You Cast the Vision.
We Draft the Plan.
Stop staring at a blank Word document. Delegate market research, financial data entry, competitor analysis, and business plan formatting to a highly-trained VA. Managed by a PM at zero platform fees.
100%
Investor-Ready Formatting
15+
Hours Saved Weekly
70%
Cost Reduction
Quality Assurance
Formatting Audited by Master PM
Operations Built for Plan Writers
Your focus should be on crafting high-level strategy and financial models, not formatting Word documents. Let our managed VAs handle the execution of your plans.
Document Formatting
Translating rough notes, transcriptions, or voice memos into pristine, investor-ready business plans in Microsoft Word or Google Docs.
Market & Industry Research
Scraping web data to build detailed reports on local demographics, target customer personas, TAM/SAM/SOM, and direct competitor pricing analysis.
Financial Data Entry
Taking your raw financial assumptions and meticulously entering them into your Pro Forma Excel templates, LivePlan, or structuring them beautifully within the final document.
Pitch Deck Alignment
Translating the core components of your written business plan into visually engaging pitch deck templates in PowerPoint, Canva, or Pitch.com.
Proofreading & Polishing
Acting as a second set of eyes to catch typos, fix formatting inconsistencies (like header sizing and TOC updates), and ensure a professional tone throughout the document.
Bank-Grade Confidentiality
Your clients' ideas and financials are safe. We enforce strict NDAs and clean-desk policies. Data is managed securely by your PM. Zero management overhead.
Discuss Security ProtocolsThe Planning Tech Stack
Proficient in Top Writing Tools
Our VAs hit the ground running. You just grant them secure, role-based access to the workspace you already use.
The Smart Choice for Consultants
Why business plan writers choose Sagedoer's managed model over hiring random freelancers off Upwork.
Freelancer Platforms
Confidentiality Risks
Unvetted freelancers downloading highly sensitive business models and financial projections to personal drives.
Quality Control
Messy formatting, broken table of contents, and failing to accurately capture data in LivePlan or Excel.
Management Burden
You must constantly QA their research and fix their document formatting before presenting to clients.
Platform Fees
Paying up to 20% in hidden markups and bidding fees just to use the platform.
Managed Planning VA
Confidentiality Risks
Internally vetted. Strict NDA and clean-desk policies. Work done within secure cloud environments.
Quality Control
Highly trained specialists. Every document and spreadsheet is formatted to professional standards.
Management Burden
Dedicated PM handles all delegation, tool training, and QAing of data for free.
Platform Fees
0% Hidden Fees. Pay an hourly rate ($6-$7/hr) purely for execution.
Seamless Ops Onboarding
Integrate a research and drafting assistant into your workflow safely in just a few days.
Submit Requirements
Share your preferred tools (e.g., LivePlan, Word), your formatting templates, and specific research tasks.
Finalise Security
Our PM signs corporate NDAs, establishes secure read/write access via password vaults, and assigns the VA.
Expert Execution
Your VA manages data entry, competitor scraping, and document formatting. The PM audits the initial work to ensure accuracy.
Pay Only for Output
We log and charge exclusively for the VA's actual working time. The PM's oversight is completely free.
Transparent, High-ROI Pricing
Scale your consulting capabilities purely on utilization, conserving capital for your firm.
Part-Time
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free document QA auditing
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time
40 Hours Per Week
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free document QA auditing
- Zero setup or onboarding fees
- No monthly membership charges
Frequently Asked Questions
No. Our VAs provide administrative and research support. They do not invent your client's business model. You provide the raw ideas, voice memos, or rough notes, and the VA does the heavy lifting of translating that into structured, formatted documents and fetching the supporting market research.
Our VAs are highly proficient in Excel data entry and formatting, but they are not fractional CFOs. They excel at taking your existing financial models or assumptions and formatting them beautifully into Pro Forma templates, LivePlan, or your final Word document so they are presentable to investors.
Security is paramount. All Sagedoer team members operate under strict Non-Disclosure Agreements (NDAs). We mandate that VAs process data and documents directly within your secure cloud environment (e.g., Google Workspace, LivePlan) rather than downloading them to local machines.
The PM acts as your Quality Assurance layer. Instead of you micromanaging the VA, you give your formatting rules and templates to the PM. The PM trains the VA on your tools, audits their formatting for consistency (checking headers, TOCs, and AP style), and ensures the document is ready before you see it. This oversight is free.
Accelerate your launch.
Contact us to discuss your current project load. We can integrate a highly-trained drafting assistant into your workflow safely and rapidly.
Request a Workflow Audit
Fill out the form below and a PM will reach out shortly.