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Manager Support
Getting Started
- Adding a New Team Member
- Supported Document/File Types
- Granting Verivest DocuSign Consent
- Enabling/Disabling Two Factor Authentication
- Setting Up Your Admin Profile
- Updating Your User Information
- Logging Out Of The Admin Portal
- Logging Into Your Admin Portal
- Connecting With HubSpot
- Quick Portal Overview
- Revoking Team Member's Portal Access
- Updating a Team Member's Permissions
- Opting Out Of Parallel Markets
- Updating Your Existing Password
- Submitting Feedback To Our Team
Using the Manager Portal
- Previewing an opportunity before listing
- Manager Profile FAQs
- How to add Contact Tags
- Investments
- Email Notifications
- Accounts
- Removing Account Tags
- Updating Opportunity Documents and funding instructions
- Exporting Contact Details
- Adding Principals and Team Members To Your Firm's Profile
- Hiding an opportunity
- Offerings
- Adding Profile Images
- Managing Your Opportunities
- Settings
- Exporting Investor Account Details
- Opportunities Page Overview
- Adding a Custom Domain
- Add Your Brand Logo (Welcome Email Image and Browser Favicon)
- Reports
- Updating fundraising strategies and techniques
- Opportunity Images
- Adding A Track Record
- Profile
- Accessing the Contacts Page
Investor Management
- Sending Investors a Portal Invitation
- Investor Redemptions
- Creating a Password for an Investor
- Sending an Investor a Password Reset Email
- Uploading Investor Documents
- Auto Verify AML/KYC in the Portal
- Making Changes to Trust Investment Accounts
- Manually Verifying an Investor's Accreditation Status | Verivest Help Center
- Making Changes to Retirement Investment Accounts
- Create or Delete a Contact
- Self Service Options Available In the Investor Portal
- Creating and Posting Investor Statements
- Verify If An Investor Has Logged Into Their Portal
- Updating A Contacts Permissions
- Impersonating An Investor
- Making Changes to an Existing Contact
- For Managers-Investor Portal FAQs
- Managing Investor Accreditations- Parallel Markets
- Creating an Investment Account for an Investor
- Parallel Markets FAQ
- Making Changes to Brokerage Investment Accounts
- Resetting Multi-Factor Authentication:
- Manually Verifying An Investor's Identity
- AML/KYC (Identity Verifications)
- Making Changes to Individual Investment Accounts
- Making Changes to Entity Investment Accounts
- Adding a Contact to an Existing Account
- Bulk Uploading Contacts
- Making Changes to Joint Investment Accounts
- Deleting An Investment Account
Managing Investments
- Update Pledged Amount
- Sending a Pledge Notification
- Sending Subscription Documents
- Investment Checklist Overview
- Editing the Investment Account, Distribution Preference or Funding Method on an Investment
- Updating a pledged amount
- Reversing A Contribution
- Locating New Pledges
- Marking an Investment as Funds Received & Completed
- Voiding Subscription Documents
- What is a Transfer?
- Updating an Investor's Distribution Preference
- Deleting an Investment
- Uploading Offline Subscription Documents
- Creating Pledges and Investments
Educational Series-Webinars
- Improving The Financial Reporting Process
- Uncat: Taking the Frustration Out of Cash Support
- Self-Serve Investments
- Investor Portal Demo
- Verivest Investor Relations: Making Investor Onboarding Effortless
- Manager Dashboard Demo
- What You Can Do All Year To Streamline Your Tax Prep
- Unlocking Full Potential: A Comprehensive Introduction to Valuation Services
- Webinar: From Zero to $100M in AUM: Scaling Secrets Revealed