Operating leverage across the portfolio.
Dedicated executive assistants for partners and operating teams, and repeatable back-office support that portfolio companies can adopt quickly.
Value creation plans need execution capacity.
Private equity firms push portfolio companies to professionalize quickly: monthly reporting packages, cleaner CRM data, tighter AP, documented processes. Many portfolio companies, especially in the lower middle market, don't have the administrative capacity to deliver all of it alongside running the business.
ExecWing gives operating partners a repeatable lever. Dedicated assistants can assemble monthly KPI packs from source systems, clean up CRM data before a sales push, run AP and AR processes, document SOPs and support add-on integration tasks. On the firm side, executive assistants manage partner calendars, travel and board logistics across multiple boards.
Because pricing is published and month-to-month, a portfolio company can start one role, prove it, and expand without a long procurement cycle.
Tasks your assistant owns
Partner & deal-team support
- Calendar management across boards and time zones
- Travel for site visits and management meetings
- Board-book assembly logistics
- Data room access administration
Portfolio reporting
- Monthly KPI pack assembly from source systems
- Lender and board reporting calendars
- Data-request tracking
- Integration project trackers
Back office
- AP processing and vendor setup
- AR follow-up
- CRM cleanup and enrichment
- SOP documentation
Tools
Your assistant works in your accounts, under your access policies.
Roles that fit
- Executive assistant to a partner or operating partner
- Portfolio reporting analyst-assistant
- AP/AR specialist for a portfolio company
- CRM administrator for a value-creation sales push
Compliance notes
Material nonpublic information requires strict handling; assistants sign confidentiality agreements and access only what you grant.
Assistants do not provide investment, valuation, legal or tax advice.
Financial reporting is prepared for review by your finance team; we do not perform audit or CPA services.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Back-office support for a portfolio company. |
| Growth | $2,300/mo | Reporting and CRM support. |
| Executive | $2,700/mo | Senior EA to a partner or portfolio CEO. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical Private Equity & Portfolio Companies engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in DealCloud, Affinity, Intapp and shadows the current process for partner & deal-team support. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of calendar management across boards and time zones and travel for site visits and management meetings, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add portfolio reporting work such as monthly KPI pack assembly from source systems. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Back office joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Private Equity & Portfolio Companies: common questions
Can we roll this out across several portfolio companies?
Yes. Each company contracts its own dedicated assistant month-to-month.
Do assistants handle confidential deal information?
Only what you grant, under confidentiality agreements and your access controls.
Do you prepare audited financials?
No. We provide bookkeeping and reporting support only; no audit or CPA services.
What does it cost?
Core $1,900, Growth $2,300, Executive $2,700 per month.
Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.