Financial Modeling Virtual Assistant for Hire

For Startups, FP&A & Private Equity

Institutional-Grade Financial Models.
Fractional Cost.

Hire a fully managed Financial Modeling Virtual Assistant. From complex 3-statement models and DCF valuations to dynamic cap tables—our vetted experts build bulletproof financials, overseen by a dedicated project manager.

MS Excel (Advanced) Power BI Tableau Carta QuickBooks Online Google Sheets PitchBook MS Excel (Advanced) Power BI Tableau Carta QuickBooks Online Google Sheets PitchBook

Complex Modeling. Absolute Precision.

We don't just do basic bookkeeping. Our VAs possess advanced Excel proficiency to help you forecast, underwrite, and secure funding.

3-Statement Financial Models

Building dynamic, integrated models connecting the Income Statement, Balance Sheet, and Cash Flow Statement. Ensuring all historical data links properly to your future projections.

DCF & Valuation Analysis

Constructing Discounted Cash Flow (DCF) models, LBO models for Private Equity, and compiling comparable company analysis (comps) to determine precise enterprise valuations.

Scenario & Sensitivity Analysis

Stress-testing your assumptions. We build data tables and toggle switches allowing you to instantly visualize the impact of "Best Case," "Base Case," and "Worst Case" revenue scenarios.

Cap Tables & Pitch Deck Prep

Updating capitalization tables in Carta or Excel, calculating post-money valuations, modeling dilution for upcoming funding rounds, and preparing clean charts for VC pitch decks.

The Sagedoer Managed Advantage

Why CFOs and Founders prefer our managed model over consulting firms or freelancer platforms.

Big 4 & Freelancers

Sagedoer Managed VA

Exorbitant Consulting Fees

Consulting firms charge $150-$300+ per hour for modeling. Freelance platforms take a 30% cut of the worker's rate.

0% Hidden Fees

Pay strictly for actual hours worked at a flat rate. Simple, consolidated USD invoicing that protects your runway.

Broken Formulas & Errors

You spend hours fixing `#REF!` errors or circular references because the freelancer didn't QA their own Excel workbook.

Dedicated Project Manager

A PM oversees the VA's output, audits the model's logic, and ensures strict data confidentiality—at no extra cost.

Disappearing Talent

If your freelance analyst vanishes right before a board meeting, you are left scrambling to build the model yourself.

Seamless Replacements

If a VA takes leave, we instantly plug in an internally trained replacement. Zero workflow disruption for your finance team.

Deploying Your Financial Analyst

From raw data to board-ready models in four secure steps.

1

Submit Your Scope

Share your current financial stack (QBO, Xero) and the specific model requirements (e.g., SaaS cohort analysis, M&A valuation).

2

Finalise Strategy

Your PM reaches out to establish secure data-sharing protocols (NDAs, secure drives) and clarify the model's key assumptions.

3

Expert Execution

The PM takes charge. Our vetted financial experts begin extracting historical data, building drivers, and structuring the Excel workbook.

4

Pay For Output

Centralised time tracking ensures you only pay for actual working hours. PM oversight and logic auditing are completely free.

Predictable Modeling Costs

No platform markups. Hire top-tier financial talent for a fraction of local salaries.

Part-Time Analyst

20 HOURS PER WEEK
$7/hour
Est. $560 USD / Month (4 Weeks)
  • Pay only for hours of pure work
  • Dedicated Project Manager included
  • Free QA and logic auditing
  • Zero setup or onboarding fees
  • No monthly membership charges
Book a Call

Trusted by CFOs & Founders

See how we help businesses secure funding and streamline FP&A.

★★★★★

"We were prepping for our Series A and needed a robust 5-year operating model. Sagedoer's VA built an incredibly clean, dynamic model with toggles for churn and CAC. The VCs were thoroughly impressed."

- Michael T., SaaS Founder
★★★★★

"As an FP&A Director, I needed someone to handle the heavy lifting of pulling data from Xero and updating our monthly rolling forecasts. The VA is an Excel wizard, and the PM ensures zero errors."

- Sarah L., FP&A Director
★★★★★

"We use Sagedoer to support our deal underwriting. They scrub financials, build the initial LBO templates, and run sensitivity analyses. The quality of work for $6/hr is simply unmatched in the market."

- David W., Private Equity Partner
★★★★★

"We were prepping for our Series A and needed a robust 5-year operating model. Sagedoer's VA built an incredibly clean, dynamic model with toggles for churn and CAC. The VCs were thoroughly impressed."

- Michael T., SaaS Founder
★★★★★

"As an FP&A Director, I needed someone to handle the heavy lifting of pulling data from Xero and updating our monthly rolling forecasts. The VA is an Excel wizard, and the PM ensures zero errors."

- Sarah L., FP&A Director
★★★★★

"We use Sagedoer to support our deal underwriting. They scrub financials, build the initial LBO templates, and run sensitivity analyses. The quality of work for $6/hr is simply unmatched in the market."

- David W., Private Equity Partner

Finance FAQs

How do you ensure data confidentiality?
We treat your financial data with the highest security. Our VAs sign strict NDAs, and we mandate the use of secure virtual environments or restricted cloud folders. You only share the specific historical data required for the model.
Are your VAs actually proficient in advanced Excel?
Yes. Our Financial Modeling VAs pass rigorous internal testing on INDEX/MATCH, dynamic arrays, complex nested IFs, circular reference toggles, and formatting best practices before they are assigned to clients.
Can they integrate data from QuickBooks/Xero?
Absolutely. The VA can export your Trial Balances and General Ledgers directly from your accounting software, scrub the data, and link it dynamically into the historical sections of your financial model.
What exactly does the Dedicated Project Manager do?
In traditional setups, you must QA the freelancer's Excel workbook for broken links. With Sagedoer, your PM oversees the VA's output, performs high-level logic checks, ensures deadlines are hit, and acts as your single point of contact—at no extra charge.

Ready to build your model?

Submit your specific modeling requirements below. A Project Manager will reach out to outline a tailored strategy.

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