Senior Advisor, Investment Methodology - Private Markets (PE/PC)

Global Capital Institute is building decision infrastructure for a large, overlooked segment of private markets: sub-$1 billion funds and the small-to-mid allocators who evaluate them.

This part of the market remains fragmented, underserved, and heavily dependent on inconsistent processes, informal judgment, and weak documentation. We are building a platform that helps structure investment workflows, diligence processes, decision points, and records.

We are seeking a Senior Advisor, Investment Methodology, to join as a strategic advisor to the product (tech) manager.

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

This role is not about creating financial products. It is about helping translate real investment processes into clear workflows inside an investment platform.

The person in this role will help define how diligence, evaluation, decision points, governance inputs, and documentation should be structured inside the system. The role is designed for someone with deep investment judgment who can help shape methodology, platform direction, and market relevance.

• Advise on allocator workflows for manager selection, diligence, monitoring, and review.
• Help translate investment processes into structured platform workflows, decision steps, and records.
• Refine evaluation methodologies across private equity, venture capital, private credit, real assets, and hedge funds.
• Help determine what should be captured as structured data, workflow steps, review points, outputs, and exceptions.
• Contribute to the methodology for documenting investment judgment in private markets.
• Serve as a strategic thought partner to leadership on allocator needs, workflow design, and platform direction.
• Support external credibility through market insight, thought partnership, and selective introductions.

• 10 years of direct experience in asset allocation, manager due diligence, and manager selection across alternative investments.
• Strong understanding of how allocators assess managers across qualitative and quantitative dimensions.
• Ability to break down complex investment processes into clear steps, decisions, dependencies, and documentation requirements.
• Strong judgment about what matters in practice.
• Comfort working in an early-stage environment where workflows, product logic, and market positioning are still being shaped.
• Ability to commit 3–5 hours per week, with flexibility to scale over time.

• Experience designing or improving internal investment workflows, diligence processes, or decision frameworks.
• Experience with family offices, smaller institutions, or emerging managers.
• Interest in investing and helping shape the company beyond a passive advisory role.

Compensation will consist of an equity advisory grant based on the seniority, relevance, and expected contribution of the advisor. Economics will be discussed directly based on scope and involvement.

This role is for someone with real allocator judgment who wants to help shape how private-market diligence, decision-making, and documentation are structured inside a technology platform.

It is a fit for a senior investment professional who wants more than passive advisory status and sees the opportunity to help build infrastructure for a neglected part of private markets.