Managers

Articles for helping managers navigate the portal

Lindsay Hodge avatar Chris DeLap avatar
25 articles in this collection
Written by Lindsay Hodge and Chris DeLap

Updating your Profile

Sponsors can make updates to their Directory profile via the Sponsor Dashboard.
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Written by Lindsay Hodge
Updated over a week ago

Uploading a Document

You can upload documents for your investors to download from their investor portal, such as K-1s and asset updates.
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Written by Lindsay Hodge
Updated over a week ago

Supported Document Types

We support a range of document types for upload to the investor portal
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Written by Lindsay Hodge
Updated over a week ago

Accepted File Type Uploads

This article lists the accepted file types that can be uploaded to the portal.
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Written by Lindsay Hodge
Updated over a week ago

Manually Verifying an Investor's Accreditation Status

Sponsors can manually override an investor's accreditation status.
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Written by Lindsay Hodge
Updated over a week ago

Adjust an Investment Amount

A Sponsor can adjust the amount of any Investment, up until documents are generated for signature.
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Written by Lindsay Hodge
Updated over a week ago

Updating an Investor's Distribution Preference

Sponsors can update a distribution preference on behalf of an investor.
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Written by Lindsay Hodge
Updated over a week ago

Investor Transfers

Understand the process for transferring investor holdings to another account.
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Written by Lindsay Hodge
Updated over a week ago

Processing Redemptions

How to process investor redemptions in your investor portal.
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Written by Lindsay Hodge
Updated over a week ago

Creating and Posting Investor Statements

How to create and post regular statements for your Investors.
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Written by Lindsay Hodge
Updated over a week ago

How to get Verivest Verified

Looking to fast track investor confidence? Get Verivest Verified.
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Written by Lindsay Hodge
Updated over a week ago

How To Fill Out The Track Record Template

This is an article that explains how to fill out the track record template.
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Written by Lindsay Hodge
Updated over a week ago

How to Manually Submit A Track Record

This article explains how to manually submit a track record
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Written by Lindsay Hodge
Updated over a week ago

Email Notifications

The investor portal sends a number of email notifications out to investors on behalf of the Sponsor.
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Written by Lindsay Hodge
Updated over a week ago