Verivest

An admin/manager can take several actions in the portal. Below is a categorized list of all actions.

<a href="https://support.verivest.com/en/articles/7033641-updating-your-profile">Update the name of your firm</a>

<a href="https://support.verivest.com/en/articles/8052121-manager-profile-images">Add/update your company’s logo </a>

<a href="https://support.verivest.com/en/articles/8352691-add-your-brand-logo-welcome-email-image-and-browser-favicon">Add Your Brand Logo (Welcome Email Image and Browser Favicon)</a>

<a href="https://support.verivest.com/en/articles/8052121-manager-profile-images">Add/update banner images (cover photos displayed on profile)</a>

<a href="https://support.verivest.com/en/articles/7033641-updating-your-profile">Add/update profile videos</a>

<a href="https://support.verivest.com/en/articles/7033641-updating-your-profile">Add/update your company's profile overview</a>

<a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Edit/update listed opportunities (opportunity images, opportunity description and documents)</a>

<a href="https://support.verivest.com/en/articles/8059495-adding-principals-and-team-members">Add/update/edit team members and principals</a>

<a href="https://support.verivest.com/en/articles/6337979-how-to-add-a-track-record">Add/edit/update your firm's track record</a>

- <a href="https://support.verivest.com/en/articles/7033641-updating-your-profile">Update the name of your firm</a>
- <a href="https://support.verivest.com/en/articles/8052121-manager-profile-images">Add/update your company’s logo </a>
- <a href="https://support.verivest.com/en/articles/8352691-add-your-brand-logo-welcome-email-image-and-browser-favicon">Add Your Brand Logo (Welcome Email Image and Browser Favicon)</a>
- <a href="https://support.verivest.com/en/articles/8052121-manager-profile-images">Add/update banner images (cover photos displayed on profile)</a>
- <a href="https://support.verivest.com/en/articles/7033641-updating-your-profile">Add/update profile videos</a>
- <a href="https://support.verivest.com/en/articles/7033641-updating-your-profile">Add/update your company's profile overview</a>
- <a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Edit/update listed opportunities (opportunity images, opportunity description and documents)</a>
- <a href="https://support.verivest.com/en/articles/8059495-adding-principals-and-team-members">Add/update/edit team members and principals</a>
- <a href="https://support.verivest.com/en/articles/6337979-how-to-add-a-track-record">Add/edit/update your firm's track record</a>

You can perform the following actions on your Contacts:

<a href="https://support.verivest.com/en/articles/8055179-verify-if-an-investor-has-logged-into-their-portal">View their status</a> (active = has an account, offline = hasn't been invited, invited = welcome sent but hasn't created password)

<a href="https://support.verivest.com/en/articles/8346560-adding-or-deleting-a-contact">Add or remove contacts</a>

<a href="https://support.verivest.com/en/articles/8349267-making-changes-to-an-existing-contact">Edit contacts</a>

<a href="https://support.verivest.com/en/articles/8346515-bulk-uploading-contacts">Bulk upload contacts</a>

<a href="https://support.verivest.com/en/articles/8350841-updating-a-contacts-permissions">Updating A Contacts Permissions</a>

<a href="https://support.verivest.com/en/articles/8350828-sending-a-welcome-email-to-an-investor">Sending a Welcome Email to an Investor</a>

<a href="https://support.verivest.com/en/articles/8055179-verify-if-an-investor-has-logged-into-their-portal">Verify If An Investor Has Logged Into Their Portal</a>

<a href="https://support.verivest.com/en/articles/8350848-sending-an-investor-a-password-reset-email">Send an Investor a Password Reset Email</a>

<a href="https://support.verivest.com/en/articles/8350847-creating-a-password-for-an-investor">Create a Password for an Investor</a>

<a href="https://support.verivest.com/en/articles/8350872-reset-or-disable-multi-factor-authentication-on-an-investor-s-account">Reset or Disable Multi-Factor Authentication on an Investor's Account</a>

<a href="https://support.verivest.com/en/articles/8346560-adding-or-deleting-a-contact">Delete contacts</a>

