Advise Billions with Uncompromising Rigor. Delegate eVestment Screens, DDQs & Investment Committee Decks Without Management Overhead.
You bill strategic fees for asset-liability modeling, portfolio construction, manager selection, and boardroom fiduciary stewardship. Stop spending 25+ billable hours every week copy-pasting FactSet attribution charts, cleaning raw eVestment universe returns, verifying private equity capital call notices, and building 80-slide Quarterly Investment Review (QIR) decks. Access elite financial operations specialists supervised by a free dedicated project manager.
Dedicated Practice PM
Supervising your analytics deliverables free
Never pay for end-of-quarter downtime, reporting lulls, or PM oversight. Pay strictly for productive investment operations hours.
What Your Managed Investment VA Executes Daily
Free up 20–35 senior advisory hours every week. From peer universe screening and FactSet attribution extraction to Investment Committee deck design, every deliverable is verified by your Project Manager.
eVestment & Preqin Manager Search & Due Diligence
Accelerating asset manager searches. Pulling performance percentiles, tracking error, upside/downside capture ratios, and rolling 3-year Batting Averages across eVestment and Preqin database universes.
- ✓ Setting up manager screening filters (AUM, tenure, style purity)
- ✓ Standardizing Due Diligence Questionnaires (DDQs) & RFI grids
- ✓ Generating side-by-side active manager evaluation matrices
Quarterly Investment Review (QIR) Deck Preparation
Delivering pristine boardroom presentations on time. Assembling 50–100 slide board binders featuring executive summaries, capital market overviews, macro indicators, and trailing net-of-fee performance.
- ✓ Formatting PowerPoint / Think-Cell charts to corporate style
- ✓ Incorporating benchmark indices (Russell 3000, MSCI ACWI, Bloomberg Agg)
- ✓ Auditing footnote disclosures and GIPS compliance statements
Investment Policy Statement (IPS) & Rebalancing Audits
Ensuring clients stay inside mandated risk bands. Monitoring target asset allocation drift (equity, fixed income, real assets, private credit), tracking rebalancing triggers, and flagging breaches.
- ✓ Tracking corridor variance bands (e.g., Target ± 3% or 5%)
- ✓ Preparing liquidity tier analyses and capital call reserve models
- ✓ Archiving annual IPS compliance certificates for plan trustees
FactSet & Bloomberg Data Harvesting & Performance Attribution
Transforming terminal data into client intelligence. Extracting Brinson-Fachler sector allocation vs. stock selection effects, duration/convexity metrics, and yield-to-worst tables from FactSet and Bloomberg.
- ✓ Pulling portfolio factor exposures (Size, Value, Momentum, Quality)
- ✓ Cleaning multi-asset class returns across global custodians
- ✓ Automating Excel Power Query data models to eliminate manual entry
Private Markets Capital Calls, Distributions & NAV Tracking
Eliminating alternative asset administration chaos. Logging capital call drawdowns, distribution notices, J-curve progressions, TVPI, DPI, and IRR performance for private equity, real estate, and private debt funds.
- ✓ Reconciling General Partner (GP) capital statements in Addepar / SEI
- ✓ Maintaining commitment vs. unfunded liability pacing models
- ✓ Compiling private market quarterly commentary and waterfall exhibits
Fee Benchmarking, Custodian Audits & RFP Responses
Protecting client wallet share and winning mandates. Conducting manager fee schedules (basis points, performance tiers, hurdle rates), custodian fee audits, and compiling custom proposals for institutional RFPs.
- ✓ Auditing investment management agreement (IMA) fee schedules
- ✓ Drafting responses for municipality, endowment, and ERISA RFPs
- ✓ Maintaining RFP boilerplate repositories and consultant team bios
Institutional Investment Platforms Our VAs Master
Factually accurate, industry-standard analytics platforms and portfolio accounting engines used by leading consultants, OCIOs, and asset owners.
How SageDoer Manages Your Investment Practice Desk
No recruiting fatigue. No onboarding ramp on investment metrics. Your dedicated Project Manager oversees deliverables, verifies chart numbers, and ensures committee deadlines are met.
Submit Requirements
Share your institutional client base, software licenses (eVestment, FactSet, Bloomberg), upcoming QIR deck cycle, and operational bottlenecks via Email, Form, or WhatsApp.
Finalise the Deal
Our dedicated Project Manager connects with you to establish mutual institutional NDAs, review template slide standards, configure sub-user logins, and schedule weekly capacity.
