Flawless Financial
Spinoffs & Carve-Outs.
Separating mingled corporate financials shouldn't drain your advisory budget. Hire a fully managed Financial Virtual Assistant to extract data, map trial balances, and manage TSA billing so your CFO can focus on strategy.
Proficient in Enterprise Financial Systems & Data Rooms
Decouple with Precision.
Carve-outs require thousands of hours of manual data segregation. Our Financial Virtual Assistants act as the execution arm for your M&A advisors and internal controllers.
Trial Balance Mapping
Extracting the parent company's historical TB and manually mapping specific GL accounts, cost centers, and departments to the new standalone entity.
Intercompany Reconciliation
Digging through massive transactional ledgers to identify, match, and eliminate intercompany balances before the spinoff event occurs.
TSA Billing & Tracking
Managing the complex Transitional Service Agreement (TSA) schedules. We track shared IT/HR expenses and generate the monthly cross-charge invoices.
Data Room Management
Acting as the librarian for your secure VDR. We rename files using strict M&A taxonomy, upload due diligence documents, and track missing request list items.
Vendor & AP Migration
Scrubbing the vendor master file. We identify which vendors need to be cloned for the new entity, collect new W-9s, and assist in setting up the new AP ledger.
Pro-Forma Data Entry
Supporting your FP&A team by manually inputting allocated corporate costs, rent, and overhead assumptions into the standalone pro-forma models.
The Carve-out Execution Pipeline
How we integrate into your deal team during the crucial 100-day transition.
Access & NDA
Sign rigorous NDAs. Grant the VA restricted access to your ERP, Data Room, and shared drives.
Protocol Definition
Your PM meets with your Controller to document the exact mapping rules and allocation methodologies.
Data Extraction
The VA executes massive data pulls, reconciles ledgers, and formats schedules for review.
Review & Close
Your advisors review the clean data. You pay strictly for the VA's active processing hours.
Protect Your Deal Value.
Paying Big 4 consultants $400/hr to do basic Excel mapping destroys deal value. Unmanaged freelancers introduce critical errors. Sagedoer bridges the gap.
Traditional Advisory / Solo VAs
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Exorbitant Consulting Fees
Advisory firms bill out junior associates at massive hourly rates to do the exact same data entry and v-lookups our VAs perform.
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Security Vulnerabilities
Hiring random freelancers off public platforms for M&A data exposes highly confidential, market-moving financials to unvetted individuals.
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Lack of Continuity
Carve-outs are exhausting. If a solo freelancer quits mid-project, you lose critical institutional knowledge of the mapping logic.
Sagedoer System
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Enterprise-Grade Security
All Sagedoer Financial VAs are internally vetted, background-checked, and work under strict corporate NDAs to protect deal confidentiality.
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Free PM Quality Assurance
Your dedicated Project Manager audits the VA's Excel outputs, ensuring V-lookups, pivot tables, and mapping logic tie out correctly.
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Massive Cost Arbitrage
By replacing a $250/hr consultant with a $7/hr managed VA for data execution, you drastically reduce your total transition costs.
Transparent Financial Talent.
Scale your execution team during the 100-day transition at a fraction of the cost.
Part-Time Data Analyst
20 Hours / Week
Est. $560 USD / Month (4 Wks)
- Pay only for active processing hours
- Dedicated Project Manager Included
- Free data QA & logic verification
- Zero setup or onboarding fees
Full-Time Data Analyst
40 Hours / Week
Est. $960 USD / Month (4 Wks)
- Pay only for active processing hours
- Dedicated Project Manager Included
- Free data QA & logic verification
- Zero setup or onboarding fees
M&A Operations FAQ
This specific role is for Financial Data Operations, not strategic advisory or certified accounting. They are highly proficient in Advanced Excel (Pivot tables, XLOOKUP, Index/Match) and data entry. Your internal Controller or CFO sets the accounting logic; the VA executes the heavy lifting of mapping the data based on your rules.
Security is paramount. We sign comprehensive NDAs before viewing any data. We recommend issuing the VA a corporate email address on your domain and providing them access exclusively via secure Virtual Data Rooms (VDRs) or restricted cloud environments (like an isolated SharePoint folder) so data never resides on local machines.
Yes. Moving from the parent's ERP to a standalone system (like NetSuite) requires formatting massive CSV templates for vendors, customers, and opening balances. The VA can scrub, format, and load this data to ensure the Day 1 transition is smooth.
Execute with Confidence.
Stop burning expensive advisory hours on manual data separation. Delegate the financial heavy-lifting to Sagedoer and ensure a flawless Day 1 transition.