<a href="https://support.verivest.com/en/articles/7914074-adding-tags-to-contacts">Add or remove contact tags</a>

<a href="https://support.verivest.com/en/articles/7877817-contacts">View their activity</a>

<a href="https://support.verivest.com/en/articles/7877817-contacts">Check when a contact was created</a>

<a href="https://support.verivest.com/en/articles/8008320-exporting-contact-details">Export your contact list</a>

- <a href="https://support.verivest.com/en/articles/8055179-verify-if-an-investor-has-logged-into-their-portal">View their status</a> (active = has an account, offline = hasn't been invited, invited = welcome sent but hasn't created password)
- <a href="https://support.verivest.com/en/articles/8346560-adding-or-deleting-a-contact">Add or remove contacts</a>
- <a href="https://support.verivest.com/en/articles/8349267-making-changes-to-an-existing-contact">Edit contacts</a>
- <a href="https://support.verivest.com/en/articles/8346515-bulk-uploading-contacts">Bulk upload contacts</a>
- <a href="https://support.verivest.com/en/articles/8350841-updating-a-contacts-permissions">Updating A Contacts Permissions</a>
- <a href="https://support.verivest.com/en/articles/8350828-sending-a-welcome-email-to-an-investor">Sending a Welcome Email to an Investor</a>
- <a href="https://support.verivest.com/en/articles/8055179-verify-if-an-investor-has-logged-into-their-portal">Verify If An Investor Has Logged Into Their Portal</a>
- <a href="https://support.verivest.com/en/articles/8350848-sending-an-investor-a-password-reset-email">Send an Investor a Password Reset Email</a>
- <a href="https://support.verivest.com/en/articles/8350847-creating-a-password-for-an-investor">Create a Password for an Investor</a>
- <a href="https://support.verivest.com/en/articles/8350872-reset-or-disable-multi-factor-authentication-on-an-investor-s-account">Reset or Disable Multi-Factor Authentication on an Investor's Account</a>
- <a href="https://support.verivest.com/en/articles/8346560-adding-or-deleting-a-contact">Delete contacts</a>
- <a href="https://support.verivest.com/en/articles/7914074-adding-tags-to-contacts">Add or remove contact tags</a>
- <a href="https://support.verivest.com/en/articles/7877817-contacts">View their activity</a>
- <a href="https://support.verivest.com/en/articles/7877817-contacts">Check when a contact was created</a>
- <a href="https://support.verivest.com/en/articles/8008320-exporting-contact-details">Export your contact list</a>

<a href="https://support.verivest.com/en/articles/7208172-exporting-investor-account-details">Export all data in the Accounts section</a>

<a href="https://support.verivest.com/en/collections/3853838-investor-account-management">Create/delete and manage investment accounts</a>

<a href="https://support.verivest.com/en/articles/7920411-adding-tags-to-accounts">Add/remove account tags</a>

<a href="https://support.verivest.com/en/articles/5858169-accounts">View investor investments &amp; investment account details</a>

<a href="https://support.verivest.com/en/articles/5858169-accounts">Review investor holdings &amp; transactions</a>

<a href="https://support.verivest.com/en/articles/5887536-updating-an-investor-s-distribution-preference">Add or update an investors distribution preference</a>

<a href="https://support.verivest.com/en/articles/5857873-uploading-investor-documents">Upload documents to specific investors</a>

- <a href="https://support.verivest.com/en/articles/7208172-exporting-investor-account-details">Export all data in the Accounts section</a>
- <a href="https://support.verivest.com/en/collections/3853838-investor-account-management">Create/delete and manage investment accounts</a>
- <a href="https://support.verivest.com/en/articles/7920411-adding-tags-to-accounts">Add/remove account tags</a>
- <a href="https://support.verivest.com/en/articles/5858169-accounts">View investor investments &amp; investment account details</a>
- <a href="https://support.verivest.com/en/articles/5858169-accounts">Review investor holdings &amp; transactions</a>
- <a href="https://support.verivest.com/en/articles/5887536-updating-an-investor-s-distribution-preference">Add or update an investors distribution preference</a>
- <a href="https://support.verivest.com/en/articles/5857873-uploading-investor-documents">Upload documents to specific investors</a>

