Capital Advisory Consultant (Elite Advisor)

What this is

This is a platform-enabled advisory practice.

Elite Advisors run Finta Elite — you choose your clients, set your workload, and scale as far as you want while leveraging Finta's tools, playbooks, and internal team support to deliver fast, high-impact work. We want dozens globally — specialized by sector, stage, geography, and deal type.

What you deliver (the Elite promise)

Finta Elite Advisory acts as an extension of a deal operator's team, providing hands-on execution and strategic guidance. In practice, you help clients run a structured, network-driven deal workflow:

• Build core fundraising / deal materials (pitch deck & narrative, essential data room, accurate financial model).
• Create a strong target list (e.g., 150+ targets) and map warm intro pathways.
• Launch process-driven outreach with scripts by stage and convert outreach into meetings.
• Use Aurora for execution leverage: recommended leads, deep research, warm intro highlighting, hyper-personalized drafts, and workflow automation.

Captain / Co-pilot ownership

• Captain (primary): You are captain for your advisory client's outcomes (delivery, weekly progress, execution cadence).
• Co-pilot (supports): Finta's core team provides enablement + optional execution help: lead pulling, data entry, platform automation, warm intro / network mapping, and more.
• Non-negotiable: You run delivery inside Finta so momentum is visible, measurable, and repeatable.

What "great" looks like

• Clients show weekly momentum: targets added, outreach executed, replies handled, meetings booked, next steps advanced.
• You build a differentiated niche and consistent client pipeline.
• You contribute assets back into the program (templates, scripts, playbooks) to raise the bar for the whole network.

How you get started (program path)

• Platform & Process: Become a Finta expert with 1:1 training from Finta's support team.
• Finta Academy: Learn the process while running Academy, generate leads, and gain access to assets / resources.
• Ongoing Support: Full access to the Finta support team; we help onboard / support your clients and provide admin support.
• Uncapped Potential: Scale your Elite Advisory service however you want.

Economics

The program positions Elite as a monthly service where customers pay a monthly fee with a minimum commitment, and Advisors earn monthly income per client. The program also highlights rev share on self-sourced clients vs rev share on leads sourced by Finta. Final structure may vary by program tier.

Practical requirements

• You can source clients (network, content, community, Academy cohorts, partnerships).
• You can run a weekly cadence and document outcomes in Finta.
• You can maintain confidentiality and operate professionally with founders / funds.

Reports to: Elite Lead (program standards + enablement)