Venture Capital Outsourcing Services – Support We Provide
Through our team of experienced venture capital analysts, sector specialists, and start-up-focused consultants, we deliver tailored services across the full start-up investment life cycle, helping venture capital firms enhance deal flow, reduce time-to-close, and maximize portfolio outcomes.
Start-Up/Early-Stage Sourcing Services
Discover high-potential start-ups and founders aligned with your fund’s investment thesis. Our sourcing team uses a mix of thematic research, start-up ecosystem scans, and AI-powered tools to identify relevant, fundable opportunities.
Services include:
- Platform/Add-on Pipeline Building
- Investment Thesis Research
- Founder & Team Profiling
- Contact Sourcing and Outreach Lists
- Market White Space & Innovation Gap Analysis
- Competitive Landscape and Industry Scans
Evaluation & Due Diligence Services
Quickly validate and prioritize opportunities using SGA’s fast, founder-friendly due-diligence processes. We specialize in early-stage analysis frameworks that reflect the limited-data high-velocity nature of venture investing.
Services include:
- Business Model & Product-market Fit Assessment
- Financial Model Review and Scenario Planning
- Cap Table & Fundraising Round Analysis
- Benchmarking of Metrics (CAC, LTV, Churn, MRR, etc.)
- Risk & Scalability Assessment
- Investment Committee (IC) Memos and Company Profiles
Portfolio Monitoring & Reporting
Stay informed with dynamic dashboards and consistent reporting across your portfolio. SGA builds customized tools and templates to help VC firms track performance, support portfolio reviews, and meet LP expectations.
Services include:
- Real-time KPI Dashboards
- Founder Updates and Performance Summaries
- Fund Fact Sheets and Portfolio Overviews
- Burn Rate & Runway Tracking
- Sector Benchmarking for Portfolio Context
- Board- & LP-ready Reporting Decks
Outsourced CFO & Financial Planning Services
Enable your portfolio companies to focus on growth while we manage the finance stack. SGA offers VC-friendly CFO and finance-as-a-service support tailored for start-ups and scale-ups.
Services include:
- Budgeting and Forecasting
- 13-week Cash Flow Management
- Fundraising Support and Pitch Model Development
- Cap Table & Investor Reporting
- M&A and Exit Support (QofE, Valuation, Diligence)
Venture Marketing & Fundraising Support
Enhance your brand visibility with founders and LPs through our marketing and outreach services. We create powerful content, fund decks, and research-driven artifacts that reflect your unique positioning and value-addition.
Services include:
- Fundraising Collateral & LP Pitch Decks
- LP & Co-investor List Building
- Brand Design, Visual Assets, and Templates
- Thematic Blogs, Sector Reports, and Newsletters
- Founder Outreach Content and Email Sequences
- CRM Setup and Deal-flow Tracking
Thematic Research & Sector Insights
Back your investment strategy with deep, forward-looking research across high-growth themes and emerging sectors. Our analysts produce high-impact insights to support fund positioning, thesis development, and market navigation.
Services include:
- Sector-specific Market Maps
- TAM/SAM/SOM Analysis
- Emerging Trends Tracking (AI, Fintech, Climate Tech, etc.)
- Competitor Intelligence
- Policy, Regulatory, and Innovation Research
Data Analytics & Visualization Dashboards
Leverage your data with intuitive, real-time dashboards that simplify tracking and drive decisions. We turn fragmented deal, start-up, and fund data into clear visual stories for your team and investors.
Services include:
- Fund Performance Dashboards
- Deal Pipeline Visualization
- Founder Reporting Templates
- Investor Updates and Data Rooms
- Metric-based Health Scores and Alerts
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle and evaluate capacity availability.
- Track the time spent on each request through a single dashboard view for managers.
- MIS reporting feature to track productivity.

Knowledge Management System
- Centralized knowledge repository leveraged by teams globally.
- User-friendly search through available content to reduce TAT and increase efficiency.
- Easy to implement, integrate, and customizable as per the client’s requirements.

Investment Banking Productivity Suite
- Package of slide layouts and infographics in client’s color scheme.
- Investment banking productivity suite.
- TOC creation with pre-ideas/guidelines.
- Build custom automated tombstone slides using past deal data.
- Manage and edit charts, tables, format, etc. with a single click.

Custom RPA Tools
- Automated data extraction from structured and unstructured sources.
- AI-/ML-driven NLP tools for processing qualitative information.
- Automated quality check and assurance tools.
