Managed Virtual Executive Assistants for Venture Capital 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.

seo venture capitalist virtual assistant-27

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.

Backups for Continuity

Your primary assistant is your day-to-day contact, but trained backups are always ready to step in if needed.

Training is On Us

All assistants are fully trained in your business processes and retrained every time you add a new one.

Performance Management

You don’t need another person to manage! On-site supervisors take on performance management and quality control.

Engagement Management

Your secret weapon—EMS are your thought partner to help you offload more tasks as we get to know your business.

Scalability

We document your workflows to make adding more assistants fast and easy as your team grows.

Enterprise Security

Background checks, NDAs, secure offices, networks, and computers ensure your information is safe.

Ways We Can Support You

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.

Calendar Management

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

Contact Management

A virtual administrative assistant will keep all of your contacts organized in a single system so you never struggle to find someone's information

Streamlined Communication

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

Document Preparation

Leave the research and data entry for templated documents like board packets, startup profiles, funding opportunities to us

Travel Support

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

Expense Management

Give your assistant encrypted access to your expense platform and you will never have to fill out an expense report again

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.

Separation

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 

SEO Venture Capitalist Virtual Assistance-28
SEO Venture Capitalist Virtual Assistance-13

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. 

SEO Venture Capitalist Virtual Assistance-12

Case Study

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.”


Read Case Study   |   All Case Studies >

Underscore-Team-navy-1

Experience Prialto

Get Started