Verivest

Aidee Barron

Chris DeLap

If you are an Investment Manager, all the information you need to manage your investors, update your manager profile, and manage opportunities, can be found here.

Managers

Getting Started

How do I access my manager dashboard?

Quick Guide: Manager Portal

We have prepared an email template that you can edit and send to your investors to notify them of the change.

Investor Portal Change Notice Template

During onboarding, we will ask that you grant us consent to send out Subscription Agreements via DocuSign on your behalf.

Granting Consent via DocuSign

How To Access Your Manager Portal, Portal Overview & Granting Consent Via DocuSign.

We support a range of document types for upload to the investor portal

Supported Document Types

This article lists the accepted file types that can be uploaded to the portal.

Accepted File Type Uploads

Support File/Document Types

This video offers a comprehensive look at both the Manager Dashboard and the Investor Portal.

Want to learn all about the Manager Dashboard and Investor Portal? Check out this educational webinar.

Educational Series-Webinars

As we start to make changes to the manager directory, investor portal, and verification services, here is a FAQ to answer your questions.

Verivest's Transition FAQ for Investment Managers

Manager FAQs

FAQs

Using the Manager Dashboard

This article explains how to access the contacts page, review the activity of any listed contact, and exporting their information.

Contacts

You can view and manage all of your investor's accounts from the Accounts page in the manager dashboard

Accounts

You can manage investments during your capital raise from the Investments page in the manager dashboard.

Investments

You can view and manage your opportunity listings from the Opportunities page in the manager dashboard.

Managing Opportunities Page

You can view and manage your offerings from the Offerings page in the manager dashboard.

Offerings

You can build, save, and download reports from the Reports page in the manager dashboard.

Reports

You can customize your investor portal and connect your Hubspot account from the Settings page in the manager dashboard.

Settings

Navigating the Manager Dashboard

You can connect HubSpot, one of the largest and most powerful CRM solutions in the world, to your investor portal!

Connecting with HubSpot

Managers can make updates to their profile via the manager dashboard.

Updating your Profile

This is an article that explains how to add a track record to your profile.

How To Add a Track Record

Managing Opportunities

The investor portal sends a number of email notifications out to investors on behalf of the manager.

Email Notifications

Help articles for adding a track record & detailing your Profile

Customizing/Managing Your Manager Profile

This article goes over how to use Account Tags.

Adding Tags to Accounts

This article goes over how to use Contacts Tags.

Adding Tags To Contacts

How To Use Account & Contact Tags

Updating investor distribution preferences, uploading documents and more!

Managing Investor accounts

You can upload documents for your investors to download from their investor portal, such as K-1s and asset updates.

Uploading a Document

How to create and post regular statements for your Investors.

Creating and Posting Investor Statements

Uploading Investor Documents and Statements 

A manager can adjust the amount of any Investment, up until documents are generated for signature.

Adjust an Investment Amount

Understand the process for transferring investor holdings to another account.

Investor Transfers

Managers can update a distribution preference on behalf of an investor.

Updating an Investor's Distribution Preference

Making Changes/Updates to Existing Investments

Manager can manually override an investor's accreditation status.

Manually Verifying an Investor's Accreditation Status

Manually Verifying Accreditation

Articles to assist you in creating your real estate syndication via Fund Builder

Fund Builder

Answers to questions that may arise when building a syndication via Fund Builder

Fund Builder Q&A

This article provides a quick, but detailed overview of everything you need to know to get started with Fund Builder.

Quick Overview of Fund Builder

To check the status of your application, follow these steps.

How can I check the status of my Fund Builder application?

Introduction to Fund Builder

Managing your Opportunity Page

Preparing to Fundraise

This is a list of various types of transactions that may be relevant to a fund or investment entity.

Cash Support Master List

This document outlines the most common transactions affecting mortgage pool funds.

Mortgage Pools

This document outlines the most common transactions affecting Funds of Funds and Value Add Investment funds.

Fund of Funds & Value Add

This document outlines the most common transactions affecting real estate syndications.

Syndications

This document outlines the most common transactions affecting multi-strategy funds.

Multi-Strategy & Other

Support for various investment strategies to ensure proper recording and reporting of financial transactions.