Streamline Shareholder Comms with an Investor Relations VA
Stop letting highly paid executives waste time on CRM updates, roadshow logistics, and formatting earnings decks. Hire a vetted virtual assistant to manage IR operations—overseen by a free dedicated Sagedoer Project Manager.
IR Operations Dashboard
Q3 Earnings Prep Active
Tier 1 Institutional Shareholders
VA scrubbed CRM data against Nasdaq IR Insight, updating PM contact info and tracking recent engagement.
Non-Deal Roadshow: Boston
VA coordinated complex calendar tetris for the CEO & CFO, booking 8 meetings over two days with routing.
PM Quality Check: The Sagedoer Project Manager audits the VA's CRM updates and formatting to ensure absolute professionalism in all investor-facing materials.
What Your Investor Relations VA Handles
Stop letting your C-Suite waste hours on calendar tetris and data hygiene. Our VAs execute the critical, time-consuming back-office tasks that keep your IR program running flawlessly.
Investor Database CRM
Maintaining pristine data hygiene in Salesforce, Q4 Desktop, or DealCloud. Logging interactions, updating PM/Analyst moves, and ensuring target lists are always current.
Meeting & Roadshow Logistics
Managing complex multi-timezone calendar scheduling for NDRs (Non-Deal Roadshows) and conferences. Preparing itineraries and coordinating with sell-side corporate access teams.
Earnings Preparation
Coordinating Q&A scripts, formatting PowerPoint presentation decks, setting up webcast links, and drafting initial event invites for quarterly earnings calls.
IR Website Management
Ensuring the investor relations section of your website is up to date. Uploading press releases, new presentations, SEC filings links, and maintaining event calendars.
Targeting & Peer Research
Assisting with investor targeting by pulling ownership data from Bloomberg or FactSet. Compiling peer benchmarking reports and tracking competitor press releases.
Inbox & Distribution Lists
Monitoring the central `ir@company.com` inbox. Routing retail shareholder queries, managing email distribution lists, and sending out broadcast communications via Mailchimp/Constant Contact.
Fluent in Corporate Platforms
Our VAs seamlessly integrate into the leading IR databases and corporate communications tools.
Stop Relying on Untrained Generalists
Why risk sending earnings details to the wrong distribution list because a random temp didn't understand the gravity of IR compliance?
| Feature | Freelance Marketplaces (Upwork/Fiverr) | Sagedoer (Fully Managed VA) |
|---|---|---|
| Cost Structure | High base salaries or 20% platform markups for freelancers. | Flat hourly rate ($6-$7/hr). Fractional execution logic. |
| Data Accuracy & QA | You must double-check their CRM entries for fatal errors. | Dedicated PM audits data inputs before distribution. |
| Confidentiality | Unverified contractors handling sensitive corporate information. | Rigorous security training, background checks, and strict NDAs. |
| Industry Knowledge | General data-entry temps who don't understand "buy-side" vs "sell-side". | VAs vetted for familiarity with finance terminology and tools. |
| Turnover Risk | Freelancer disappears during earnings week; your logistics crash. | Seamless internal replacements with zero workflow disruption. |
Communicate Faster. Spend Less.
Scale up your corporate communications capacity without the massive overhead of hiring a full-time IR Coordinator.
Part-Time
20 Hours Per Week
- Pay only for active execution hours
- Dedicated Project Manager included
- Free quality QA & management
- Zero setup or onboarding fees
Full-Time
40 Hours Per Week
- Pay only for active execution hours
- Dedicated Project Manager included
- Free quality QA & management
- Zero setup or onboarding fees
Trusted by IROs & Executives
"Our Sagedoer VA handles all the CRM data entry in Q4 Desktop. Before earnings calls, she updates the distribution lists perfectly. It saves our Head of IR 15 hours a week."
"The Project Manager is incredible. They double-check the VA's formatting on our investor presentations before we publish. It's essentially a free QA layer for our communications."
"Coordinating our NDR (Non-Deal Roadshow) in London was a logistical nightmare. Our VA took over the calendar tetris and handled the sell-side coordination flawlessly."
"Our Sagedoer VA handles all the CRM data entry in Q4 Desktop. Before earnings calls, she updates the distribution lists perfectly. It saves our Head of IR 15 hours a week."
"The Project Manager is incredible. They double-check the VA's formatting on our investor presentations before we publish. It's essentially a free QA layer for our communications."
Frequently Asked Questions
How do you ensure data confidentiality and NDA compliance?
Confidentiality is paramount in Investor Relations, especially regarding material non-public information (MNPI). All VAs and Project Managers sign strict, legally binding NDAs. We adhere to strict data privacy protocols and mandate using secure password managers (like 1Password) so VAs can access your systems without seeing raw passwords.
Do your VAs know how to use Q4 Desktop or Nasdaq IR Insight?
Yes. We vet our Corporate Support VAs for experience with institutional IR CRM platforms. They understand how to log interactions, update contact data, and pull basic ownership reports without requiring extensive retraining from your team.
Will they draft the earnings script or press release?
To be clear: VAs act as Administrative Coordinators, not executive copywriters. They do not write the strategic narrative for earnings calls or draft SEC filings from scratch. Instead, they handle the *logistics*—formatting the script into the teleprompter, updating the PowerPoint deck, and managing the webcast setup.
How does the Project Manager help with deliverables?
Your dedicated Project Manager acts as an internal QA layer. Before an earnings deck or distribution list is finalized, the PM reviews it for alignment, typos, and accuracy against your initial instructions, ensuring absolute professionalism in all investor-facing materials.
Unburden Your IR Team Today
Submit your firm's CRM and specific administrative bottlenecks via the form. A Sagedoer Project Manager will reply promptly to structure your support plan.