Managed Venture Capital Virtual Executive Assistants for VC and Private Equity Firms
How we boost productivity for Venture Capital and Private Equity Teams
Your Problem:
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 Solution:
A Managed Virtual Assistant Service: Unlike most virtual assistant services, we don’t just match you with assistants and walk away. Prialto hires, trains, and supervises assistants to ensure you always have reliable, professional support.
Your primary assistant is your day-to-day contact, but trained backups are always ready to step in if needed.
All assistants are fully trained in your business processes and retrained every time you add a new one.
You don’t need another person to manage! On-site supervisors take on performance management and quality control.
Your secret weapon—EMS are your thought partner to help you offload more tasks as we get to know your business.
We document your workflows to make adding more assistants fast and easy as your team grows.
Background checks, NDAs, secure offices, networks, and computers ensure your information is safe.
Prialto Supports VC Firms of All Sizes
A Few of the Tools We Use
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.
Our Best Practices
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.
Provide Robust Research
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:
- Research opportunities based on your investment criteria for industry, company, location, job title, income, and more
- Build lists and reach out to companies and founders you want to talk to
- Proactively communicating with contacts and scheduling meeting
Keep Contacts Organized and Up to Date
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.
Adopt Your Communication Preferences
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.
Eliminate Assistant Turnover
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.”
