Updating your Profile
Managers can make updates to their profile via the manager dashboard.
Written by Aidee Barron
Updated over a week ago

To begin making changes, click on Profile in your portal.

From this Profile menu you can edit and add details to your manager profile page. There are several options available, including:

  • Adding Team Members

  • Adding Photos & Videos

  • Add your firms “Track record” (a list of records that go over key financial metrics for any or all assets your firm has deployed capital into)

  • Editing your “Overview” (a brief description of your firm and links to your social media)

  • Preview your profile (allows you to view your profile as an investor)

  • Edit your firms “Details” which allows all potential investors to see which markets you have opportunities in, minimum investment amounts, asset acquisition strategies, property types that your firm invest in, & much more!

Need help editing your Overview?

Follow these steps to edit your overview:

  1. Find Overview on the Profile page and click edit

2. Add a brief description of your firm (you can also add social media accounts)

3. Click Save once you’ve finished your updates

Need help adding a banner photo to your profile?

You can add up to three banner photos, which will appear in the banner section, at the top of your profile page.

Follow the steps below to add your photos:

  1. Click on Profile, then click Add Photos

2. Drag/Drop photos from your desktop & then click close

Need to upload a logo?

Follow these steps:

Click on the logo icon pictured below, upload your desired image and click Save

Adding Principals and team members

Key team members or principals can be added from Profile.

A principal is defined as someone who owns 20% or more of the operating company or owns any percentage and is involved in the day-to-day management of the company.

  • You can add up to 6 principals

  • You can add background information for each principal including; a photo of them, a brief description, employment history, education history and any licenses that they may have.

You do not need to pay for a principal’s background check unless you want your profile to be Verivest Verified.

Adding other team members (key people):

From Profile, scroll down then click on “edit” next to TEAM, to add any employee details that you’d like to display on your manager profile.

Need help? Contact support@verivest.com

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