Scale Executive Finance & Portfolio Analysis Without the Spreadsheet Drag
Never waste senior billable CFO or CFA hours on data scraping, cap table updates, or variance roll-forwards. Get rigorously vetted Virtual Assistants proficient in 3-statement financial modeling, NetSuite, and investor reporting—overseen completely by a dedicated, free project manager.
Deliverables We Accelerate
Financial Modeling & Forecasts
Dynamic 3-Statement & DCF Roll-Forwards
FP&A Variance & Cash Runway
Monthly Budget vs. Actual (BvA) Dashboards
Board & Investor Reporting
CFO Board Packets & LP Update Memos
Trusted by Fractional CFOs & Funds
Proficient in Your Financial & Analytics Stack
Our CFA & CFO Virtual Assistants come pre-trained in institutional accounting ERPs, financial modeling platforms, cap table tools, and data reporting suites.
Institutional Analytical Support for CFOs & CFAs
From 3-statement dynamic model maintenance and monthly FP&A variance analysis to cap table updates and board presentations, our VAs take care of daily financial mechanics.
3-Statement & DCF Financial Modeling
Maintaining linked income statements, balance sheets, and cash flow forecasts in Excel. Updating historical actuals, building sensitivity scenarios, and running discounted cash flow valuation models.
FP&A, Runway & Budget vs. Actuals
Exporting GL data from NetSuite or QuickBooks, compiling monthly department-level variance commentary, monitoring gross/net burn rates, and calculating rolling cash runway projections.
Board Decks & Investor Memos
Formatting executive board slide decks in PowerPoint/Google Slides, assembling SaaS/unit economics metrics (CAC, LTV, Net Retention, Rule of 40), and drafting quarterly LP update memos on Visible.vc.
Cap Table Hygiene & Equity Admin
Logging new stock option grants in Carta or Pulley, modeling pre- and post-money dilution tables for upcoming financing rounds, and organizing audit data for annual 409A independent valuations.
Market Research & Public Comps
Extracting valuation multiples, trading comps, and transaction precedents via PitchBook, SEC EDGAR 10-K/10-Q filings, and FactSet, distilling financial intelligence into structured benchmarking summaries.
Working Capital & Treasury Coordination
Supervising 13-week short-term cash flow models, reconciling accounts receivable aging schedules, monitoring vendor payment approval queues in Bill.com, and preparing audit trial balances.
Why Financial Leaders Choose SageDoer
Freelance marketplaces leave CFOs debugging broken Excel formulas. SageDoer provides audited, supervised analytical output.
| Features | Traditional Platforms | THE SMART CHOICE: SageDoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise multiple freelancers | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified credentials | Internally vetted, rigorously tested financial specialists |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
The SageDoer Operational Workflow
Smooth, transparent, and structured to integrate directly into your financial close or client advisory cadences.
Phase 1: Submit Requirements
Share your specific financial model, FP&A, or advisory needs. Reach out via Email, Contact Form, or WhatsApp.
Phase 2: Finalise the Deal
Our dedicated project manager reviews your modeling scope, outlines data confidentiality, and finalises partnership details.
Phase 3: Expert Execution
Your project manager oversees financial deliverables, formula auditing, and daily tasks completed by our internal vetted analysts.
Phase 4: Pay Only for Output
We log and charge exclusively for the VA's actual working hours. Your dedicated project manager's supervision is completely free.
Simple, Output-Based Pricing
Zero platform markups. Zero management overhead. No onboarding fees.
Part-Time
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- 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 management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Endorsed by CFOs, CFAs & Fund Principals
See how fractional financial executives and portfolio managers scale execution with SageDoer VAs.
"Our SageDoer VA handles monthly GL extraction and roll-forwards for 8 portfolio companies. I walk into every board meeting with flawless BvA decks without spending weekend hours in Excel."
Alexander R., CFA
Managing Partner, Growth Fund
"Having a dedicated project manager QA formula integrity across our 13-week cash flow model eliminated human errors. Our Series B due diligence dataroom was organized in record time."
Maya K.
Fractional CFO, SaaS Ventures
"They maintain our Carta cap table, option exercise records, and build scenario models for secondary tender offers. Absolute precision and rock-solid confidentiality."
David L.
VP of Finance & Corporate Controller
"Zero recruitment friction. Our VA was proficient in NetSuite and Planful on day one, saving us at least $4,000 per month compared to domestic junior analyst hires."
Sarah T., CFA
Senior Investment Director
"Our SageDoer VA handles monthly GL extraction and roll-forwards for 8 portfolio companies. I walk into every board meeting with flawless BvA decks without spending weekend hours in Excel."
Alexander R., CFA
Managing Partner, Growth Fund
"Having a dedicated project manager QA formula integrity across our 13-week cash flow model eliminated human errors. Our Series B due diligence dataroom was organized in record time."
Maya K.
Fractional CFO, SaaS Ventures
Frequently Asked Questions
Clear answers to common questions about hiring a managed CFA or CFO Virtual Assistant.
How do you handle confidential financial statements and MNPI data security?
Can my VA audit dynamic Excel models and check complex formulas?
How does the free dedicated Project Manager assist my CFO operations?
Can a single VA support multiple client accounts for a fractional CFO firm?
Scale Your Financial Practice With SageDoer
Tell us about your portfolio companies, accounting software stack, and financial modeling requirements. Our finance operations team will assign a dedicated project manager to review your scope today.