<a href="https://support.verivest.com/en/articles/8054752-investment-progress-checklist">View the status of investments</a>

<a href="https://support.verivest.com/en/articles/8052155-updating-a-pledged-amount">Edit an investment/pledge</a>

<a href="https://support.verivest.com/en/articles/8052179-deleting-a-pledge-documents-have-not-been-signed-or-sent">Delete an investment/pledge</a> &amp; <a href="https://support.verivest.com/en/articles/8052167-deleting-an-investment-after-subscription-documents-have-been-sent-or-signed">Delete an investment after documents have been signed</a>

<a href="https://support.verivest.com/en/articles/8055113-manually-verify-an-investor-s-identity-verification">Manually verify an investor's identity verification</a>

<a href="https://support.verivest.com/en/articles/5986598-manually-verifying-an-investor-s-accreditation-status">Manually verify an investor's accreditation status</a>

<a href="https://support.verivest.com/en/articles/8055246-sending-subscription-documents">Send subscription documents</a>

<a href="https://support.verivest.com/en/articles/8054752-investment-progress-checklist">Confirm that the funds have been received</a>

- <a href="https://support.verivest.com/en/articles/8054752-investment-progress-checklist">View the status of investments</a>
- <a href="https://support.verivest.com/en/articles/8052155-updating-a-pledged-amount">Edit an investment/pledge</a>
- <a href="https://support.verivest.com/en/articles/8052179-deleting-a-pledge-documents-have-not-been-signed-or-sent">Delete an investment/pledge</a> &amp; <a href="https://support.verivest.com/en/articles/8052167-deleting-an-investment-after-subscription-documents-have-been-sent-or-signed">Delete an investment after documents have been signed</a>
- <a href="https://support.verivest.com/en/articles/8055113-manually-verify-an-investor-s-identity-verification">Manually verify an investor's identity verification</a>
- <a href="https://support.verivest.com/en/articles/5986598-manually-verifying-an-investor-s-accreditation-status">Manually verify an investor's accreditation status</a>
- <a href="https://support.verivest.com/en/articles/8055246-sending-subscription-documents">Send subscription documents</a>
- <a href="https://support.verivest.com/en/articles/8054752-investment-progress-checklist">Confirm that the funds have been received</a>

<a href="https://support.verivest.com/en/articles/5858228-settings">Copy the direct opportunity link to share with investors</a>

<a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Update an opportunity's name</a>

<a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Add an opportunity's inception date</a>

<a href="https://support.verivest.com/en/articles/8052102-updating-fundraising-strategies-and-techniques">Update the opportunity's strategies and risk profiles</a>

<a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Edit or update an opportunity's description</a>

<a href="https://support.verivest.com/en/articles/8052145-previewing-an-opportunity-before-listing">Preview an Opportunity</a>

<a href="https://support.verivest.com/en/articles/8052135-updating-opportunity-documents-and-funding-instructions">Update an opportunity's documents or wiring instructions</a>

<a href="https://support.verivest.com/en/articles/8054954-opportunity-images">Add or update an opportunity's images</a>

<a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Update an opportunity's status</a>

<a href="https://support.verivest.com/en/articles/8052131-hiding-an-opportunity">Hide or choose to display an opportunity</a>

- <a href="https://support.verivest.com/en/articles/5858228-settings">Copy the direct opportunity link to share with investors</a>
- <a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Update an opportunity's name</a>
- <a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Add an opportunity's inception date</a>
- <a href="https://support.verivest.com/en/articles/8052102-updating-fundraising-strategies-and-techniques">Update the opportunity's strategies and risk profiles</a>
- <a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Edit or update an opportunity's description</a>
- <a href="https://support.verivest.com/en/articles/8052145-previewing-an-opportunity-before-listing">Preview an Opportunity</a>
- <a href="https://support.verivest.com/en/articles/8052135-updating-opportunity-documents-and-funding-instructions">Update an opportunity's documents or wiring instructions</a>
- <a href="https://support.verivest.com/en/articles/8054954-opportunity-images">Add or update an opportunity's images</a>
- <a href="https://support.verivest.com/en/articles/8052089-managing-your-fundraising-opportunities-on-the-verivest-platform">Update an opportunity's status</a>
- <a href="https://support.verivest.com/en/articles/8052131-hiding-an-opportunity">Hide or choose to display an opportunity</a>

