When you work with Prialto, you don't just get a dedicated, professional Productivity Assistant, you get a team of managers, backup assistants, and trainers that work together to implement best practices for administrative support. Our assistants form cohorts around specific companies and sectors and have dialed-in how to support executives with specialized tools, tasks, and processes.
Our insurance assistants enable producers to maximize their time selling and supporting clients to grow their business. Our teams take on tasks like entering data for quotes, new applications, and claims, managing your CRM/AMS, prospecting, policy changes, and tracking renewal dates to free up more time for business-building work.
Your life is a series of meetings. Our VC Virtual Assistants expertly manage your calendar, travel, and expenses so you can focus on your partners and portfolio companies. Our team also researches investment opportunities, builds, and formats board packages and startup profiles, and keeps you current with your professional network with expert contact management.
If you're like most firms, your advisors spend 16 hours a week on administrative tasks that don't require a license. Many advisories lack the time, expertise, and resources needed to build an administrative layer. They turn to our managed service to give advisors more time to grow their books of business. In addition to calendar, travel, and expense management, our teams are experts at preparing account reviews and client reports, researching stock and fund performance, prospecting for new clients, building lists and email campaigns, and organizing business development events.
For high-growth biotech companies, the executive team's admin needs often grow faster than internal admin resources can keep up—straining internal admins and bogging down the c-suite and sales leaders in busywork. Our calendar, travel, and expense expertise extend from freeing busy executives to spending more time on strategic work, scheduling sensitive board meetings, meetings with medical advisors, and researching market trends while safely and securely accessing your systems.
Our real estate assistants know how your agents' days are packed with showings, open houses, meetings with sellers, scheduling inspections, and more. Our scheduling ninjas keep your agents on track and free up their time for sale-driven tasks. We manage your agents’ contacts to keep your businesses top-of-mind with their ecosystem of lenders, title companies, internal teammates, and referrals. We also help you create new listings and process the hundreds of documents required by lenders and title companies.
Supporting management consultants is an art—scheduling client meetings, internal meetings, and travel requires learning your consultants' priorities and communication styles. And then, the day changes with a phone call or email, and the consultant needs to reschedule everything while on an airplane. Our teams understand your team's needs. We are always ready to schedule and reschedule meetings and trips and support consultants with research for project work. Your consultants can do more billable work and less busy work.
Startups are built to scale. Fast. So are we. Our managed service model is perfect for startups. We work with you while taking the burden of hiring, training, and managing your admin roles. Our fractional support is built to grow with you, so as your business grows, you won't have to worry about how to handle your increased admin support needs. We will take care of it for you.
With over 13 years of experience in executive admin support, we've been able to help teams of all sizes and in many industries with their admin support. Don't see your industry listed? Reach out and let's discuss how we can help you.