Develop and iterate realistic prompts to test the relevance and quality of AI-generated insights.
Systematically evaluate divergence between professional investment reasoning and AI outputs.
Translate how institutional investors evaluate securities into problems that push the limits of AI reasoning.
Mentis AI works at the intersection of institutional investment expertise and frontier AI systems. Their team combines deep asset management experience with machine learning and applied AI research.
Monitor and maintain compliance with relevant laws and regulations.
Assist with the formation of investment vehicles.
Assist with investor onboarding, inquiries, and requests.
Allocate is the intelligent operating system for private market investing. They help wealth advisors, institutional investors, and fund managers access curated opportunities, launch private vehicles, and manage portfolios without operational drag. They value a commitment to continuous improvement and civil discourse.
Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.
Serve as a subject matter expert across member support channels.
Help members understand Public's products and features.
Partner with Legal, Compliance, and Operations to resolve complex member issues.
Public is a long-term investing platform where investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios. Headquartered in New York City, Public has raised over $400M and is trusted with billions in assets.
Shape and lead Kinaxis’ global capital markets strategy and investor engagement.
Define a clear equity narrative reflecting the company’s strategy and value creation.
Establish best-in-class investor relations practices and disclosure standards.
Kinaxis specializes in supply chain management solutions. They are a global organization with over 2000 employees, dedicated to innovation and customer support.
Taking a lead role in sourcing, screening, and analyzing private credit secondary transactions and select co-investments and primaries
Providing thorough qualitative research and financial statement analysis
Conducting financial modelling, valuation, structuring and sensitivity analyses to support the evaluation and pricing of secondary opportunities
Aksia is an alternative assets specialist, providing investment solutions for institutional investors globally. They advise on over $362bn and manages $33bn of client capital, working with over 100 institutional clients including pension plans, insurance companies, government-related institutions, endowments, foundations, and superannuation funds.
Monitor social channels and promptly address client inquiries
Multitask and navigate across multiple social media platforms
Proactively engage clients and contribute to growing Kraken’s social media voice and presence
Kraken is a mission-focused company rooted in crypto values, aiming to accelerate the global adoption of crypto so that everyone can achieve financial freedom and inclusion. As a fully remote company with Krakenites in 70+ countries, they develop premium crypto products for experienced traders, institutions, and newcomers.
Help build AI training data that captures how private equity professionals evaluate investments.
Value companies, structure transactions, manage portfolio companies, and drive returns.
Cover the full investment lifecycle from sourcing to exit.
Mentis AI, founded by ex-Lazard and Partners Group professionals, is headquartered in London and San Francisco. We bring real-world expertise from finance into AI model training, bridging the gap between human and artificial intelligence.
Identify and source potential partners (influencers, educators, communities, agencies).
Assess partner quality, audience relevance, and growth potential.
Onboard partners into tracking and partner systems.
PrimeXBT is a Top10 financial services provider offering a wide range of multi-asset trading products, including cryptocurrencies and CFDs. They provide our clients with a robust and versatile trading experience.
Manage accounts of selected high-net-worth individuals.
Build and maintain strong relationships via email, phone, and Telegram.
Maximize revenue by understanding client needs and satisfying them with Nexo's products.
Nexo is building the future model of financial wealth - dynamic, accessible, and designed for a new generation of forward-thinking investors. They are a team of builders, strategists, analysts, creatives, and operators united by a shared mindset: advancement.
Develop and iterate realistic prompts to test the relevance and quality of AI-generated insights.
Evaluate divergence between professional advisory judgment and AI outputs.
Translate practitioner approaches into problems that push the limits of AI reasoning.
Mentis AI operates at the intersection of institutional investment expertise and frontier AI systems, collaborating with leading AI labs to improve how models reason and make decisions in high-stakes financial contexts. Their team combines asset management experience with machine learning and applied AI research, operating across London and San Francisco.
Bring institutional real estate investment expertise to an AI training project.
Cover acquisitions, underwriting, asset management, and fund-level analytics.
Capture how top REPE professionals evaluate opportunities and structure transactions.
Mentis AI brings real-world expertise from finance into AI model training. They bridge the gap between human and artificial intelligence and are headquartered in London and San Francisco.
Support the Partner Solutions team and contribute to the success of the Pre-Approvals solution for financial institution partners.
Assist in developing marketing collateral and provide best practices to optimize partner use of the Pre-Approvals solution.
Collaborate with internal teams to support partner strategies and prepare performance recaps to highlight key results and opportunities.
SavvyMoney is a fintech company providing integrated credit score and personal finance solutions to bank and credit union partners. They were recognized as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.
Own the full sales cycle from prospecting through close.
Drive a heavy outbound pipeline targeting Private Equity firms and Venture Capital firms.
Conduct demos and clearly communicate the value of the platform.
SaaS Talent is a recruiting company that helps businesses scale and transform with 20+ years of experience in SaaS and Hi-Tech. They have worked with 100+ companies and helped them achieve their goals, streamlining sales, marketing, and operations to hiring ideal talent and getting funding.
Improve AI reasoning across investment banking and capital markets.
Contribute deal experience to a structured research project.
Evaluate, generate, and refine content reflecting senior IB professionals' thinking.
Mentis AI, founded by ex-Lazard and Partners Group professionals, brings real-world expertise from finance into AI model training. Headquartered in London and San Francisco, they bridge the gap between human and artificial intelligence.
Oversee brokerage-related accounting and reporting functions.
Ensure compliance with regulations and financial reporting standards.
Design, document, and implement accounting policies and controls.
Jobgether is a company that connects job seekers with employers through an AI-powered matching process. They aim to ensure applications are reviewed quickly, objectively, and fairly.
Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
Advises customers on wealth and investment strategies and products that meet customer’s objectives.
Fulfills sales and service activities for the customer in accordance with approved procedures.
BMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, they provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
Conducting comprehensive due diligence on potential investment opportunities.
Building and maintaining financial models to support investment decisions.
Cultivating relationships with entrepreneurs, industry experts, and other investors.
co-pace GmbH drives strategic value creation by identifying, partnering with, and investing in promising early-stage technology companies. They provide startups with capital and direct access to AUMOVIO’s global mobility and industry expertise, supporting the development of future-relevant business and technology opportunities.