Capture Every Catalyst.
Structure the Chaos.
Research teams are buried in 100+ PDFs a day. Hire a dedicated, fully-managed Analyst Report VA to monitor equity research streams, extract price targets, log consensus shifts, and maintain your internal intelligence database 24/7.
Integrated with the Institutional Finance Stack
Total Intelligence Lifecycle Management
Data entry is a commodity; financial data *integrity* is a competitive advantage. Our VAs are trained for the high-stakes world of investment ops.
Institutional Report Sourcing
Monitoring your Bloomber Terminal, AlphaSense, or Shared Inbox 24/7. We identify and extract reports for your coverage list the second they are published.
Key Metric Extraction
Manually extracting Price Targets, Ratings (Buy/Hold/Sell), EPS estimates, and Revenue projections from complex tables into your master spreadsheet.
Catalyst & Consensus Logs
Tracking consensus shifts across multiple analysts. We flag when a major firm pivots their thesis on one of your core holdings in real-time.
Earnings Call Summaries
Listening to live earnings calls or scrubbing transcripts. We identify and summarize the 'top 3 key takeaways' and management guidance updates for your morning brief.
SEC Filing & News Alerts
Monitoring EDGAR for new 8-K, 10-Q, and 10-K filings. We alert your team to insider trading (Form 4) or major institutional position changes (13F).
Internal Intel Hygiene
Keeping your internal Affinity CRM or Notion Database immaculate. Linking founder contacts to their latest pitch decks and current round statuses.
Managed Data
We Audit the Logs,
You Drive the alpha
Why High-Stakes Teams Choose Sagedoer
Asking a highly-paid Analyst to spend 3 hours a day on PDF data entry is a waste of capital. Hiring an unmanaged freelancer leads to typos that break your financial models. Sagedoer provides the managed technical layer you need.
Free Dedicated Project Manager
Your PM acts as your Data Lead. They learn your specific coverage list and metric requirements, supervise the VA's daily logging, and perform secondary QA on every spreadsheet—completely free of charge.
Strict Institutional Security
Your intelligence is your IP. We manage all credentials (Bloomberg, AlphaSense) via secure, encrypted vaults (1Password/LastPass). VAs only get the specific access they need, and we operate under strict NDAs.
Uninterrupted Coverage
Markets don't wait. If your primary tracking VA goes on leave, Sagedoer provides internal coverage by another briefed specialist immediately so your catalyst tracking never has a gap.
The Intelligence Pipeline
How we securely take over your research operations in 4 steps.
Scope & Access
Connect our PM to your coverage list and data terminals via limited 'User Permissions.' We map your KPIs.
Protocol Setup
The PM builds the logging playbook, formats your master database, and briefs your assigned Data Associate.
Managed Ingestion
VA scours terminals and extracts data daily. PM performs rigorous QA to ensure 100% numerical accuracy.
Report & Pivot
Receive your weekly "Source of Truth" summaries. Pay strictly for the VA's tracked work hours. Management is free.
Institutional Support. Simple Pricing.
No project fees. No monthly memberships. Just elite managed research talent by the hour.
Part-Time Support
20 Hours Per Week
Est. $560 USD / Month (4 Wks)
- Dedicated Research PM
- Free Numerical QA & Supervision
- Pay only for pure work hours
- Zero setup or onboarding fees
Full-Time Support
40 Hours Per Week
Est. $960 USD / Month (4 Wks)
- Dedicated Research PM
- Free Numerical QA & Supervision
- Pay only for pure work hours
- Zero setup or onboarding fees
Frequently Asked Questions
Institutional Data. Managed for You.
Don't let manual reporting bottleneck your fund's growth. Delegate the research ops lifecycle to Sagedoer experts and secure your competitive edge today.