Strategic Executive Assistant / Deal Support Coordinator 1099

I am looking for a sharp, reliable, detail-oriented 1099 Strategic Executive Assistant / Deal Support Coordinator to support high-level consulting, M&A advisory, capital readiness, and growth strategy work during a fast-moving 90-day advisory sprint.

This role is ideal for someone who is organized, discreet, proactive, and comfortable helping manage confidential business information, financial documents, KPI trackers, data room materials, meeting notes, follow-ups, and research.

This is not a basic admin role. It is a support role for someone who wants exposure to business growth, SaaS metrics, M&A advisory, capital readiness, investor preparation, and executive-level strategy.

Responsibilities

The person in this role will help keep the engagement organized and moving by assisting with:

• Document organization in Google Drive and data rooms.
• Meeting notes, action items, and follow-up tracking.
• KPI trackers and simple dashboards.
• Research on strategic buyers, investors, lenders, distribution partners, and competitors.
• Formatting proposals, memos, checklists, and client-facing materials.
• Tracking deadlines and weekly priorities.
• Organizing P&Ls, balance sheets, customer metrics, sales pipeline notes, and revenue reports.
• Building and maintaining checklists for capital readiness, diligence, and transaction preparation.
• Helping identify missing information in provided materials.
• Preparing weekly progress summaries.

You may support work related to:

Financial And Operating Baseline

• Organizing P&Ls, balance sheets, revenue reports, GMV/TPV data, customer metrics, debt schedules, cap table information, and data room materials.

• Helping track ARR, MRR, transaction revenue, gross margin, CAC, payback period, LTV/CAC, churn, GRR, NRR, customer concentration, retention, and expansion metrics.

• Helping document sales processes, pipeline notes, customer segments, distribution partner lists, meeting summaries, and follow-up tasks.

• Helping organize investor-facing materials, data room checklists, use-of-funds notes, milestone tracking, and capital source research.

• Helping prepare buyer/investor research lists, diligence checklists, valuation support materials, and internal project notes.

The ideal person is:

• Reliable, organized, and strong with follow-through.
• Comfortable working with confidential information.
• Strong with Google Docs, Google Sheets, Google Drive, Gmail, Zoom, and online research.
• Able to take messy information and organize it clearly.
• Good at formatting documents, memos, spreadsheets, checklists, and summaries.
• Comfortable working independently with limited direction.
• Curious about business, finance, startups, SaaS, M&A, and growth strategy.
• Willing to sign an NDA.
• Clear and professional in written communication.

Experience in any of the following is helpful, but not all required:

• Executive assistant work.
• Project coordination.
• Startup operations.
• SaaS companies.
• M&A advisory.
• Private equity.
• Capital raising preparation.
• Investor decks or data rooms.
• CRM systems.
• Financial models.
• Business research.
• GoHighLevel.

• Estimated 8 - 10 hours per week to start.
• Hours may increase if the engagement expands.

• This is a 1099 contractor role.
• Initial budget is up to $500 per week, depending on experience, availability, and scope.

During the first month, the focus will be helping organize the foundation of the engagement, including:

• Data room checklist.
• Financial and KPI tracker.
• Meeting notes and action items.
• Follow-up tracker.
• Distribution partner research list.
• Capital readiness checklist.
• Proposal and memo formatting.
• Weekly progress summary.

The best fit is someone who can operate like a chief-of-staff assistant: organized, discreet, intelligent, proactive, and able to help keep momentum moving while protecting confidentiality, accuracy, and professionalism.

About Tony Miller Properties

Tony Miller Properties is a collection of small business servicing the health, wellness, safety and aerospace industries.