Raise More Capital.
Automate the Ops.
Stop losing deal momentum to administrative friction. Hire a specialized VA to manage your investor CRM, organize data rooms, research LPs, and handle high-stakes meeting coordination—so you can focus purely on pitching and closing.
Send DocSend NDA to Family Office
VA: Granted watermark access & tracked open.
Enrich Target LP Profiles
VA: Added PitchBook AUM data to Affinity CRM.
Schedule Final Partner Pitch
VA: Coordinated 4 partners across 3 time zones.
CRM Status
Pipeline Updated for Mon. Meeting
Proficient in Top Deal Flow & Data Platforms
Focus on the Pitch. We Handle the Pipeline.
Your highest ROI is sitting across the table from LPs and principals. Our specialized VAs manage the tedious CRM data entry, research, and scheduling logistics that bog down your fundraise.
Investor CRM Hygiene
We ensure Affinity, DealCloud, or Salesforce is always up-to-date. We log interaction notes, move deals to correct pipeline stages, and ensure no LP follow-up is ever missed.
Data Room Management
We act as the gatekeeper for your proprietary documents. We manage DocSend or standard VDRs, grant/revoke access, apply watermarks, and track investor viewing analytics.
LP & Prospect Research
Need a list of family offices investing in Series A SaaS? We build targeted lists using PitchBook, Crunchbase, and LinkedIn, compiling contact data and investment history before your outreach.
High-Stakes Scheduling
Coordinating a pitch with five busy partners is a nightmare. We manage the calendar tetris, handle the back-and-forth emails, and ensure the correct Zoom links and agendas are provided.
Deck & Memo Formatting
We take your raw data and text and ensure it looks clean and professional. We handle basic PowerPoint formatting, align charts, and update standard investment memos.
Investor Updates
Maintain strong LP relations. We help draft, format, and distribute monthly or quarterly investor updates via email, ensuring stakeholders remain informed and engaged.
Why Choose Sagedoer?
Fundraising requires confidentiality and precision. Access a highly skilled administrative expert through one dedicated manager. We oversee operations at no extra charge.
| Feature | Traditional Freelance Platforms | The Smart Choice Sagedoer Managed VA |
|---|---|---|
| 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 assistants | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified remote work credentials | Internally vetted, rigorously trained ops experts |
| 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 |
Our 4-Phase Workflow
Seamlessly integrate an expert virtual assistant into your deal operations.
Submit Requirements
Share your specific CRM stack (e.g., Affinity, Salesforce) and administrative needs. Choose your preferred channel: Email, Contact Form, WhatsApp.
Finalise the Deal
Our dedicated project manager will promptly get back to you to review your fundraising goals, outline a tailored strategy, and finalise the partnership details.
Expert Execution
Your project manager takes full charge of the operations, managing the VA's daily task list (research, scheduling, CRM data entry) seamlessly through our internal team.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Simple, Transparent Pricing
No platform fees. No minimum terms. Scalable backend support.
Part-Time
20 Hours Per Week
- 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
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Fund Managers
"Our VA manages our entire Affinity pipeline. Before, I was spending 2 hours a day logging notes and building lists in PitchBook. Now, I just review the brief she prepares before my calls. We closed our seed round 4 weeks faster than projected."
Marcus T.
Founding Partner, FinTech VC"Sagedoer is a lifesaver. Our assigned VA completely handles our DocSend VDR, ensures NDAs are executed, and schedules all our initial screening calls. It feels like having an in-house analyst minus the overhead."
Elena R.
Capital AdvisorFrequently Asked Questions
How do you handle confidentiality and sensitive financial data?
We take data security seriously. All Sagedoer VAs operate under strict NDAs, utilize secure password managers (like 1Password or LastPass), and can be integrated directly into your firm's SSO/VPN environments. They only access the platforms you explicitly grant permissions for.
Will the VA communicate directly with my investors?
Only for administrative logistics. They operate strictly as an administrative extension of your team—handling scheduling, sharing VDR access, or sending formatted updates. You remain entirely responsible for the strategy, pitching, and relationship building.
Do I need to train them on my specific CRM?
Our VAs come pre-vetted with experience in standard platforms (Salesforce, Affinity, Hubspot). You will only need to show them your firm's specific custom fields, tagging conventions, or standard operating procedures.
Protect Your
Deal Time.
Stop losing valuable hours to CRM hygiene and VDR management. Hand over the operational friction to our managed experts.
Submit Your Requirements
Securely processed by Sagedoer. Your data is strictly confidential.