Investor Relations Virtual Assistant
LP Reporting Keeps Landing On The Wrong Desk
- Quarterly packs assembled, formatted, and sent on schedule
- One dedicated assistant owns the reporting cycle end to end
- Gaps in the data room get caught before an LP runs into them
Let your reporting cycle run without chasing it
4.8/5 avg.
- Leader in Managed Virtual Assistant Services
10,000+ Active Assistants Powering 10,000+ Companies
What Wing Assistants Get Done Every Day
Quarterly reporting packs pulled from portfolio inputs, formatted, and sent on schedule
- Tracked in Juniper Square
LP inquiries flagged from the shared inbox and routed before they sit past the day
- Logged in Affinity
Data room documents checked, versioned, and updated ahead of LP access requests
- Maintained in Intralinks
LP calls scheduled and confirmed across time zones with agendas distributed beforehand
- Coordinated in Calendly
Your Investor Relations Assistant Handles
Reporting
- Assemble quarterly reporting packs
- Format LP update memos
- Send capital call notices
Data Room
- Upload and version documents
- Manage LP access permissions
- Archive outdated files
LP Communication
- Monitor and route shared inbox
- Log touchpoints in CRM
- Draft agendas and pre-reads
Scheduling
- Coordinate LP update calls
- Confirm attendance and time zones
- Maintain investor calendar
Onboarding
- Set up LP data room access
- Send welcome documentation
- Track onboarding checklist
Reporting Inputs
- Chase portfolio financials
- Track missing KPIs
- Flag late submissions
How it Works
Be as involved (or uninvolved) as you prefer – our expert recruiters will guide you through every step, ensuring a smooth and seamless experience.
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Meet us to discuss
your requirements
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We shortlist talents
for your review
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We interview and
assess candidates
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The perfect Wing Assistant joins your team
Measured Results Across Teams
Real companies. Defined ownership. Measurable outcomes.
Quistem
Needed executive ops owned.
- 25% CEO time reclaimed
- 9 workflows offloaded
- 1,000+ days supported
Cybersecurity Startup
Needed outbound sales owned.
- 2,080+ hours delivered
- 22 sales workflows owned
- Sales system live (2 wks)
Provida Family Medicine
Needed clinic ops streamlined.
- 50% faster admin ops
- 35% fewer billing errors
- 25% faster claims
Idaho Legal Estates
Needed intake owned.
- 100+ hours reclaimed
- 13+ hours saved weekly
- 10 workflows fully owned
My Personal Mentors
Needed revenue stabilized.
- 30+ deals closed monthly
- 3,600+ clients supported
- 48-hr inquiry resolution
Delegate Everything but Leadership.
More Virtual Assistant Services
We offer 25+ distinct plans in sales, marketing, customer service, and other operational areas. We also have dedicated industry-focused services such as Real Estate Assistants, Healthcare Virtual Assistants and E-Commerce Virtual Assistants.
Speak to a Wing Expert and find the right fit for your business.
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Executive AssistantDiscover expert-tier talent to help with presentations, proposals and more
- Sales Development RepEngages with prospects, grows your sales pipeline and drives sales
- Personal AssistantManages your calendar both at work and outside of it
- Real Estate AssistantAll-round help for your property listings
- Top 1% of TalentStart in one function, then expand coverage as the business grows.
- Healthcare AssistantHelps co-ordinate appointments with patients, data-entry and insurance filing
Reporting Packs Slip in the Build-Up
You can’t chase portfolio financials, version the data room, and monitor the LP inbox while running the fund. But quarterly deadlines don’t move.
Your Wing Virtual Assistant stays inside your reporting workflow until packs are assembled and LP correspondence is cleared.
How Wing Keeps Your IR Moving
This isn’t a freelancer setup—one virtual assistant stays consistent inside your reporting workflow, backed by support, so nothing stalls between reporting cycles.
Flexible, No-Commitment Monthly Support
Add support during quarterly close or annual meeting prep. Scale back when things stabilize without changing how reporting gets handled.
NDAs and System-Level Access Control
Your assistant works inside your data room and LP systems with defined permissions. You control what gets accessed, updated, and distributed.
