Manager Profile FAQs

Frequently asked questions

Updated over a week ago

What is a profile page?

Your profile is a customizable page where you can showcase the unique attributes of your investment firm, setting you apart from other investment managers. This is your opportunity to share various details that highlight the strengths and expertise of your firm.

Why should I add a video to my profile?

Adding a video to your profile can help bridge the gap between you and potential investors. It allows them to gain insights into your firm's abilities and goals before reaching out. With a video, you can provide investors with a deeper understanding of your firm's mission and investment goals, increasing the likelihood of connecting with them.

How will a track record benefit me?

Uploading a track record improves your profile and provides valuable information to investors regarding your firm's past investments and opportunities. It demonstrates transparency and enables investors to evaluate your performance across a complete market cycle. A comprehensive track record offers investors a deeper understanding of your firm's capabilities, facilitating more efficient funding for future opportunities.

Why should I add my team members?

Introducing key team members to your profile helps investors get to know your firm on a more personal level. By providing basic information about each team member and their role within your firm, you can build stronger relationships with investors. The more they know about your team, the more trust and confidence they will have in your abilities.

Do I need to pay for a background check if I want a principal displayed on my profile?

No, you do not need to pay for a principal's background check unless you want your profile to be Verivest verified. You can choose to take advantage of this option to enhance the credibility and trustworthiness of your profile.

How do my investors find my profile page?

Investors can easily find your profile page by using your white label profile link or by visiting the investments tab in their portal and clicking on your investment firm's name. This direct access to your profile allows them to learn more about your firm and explore the opportunities you offer.

How do my investors find my open investment opportunity?

To find your open investment opportunity, investors need to click on "Opportunities" after logging into the portal using your company's custom profile link. You can also share an opportunity link by visiting "Opportunities" from your dashboard, selecting an offering, and then “share” at the top of the page to send it to a potential investor.

Can I list an investment opportunity without engaging Verivest for administration services?

No, utilizing Verivest administration services is the only way to list an investment on our platform. You can benefit from their services to ensure a smooth and secure investment process for both you and your investors.

Did this answer your question?