<b> 💡 If you utilize our fund administration services, please consult with our fund admin team before making any changes in the Offerings section. </b>

<a href="https://support.verivest.com/en/articles/5858202-offerings">Review accounting</a>

<a href="https://support.verivest.com/en/articles/8417332-creating-and-posting-investor-statements#h_510504ac32">Post investor statements</a>

<a href="https://support.verivest.com/en/articles/8417332-creating-and-posting-investor-statements#h_510504ac32">Preview statements</a>

<a href="https://support.verivest.com/en/articles/5857873-uploading-investor-documents">Add documents via bulk action for all investors participating in a specific fund</a>

- <a href="https://support.verivest.com/en/articles/5858202-offerings">Review accounting</a>
- <a href="https://support.verivest.com/en/articles/8417332-creating-and-posting-investor-statements#h_510504ac32">Post investor statements</a>
- <a href="https://support.verivest.com/en/articles/8417332-creating-and-posting-investor-statements#h_510504ac32">Preview statements</a>
- <a href="https://support.verivest.com/en/articles/5857873-uploading-investor-documents">Add documents via bulk action for all investors participating in a specific fund</a>

<a href="https://support.verivest.com/en/articles/5858205-reports">Reports:</a>

Generate a Periodic Account Summary Report

Generate a Capital Pledged and Contributed report

- Generate 1099 INT Report
- Generate a Periodic Account Summary Report
- Generate a Capital Pledged and Contributed report
- Generate a CAR Report
- Generate a CAR Withholding Report
- Generate a Demographics Report
- Generate a Demographics Plus Report
- Generate an ERISA Report

<a href="https://support.verivest.com/en/articles/5858228-settings">Update your Company's Support email</a>

<a href="http://Granting%20Portal%20Access%20To%20A%20New%20Team%20Member" rel="nofollow noopener noreferrer" target="_blank">Grant new team members portal access </a>

<a href="https://support.verivest.com/en/articles/8352681-revoking-a-team-members-portal-access">Revoke a team members portal access</a>

<a href="https://support.verivest.com/en/articles/8352621-granting-portal-access-to-a-new-team-member#h_fb044a68cd">Manage team member permissions</a>

<a href="https://support.verivest.com/en/articles/5858228-settings">Share your Company's profile</a>

<a href="https://support.verivest.com/en/articles/5845806-granting-consent-via-docusign">Setup DocuSign integration</a>

<a href="https://support.verivest.com/en/articles/5858228-settings">Update or add a statement logo image</a>

- <a href="https://support.verivest.com/en/articles/5858228-settings">Update your Company's Support email</a>
- <a href="http://Granting%20Portal%20Access%20To%20A%20New%20Team%20Member" rel="nofollow noopener noreferrer" target="_blank">Grant new team members portal access </a>
- <a href="https://support.verivest.com/en/articles/8352681-revoking-a-team-members-portal-access">Revoke a team members portal access</a>
- <a href="https://support.verivest.com/en/articles/8352621-granting-portal-access-to-a-new-team-member#h_fb044a68cd">Manage team member permissions</a>
- <a href="https://support.verivest.com/en/articles/5858228-settings">Share your Company's profile</a>
- <a href="https://support.verivest.com/en/articles/5845806-granting-consent-via-docusign">Setup DocuSign integration</a>
- <a href="https://support.verivest.com/en/articles/5858228-settings">Update or add a statement logo image</a>

Profile:

Contacts:

Accounts

Investments:

Opportunities:

Offerings:

Reports:

Settings: