Introducing Veriform: Digitize, Streamline, and Simplify Fund Subscriptions

The investor onboarding process has long been a complex tangle of subscription documents, manual data entry, signatures, and back-and-forth communication. Veriform, the latest offering from Verivend, transforms that process into a modern, digital experience for both GPs and LPs.

What is Veriform?

Veriform is a digital solution that combines onboarding, document completion, and e-signatures into one seamless experience for GPs, LPs, and all parties within a transaction. It takes lengthy, traditional subscription agreements, side letters, and other investment-related documents and builds a secure and dynamic web front-end for them, turning complex documents into intuitive, guided workflows.

For General Partners, Veriform provides a flexible way to digitize their existing legal documents without having to reinvent them. Veriform collects LP information digitally, leverages conditional logic to only display relevant sections (e.g., individual vs. entity investors), and manages the entire process in one seamless and familiar investor experience.For Limited Partners, Veriform decreases the administrative burden and time needed to navigate lengthy legal document exchanges, without sacrificing security and accessibility. 

Why Veriform Matters

The fund subscription process is critical, but too often bogged down by static, 100-page (or more) PDFs, manual signatures, and incomplete investor submissions. In many ways, document and signature processing is the ultimate buzz-kill in private markets investing: there’s tons of deal excitement and fundraising momentum, just to be stuck doing paperwork as a next step. Veriform eliminates those inefficiencies and annoyances by creating a streamlined digital workflow that benefits everyone involved. Below, you’ll find a list of ways Verivend’s latest offering facilitates the subscription process.

1. Digitize your fund documents in minutes

Veriform’s document builder converts subscription agreements, side letters, and operating documents into configurable templates in record time. Fields, groups, and logic can be mapped to meet any onboarding requirement, and templates can be ready to send to investors under tight deadlines.

2. Seamless onboarding with integrated KYC

Fully integrated with Verivend’s onboarding and KYC workflows, Veriform enables GPs to manage investor verification, accreditation, approvals, and signatures from one place without toggling between systems or creating additional friction.

3. A frictionless LP experience

With Veriform, investors are guided through the sections of agreements and documents that only apply to them with the help of intuitive conditional logic. Only the relevant portions appear, simplifying the process for the recipient and reducing errors. Recipients benefit from pre-filled data on subsequent deals, while the interactive interface allows uploads for accreditation verification and other compliance requirements.

4. Real-time visibility and reporting

Through Veriform’s convenient dashboard, GPs can track every investor’s progress, from who has started, signed, or completed the process, and review and retain onboarding data for deal management, reporting, auditing, and compliance purposes.

5. Streamlined e-signature and feedback process

Veriform supports multiple signers, e-counter signatures, and embedded feedback loops. Once finalized, all information is automatically integrated into the original document, and both parties can securely access the fully executed version.

6. Consolidated onboarding packets for compliance

At completion, Veriform binds finalized documents into a single, compliant PDF packet — ensuring nothing is missed and making communication between fund counsel, administrators, and auditors effortless.

The Result: Efficiency, Transparency, and Confidence

With Veriform, fund managers can deliver a faster, cleaner, and more transparent investor onboarding experience while maintaining full control and compliance. Veriform isn’t just about digitizing documents. It’s about redefining the onboarding and subscription process from end to end.

To learn more about Veriform, please contact a member of the Verivend team.