growth

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