Managers

Verivest's Transition FAQ for Investment Managers

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

Written by Chris DeLap
Updated this week

Quick Guide: Sponsor Dashboard

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

Written by Lindsay Hodge
Updated over a week ago

Overview of Accounting Tools

Quick guide to Verivest's accounting tools.

Written by Lindsay Hodge
Updated over a week ago

Accounts

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

Written by Lindsay Hodge
Updated over a week ago

Investments

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

Written by Lindsay Hodge
Updated over a week ago

Opportunities

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

Written by Lindsay Hodge
Updated over a week ago

Offerings

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

Written by Lindsay Hodge
Updated over a week ago

Reports

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

Written by Lindsay Hodge
Updated over a week ago

Settings

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

Written by Lindsay Hodge
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.

Written by Lindsay Hodge
Updated over a week ago

Sponsor Reviews

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

Written by Lindsay Hodge
Updated over a week ago

Updating your Profile

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

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.

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

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.

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.

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.

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.

Written by Lindsay Hodge
Updated over a week ago

Investor Transfers

Understand the process for transferring investor holdings to another account.

Written by Lindsay Hodge
Updated over a week ago

Allocations and Distributions

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

Written by Lindsay Hodge
Updated over a week ago

Processing Redemptions

How to process investor redemptions in your investor portal.

Written by Lindsay Hodge
Updated over a week ago

Creating and Posting Investor Statements

How to create and post regular statements for your Investors.

Written by Lindsay Hodge
Updated over a week ago

How to get Verivest Verified

Looking to fast track investor confidence? Get Verivest Verified.

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.

Written by Lindsay Hodge
Updated over a week ago

How to Upload a Track Record

This video will explain how to upload a track record.

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

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.

Written by Lindsay Hodge
Updated over a week ago

Connecting with HubSpot

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

Written by Lindsay Hodge
Updated over a week ago

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 Lindsay Hodge
Updated over a week ago