Accelerate Your Deal Flow.
Hire an Appraisal VA.
Stop letting highly-paid analysts waste hours extracting data from 100-page CIMs. We deploy meticulously vetted Virtual Assistants to handle preliminary screening, data room management, and model prep—supervised by a dedicated QA Manager at zero extra cost.
Deal Flow Pipeline
Managed by SageDoer
CIM Data Extraction
EBITDA & Revenue stripped to Excel
Competitor Matrix
Crunchbase audit completed
Data Room Indexed
VDR files organized and named
Native Experts in Financial & Deal Ecosystems
What Can Your Appraisal VA Handle?
We handle the grueling data extraction and preliminary screening so your senior analysts and partners can focus on structuring the deal.
Preliminary Deal Screening
Reviewing inbound teasers and pitch decks against your firm's specific investment mandates (EBITDA size, geography, sector) to filter out noise.
CIM Data Extraction
Scouring 100+ page Confidential Information Memorandums (CIMs) to extract historical financials, Cap Tables, and KPIs into clean Excel templates.
Market & Competitor Research
Scraping databases like IBISWorld, PitchBook, or Crunchbase to build competitor matrices and map Total Addressable Market (TAM) data.
Model Prep & Formatting
Setting up the baseline tabs for your DCF, LBO, or Real Estate Pro Forma models. Ensuring formatting is clean, formulas are linked, and data is ready for the analyst.
Data Room Organization
Managing Virtual Data Rooms (VDRs). Renaming poorly titled files, creating index structures, and tracking missing Due Diligence request items.
IC Memo Formatting
Taking raw notes and charts from the deal team and formatting them into polished Investment Committee (IC) memorandums or pitch decks.
Traditional Platforms vs. SageDoer
M&A and investment data require strict security and QA. We provide managed, supervised professionals—not independent gig-workers.
| Operational Standard | Standard Freelance / Entry Analysts | SageDoer Managed Teams |
|---|---|---|
| Overhead Costs | $80k-$120k+ for a junior analyst to spend 60% of their time on basic data entry. | Pay a flat $6-$7/hr. Free up your analysts for high-value modeling. |
| Data Security & NDAs | High risk of confidential CIM data leaking via unverified freelancers. | Staff sign strict, enforceable NDAs and follow rigorous data protocols. |
| Accuracy & Quality Assurance | You must check every row of extracted data to ensure accuracy. | Dedicated QA Manager audits spreadsheet integrity and formatting. |
| Hiring & Deployment Speed | Months spent recruiting, interviewing, and onboarding junior staff. | Instant deployment. We match and assign a trusted specialist immediately. |
| Absence Security | Freelancer goes offline, stalling your due diligence process. | Seamless internal replacements managed by us with zero reporting delay. |
Four Steps to Faster Execution
We handle the onboarding heavy lifting so your deal team can scale output instantly.
Submit Needs
Tell us your firm's asset class, investment mandate, and typical data extraction needs.
Strategy & Security
Our PM designs an SOP for secure data access, NDAs, and maps out your Excel formatting rules.
Expert Execution
Your VA securely extracts financials from CIMs, preps models, and organizes VDRs.
Output Billing
We invoice exclusively for productive admin hours. PM oversight is entirely free.
Scale Your Deal Capacity, Not Your Overhead.
Only pay for hours spent actively managing your financial data. Management is 100% free.
Est. $560 USD / Month (Calculated as 20 hrs/week x 4 weeks)
Perfect for independent sponsors, angel investors, or small real estate funds needing routine help scraping competitor data and formatting models.
- 20 Dedicated Hours Per Week
- Pay only for pure admin work
- Dedicated QA Manager included
- Daily accuracy audits
- Zero setup or onboarding fees
Est. $960 USD / Month (Calculated as 40 hrs/week x 4 weeks)
Designed for busy Private Equity firms or VC funds needing high-volume CIM extraction, continuous market research, and VDR management.
- 40 Dedicated Hours Per Week
- Pay only for pure admin work
- Dedicated QA Manager included
- Daily accuracy audits
- Zero setup or onboarding fees
Trusted by Top Financial Firms
"Our junior analysts were burning out spending 60% of their time transcribing historical financials from PDFs into Excel. SageDoer's VA took over the data extraction seamlessly."
Robert T.
VP, Private Equity"Data security was my biggest concern. SageDoer's team signed strict NDAs, and we set up read-only credentials. The dedicated QA manager ensures every cell in our master spreadsheet is accurate."
Sarah Jenkins
Principal, Real Estate Fund"My VA scrapes specific startup funding news from Crunchbase and logs it into a tracking database for our early-stage sourcing. It saves our team roughly 20 hours a week in pure research time."
James Davies
Partner, Venture Capital"Our junior analysts were burning out spending 60% of their time transcribing historical financials from PDFs into Excel. SageDoer's VA took over the data extraction seamlessly."
Robert T.
VP, Private Equity"Data security was my biggest concern. SageDoer's team signed strict NDAs, and we set up read-only credentials. The dedicated QA manager ensures every cell in our master spreadsheet is accurate."
Sarah Jenkins
Principal, Real Estate FundAppraisal Operations FAQs
Realistic answers addressing data security, financial modeling, and accuracy.
Accelerate Diligence.
Get matched with a highly vetted, confidential Appraisal Assistant in under 24 hours. Submit your requirements below.
Request Your Appraisal VA
Tell us about your firm's asset class, software tools, and data extraction needs. A Project Manager will respond securely within 1 hour.