Scale Your Deal Flow with an Investment Research VA
Stop letting highly paid analysts waste hours on preliminary data scraping, CRM updates, and formatting pitch decks. Hire a vetted virtual research assistant—overseen by a free dedicated Sagedoer Project Manager.
Research & Data Terminal
PitchBook / Salesforce Sync
Q3 Tech Sector Call Summaries
VA pulled transcripts, highlighted forward-looking guidance, and formatted key bullet points into the weekly memo.
B2B SaaS Seed Screen
VA scraped Crunchbase for newly funded startups fitting mandate, enriched contact data, and built Salesforce pipeline.
PM Quality Check: The Sagedoer Project Manager audits data entry and verifies NDA compliance daily. Strict confidentiality is guaranteed.
What Your Investment Research VA Handles
Stop burning expensive analytical talent on data entry and formatting. Our VAs execute the critical, time-consuming preliminary research that feeds your deal flow.
Market & Sector Screening
Aggregating macro data, compiling industry reports, and mapping out competitor landscapes to build foundational context for your investment thesis.
Financial Data Entry & Scrubbing
Pulling historical financials from SEC filings (10-Ks, 10-Qs) or data providers. Entering and scrubbing raw data in complex Excel models for your analysts.
Earnings Call Transcripts
Monitoring scheduled calls. Pulling transcripts immediately, highlighting management guidance, tracking Q&A sentiment, and summarizing for portfolio managers.
Deal & Lead Sourcing
Mining databases (PitchBook, Crunchbase, Zillow) to build targeted prospect lists. Enriching contact data for founders/owners and keeping the CRM pipeline updated.
Pitch Deck Formatting
Taking raw text and financial charts and formatting them into pixel-perfect PowerPoint or Canva presentations that adhere strictly to your firm's brand guidelines.
News & PR Monitoring
Setting up daily alerts for portfolio companies and target acquisitions. Curating daily news digests, SEC filings, and press releases for the investment committee.
Fluent in Financial Data Platforms
Our VAs seamlessly integrate into the leading databases and CRMs used by top-tier investment firms.
Stop Burning Expensive Analyst Hours
Why have a $120k/year associate spending 4 hours a day copying and pasting data when a managed VA can handle it flawlessly?
| Feature | Junior Analysts / Freelance Marketplaces | Sagedoer (Fully Managed VA) |
|---|---|---|
| Cost Structure | High base salaries, bonuses, or 20% platform markups for freelancers. | Flat hourly rate ($6-$7/hr). Fractional execution logic. |
| Data Accuracy & QA | You must double-check their spreadsheet entries for fatal errors. | Dedicated PM audits data inputs before they reach the committee. |
| Data Security (NDAs) | Unverified contractors viewing highly confidential deal flow data. | Rigorous security training, background checks, and strict NDAs. |
| Industry Knowledge | General data-entry temps who don't understand financial jargon. | VAs vetted for familiarity with earnings calls and financial models. |
| Turnover Risk | Analyst leaves for a PE role; your data pipeline halts for 2 months. | Seamless internal replacements with zero workflow disruption. |
Analyze Faster. Spend Less.
Scale up your firm's research capacity without the massive overhead of hiring full-time junior analysts.
Part-Time
20 Hours Per Week
- Pay only for active research hours
- Dedicated Project Manager included
- Free quality QA & proofing
- Zero setup or onboarding fees
Full-Time
40 Hours Per Week
- Pay only for active research hours
- Dedicated Project Manager included
- Free quality QA & management
- Zero setup or onboarding fees
Trusted by PE, VC, & Boutiques
"Our Sagedoer VA pulls real estate property records and tax assessments into our models every morning. It saves our acquisition team 15 hours a week. The data is always flawless."
"The Project Manager is incredible. They double-check the VA's data scrubbing from SEC 10-K filings before it goes into our primary valuation models. Zero errors so far."
"We needed someone to comb through Crunchbase and build targeted prospect lists for Series A startups. The VA delivered exactly what we needed, when we needed it."
"Our Sagedoer VA pulls real estate property records and tax assessments into our models every morning. It saves our acquisition team 15 hours a week. The data is always flawless."
"The Project Manager is incredible. They double-check the VA's data scrubbing from SEC 10-K filings before it goes into our primary valuation models. Zero errors so far."
Frequently Asked Questions
How do you ensure data confidentiality? Do they sign NDAs?
Security is our priority. All VAs and Project Managers sign strict, legally binding Non-Disclosure Agreements (NDAs). We adhere to strict data privacy protocols and recommend using secure password managers so VAs can access your systems without seeing raw passwords.
Are they familiar with financial terminology and Excel?
Yes. We vet our Investment Research VAs for advanced Excel proficiency (VLOOKUPs, pivot tables, data scrubbing) and a strong understanding of financial jargon. They know how to identify EBITDA, revenue guidance, and CAPEX figures in an earnings transcript.
What happens if a VA makes an error in a data sheet?
This is the power of the Sagedoer managed model. Your dedicated Project Manager acts as an internal Quality Assurance layer. The PM audits the VA's spreadsheets and research summaries for formatting and data accuracy *before* it is submitted to your internal analysts.
Do I need to train them on how to build a financial model?
To be clear: VAs are **not** Investment Bankers. They do not build complex DCF models from scratch. Instead, they handle the *inputs*—scraping historical data, scrubbing CSVs, formatting pitch decks, and building prospect lists—so your highly-paid analysts can focus entirely on the valuation logic.
Unburden Your Analysts Today
Submit your data sources and research bottlenecks via the form. A Sagedoer Project Manager will reply promptly to structure your firm's support plan.