Hire Virtual Assistants for Foundation Investment Consultant

ZERO MANAGEMENT OVERHEAD • UP TO 70% SAVINGS

Scale Institutional Endowment Advisory & Committee Reporting with a Managed Foundation Investment VA

Eliminate endless hours lost compiling quarterly Investment Committee board decks, tracking private equity capital call pacing, auditing manager due diligence data in eVestment, calculating 5% IRS mandatory distribution spending hurdles (IRC §4942), and monitoring UPMIFA compliance. SageDoer equips foundation investment consultants, endowment advisors, and OCIO teams with dedicated institutional back-office ops supervised by an experienced Project Manager—at 0% platform markups.

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Dedicated PM Included at no extra charge
Institutional NDA 100% trustee & portfolio privacy
Active Work Only Zero idle hours billed
Supervised Institutional Command

Endowment & OCIO Ops Hub

Ops Active
Investment Committee (IC) Deck Assembly Formatting quarterly portfolio performance attribution, asset allocation vs. IPS target bands, and executive board summaries across custodians.
Private Foundation 5% Payout & Cash Modeling Calculating rolling 12-to-20 quarter endowment averages, tracking IRS minimum distribution hurdles, and modeling grantmaking liquidity ladders.
Manager Due Diligence & Alternative Tracking Extracting peer universes in eVestment, maintaining unfunded commitment logs in Burgiss/Addepar, and reconciling private equity capital calls.
Managed Rates From $6 / hr (Full-Time)
View Pricing
INSTITUTIONAL & OCIO TECH STACK

Proficient in Modern Endowment Analytics, Custody Feeds & Board Suites

Zero training lag. Our foundation investment support virtual assistants are experienced across institutional portfolio accounting platforms, manager search databases, alternative asset trackers, and board portals.

eVestment / Morningstar Manager Search & Attribution
Addepar / Orion Multi-Asset Portfolio Reporting
Burgiss (MSCI Private i) PE/VC Capital Calls & Waterfalls
Blackbaud / Foundant Grantmaking & Fund Balances
Bloomberg / FactSet Benchmark Index Feeds & Macro
Excel & Power BI 5% Payout & Cash Flow Models
BoardEffect / Diligent Secure Board & IC Packet Delivery
DocuSign / Adobe Sign Subscription Docs & Capital Notices
Custodial Portals BNY Mellon, State St., Schwab Inst.
1Password / Bitwarden Encrypted Institutional Vaults
CORE RESPONSIBILITIES

What Can Your Foundation Investment VA Take Off Your Desk?

Free your managing directors, CFA charterholders, and OCIO practice leaders to focus on strategic asset allocation, donor/trustee relationships, new endowment mandates, and boardroom governance.

Investment Committee (IC) Board Packet Assembly

Deliver executive-grade, error-free quarterly performance decks for trustee meetings.

  • Compiling net-of-fee performance attribution against custom blended policy benchmarks
  • Charting current asset weights vs. Investment Policy Statement (IPS) permissible bands
  • Formatting trustee executive summaries, flash reports, and market commentary exhibits
  • Distributing encrypted board binders via BoardEffect, Diligent, or secure client portals

IRS 5% Mandatory Distribution & Spending Policy Modeling

Ensure private foundations and endowments satisfy regulatory payout rules without cash crunches.

  • Calculating trailing 12-to-20 quarter rolling average asset values for annual spend rules
  • Tracking IRC §4942 minimum distribution requirement (MDR) payout progress
  • Modeling liquidity tiering (Tier 1 Operating, Tier 2 Grant Buffer, Tier 3 Illiquid)
  • Reconciling expected grant distributions against custodial cash sweep accounts

Manager Due Diligence & eVestment Search Schedules

Filter active and passive asset managers with comprehensive quantitative screening.

  • Running manager peer-group percentile rankings, bat-ratios, and tracking error in eVestment
  • Logging annual manager due diligence questionnaires (DDQs) and Form ADV Part 2A audits
  • Cross-referencing fee schedules (bps hurdles, management vs. incentive fee breaks)
  • Maintaining manager watch lists and documenting qualitative thesis change notes

Alternative Assets: Capital Calls & Distribution Waterfall Logs

Keep private market commitments, pacing schedules, and valuations airtight.

  • Logging private equity, venture, and real asset capital call notices and wiring dates
  • Tracking return of capital, recallable distributions, and carried interest waterfalls
  • Maintaining unfunded commitment ledgers and vintage-year commitment pacing models
  • Ingesting quarterly general partner (GP) capital account statements into Addepar/Burgiss

Mission-Aligned (SRI/ESG/PRI) & UPMIFA Governance Audits

Align philanthropic values with rigorous statutory endowment compliance.

