Accelerate Deal Flow.
We'll Execute the Research.
Stop burning your associates' high-billable hours on manual data scraping, CRM updates, and formatting CIMs. Hire a specialized Private Equity Research VA to scale your deal origination and diligence prep. Overseen by a free dedicated project manager.
Targets Scraped
1,245
NDAs Executed
14
Project Titan - Sourcing
Filtered 250 targets in PitchBook.
Project Apex - Spreading
Inputting 3yr financials from PDF to Excel.
Data Room Prep
Indexing folder structure in Firmex.
CIM Formatting
Deck aligned to firm style
Proficient in Top Financial & Deal Ecosystems
Meticulous research. Flawless execution.
Your associates should be analyzing deals, not scraping emails or fighting with PowerPoint margins. Our VAs handle the heavy administrative lifting of the deal cycle.
Target Sourcing & Scraping
Building targeted lists using PitchBook, ZoomInfo, or CapIQ. Filtering companies by specific EBITDA, revenue, geography, and securing accurate executive contact details.
Financial Spreading
The tedious prep work. Extracting historical financial data from raw PDF statements or CIMs and inputting it accurately into your firm's Excel evaluation templates.
CRM & Pipeline Admin
Keeping DealCloud, Affinity, or Salesforce pristine. Logging management call notes, updating NDA statuses, and ensuring pipeline stages reflect reality.
CIM & Pitch Formatting
Polishing PowerPoint presentations. Fixing margins, aligning fonts to your firm's brand kit, formatting charts, and preparing teasers or Confidential Info Memos.
Data Room Organization
Setting up VDRs (Intralinks, Datasite, Firmex). Creating index structures, uploading massive file dumps accurately, and maintaining organized Q&A tracker logs.
Market Mapping
Compiling high-level macroeconomic data, competitor landscapes, and industry reports (IBISWorld, Gartner) to support your investment team's thesis creation.
A Secure Way to Staff Your Deal Team
Why Partners and M&A Advisors choose Sagedoer over unverified freelance marketplaces.
The Challenge
Confidentiality is paramount. You cannot afford to hand raw financials or target lists to an unverified freelancer.
Up to 40% hidden markups
You manage them daily
High risk of data leaks
0% Hidden Fees ($6-$7/hr)
Free Project Manager QA
Legally Binding NDAs
A Secure Deployment Workflow
Handing over your proprietary deal flow requires robust systems. Our managed 4-step workflow ensures perfect alignment and zero security risks.
Submit Scope
Define your exact target criteria for sourcing, or provide the blank Excel templates for financial spreading.
Strategy & Security
Your PM signs NDAs, establishes secure file transfer protocols (e.g., restricted DealCloud seats), and reviews SOPs.
Expert Execution
The VA begins bulk scraping, manual data entry, and CRM updating daily under strict PM supervision.
Review & Pay
Receive clean datasets and formatted decks. Pay strictly for the VA's tracked hours; PM QA is free.
Scalable Analyst Support. Flat Rates.
Stop paying $150k+/year for associates to do data entry. Centralised time tracking. Zero hidden platform fees.
Part-Time
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free QA & data validation checks
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time
40 Hours Per Week
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free QA & data validation checks
- Zero setup or onboarding fees
- No monthly membership charges
- Ideal for high-volume deal sourcing
Trusted by Dealmakers
See how our VAs are helping search funds and PE firms scale their origination.
"As a self-funded searcher, my time is my most valuable asset. The Sagedoer VA builds lists of target businesses in my specific niche, finds the CEO's contact info, and queues up my outreach emails. The PM oversight guarantees they stick to my exact EBITDA criteria."
Marcus T.
Search Fund Entrepreneur
"Our associates were drowning in data entry. We hired a Sagedoer VA for $6/hr to handle all the financial spreading—taking messy PDF statements and dropping the historicals into our Excel models. It saves our team 15 hours a week per deal."
Sarah K.
VP, Lower Middle Market PE
"Data security was our primary concern. Sagedoer's PM walked us through their NDA process and set up secure portal access to DealCloud. The VA's attention to detail on tracking NDAs and maintaining our pipeline is phenomenal."
David R.
M&A Advisory Partner
"As a self-funded searcher, my time is my most valuable asset. The Sagedoer VA builds lists of target businesses in my specific niche, finds the CEO's contact info, and queues up my outreach emails. The PM oversight guarantees they stick to my exact EBITDA criteria."
Marcus T.
Search Fund Entrepreneur
"Our associates were drowning in data entry. We hired a Sagedoer VA for $6/hr to handle all the financial spreading—taking messy PDF statements and dropping the historicals into our Excel models. It saves our team 15 hours a week per deal."
Sarah K.
VP, Lower Middle Market PE
Frequently Asked Questions
Addressing common queries regarding our Managed Research Support service.
Do your VAs build complex LBO models from scratch?
How do you ensure the confidentiality of target data?
Why hire through Sagedoer instead of a freelance platform?
Do I need to provide access to tools like PitchBook or CapIQ?
Stop scraping. Start analyzing.
Contact us to get paired with your dedicated project manager. Let's build your research and origination workflow today.
Initiate Services
Submit your firm's research requirements below.