Sales & lead generation support for venture capital firms
Whether you're sourcing deal flow from founder networks, warming up LPs for a new fund raise, or building a pipeline of co-investment partners, the research and outreach work behind those conversations is time-consuming and easy to deprioritize. A Trusty Oak EA handles the prospecting infrastructure — list building, outreach sequencing, CRM hygiene — so your principals stay focused on evaluating companies and closing commitments. This is the operational layer most VC teams don't staff for, but consistently need.
100+ tasks completed in this service category across our client base.
How Trusty Oak handles sales & lead generation for venture capital firms
A Trusty Oak EA working on sales and lead generation for a VC firm typically splits their time between sourcing and outreach operations. On the sourcing side, they build targeted prospect lists using tools like LinkedIn Sales Navigator, Crunchbase, and PitchBook — filtering by sector, stage, geography, or founder background depending on your thesis. On the outreach side, they draft and schedule personalized email sequences in tools like HubSpot, Outreach, or Apollo, and track response rates so you can see what's working. They also maintain your CRM — logging touchpoints, updating contact records, and flagging warm leads that need a partner's attention. Your role is to review the messaging strategy and handle the actual relationship conversations; the EA handles everything that happens before and after those calls.
What your EA takes off your plate
Before handing off lead generation work, document your investment thesis in writing — stage, sector, check size, geographic focus — and share any past outreach that performed well or fell flat. The most common mistake is assuming the EA can infer your sourcing criteria from a conversation; a one-page brief saves weeks of misaligned list building and lets your EA start producing usable prospects in the first week.
Targeted Prospect List Building
Research and compile lists of founders, LPs, or co-investors using Crunchbase, PitchBook, or LinkedIn Sales Navigator filtered by your fund's specific investment thesis.
Outreach Sequence Setup and Management
Draft multi-touch email sequences in Apollo, Outreach, or HubSpot and manage send schedules, follow-up timing, and reply triage on behalf of the deal team.
CRM Data Entry and Pipeline Maintenance
Log all prospect interactions, update deal stages, and keep contact records current in Salesforce, Affinity, or your firm's preferred CRM so pipeline visibility stays accurate.
LP Prospect Research and Warm Outreach Prep
Identify qualified LP prospects — family offices, endowments, fund-of-funds — and prepare background briefs and personalized outreach drafts ahead of fundraising conversations.
Conference and Event Lead Follow-Up
After events like SaaStr, StrictlyVC, or your own LP days, systematically follow up with new contacts, log them into your CRM, and move warm leads into the appropriate pipeline stage.
Tools our team works with
We adapt to your existing stack — no forced migrations.
Salesforce 
Apollo.io 
LinkedIn Sales Navigator 
ZoomInfo 
Outreach 
HubSpot Trusted by venture capital firms
Trusty Oak supports venture capital firms including Capstar Ventures, Elsewhere Partners — handling everything from sales & lead generation to broader operational support.
What sales & lead generation support costs for venture capital firms
Drag the sliders to build a monthly plan that fits your workload.
Executive Assistants
~$35/hourSpecialists
~$50/hourFractional Executives
~$95/hourStarting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a Discovery CallFrequently Asked Questions
Build your deal flow pipeline without doing the legwork yourself
Trusty Oak's onboarding includes a Strategic Delegation Plan tailored to your fund's sourcing needs — so your EA is building the right lists and sending the right messages from day one. Monthly talent budgets start at $1,000 with a one-time $300 onboarding fee.