For Angel Investors

Virtual Assistant for Angel Investors.

High-performing virtual assistants, matched to how you actually work. Get your time back and spend it on what matters most. Your founders, your portfolio, and the relationships behind every deal.

✓ Vetted, top 1% ✓ Matched to you ✓ No long contracts
MICHMCRHJB
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Trusted by 100+ business owners worldwide
See the time you'd get back
The work that fills your week

This is what's keeping you away from what matters.

Inbound deal flow triage from email and DMsLogging incoming decks into your tracker
Drafting first-pass summaries of pitch decksPulling founder backgrounds and team research
Researching the market and comparable companiesScheduling founder intro calls
Drafting follow-up emails after founder meetingsPass emails written and queued for your review
Inbox triage and reply draftingCalendar conflict resolution
Updating your CRM after every meetingTracking commitments and round close dates
Chasing signed documents and wire instructionsMaintaining your portfolio tracker
Logging follow-on rounds and valuationsDrafting quarterly updates to your LPs or co-investors
Sharing intros and warm referrals from your networkNewsletter drafting and sends to your founder list
LinkedIn content drafting and schedulingDrafting reply templates for common founder questions
Coordinating diligence calls with referencesVendor and subscription expense categorization
What your VA picks up

What your VA picks up.

Here's the work angels typically hand off. The shape varies by check size and cadence, we scope what yours owns first on the intro call.

Deal flow triage. Inbound decks logged into your tracker, first-pass summaries drafted, low-fit deals tagged for a pass, the rest queued for your review. The funnel kept moving.

Founder meetings and follow-ups. Intro calls scheduled, prep packets built from public sources and the deck, follow-up emails drafted for your sign-off, pass notes written and queued.

Diligence research. Founder and team backgrounds pulled, market and comp research, reference call coordination, public-source diligence notes packaged for your review.

Portfolio tracking. Investments logged in your tracker, follow-on rounds and valuations kept current, commitments and round close dates tracked, signed documents and wires chased.

LP and co-investor comms. Quarterly updates drafted from your portfolio data, syndicate or scout communications queued for your review, intros and warm referrals tracked across your network.

Personal brand and content. LinkedIn and newsletter drafting and scheduling, founder reply templates maintained, podcast and panel pipeline hygiene, the surface area that brings deals in kept warm.

Ready when you are

Your time is valuable. Focus on what actually matters. Your founders, your portfolio, and the relationships behind every deal.

Take back your time now
FAQ

Common questions from angel investors.

Don't see yours? Bring it to the discovery call.

How does my VA learn the tools we use, like AngelList, Carta, Airtable, Notion, Affinity, or my CRM?
During onboarding. We train your VA on your specific stack, your SOPs, and your workflows before they start running anything live. By the end of the first few weeks they're operating in your CRM, portfolio tracker, and investing platforms fluently and following the playbook you set.
Can my VA make investment decisions or commit on my behalf?
No. Your VA handles the operational and research work around deal flow and portfolio (logging decks, drafting summaries, scheduling, follow-ups, diligence research, tracker hygiene, LP comms). Investment decisions, commitments, and anything that touches actual capital allocation stay with you. If you run a syndicate or any structure with regulatory considerations around solicitation and decision-making, we'll defer to your counsel and to your judgment on where the line falls.
How do you handle confidentiality around deals, founders, and portfolio data?
Your VA can sign a confidentiality agreement before they touch anything sensitive, and they operate inside the access controls you set. You own the security stack, and we help you set it up: dedicated residential proxies and VPNs for account access, an encrypted password manager like 1Password, and role-based access scoped only to what your VA needs. Credentials are never shared in plain text, and your VA's access is revoked immediately on any transition.
Will my VA be dedicated to me, or shared with other clients?
Dedicated. Your VA is matched to you and works your hours on your work. We scope the engagement on the intro call, and your VA isn't being rotated through other clients in the background.
What time zones do your VAs work in?
Our team works around your schedule. We work with clients across North America and Europe, and we match a VA who can cover your business hours. Tell us which hours you need, and we'll scope it on the call and make sure you get coverage. If covering your hours means your VA works a graveyard shift in their time zone there may be additional cost, we'll identify it up front and clearly communicate it before you start working together.
What does onboarding look like?
Onboarding is about setting your VA up for success. We help you organize the access, resources, and direction your VA needs to start strong, pointing them at the SOPs, tools, and playbooks you already use. You own the systems and the playbook for your portfolio, and we make sure your VA has what they need to follow them. A BlueMoso manager stays in the loop through the first month to run QA and help the working relationship find its rhythm.
What does a virtual assistant cost?
It's a monthly subscription, custom scoped on the discovery call. A managed option is also available if you'd like us to run weekly check-ins, QA the work, own SOPs, and cover when your VA is out. Pay by credit card or bank transfer, collected before service starts and automatically charged at the start of each month after that. Month-to-month, no long contracts, swap anytime.
What if it isn't a good match?
Tell us. We swap VAs at no cost. Most clients who swap early stay with us long-term, and our average engagement runs past 12 months.

Still have questions? Bring them to the call.

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