Investment Virtual Assistant USE CASE
How We Can Help?
Your assistant handles data entry, meeting prep, and client follow-ups — so you can focus on strategy, investor relations, and portfolio growth.
Client Reporting & Data Prep
Your assistant gathers data from multiple sources, preps summary tables, and formats professional reports — ready for client delivery.
Calendar & Meeting Coordination
From investor calls to internal briefings, your VA schedules meetings, sends reminders, and ensures you’re always prepped in advance.
Inbox & CRM Management
Delegate client emails, document requests, and CRM updates. Your assistant keeps everything logged, clean, and up to date.
Market & Deal Research
Need a list of comparable deals, sector insights, or investor trends? Your assistant curates focused research so you can act faster.
Document Organization & Filing
Whether it’s onboarding docs, compliance files, or pitch decks — your VA keeps your digital folder system organized and share-ready.
Client Reports Without the Manual Headache
Ethan B., a private wealth advisor, used to spend hours formatting quarterly reports and chasing missing data. With a Magniva Assistant managing spreadsheets and prepping summaries, he reclaimed 10+ hours a month — and impresses clients with faster delivery.
No More Missed Investor Follow-ups
Laila H., who manages a boutique VC firm, often lost track of investor questions during fundraising sprints. Now, her assistant logs all inquiries, drafts timely replies, and updates her CRM daily. Follow-ups are never missed — and investor trust has grown.
Meetings That Actually Start on Time
Raymond D., a portfolio manager, was juggling too many back-to-back calls without prep time. His VA now organizes notes, attaches key docs, and confirms meetings in advance. He walks into every call ready — and his partners notice the difference.
