You are inundated with meetings—with portfolio companies, potential investments, partners, boards, and professional networks. Meetings mean travel, and travel and expenses can be a major time suck. Then there is email and phone calls to sort through, which can take as much as four hours per day.
Our service is fully customized to meet your needs. However, over the years, we have carefully refined the following core processes that most of the VC & PE executives we work with utilize.
Your virtual executive assistant is an expert meeting scheduler (and re-scheduler) and will keep your calendar clean and up to date so you always know what the day will bring
A virtual administrative assistant will keep all of your contacts organized in a single system so you never struggle to find someone's information
Your assistant can field calls and take messages, categorize, and escalate email messages based on your priorities, and help you prepare for meetings by updating tear sheets and presentations
Leave the research and data entry for templated documents like board packets, startup profiles, funding opportunities to us
It takes up to 12 hours to plan a business trip. Document your preferences and loyalty programs, and your assistant will hand you a complete itinerary for your trips
Give your assistant encrypted access to your expense platform and you will never have to fill out an expense report again
We will help you leverage your tech stack. We train assistants in productivity technology including calendar and email management, CRM management, travel and expense management, and light bookkeeping. If we do not know it, we will learn it. Our promise is that you do not have to change how you work.
Here at Prialto we’ve used our decades of collective business experience to develop a collection of best practices that drive all of our interactions. Here are just a few of the ways we’ll ensure you get exceptional service.
You know what kind of investment opportunities you are looking for. The challenge is that doing research yourself takes time away from strategic work like solving problems with portfolio companies, communicating with partners and other investors, and growing your network. Your virtual assistant will carefully curate the latest developments to keep you well-informed and support your internal and external outreach. Tasks we perform include:
If you are like most investors, you have contacts stored in a variety of places, including your inbox, email management tool, CRM, spreadsheets, and even a Rolodex. This makes keeping track of people, curating lists to send targeted communication to, and engaging in other outreach activities difficult.
When you start working with Prialto, your virtual assistant can consolidate all your contacts as you see fit. After that, they will ensure all your contact management systems are consistent and up to date.
When you are moving around your market moving your firm and portfolio forward, just reach out to your virtual assistant using the communication channels you prefer.
Your assistant will adopt the messaging tools you use and respond to all requests within the hour, so you have easy access to support while on the go. Whenever they are not immediately available, your backup assistant or someone else from their team will respond and ensure you get the support you need.
When James Orsillo, CFO/COO at Underscore VC, contacted Prialto, Underscore needed to add support but he was wary of hiring and training new executive assistants only to have them quit.
“We had gone through some of the pain of hiring and training people and they leave, and you start over,” he said. “The executive assistant was a high turnover position in every company I have worked at, and I saw Prialto’s model as a way to avoid that.”
The bottom line: “We want to make sure that everyone has adequate resources without adding more management overhead, and a solution that could grow and flex to our exact needs, Prialto’s managed service model gives us a lot of options.”