Secure and Compliance-Ready
Wing is SOC 2-certified and HIPAA-compliant. Data is encrypted in transit and at rest, with restricted and logged access.
Coverage That Doesn't Reset
One assistant stays on your reporting workflow quarter to quarter. If coverage expands, work continues without re-explaining context or losing track of LP history.
We Meet Challenging Talent Needs and Ensure Ongoing Success
Our resources and systems are designed to deliver tailored solutions that go beyond the basics, empowering your business to thrive.
Operational Ownership, Powered by the Wing Workspace App
Wing doesn’t just assign an assistant. We run execution through a centralized, human + AI–powered workspace built to keep work moving around the clock.
- Real-time task visibility and status tracking
- Documented workflows with built-in oversight
- Structured handoffs and cross-time-zone continuity
Get it on
App Store
Get it on
Google Play
Get it on
Microsoft
Highly Rated by Operations & Leadership Teams
4.5
123 Reviews on Google
4.7
51 Reviews on Capterra
4.8
10 Reviews on Goodfirms
4.8
18 Reviews on Clutch
Hundreds of Stellar Client Reviews
Overall, I have been very pleased with each aspect of hiring my Wing VA. We were looking at a variety of virtual assistant programs; what made us choose Wing was the fact that their talent had specific marketing experience... Working with Wing is seamless. They have a robust platform that makes communicating with our VA incredibly easy. It also helps that they act quickly and are incredibly responsive...
Christine Mulvey
Director of Marketing
charlesgate.com
charlesgate.com
I've had the best VA experience so far after multiple tries. The app is easy to use to communicate and create tasks, there's loads of real-person communication, and my assistant was so capable at MANY things. He was so good that every week I found more things I could take off my plate and all for a low fixed price per month. Great value and it's taken a lot of stress off me.
Kelsey Galarza
Co-founder, Orange Marketing orangemarketing.com
Amazing service! Excellent customer support and the work done by my assistant Kirti S. from Wing is top notch. I’ve enjoyed the help and the genuine personality and willingness to learn. Also a big call out to Maryann U. my customer success manager. She is fantastic and so full of life.
Chris Mullaly
Founder and Managing Partner spiruscapitalpartners.com
Wing is an innovative software-powered interface to virtual assistants. Wing has provided a software-augmented virtual assistant service that's unique in the field. Just as important as the software platform is the quality of their assistants behind the scene. Their ability to organize and run a process of matching our needs with available talent was successful. Wing is easy to use.
Roy Chua
Principal AvidThink avidthink.com
Wing provides exceptional Virtual Assistant services and an accompanying productivity platform. Using Wing has been incredibly beneficial for our business, allowing us to explore some things in far more depth, or scale up some operations more effectively. Some of the benefits far exceed what you might expect from a virtual assistant in terms of capabilities and outside traditional administrative work.
Dylan Schiemann
Co-Founder &CEO
livingspec.com
livingspec.com
What I like best about Wing is the quality and reliability of their virtual assistants. We started with one assistant and were so happy with the experience that we’ve since onboarded additional VAs. I’ve also confidently recommended Wing to colleagues and contacts looking for virtual assistant services. The combination of strong support, trustworthy assistants, and a seamless experience is what sets Wing apart for me.
Marysa C.
Mid-Market (51-1000 emp.)
Investor Relations Virtual Assistant Pricing
Choose part-time or full-time support. Bilingual assistance is available if needed.
Either way, one person stays on your reporting cycle and LP correspondence, and nothing sits between quarters or comes back unfinished.
Full-Time
$1,799/Month
- 160 Hours per month
- Dedicated Investor Relations VA
- Free replacement
- Customer Success Manager
- Rigorous quality control and supervision
- Wing Workspace App
- Your timezone—any hours you want
- Share with colleagues
- Unlimited file sharing/storage
Part-Time
$1,199/Month
- 80 Hours per month
- Dedicated Investor Relations VA
- Free replacement
- Customer Success Manager
- Rigorous quality control and supervision
- Wing Workspace App
- Your timezone—choose from designated slots
- Sharing is limited
- 10 GB file sharing/storage limit