Verivest

Aidee Barron

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

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

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

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

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

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

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

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

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

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

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

Help articles for adding a track record & detailing your Profile

This article goes over how to use Account Tags.

This article goes over how to use Contacts Tags.

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