  • Monitoring portfolio exclusions (negative screening: weapons, fossil fuels, tobacco)
  • Tracking Program-Related Investments (PRIs) and Mission-Related Investments (MRIs)
  • Documenting Uniform Prudent Management of Institutional Funds Act (UPMIFA) compliance
  • Tracking underwater endowment funds and historic dollar value thresholds

Custodial Statement Reconciliation & Fee Benchmarking

Protect institutional capital by auditing custody fees and cash drag across all accounts.

  • Reconciling multi-custodian feeds (Northern Trust, BNY Mellon, State Street, Schwab)
  • Auditing OCIO advisory basis points, custodial safekeeping fees, and trade commissions
  • Cataloging donor-restricted endowment gift agreements and endowment sub-funds
  • Preparing annual auditor workpapers and Form 990-PF Part X/XI investment schedules
WHY SAGEDOER

Why Managed Outperforms Freelance Marketplaces for Institutional Consulting

Hiring unvetted freelancers on Upwork or Fiverr exposes your advisory practice to devastating data leaks, broken formulas, and endless management headaches. SageDoer delivers a fully supervised operations engine with zero management overhead.

Dedicated Single Point of Contact

You interact strictly with your assigned Project Manager. Drop raw custodial statements, manager RFI spreadsheets, or board deck templates via Slack, WhatsApp, or email—your PM assigns, audits formulas against IPS benchmarks, and delivers completed deliverables ready for trustee presentation.

Strict Institutional NDA & Portfolio Privacy

Confidential endowment balances, donor naming rights, proprietary manager evaluation scores, and foundation fee structures are safeguarded under legally binding NDAs and 256-bit encrypted credential vaults with mandatory multi-factor authentication (MFA).

Zero Platform Fees or Markups

No platform subscription cuts, no contractor buy-out ransoms, and no hidden markups. You pay strictly for actual working hours with transparent, auditable time logs detailing completed committee tables, models, and manager audits.

Instant Cross-Trained Standby

Never miss an urgent quarterly investment committee distribution cutoff or fiscal year-end endowment audit because an assistant is sick. Our internal cross-trained team steps in immediately with zero workflow interruption or retraining headaches for your advisory practice.

SIDE-BY-SIDE EVALUATION

How SageDoer Compares to Traditional Platforms

Stop wasting $300+/hr billable partner time managing unverified overseas freelancers. Here is how SageDoer compares directly.

Feature Traditional Platforms (Upwork / Fiverr) 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 institutional finance knowledge Internally vetted, rigorously trained premium 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
STREAMLINED ONBOARDING

How Our Managed Service Works

A simple, battle-tested 4-phase framework designed to get investment committee decks formatted, capital calls logged, and spending models reconciled swiftly without draining your fieldwork hours.

1
Phase 1

Submit Requirements

Share your specific foundation or endowment advisory needs with us. Choose your preferred channel to reach out: Email, Contact Form, WhatsApp.

Connect within 4 hours
2
Phase 2

Finalise the Deal

Our dedicated project manager will promptly get back to you to review your software stack (eVestment, Addepar, Burgiss), folder structures, and finalise partnership details.

Clear Scope & Protocols
3
Phase 3

Expert Execution

Your project manager takes full charge of operations, getting committee decks assembled, manager DDQs tracked, and payout calculations done efficiently through our vetted team.

Quality-Checked Output
4
Phase 4

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.

0% Management Overhead
PREDICTABLE PRICING

Transparent Rates. No Hidden Markups.

Flexible part-time or full-time support plans designed to scale alongside your quarterly committee calendar, fiscal year-end foundation audits, and manager RFP cycles.

Flexible Support

Part-Time

Ideal for independent endowment consultants, solo foundation advisors, and boutique non-profit consultancies.

$7 / hour
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
  • Weekly consolidated productivity report
Get Started with Part-Time
MAXIMUM VALUE
High Output & Scale

Full-Time

For multi-partner institutional advisory firms, Outsourced Chief Investment Officer (OCIO) teams & community foundations.

$6 / hour
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
  • Priority turnaround & instant standby replacement
Scale with Full-Time
VERIFIED FEEDBACK

Trusted by Institutional Advisors & Endowment Consultants

See how foundation advisory teams eliminated committee preparation bottlenecks and reclaimed 20+ billable hours every week.

"Assembling 85-page quarterly investment committee binders for 14 foundation clients used to paralyze our office every January and July. Our SageDoer VA pulls custodian feeds, populates policy benchmarks in Addepar, and checks IPS bands flawlessly."

