Overview
This role involves serving as a Certified Investment Due Diligence Analyst within a private capital ecosystem that connects capital with talent. The position is structured as an independent contractor engagement, activated through a certification and verification process. Analysts support fund managers, investors, sponsors, and finance professionals by providing due diligence and risk analysis on live investment transactions.
Responsibilities
Depending on certification approvals, Investment Due Diligence Analysts may perform tasks in the following areas:
Financial & Accounting Diligence
- Quality of Earnings (QoE) analysis
- Revenue and margin normalization
- Working capital analysis
- Cash flow sustainability review
- Debt and capital structure analysis
- Identification of accounting risks and red flags
Commercial & Operational Diligence
- Market and competitive landscape research
- Unit economics analysis
- Customer concentration and churn analysis
- Operational performance benchmarking
- Risk assessment and mitigation analysis
Investment Committee & Decision Support
- Investment memo drafting and structuring
- Risk summary reports
- Data room review and organization
- Sensitivity and downside scenario analysis
- Coordination of third-party diligence inputs
Analysts are authorized to perform work only in categories for which they have received approval, which is earned through assessment and demonstrated performance.
Requirements
To qualify for certification, candidates must meet at least one of the following:
- Score 70% or higher in at least one category of the Analyst Certification Assessment
- Complete approved financial training
- Hold an active professional credential such as CFA, CPA, Series 7, 63, 79, or equivalent
Analyst Levels and Compensation
Analyst levels are determined by an Analyst Rating Score (0–100), which influences platform visibility, approved diligence categories, recommended hourly rates, and eligibility for higher-tier mandates.
Senior Investment Due Diligence Analyst
- Rating Score: 90–100
- Pay: $150–200/hour
- Typical Background: Former investment banking, private equity, venture capital, Big 4 Transaction Advisory, restructuring, or senior corporate development professionals with 5+ years of diligence and transaction experience.
Lead Investment Due Diligence Analyst
- Rating Score: 80–89
- Pay: $100–150/hour
- Typical Background: Finance professionals with 3–5 years of financial diligence, modeling, or transaction support experience.
Investment Due Diligence Analyst
- Rating Score: 60–79
- Pay: $50–100/hour
- Typical Background: Entry to mid-level analysts with strong financial statement analysis and risk assessment capabilities.
Compensation and Deal Terms
- Analysts operate as independent contractors, not employees.
- Hourly rates depend on Analyst Rating Score and approval level.
- Analysts may earn up to 10% of the first $100,000 in transaction fees, with a maximum deal-based earning of $2,500 per transaction.
- Payments are issued only after successful deal completion and fee collection.
- Approvals may be revoked for quality, performance, or compliance issues.
Compliance
Investment Due Diligence Analysts do not provide investment advice, solicit securities, or represent the platform in a regulated capacity. All work is limited to analytical, diligence, risk assessment, and financial support functions and must comply with applicable securities laws.
How to Get Started
- Complete the Analyst Certification Assessment or approved training.
- Receive category-specific approvals (Financial Diligence, Commercial Diligence, Risk Analysis).
- Get verified on the platform.
- Begin earning income immediately through hourly diligence projects and live transaction support.
No cold applying or unpaid experience is required; verified analysts are actively matched with investors and deal teams needing diligence expertise.