Managers

Quick Guide: Sponsor Dashboard

A quick overview of the tools available to help you manage your portal.

Written by Persephone Hexworth
Updated over a week ago

Overview of Accounting Tools

Quick guide to Verivest's accounting tools.

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Accounts

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

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Updated over a week ago

Investments

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

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Opportunities

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

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Updated over a week ago

Offerings

You can view and manage your offerings from the Offerings page in the Sponsor Dashboard.

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Updated over a week ago

Reports

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

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Settings

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

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Updated over a week ago

Document Tags

You can use Document Tags to help your investors filter through their documents section to find exactly what they need.

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Sponsor Reviews

Investors can now leave reviews for sponsors they have invested with.

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Updating your Profile

Sponsors can make updates to their Directory profile via the Sponsor Dashboard.

Written by Persephone Hexworth
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.

Written by Persephone Hexworth
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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Accepted File Type Uploads

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

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Manually Verifying an Investor's Accreditation Status

Sponsors can manually override an investor's accreditation status.

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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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Updating an Investor's Distribution Preference

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

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Investor Transfers

Understand the process for transferring investor holdings to another account.

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Allocations and Distributions

This provides instructions on how to allocate income(loss) as well as process distributions in your investor portal.

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Processing Redemptions

How to process investor redemptions in your investor portal.

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Creating and Posting Investor Statements

How to create and post regular statements for your Investors.

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How to get Verivest Verified

Looking to fast track investor confidence? Get Verivest Verified.

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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.

Written by Persephone Hexworth
Updated over a week ago

How to Upload a Track Record

This video will explain how to upload a track record.

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How to Manually Submit A Track Record

This article explains how to manually submit a track record

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Email Notifications

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

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Connecting with HubSpot

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

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Granting Consent via DocuSign

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

Written by Persephone Hexworth
Updated over a week ago