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Managers
Managers
Articles for helping managers navigate the portal
25 articles in this collection
Written by
Lindsay Hodge
and
Chris DeLap
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 over a week ago
Investor Portal Change Notice Template
We have prepared an email template that you can edit and send to your investors to notify them of the change.
Written by
Chris DeLap
Updated over a week ago
Sponsor Dashboard Overview
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
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 this week
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
Navigating the Sponsor Dashboard
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
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 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
Sponsor Dashboard Settings
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