Hire Virtual Assistants for Equity Compensation Consultants
Eliminate repetitive cap table administrative burdens, stock plan maintenance, grant drafting, and 409A data reconciliation. Get vetted, meticulous equity compensation assistants managed by your own dedicated Project Manager at zero extra charge. Pay only for actual production hours worked.
70%
Operational Savings vs. Onshore Analysts
100%
Strict NDA & Role-Based Access
$0
Management & Platform Markup Fees
⚡ Ready within 24 hours • Dedicated PM supervision included • Start part-time or full-time
Focus on Strategy, Outsource the Operations
Cap Table Cleanliness & Grant Execution
Accurately logging ISO/NSO grants, RSU vesting schedules, and shareholder rosters across Carta, Pulley, and Shareworks.
409A & Audit Data Preparation
Consolidating capitalization history, financial milestone tables, and stock transaction logs for valuation firms and ASC 718 audit review.
Zero-Charge Project Manager Quality Control
Your dedicated PM double-checks mathematical spreadsheets, field-level inputs, and documentation before submitting to you.
Single Point of Contact
Instruct your PM in plain English on Slack, WhatsApp, or Email. Never worry about freelancer churn or sick leave.
Samrat Pal • Client Operations Lead
"Equity data demands 100% precision. We supervise every deliverable internally so you never face cap table discrepancies."
Software & Ecosystem Fluency
Proficient in Industry-Standard Equity & Compensation Platforms
Our specialized equity assistants integrate directly into your client workstreams without days lost to platform training.
Carta Platform
Cap tables, 409A, option grant issuance
Shareworks
Morgan Stanley global equity management
Pulley Cap Table
Startups, SAFEs, option pool modeling
Certent Equity
ASC 718 reporting & equity compliance
Pave & Radford
Salary & equity percentile data pulling
Advanced Excel
Waterfall analysis, dilution modeling
DocuSign & PandaDoc
Board consents, 83(b) letters, grants
Eqvista & Astrella
Share registry and convertible notes
Carta Total Comp
Banding, peer group salary/equity sets
Google Workspace
Sheets formulas, Docs, audit archives
Consulting CRM
HubSpot, Notion, Monday client pipelines
1Password / Bitwarden
Encrypted credentials & secure access
Core Competencies & Responsibilities
What Your SageDoer Equity Assistant Takes Off Your Plate
Free yourself from high-stress data entry and documentation bottlenecks. Let our vetted assistants execute accurate equity administration.
Cap Table Updates & Grant Drafting
Routine setup and logging of ISO, NSO, and RSU awards across client cap table software.
- ✓ Inputting new equity grants & vesting schedules
- ✓ Board approval consent tracking & resolution filings
- ✓ Preparing customized option grant agreement notices
- ✓ Updating employee emails & stakeholder addresses
409A Valuation & Audit Preparation
Consolidating data requests needed by independent valuation firms and financial auditors.
- ✓ Pulling capitalization summaries & debt conversion logs
- ✓ Compiling transaction rosters & secondary transfer records
- ✓ Organizing revenue milestone charts & forecast tables
- ✓ ASC 718 expense report data preparation & spreadsheet audits
Option Exercises & Terminations
Managing employee lifecycle events, post-termination windows, and share issuances.
- ✓ Calculating exercise prices, wire confirmation checks
- ✓ Tracking 90-day PTEW (post-termination exercise window)
- ✓ Processing share cancellations & unvested pool returns
- ✓ Coordinating stock certificate generation / e-sign
Benchmarking & Market Bands
Extracting comp data from industry surveys to build competitive compensation packages.
- ✓ Extracting Pave, Radford & Carta Total Comp datasets
- ✓ Formatting job family leveling & percentile matrices (25th/50th/75th)
- ✓ Option pool sizing & hiring burn modeling support
- ✓ Preparing executive compensation pitch deck summaries
83(b) Tracking & Compliance Hygiene
Keeping strict compliance trackers up to date so your clients avoid severe tax exposure.
- ✓ Tracking 30-day IRS 83(b) election deadlines
- ✓ Filing certified mail receipts & signed shareholder copies
- ✓ Gathering data for annual IRS Form 3921 / 3922 filings
- ✓ Security audit log exports and compliance folder hygiene
Employee Helpdesk & Grant Inquiries
Handling high-volume, repetitive questions from employees about their stock portal access.
- ✓ Resending portal invites & password reset instructions
- ✓ Clarifying vested vs. unvested share breakdowns
- ✓ Step-by-step guidance on how to submit option exercises
- ✓ Triaging complex legal or tax queries directly to your desk
Zero Friction Delivery
The 4-Phase SageDoer Workflow
Deploy an equity specialist in as little as 24 hours. No recruiter fees, no resume reviewing, no payroll headaches.
Submit Requirements
Share your specific project needs with us to get started. Choose your preferred channel to reach out: Email, Contact Form, or WhatsApp.
Finalise the Deal
Our dedicated project manager will promptly get back to you to review your goals, outline a tailored strategy, and finalise the partnership details.
Expert Execution
Your project manager takes full charge of the operations, getting the work done seamlessly and efficiently through our internal team of vetted experts.
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.
The Strategic Advantage
Traditional Platforms vs. The Smart Choice: SageDoer
Compare the hidden costs of managing freelancers on Upwork or Fiverr versus our fully managed model.
| Feature / Metric | Traditional Freelance 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, micromanage, and audit multiple freelancers | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified credentials and high error rates | Internally vetted, rigorously trained equity specialists with PM audit |
| Hiring & Deployment Speed | Endless cycles of screening resumes, testing, and interviewing | 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 when someone quits | Seamless internal replacements with zero workflow disruption |
Transparent Flat Rates
Unbeatable Managed Pricing for Equity Consultants
No platform fees. No onboarding deposits. Fully supervised by your dedicated Project Manager at no extra cost.
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
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
🔒 No lock-in contracts. Scale up during busy 409A and financial audit seasons, pause whenever needed.
Real Consultant Feedback
Trusted by Independent Equity Advisers & Fractional CFOs
"We manage cap tables for 24 high-growth tech startups. SageDoer's assistant handles all Carta grant inputs and 83(b) tracking flawlessly. Having our PM audit the tables gives us 100% peace of mind."
Andrew Hayes, CEP
Managing Partner • Apex Equity Advisors (San Francisco)
"Before SageDoer, I was spending 15 hours a week formatting Pave and Radford comp benchmark spreadsheets for client board meetings. At $6/hour full-time, the ROI is completely off the charts."
Rachel Klein
Founder • TotalRewards Advisory Group (Boston)
"Our 409A turnaround time decreased from 3 weeks to 4 business days. The SageDoer team preps the round histories and capitalization debt models with surgical accuracy."
Michael Sterling
Fractional CFO & Equity Strategist (New York)
"The dedicated PM model makes all the difference. When our lead assistant had an emergency, our PM stepped in immediately. Zero missed grant deadlines, zero client disruption."
David Lin
Principal • Silicon Valley Stock Plan Solutions
Clear Answers
Frequently Asked Questions from Equity Consultants
Everything you need to know about confidentiality, quality control, and cap table workflows.
Delegate Your Equity Administration in 24 Hours
Schedule a confidential 30-minute review with our operations director or message us on WhatsApp to discuss your current client backlog.
Brief Your Project Requirements
Let us know what platforms and workloads you need supported. Your dedicated Project Manager will reply in under 2 hours.
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