INVESTMENT FIRMS VIRTUAL ASSISTANT

Less Admin — More Assets Under Management

Your Investment VA handles meeting coordination, CRM logging, reporting, and follow-ups — so you can focus on investors, analysis, and portfolio growth.

Pricing

How an Investment VA Keeps You Focused — Not Buried in Ops

Investor Meeting Coordination

Schedules calls, sends reminders, and ensures every stakeholder is aligned on time and topic.

CRM Entry & Deal Stage Updates

Keeps investor data and deal progress clean, current, and visible to the whole team.

Investor Email Follow-ups

Follows up post-meeting with summaries, timelines, and thank-you notes — with consistency and professionalism.

Quarterly Reporting Support

Compiles data, formats decks, and preps investor reports that reflect your expertise.

Document Collection & NDA Handling

Manages digital paperwork, chasing documents and signatures so you don’t have to.

Calendar & Time Blocking for You

Blocks focused time for deep work, books investor calls, and prevents scheduling clashes.

Fundraising Pipeline Monitoring

Keeps your warm leads from going cold by tracking outreach cycles and deadlines.

Inbox Filtering & Prioritization

Clears clutter and flags only what’s essential — especially during high-pressure periods.

WHAT YOU CAN DELEGATE?

Investor meeting scheduling

01

Your VA handles the back-and-forth, calendar invites, and reminders — so you’re always on time.

CRM & pipeline updates

02

They log every deal stage, keep contact info accurate, and track next steps automatically.

Investor follow-up emails

03

From thank-you messages to funding round summaries, your VA ensures no reply is missed.

Quarterly report preparation

04

Helps pull key metrics, format documents, and make your reports look boardroom-ready.

Inbox triage & response drafting

05

Filters through daily noise and drafts your investor replies to review and send.

Document handling (NDAs, pitch decks, KPIs)

06

Tracks signed docs, prepares folders, and keeps everything accessible for due diligence.

Our VA now handles all follow-up and CRM tracking during investor meetings. I only show up and speak

Eastlake Ventures

Boston, MA

The reporting help alone paid for itself in the first month. Our LP updates are finally on time.

Clearbridge Capital

Chicago, IL

We launched a new fund and managed the entire pipeline with VA support — no more spreadsheet chaos.

Summit Strategies

Toronto, ON

A Message from the Founder

If you run an investment firm or manage portfolios, you know what eats up your time: calendars, CRM, reports, and email. They don’t grow your fund — but they can block your momentum.
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At Magniva, we designed our Investment VA services to help firms move faster and more precisely. Whether you’re pitching LPs, tracking deal flow, or managing investor updates, your assistant keeps your back-office running smoothly — without the need for a full-time ops hire.
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Our VAs understand investor expectations, confidentiality, and the urgency that drives capital conversations. They don’t just “assist” — they proactively support your firm’s rhythm and reliability.
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Let us help you stay focused on what really matters: strategy, capital, and returns.
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Cenk Dalbudak
‍Founder,
Magniva Virtual Assistant Solutions