Expert Execution
Your Project Manager directs vetted institutional investment assistants, supervising peer group screens, QIR slide packet building, DDQ reviews, and capital call tracking.
Pay Only for Output
We track and bill solely for the virtual assistant's pure working hours. Your dedicated Project Manager's supervision and quantitative audits are completely free.
Advising institutional pensions, endowments, or high-volume OCIO mandates?
Schedule a call with our solutions director to structure dedicated due diligence and QIR reporting pods.
Traditional Platforms vs. The SageDoer Advantage
Why institutional investment consulting principals, OCIOs, and family office directors choose SageDoer over unvetted freelancers on Upwork or Fiverr.
| Operational Factor | Traditional Platforms (Upwork / Fiverr) | SageDoer Managed Model |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, client fees, and recurring memberships | ✓ 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must chase, train, and supervise freelancers while preparing for trustee board meetings | ✓ Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Unverified credentials leading to wrong attribution calculations and embarrassing board errors | ✓ Internally vetted, rigorously trained investment analytics specialists |
| Hiring & Deployment Speed | Weeks of reviewing resumes and negotiating NDAs while quarterly reporting deadlines slip | ✓ Instant delegation. We deploy the right investment specialist within 24 hours. |
| Billing & Invoicing | Complex, multi-freelancer invoices with international currency fees | ✓ Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Freelancers disappear right in the middle of end-of-quarter trustee reporting crunch | ✓ Seamless internal replacements with zero workflow disruption |
Flat Hourly Pricing. Zero Management Cost.
No lock-ins, no unexpected platform markups, and no recruiter fees. Your dedicated project manager is included 100% free with every plan.
Part-Time
Ideal for boutique institutional consultancies or independent OCIOs needing weekly manager screening, DDQ organization, and ad-hoc client exhibits.
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision & QA
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
Full-Time
Complete 160 monthly hours of dedicated support for multi-consultant practices, national pension advisories, and high-volume OCIO institutions.
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision & priority turnaround
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
Advising $5B+ across multiple state pension plans or need specialized quantitative modeling pods? Talk to Samrat Pal (Our Solutions Director) →
Trusted by Institutional Consultants & Fiduciary Leaders
Hover over any testimonial card to pause the continuous feed.
"We advise $4.2B in public defined benefit plans. End-of-quarter QIR deck production used to consume 100% of our junior analysts' bandwidth. Our SageDoer VA pulls FactSet attribution data, updates our Think-Cell charts, and formats board packets flawlessly. Our deck turnaround time dropped from 18 days to 5 days."
"Screening active managers inside eVestment and Morningstar Direct is time-consuming. SageDoer runs our quantitative filter screens, tracks upside/downside capture ratios, and standardizes manager DDQs into clear, side-by-side matrices. The dedicated PM review ensures zero spreadsheet errors."
"We manage multiple endowment portfolios with extensive private equity commitments. SageDoer reconciles every capital call notice, tracks quarterly GP NAVs in Addepar, and maintains our unfunded commitment pacing models. At $6/hour for full-time support, the ROI is exceptional."
"No platform markup, zero freelancer ghosting, and bulletproof confidentiality. Having our dedicated PM oversee our annual fee benchmarking studies and audit custodian statement schedules has allowed our senior partners to win 4 new municipal advisory mandates this year."
"We advise $4.2B in public defined benefit plans. End-of-quarter QIR deck production used to consume 100% of our junior analysts' bandwidth. Our SageDoer VA pulls FactSet attribution data, updates our Think-Cell charts, and formats board packets flawlessly. Our deck turnaround time dropped from 18 days to 5 days."
"Screening active managers inside eVestment and Morningstar Direct is time-consuming. SageDoer runs our quantitative filter screens, tracks upside/downside capture ratios, and standardizes manager DDQs into clear, side-by-side matrices. The dedicated PM review ensures zero spreadsheet errors."
Frequently Asked Questions
Genuine questions institutional investment consultants, OCIO principals, and fiduciary advisors ask before delegating tasks to SageDoer.
Ready to Reclaim Your Billable Advisory Hours?
Tell us about your institutional client mandates, analytics tools, or upcoming quarterly reporting crunch. Our dedicated Project Manager will analyze your setup and propose a customized delegation plan.
Submit Your Institutional Practice Requirements
Tell us about your consulting practice, analytics tools, or QIR reporting bottlenecks. Your dedicated Project Manager will review and reply within 2 hours.