Overview
This role involves serving as a Certified Investment Quality Reviewer 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.
Responsibilities
Depending on certification approvals, reviewers may be engaged to perform the following tasks:
- Evaluate the overall quality, completeness, and coherence of investment materials
- Assess whether transactions meet institutional standards for investor review
- Identify gaps, inconsistencies, or unsupported assumptions in investment documentation
- Determine readiness for diligence, capital raising, or investment committee review
- Review financial models for accuracy, logic, and assumption integrity
- Evaluate valuation methodologies including DCF, LBO, comparable companies, and precedent transactions
- Assess sensitivity, downside, and scenario analyses
- Review capitalization structures and sources & uses
- Review Quality of Earnings (QoE) analyses and diligence findings
- Assess clarity and rigor of commercial and operational diligence
- Identify key risks, red flags, and quality concerns
- Support investment memo refinement with quality-focused feedback
Note: Reviewers may only perform work in categories for which they have specific approval, earned through assessment and demonstrated performance.
Certification Tiers and Analyst Levels
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Senior Investment Quality Reviewer
- Rating Score: 90–100
- Pay: $150–200/hour
- Typical Background: Former investment banking, private equity, venture capital, asset management, transaction advisory, or senior consulting professionals with 5+ years of investment evaluation experience
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Lead Investment Quality Reviewer
- Rating Score: 80–89
- Pay: $100–150/hour
- Typical Background: Finance professionals with 3–5 years of deal analysis, diligence, or investment review experience
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Investment Quality Reviewer / Associate
- Rating Score: 60–79
- Pay: $50–100/hour
- Typical Background: Entry to mid-level analysts with strong technical skills and exposure to private market transactions
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 Certification Assessment
- Complete approved financial training
- Hold an active professional credential such as CFA, CPA, Series 7, 63, 79, or equivalent
Compensation & Deal Terms
- Hourly rates range from $50 to $200 based on Analyst Rating Score, credentials, and approval scope
- Reviewers operate as independent contractors, not employees
- Potential to 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
- Analyst Rating Scores (0–100) determine platform visibility, approved review categories, and recommended hourly rates
- Approvals and platform access may be revoked for quality or compliance issues
Compliance
Investment Quality Reviewers do not provide investment advice, solicit or sell securities, or represent the platform in a regulated or fiduciary capacity. All work is limited to investment quality review, analytical evaluation, diligence assessment, and financial support functions in compliance with applicable securities laws.
Location
No specific location requirements are stated; the role operates within a private capital ecosystem platform.