For venture capital and private equity teams

Virtual assistants for investment firms

Give partners the context for the next conversation. Your assistant can organize incoming opportunities, meeting materials and portfolio follow-up. Knows The Drill recruits and prepares them for your investment firm's workflows and agreed responsibilities before handoff.

Find your assistant

A partner meeting needs more than a calendar invitation.

An introduction arrives with a deck. A partner asks for an update before the next meeting. A portfolio contact has answered one request and left another open. The information is available, but someone still has to connect it.

Put a consistent owner around that preparation. The assistant maintains the record and brings the open questions together; your investment team decides what deserves attention and what happens next.

The work to hand off

Keep the information around a decision organized.

Maintain deal intake records

Capture inbound opportunities in the fields your team uses, attach the source material and identify the responsible partner. Follow up on requested information and record the stage supplied by the deal team.

What you get back: An intake record with source documents and a deal owner

Prepare partner meetings

Assemble the latest approved deck, prior notes and outstanding questions before the meeting. Coordinate attendees and highlight conflicting versions so the partner can review the right material.

What you get back: A meeting packet with current documents and open questions

Coordinate portfolio follow-up

Work from the information requests and dates your portfolio team provides. Record responses, chase missing inputs and prepare a summary that distinguishes received information from items awaiting review.

What you get back: A portfolio request tracker with review owners

Organize investor communications

Collect approved updates, meeting logistics and distribution instructions for the responsible team. Keep audience lists and versions organized, and prepare drafts or packets for the designated reviewer.

What you get back: A reviewed-materials queue ready for authorized distribution

Illustrative workflow

Prepare the deal packet before the partner sits down

Use this example to keep intake, preparation and investment judgment distinct.

Receive

Assistant preparesRecord the introduction, deck version and requested next step.

Your investment team decidesWhether to assign a partner and pursue a conversation.

Gather

Assistant preparesCollect requested background and documents from the designated sources.

Your investment team decidesWhat diligence is needed and how to assess the opportunity.

Prepare

Assistant preparesArrange the meeting and assemble notes, source links and unanswered questions.

Your investment team decidesThe discussion priorities and any proposed terms.

Record

Assistant preparesUpdate the stage and follow-up list from the team's confirmed decision.

Your investment team decidesInvestment action, commitments and external messaging.

Illustrative example — not a client record

A partner meeting packet index

This illustrative record organizes a first partner conversation around one inbound opportunity.

Opportunity: Example entryInbound company introduction for a first partner meeting.; What to provide or checkIdentify the opportunity without deciding its investment merit.
Current material: Example entryFounder deck received; current version linked in the deal record.; What to provide or checkMake the source and version easy to check.
Open request: Example entryCustomer reference contact requested; no response recorded.; What to provide or checkDistinguish an outstanding request from a completed review.
Meeting owner: Example entryAssigned partner; associate prepares the investment questions.; What to provide or checkName who owns the substantive discussion.
Next step: Example entryAssistant follows up on the missing contact before the scheduled meeting.; What to provide or checkRecord the action and who will perform it.

Ready to hand over when: The packet points to the current material, identifies missing inputs and names the person responsible for each next step.

Download the blank template (CSV)

No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.

Shape the role around the workload

Where would support help your investment team?

A useful fit when

Partners repeatedly chase the same documents before meetings.
Portfolio requests need a reliable administrative owner.

Discuss the setup first

The role includes financial analysis or regulated investor activity.
You need access to sensitive deal rooms before permissions and review responsibilities are defined.

Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.

Support the process around investment judgment.

Agree the permitted records, communication channels and reviewer for each type of material. Your assistant needs an explicit handoff when a request calls for an investment or regulatory decision.

Investment recommendations, valuation and allocation remain with authorized professionals.
Investor statements, fund reporting and deal terms require your team's approval.
Data-room access and sensitive portfolio information follow the permissions agreed for the role.

Bring one deal from introduction to partner review.

01Your pipeline stages and the fields each opportunity needs.
02A sample meeting packet and portfolio information request.
03Your CRM, document systems and required prior experience.
04Partners, reviewers and rules for external communication.

Recruit. Prepare. Hand over.

Recruited for you. Trained for your industry.

First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.

We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.

Choose the support behind your hire.

Managed assistant

A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.

Explore managed support

Direct hire

We recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.

Explore direct hiring

The examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.

Before you bring someone on

Can an assistant support both venture capital and private equity work?: We can scope either environment around its actual intake, meeting and portfolio processes. Explain your deal stages, team structure and required experience during matching. The responsibilities and preparation should reflect how your firm works.
Can the assistant screen investment opportunities?: They can organize opportunities using fields and routing criteria your team supplies, collect missing information and prepare a summary. Assessing investment merit or recommending an opportunity remains with your investment professionals.
Can they help with portfolio company updates?: Yes. Request tracking, meeting coordination and assembling supplied updates can be included. Your team defines the information requested and reviews the contents before they are used in reporting or shared externally.
Will the assistant know our deal CRM?: We discuss your CRM, data rooms and reporting tools with the work they need to support. Required prior experience, access and preparation time form part of matching. Industry preparation happens before handoff.
Can an assistant contact limited partners?: Administrative coordination may be included where your firm permits it, such as arranging a meeting or distributing an approved packet. Your authorized team controls the audience, wording and any regulated or investment-related communication.

Give the next partner meeting a complete starting point.

Bring us your intake records, recurring requests and meeting-preparation bottlenecks. We will help define the role around the information your team needs to act.

Find your assistant

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