Advisory Partner, Investment Methodology & Product

Global Capital Institute is building the company addressing a $10 trillion blind spot: the universe of sub-$1 billion funds and the small-to-mid allocators who shape them.

This segment of private markets remains underserved, fragmented, and structurally overlooked, despite representing one of the most fertile areas for differentiated alpha, stronger alignment, and enduring institutional relationships.

We are building the frameworks, decision infrastructure, and product logic to support a more rigorous, scalable, and credible approach to manager evaluation, allocator judgment, and private-market selection.

We are seeking an exceptional Advisory Partner, Investment Methodology & Product to join us as a strategic advisor and investor.

This is an equity-based advisory role for a seasoned allocator or investment professional with 10 years of direct experience in asset allocation, manager due diligence, and manager selection across alternative investments.

The right candidate brings an allocator’s mindset, institutional pattern recognition, and the ability to help shape practical investment methodology in a product-driven environment. This is not a ceremonial advisor seat. It is a hands-on strategic role for someone who can help refine how investment judgment is translated into frameworks, standards, and decision infrastructure.

You should be comfortable operating across institutional capital, family offices, emerging managers, and the realities of private-market diligence. You will help strengthen our investment frameworks, sharpen product-market fit, and deepen our credibility with allocators, GPs, and strategic partners at the intersection of private markets and technology.

• Advise on asset allocation frameworks and portfolio construction relevant to small-to-mid allocators.
• Help shape due diligence standards for emerging managers across private equity, venture capital, private credit, real assets, and hedge funds.
• Refine the company’s evaluation methodologies, including manager selection criteria beyond performance alone, such as team quality, alignment, governance, decision discipline, and edge.
• Serve as a strategic thought partner to the leadership team on allocator needs, market structure, and product direction.
• Contribute to the development of a differentiated methodology for documenting and evaluating investment judgment in private markets.
• Provide perspective on fiduciary process, investment governance, and the practical documentation standards expected in ERISA-governed or ERISA-sensitive environments.
• Support external credibility with investors, partners, and prospective users through insight, thought leadership, and selective strategic introductions.
• Optionally advise on governance, compliance-oriented product boundaries, and process design considerations where relevant.
  

• 10 years of direct experience in asset allocation, manager due diligence, and manager selection across alternative investments.
• Demonstrated success building, advising, or managing portfolios with exposure to private markets.
• Deep understanding of how allocators assess managers across both qualitative and quantitative dimensions.
• Strong network across LPs, GPs, family offices, consultants, and related private-market participants.
• Clear judgment and the ability to evaluate managers beyond track record alone.
• Entrepreneurial orientation and genuine interest in helping shape an early platform at the intersection of investment methodology and technology.
• Comfort working in an early-stage environment where frameworks are being built, tested, and refined.
• Ability to commit 3–5 hours per week, with flexibility to scale involvement over time.
• Working familiarity with ERISA-governed or ERISA-sensitive investment processes, including fiduciary prudence, documentation standards, manager oversight, and the practical boundaries between investment judgment, governance, and compliance.
  

• Deeper experience with ERISA fiduciary frameworks, plan governance, prohibited transaction sensitivity, or compliance-oriented product design.
• Experience with smaller institutions, family offices, emerging managers, or under-institutionalized segments of private markets.
• Interest in participating as an investor and co-creator of value.
• Background as a super angel, strategic advisor, or early ecosystem builder.
  

Compensation will consist of an equity advisory grant designed to reflect the seniority, relevance, and expected contribution of the advisor. For the right candidate, we expect the grant to be sized at the upper end of our advisory range, with economics discussed directly based on scope and involvement.

This role is for someone with real allocator judgment, strong market credibility, and the appetite to help build something category-defining from the inside.

It is especially well suited to a senior investment professional who wants more than passive advisory status and sees the opportunity to help shape the future infrastructure of private-market selection, diligence, and institutional decision-making.