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Data Entry & Management · Venture Capital

Accurate portfolio & deal data, maintained by a dedicated EA

In venture capital, bad data costs deals: a stale cap table, an out-of-date CRM entry, or a misfiled term sheet can create real problems at the worst moments. Nacho provides US-based EAs who understand the data structures VC firms rely on, from deal pipeline tracking in Affinity or Salesforce to portfolio company records in Airtable or Excel. The work gets done consistently, so your team is always working from clean, current information.

Tools we work with: HubSpot Salesforce Google Sheets Microsoft Excel

Can a Virtual Assistant handle data entry & management for venture capital firms?

Yes. Nacho matches venture capital firms with a vetted, 100% US-based Executive Assistant who owns data entry & management week after week, not a one-off task. Onboarding starts with a $300 Delegation Strategy Plan, your Talent Budget starts at $1,000 a month, and matching takes about a week.

How it works

How your Executive Assistant owns data entry & management for venture capital firms

A Nacho EA assigned to a VC client typically handles the ongoing data maintenance work that falls through the cracks when partners and analysts are focused on sourcing and diligence. That means logging new deal contacts and company profiles into your CRM after intro calls, updating portfolio company financials and KPIs as quarterly reports come in, maintaining cap table records when new rounds close, and keeping fund-level tracking spreadsheets current. Most clients share access to tools like Affinity, Salesforce, Carta, Airtable, or a custom Excel model, and the EA works directly inside those systems rather than creating parallel workflows. Your role is to flag what's changed or what needs updating: the EA handles the actual entry, cross-referencing, and formatting so the data is consistent and reliable.

Off your plate

What your Executive Assistant takes off your plate

Before handing off data entry work, spend 30 minutes documenting your naming conventions, field definitions, and any rules you follow for categorizing deals or portfolio companies, the common mistake is assuming a smart EA will infer your system's logic on their own. The more clearly you can explain what 'correct' looks like in your CRM or spreadsheet, the faster the EA gets up to speed and the less cleanup you'll need to do. A short Loom walkthrough of your data structure is often more useful than a written doc.

  1. CRM Deal Pipeline Entry and Updates

    Logging new prospects, updating deal stages, and recording meeting notes and contact details in Affinity, Salesforce, or your firm's CRM after each sourcing interaction.

  2. Portfolio Company KPI Tracking

    Entering quarterly metrics: revenue, headcount, burn rate, runway, from founder updates or board reports into your portfolio monitoring spreadsheet or platform.

  3. Cap Table and Round Documentation

    Recording new investment rounds, ownership percentages, and security types in Carta or Excel-based cap table models as term sheets close and documents are finalized.

  4. Fund-Level Data Reconciliation

    Cross-referencing LP reports, capital call records, and distribution data to ensure fund administration spreadsheets match what's been communicated to limited partners.

  5. Inbound Deal Flow Logging

    Reviewing inbound pitch decks and referrals, creating standardized company profiles, and entering them into your deal tracking system with consistent categorization by sector, stage, and source.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Airtable
Microsoft Excel
Salesforce
QuickBooks
Google Sheets
HubSpot

...and many more!

Client proof

Trusted by venture capital firms

Nacho supports venture capital firms including Capstar Ventures, Elsewhere Partners, handling everything from data entry & management to broader operational support.

The model

What delegating to Nacho actually looks like

This is ongoing delegation to one vetted, US-based person, not a task posted to a marketplace.

  1. Start with a Delegation Strategy Plan

    A one-time $300 onboarding fee pairs you with a Client Success Manager who maps what to hand off first. See the full process.

  2. Get matched in about a week

    We match you with a vetted, 100% US-based Executive Assistant in your time zone. If the fit is not right, the Nacho Guarantee re-matches you free.

  3. Set a monthly Talent Budget

    Budgets start at $1,000 a month and draw across Executive Assistants from $40/hr, Specialists from $65/hr, and Fractional Executives from $125/hr. Up to $200 of unused budget rolls over each month. For operations-led work, that senior seat is usually a Fractional COO. See pricing in detail.

  4. Three months, then month to month

    The initial term is three months so the working relationship has time to compound, then it rolls month to month. Book a discovery call to size yours.

Talent Budget

What delegating data entry & management costs for venture capital firms

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
from $40/hour
25 hours $1,000
Specialists
from $65/hour
5 hours $325
Fractional Executives
from $125/hour
0 hours $0
Your monthly budget
$1,325

Starting at $1,000/month. One-time $300 onboarding fee includes your Delegation Strategy Plan.

Good questions

Frequently asked questions

Can a Nacho EA work directly inside our CRM and cap table tools?
Yes: EAs work inside the tools you already use, including Affinity, Salesforce, Carta, Airtable, and Excel or Google Sheets-based models. You grant access at whatever permission level you're comfortable with, and the EA operates within those boundaries rather than creating separate systems.
How do you handle confidentiality given the sensitivity of deal and portfolio data?
All Nacho EAs sign confidentiality agreements, and we can accommodate additional NDAs specific to your firm. EAs are US-based professionals who understand that deal data and LP information is sensitive, if your firm has specific data handling protocols, those are documented during onboarding.
We don't have consistent data entry needs every week, is that a problem?
Not at all. Nacho's model is designed for variable workloads, and up to $200 of unused budget rolls over each month, so a lighter period doesn't mean every unspent dollar disappears. VC firms often see data entry volume spike around quarter-end reporting or when a new fund is closing, and the best way to stay ready for those peaks is to keep your team engaged consistently each month.

Ready when you are

Keep your deal and portfolio data clean

Nacho matches VC firms with experienced US-based EAs who can step into your existing tools and maintain the data your team depends on. Onboarding starts at $1,000/month with a one-time $300 setup fee.

Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.