Executive and portfolio company support for Private Equity firms
Support that keeps pace with your investment business.
Private equity teams work to demanding schedules, with competing priorities across fundraising, investor relationships, transactions and portfolio oversight. Behind that activity sits a substantial coordination and administrative workload.
SmartPA provides flexible PA and business support to help your people stay organised, responsive and focused. We can support your own firm and provide additional capacity to portfolio businesses as their needs change.
Support for your firm and portfolio
Executive support
Complex diaries, travel, meeting preparation and follow-up
Meeting and event coordination
Scheduling and logistics for investor, adviser and portfolio meetings
Research and administration
Information gathering, record maintenance and recurring business processes
Portfolio company support
Flexible PA and administrative capacity for businesses experiencing growth, change or leadership transitions
Document and presentation support
Formatting, proofreading and assembling investment committee papers, investor presentations, quarterly reports, portfolio company board packs and due diligence materials. We work from your approved content and templates, helping maintain consistency, manage versions and meet demanding deadline
...and much more.
Capacity that adapts to changing priorities
From supporting a senior leadership team to helping a portfolio business build a stronger administrative foundation, SmartPA can provide dedicated or shared support on an ongoing or project basis.
Our human-centred, tech-enabled approach combines skilled people with practical process improvements, helping reduce the administrative burden as workloads evolve.
Our specialists review processes across your firm or portfolio businesses and recommend automation or using your approved AI tools to reduce manual effort in meeting preparation, action tracking and reporting.
Let's discuss support for your firm and portfolio.
Explore where additional capacity could make the greatest difference.