Support functions — Current vs Automation

Executive Assistant

Business Services — Automation view

ID	Task	Role %	Automation %
1	Manage executive calendars & priorities	28%	45%
2	Inbox management & triage	18%	55%
3	Prepare and edit meeting materials (PowerPoint etc.)	12%	52%
4	Coordinate internal and external meetings	10%	38%
5	Arrange international travel and logistics	10%	48%
6	Manage expenses and time tracking	8%	62%
7	Maintain contact databases and relationship information	6%	40%
8	Support events, dinners and conferences	5%	25%
9	Cross-team coordination and backup support	3%	30%

Division of time

1

2

3

4

5

6

7

8

9

With automation

1

2

3

4

5

6

7

8

9

Freed time

47% freed

53% remain

Fund Ops Analyst

Business Services — Automation view

ID	Task	Role %	Automation %
1	Prepare capital call and distribution calculations	16%	51%
2	Support fund reporting	16%	52%
3	Maintain fund models and cash reconciliations	11%	45%
4	Coordinate with external parties	11%	47%
5	Maintain investor records	11%	44%
6	Assist with compliance reporting	11%	39%
7	Contribute to process improvements	11%	40%
8	Analyze performance data	5%	51%
9	Monitor adherence to regulations	5%	41%
10	Support team collaboration	5%	33%

Division of time

1

2

3

4

5

6

7

8

9

10

With automation

1

2

3

4

5

6

7

8

9

10

Freed time

46% freed

54% remain

Deal Team — Current vs Handover

Investment Associate (Deal Team)

Front Office — Handover view

ID	Task	Role %	Handoff %	Handoff Target
1	Perform financial modeling and valuation	21%	0%	—
2	Conduct market research and source deals	17%	0%	—
3	Prepare investment memoranda & presentations	14%	30%	Executive Assistant
4	Monitor portfolio company performance	14%	30%	Fund Ops Analyst
5	Execute due diligence analysis (VDR)	12%	20%	Fund Ops Analyst
6	Support transaction execution and negotiation	11%	0%	—
7	Support investor reporting and governance	6%	40%	Fund Ops Analyst
8	Maintain industry relationships (CRM/Sched)	5%	50%	Executive Assistant

Division of time

1

2

3

4

5

6

7

8

With handover

1

2

3

4

5

6

7

8

Freed time

16% freed

84% remain

Capacity Bridge: Can Support functions absorb the work?

Validating that automation creates enough capacity to handle the Investment Associate's handoffs.

Assumptions: Investment Associate = 50h/week; Support functions role = 40h/week.

Role	Freed by Automation (hrs)	Incoming Handoff (hrs)	Net Headroom (hrs)	Status	Rationale
Executive Assistant	18.4	3.3	+15.1	Yes	Tasks match core skills: Formatting slides (Task 3) and scheduling/CRM entry (Task 8).
Fund Ops Analyst	18.2	4.5	+13.7	Yes	Tasks match core skills: Data collection (Task 4 & 7) and VDR administration (Task 5).
Total	36.6	7.8	28.8	Sufficient system-wide capacity.

What to do with freed up time

Investment Associate

Freed capacity from handover

Freed time: 7.8h/week

(≈ 16% of the role)

Option A: Sustainability

Reduce burnout risk

Current Avg: 50h/week

New Avg: 42.2h/week

(Returns to sustainable levels)

Option B: Deal Velocity

Reinvest time in Sourcing

Avg Screen Time: 4h/deal

Added Capacity: +2.0 Deals/wk

Annual Impact: ~100 extra deals screened

(Increases probability of finding alpha)