Precision Support for Every Deal Stage
From initial origination to due diligence, our VAs handle the heavy lifting so your principals can focus on closing.
Target Screening & List Building
Identifying potential targets or buyers based on specific criteria (EBITDA, geography, sector). Scraping databases and formatting pristine Excel lists.
Market & Competitor Research
Compiling industry reports, analyzing competitive landscapes, and gathering macro-economic data to support investment theses.
CIM & Pitch Deck Support
Formatting Confidential Information Memorandums, sourcing graphs/charts, and ensuring PowerPoint presentations align perfectly with firm branding.
VDR Management
Setting up Virtual Data Rooms, organizing folders, indexing files, and managing permission structures for due diligence processes.
Data Entry & CRM Upkeep
Logging NDAs, updating DealCloud or Salesforce with interaction notes, and maintaining accurate pipeline tracking.
Uncompromising Quality Control
Every deliverable is reviewed by your dedicated Project Manager before it hits your desk. Zero management overhead for you.
Discuss Your WorkflowThe Dealmaker's Stack
Proficient in Industry-Standard Platforms
Our VAs hit the ground running with the platforms your firm already uses for sourcing and diligence.
The Smart Choice for Deal Sourcing
Why M&A professionals choose the Sagedoer managed model over traditional freelancer platforms.
Traditional Platforms
Platform Fees
Up to 40% in hidden markups and bidding fees.
Management Burden
You must juggle multiple freelancers and QA their data.
Quality Assurance
Hit-or-miss talent. High risk of poor data formatting.
Confidentiality Risk
Unvetted freelancers handling sensitive deal data.
Managed Research VA
Platform Fees
0% Hidden Fees. Pay strictly for pure working hours.
Management Burden
Dedicated PM acts as your single point of contact.
Quality Assurance
Internally vetted analysts; PM reviews all outputs.
Confidentiality Risk
Strict internal NDAs and secure data handling protocols.
Seamless Onboarding & Execution
Start scaling your research capacity in days, not weeks.
Submit Requirements
Share your specific M&A screening criteria or administrative needs via Email, Form, or WhatsApp.
Finalise the Deal
Our Project Manager reviews your goals, outlines a tailored strategy, and finalises NDAs and details.
Expert Execution
Your PM takes full charge, managing the internal VA to ensure pristine data delivery and CRM updates.
Pay Only for Output
We log and charge exclusively for the VA's actual working time. PM supervision is free.
Transparent, High-ROI Pricing
Elite M&A research support at a fraction of the cost of an in-house analyst.
Part-Time
20 Hours Per Week
Est. $560 USD / Month
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Frequently Asked Questions
Confidentiality is paramount in M&A. All Sagedoer internal team members sign strict, enforceable Non-Disclosure Agreements. We integrate directly into your secure environments (e.g., your firm's email, secure CRMs like DealCloud, or designated VDRs) ensuring sensitive data never leaves your controlled ecosystem.
Your Project Manager acts as your single point of contact and primary QA. You provide the screening criteria (e.g., "SaaS companies in Europe, $5M-$20M EBITDA"). The PM delegates this to the VA, reviews the compiled Excel list for accuracy and formatting, and delivers the finalized, pristine data to you. You do not have to micro-manage the VA.
Our VAs are highly proficient in using these platforms. However, due to licensing restrictions, clients typically provide a designated seat or temporary access credentials to their existing database subscriptions for the VA to utilize during working hours.
While our VAs are experts in data scraping, list building, CRM upkeep, and advanced Excel data formatting, they primarily provide *support* for financial modeling (e.g., pulling historical financials, formatting comps tables). They are best utilized to free up your highly-paid associates from repetitive data gathering, allowing your in-house team to focus on the complex valuation mechanics.