Transaction Advisory Coach
Initio Capital
New York, NY
Here’s the updated job description tailored for the Transaction Advisory Coach title:
Transaction Advisory Coach
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 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.
Role Overview
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.
What You’ll Do (Approval-Based)
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.
Eligible Advisory 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 and scouts
Investor relations and network strategy
Approval is granted based on experience, track record, and demonstrated ability to advise on real transactions.
Compensation & Deal Economics
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
How Coaches Get Activated
Submit a Transaction Advisory Coach application with background, track record, and deal history
Complete verification and category approval
Get promoted within the Initio Sphere platform
Begin working with funds, sponsors, analysts, and scouts on approved engagements
This ensures selectivity, credibility, and direct access to live private market transactions.
Compliance Notice
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.
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 and scouts
Professionals seeking high-touch advisory 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