Assistant roles for Private Equity & Portfolio Companies
Deal-team EA, portfolio reporting, diligence admin and value-creation support roles for PE firms and portfolio companies. Every role is dedicated, on a customized schedule based on your needs and budget.
How dedicated assistants fit private equity & portfolio companies
Roles on this page:
PE firms and portfolio companies run on deadlines: deal processes, board meetings, monthly reporting packs and 100-day plans.
Dedicated assistants can support deal-team logistics and standardize portfolio admin, under strict confidentiality.
Deal-team executive assistant
Manages partner calendars, travel, data-room logistics and meeting coordination.
Related specialization: Executive Assistants
Day-to-day tasks
- Calendars across deals
- Management meetings logistics
- Data-room access requests per deal lead
- Travel
- Expense reports
- Contact tracking
KPIs to track
- Conflicts avoided
- Meeting logistics on time
- Expenses submitted
Targets are set with you on the fit call, based on your own baseline.
Tools they work in
Your accounts, named logins, your access policies.
Sample weekly cadence
| Daily | Calendar |
|---|---|
| Mon | Deal tracker |
| Fri | Expenses |
Portfolio reporting assistant
Collects monthly packs from portfolio companies and standardizes them.
Related specialization: Data Entry & Research
Day-to-day tasks
- Request and collect monthly reporting
- Load data into templates
- Flag missing items
- Prepare board-book assembly from final documents
- Track covenant reporting dates for the deal team
- Maintain the portfolio calendar
KPIs to track
- Packs collected on time
- Template errors
- Board books on schedule
Targets are set with you on the fit call, based on your own baseline.
Tools they work in
Your accounts, named logins, your access policies.
Sample weekly cadence
| Month start | Collection |
|---|---|
| Mid-month | Standardization |
| Quarter | Board books |
Portfolio-company operations assistant
Supports portfolio-company leaders with 100-day plan tracking, vendor consolidation and admin.
Related specialization: Operations Assistants
Day-to-day tasks
- Track 100-day plan actions
- Vendor and contract inventory
- Meeting cadence
- KPI pack refresh
- Hiring logistics
- Integration checklists
KPIs to track
- Plan actions on time
- KPI pack on schedule
Targets are set with you on the fit call, based on your own baseline.
Tools they work in
Your accounts, named logins, your access policies.
Sample weekly cadence
| Mon | Plan tracker |
|---|---|
| Wed | Vendors |
| Fri | KPI pack |
What these roles do not do
Clear boundaries protect you, your clients and your assistant. They are written into each scope of work.
Material nonpublic information is handled under your information-barrier and confidentiality policies.
No investment recommendations or valuation work.
Data-room permissions are granted by deal leads.
General information only, not legal, tax or compliance advice. Your compliance owner decides what applies to your business.
From fit call to a working role
1. Fit call
We map your workload against the roles above and recommend where to start.
2. Shortlist
You interview pre-vetted candidates screened for this industry's tools and workflows.
3. Onboarding
Least-privilege access, your SOPs and a written 30-day plan with the KPIs above.
4. Managed quality
Weekly scorecards and coaching from your ExecWing account lead.
Related pages
Private Equity & Portfolio Companies: industry overview
How ExecWing supports this industry, with tools and FAQs.
Read more →Portfolio Reporting Support for Private Equity and Search Funds
How lean PE firms, family offices and search funds use a dedicated assistant to collect portfolio KPIs, prep board packs
Read more →Enterprise programs
Dedicated pods, governance and reporting for multi-team organizations.
Read more →All role playbooks
Prescriptive assistant roles for every industry we serve.
Read more →Private Equity & Portfolio Companies roles: common questions
Can they support multiple portfolio companies?
Yes, through a pod model with a lead.
Confidentiality?
NDAs per deal if needed; least-privilege access.
Can they model?
Template updates yes; valuation and investment analysis stays with the deal team.
Which private equity role should you start with?
Book a 20-minute fit call. We'll map your workload to these roles and tell you honestly where a dedicated assistant helps most.