Product Advisor, Autonomous Finance Agent

Company description

We are an early-stage startup led by former tier 1 M&A bankers and AI engineerings. After years in excel models and data rooms, we are building an autonomous financial analyst that reacts to real-time events and plans executes workflows autonomously.

Role at a glance

Help steer a greenfield AI product built for investment bankers, private-equity deal teams, and hedge-fund analysts. You will join a small, high-impact Product Advisory Panel that keeps us locked on real-world workflows.

How you’ll contribute

• Give quick feedback on WhatsApp during the week (~15 min here and there)
• Join occasional Saturday video calls to review concepts or prototypes (30-60 min)
• Give feedback on feature prioritisation and GTM strategy
• Stress-test onboarding flows and analyst use cases

Time commitment: roughly 2-3 hours per month, fully remote.

Who we're looking for

• Current or very recentM&A analyst, associate, VP, director, or data specialist in Investment Banking, Private Equity, Hedge Fund or Credit Fund.
• Good communicator with an opinion on technology product
• Curious about AI and workflow automation
• Not a fit: If your background is mainly product management in payments, consumer fintech, or retail banking, this panel is unlikely to match your expertise.

Engagement

• Cash retainer for an initial advisory period
• Option to join in a more significant role as the company grows
• Time commitment: 2-3 hours a month, fully remote

Why you’ll love it

• Direct influence on a greenfield AI product that might become part of every analyst’s daily work
• High leverage on decisions vs. low time ask
• Work with like-minded finance professionals and technologists