Verivest

Aidee Barron

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

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

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