For Private Equity

Virtual Assistant for Private Equity.

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

✓ Vetted, top 1% ✓ Matched to you ✓ No long contracts
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See the time you'd get back
The work that fills your week

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

Building target lists from your thesis criteriaPulling company profiles from public sources
Researching ownership and contact info for outreachDrafting outbound emails to owners and bankers
Tracking outbound campaigns in your CRMLogging inbound CIMs and teasers
Drafting first-pass screening memos against your criteriaPulling industry and competitive research
Scheduling management presentationsDrafting follow-up emails after target meetings
Inbox triage and reply draftingCoordinating calendars across the deal team
Building data room indexes and request listsChasing missing diligence documents
Coordinating reference and customer callsBuilding IC memo skeletons from your template
Maintaining the portfolio tracker across companiesAggregating monthly and quarterly portco KPIs
Drafting board materials packets for your reviewDrafting LP quarterly reports from portfolio data
LP inbox triage and reply draftingMaintaining your LP and intermediary CRM
What your VA picks up

What your VA picks up.

Here's the work PE professionals typically hand off. The shape varies by fund stage and deal size, we scope what yours owns first on the intro call.

Deal sourcing and outreach. Target list building from your thesis, ownership and contact research, outbound email drafting, campaign tracking in your CRM, intermediary follow-up cadence.

Target screening. Inbound CIM and teaser logging, first-pass screening memos drafted against your criteria, industry and comp research, pass notes queued for review.

Diligence packet prep. Data room indexing, request-list management, document chasing, reference and customer call coordination, IC memo skeletons packaged from your template.

Portfolio company tracking. Monthly and quarterly KPIs aggregated across portcos, board materials packets prepped for your review, portfolio tracker hygiene, action items tracked between meetings.

LP and intermediary comms. LP quarterly reports drafted from portfolio data, annual letter prep, LP inbox triage and reply drafting for your sign-off, intermediary and banker CRM hygiene.

Calendar and admin. Management presentations and partner meetings scheduled, deal team calendar coordination, travel and event logistics, vendor and subscription admin around the fund.

Ready when you are

Your time is valuable. Focus on what actually matters. Your deals, your portfolio companies, and the relationships behind the fund.

Take back your time now
FAQ

Common questions from private equity professionals.

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

How does my VA learn the tools we use, like Salesforce, DealCloud, Affinity, Sourcescrub, PitchBook, Datasite, and Excel models?
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, sourcing tools, data rooms, and reporting templates fluently and following the playbook you set. Live financial modeling, valuation work, and underwriting judgment stay with your deal team; your VA supports the operational layer around those.
Can my VA make investment decisions, sign on behalf of the fund, or solicit LPs?
No. Your VA handles the operational and research work around the fund (sourcing, screening, diligence prep, portfolio tracking, LP comms drafting), while investment decisions, capital commitments, signing on behalf of the fund, valuation conclusions, and LP solicitation stay with the GPs and registered personnel. If your fund operates under specific regulatory regimes (SEC RIA, ILPA reporting standards, jurisdictional rules), we'll defer to your counsel and CCO on where the line falls.
How do you handle confidentiality around deals, target companies, portfolio data, and LPs?
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 my fund, 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 fund, 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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