TH
Thomas H., CFA, CAIA Managing Director, Beacon Endowment Advisory, Boston

"Tracking private equity capital calls and unfunded commitments for a $280M community foundation was a full-time headache. SageDoer reconciles every GP notice in Burgiss and updates our cash pacing schedule weekly."

ER
Elena R. Senior OCIO Consultant, Midwest Philanthropic Partners, Chicago

"The free dedicated Project Manager is what sets SageDoer completely apart from Upwork. I drop raw custodian PDF statements into our shared vault, and the PM audits the 5% IRC §4942 payout modeling with zero errors."

JC
Julian C., CFP® Principal, Heritage Foundation Consulting, Atlanta

"Running eVestment screens for an emerging markets equity RFP search used to take 20 analyst hours. Our VA ran the peer ranking screens, built candidate matrices, and organized the DDQs in two days."

MS
Marcus S., CIMA® Partner, Pacific Endowment & Non-Profit Advisors, SF

"Assembling 85-page quarterly investment committee binders for 14 foundation clients used to paralyze our office every January and July. Our SageDoer VA pulls custodian feeds, populates policy benchmarks in Addepar, and checks IPS bands flawlessly."

TH
Thomas H., CFA, CAIA Managing Director, Beacon Endowment Advisory, Boston

"Tracking private equity capital calls and unfunded commitments for a $280M community foundation was a full-time headache. SageDoer reconciles every GP notice in Burgiss and updates our cash pacing schedule weekly."

ER
Elena R. Senior OCIO Consultant, Midwest Philanthropic Partners, Chicago
FREQUENTLY ASKED QUESTIONS

Realistic Answers for Foundation Investment Consultants & OCIOs

Clear details about institutional fiduciary boundaries, endowment data security, alternative tracking workflows, and operational procedures.

No. Our Virtual Assistants handle operational, mathematical, analytical screening, and committee documentation workflows. They are not registered investment advisers (RIAs), broker-dealer representatives, or discretionary trustees, and they never make fiduciary investment recommendations or execute security transactions. Instead, they handle the heavy analytical and reporting workload: aggregating multi-custodial data feeds, formatting quarterly performance attribution in Addepar/Orion, logging private market capital calls, pulling eVestment manager universes, and modeling rolling 5% spending requirements. All fiduciary advice, asset allocation votes, and committee sign-offs remain under your direct licensed authority.
Institutional philanthropic advisory requires strict confidentiality. All SageDoer team members operate under legally binding non-disclosure agreements (NDAs) tailored for institutional financial consultants. We advocate provisioning role-based permissions (such as read-only reporting access in Addepar, Orion, or custodial portals without wire authorization or billing administrative privileges) and sharing credentials through encrypted enterprise vaults like 1Password or Bitwarden with mandatory multi-factor authentication (MFA).
Unlike freelance platforms where you waste billable partner hours micromanaging individual contractors, SageDoer pairs you with an experienced Project Manager at zero extra cost. You drop raw custodian PDF statements, manager RFP notes, or committee presentation drafts via Slack, WhatsApp, or Email. Your PM assigns tasks to our skilled investment VAs, audits the math against your standard operating procedures (SOPs), verifies policy benchmark dates, and returns board-ready deliverables on schedule. You are billed strictly for the VA's active working hours.
Typically within 24 to 48 hours. After an intro scoping session with your dedicated Project Manager to align on your software stack (e.g., Addepar, Orion, eVestment, Burgiss, FactSet), custodian platforms (e.g., Northern Trust, BNY Mellon, State Street, Schwab Institutional), and committee slide templates, we immediately assign the best VA from our vetted internal team and start clearing your reporting backlog.
Because SageDoer is a managed service rather than an unmanaged freelance directory, your dedicated PM maintains thoroughly documented SOPs and reporting style guides for your practice. In the event of illness or scheduled leave, a cross-trained internal substitute steps in immediately with zero workflow interruption or retraining required on your part, guaranteeing critical board and committee packet deadlines are never missed.
None. There are zero onboarding fees, zero recruitment charges, and no long-term lock-in contracts. You pay strictly for actual working hours recorded in transparent, auditable time logs. You can scale between part-time and full-time or adjust support hours as your quarterly committee cycle and fiscal year-end foundation reporting demand.
TALK TO OUR TEAM

Reclaim 20+ Billable Hours for High-Yield Endowment Mandates

Tell us about your upcoming investment committee reporting backlog, private equity capital call volume, or manager search requirements. Connect directly with our project management team through your preferred channel.

Request Your Dedicated PM

Specify your foundation advisory caseload volume and reporting platform requirements. Our Project Manager will respond within 4 business hours.