We are excited to introduce Verivend Strategic Services and White Glove Support, offering you a comprehensive solution for powering your entire investment journey. With Verivend and our trusted partners, you can now mix and match services to meet your specific needs, investor demands, and compliance requirements.
Unbundling for Flexibility and Customization
We’ve unbundled our services to offer you the most flexibility, customization and fairest pricing:
Verivend Core Platform: Our investment management and payments technology.
Strategic Services: Additional services to provide end-end fund administration.
Verivend White Glove Services: A fully outsourced service level for those who prefer a hands-off approach.
This new service model reflects our belief that one size does not fit all. The future of investment management is unbundled and supported by interoperable solutions. Rather than limiting you to specific fee structures, entity types, standardized LPAs or service bundles you don’t need, Verivend allows you to pick and choose the best solution for you to be successful. Verivend is:
Unbundled: We’ve broken our product into modular units for customers to build their perfect solution.
Interoperable: Verivend is designed to work seamlessly with your existing service providers—whether it's your own attorney, legal docs, or accountant, or one of our preferred partners, these services can be structured à la carte and fully integrated with the Verivend Core Platform.
Verivend Core Platform
The Verivend Core Platform is a self-serve investment management platform supported with exceptional customer service. It is designed to manage all aspects of your fund operations, investor management, communications, and capital flows.
Key features include:
Comprehensive Dashboard: Manage your investments and tasks from one centralized location.
Dynamic Investor Portal: Provides your investors with a portal where they can track their investments, access documents, and view performance.
Payments: Verivend handles all payments—including capital raising, deployment, disbursements, and banking. As the only private capital platform built around a payments core, the benefits are significant:
Inline Payments: Manage transactions directly in the app, eliminating the need for third-party platforms or sending wires.
No Limits on Transfers: No restrictions on the size or volume of transfers.
Instant Transfers: Fundraise faster!
Real-Time Updates: Monitor your fundraise live as it happens.
Automatic Reconciliation: Save hours of manual work.
Secure Transactions: Ensure secure transactions without sharing sensitive bank information or risking errors.
Supported by Good Humans
Our platform is supported by a team of great humans who are here to help. We have the capacity and remit to help you. Whether you’re a first-time investment sponsor or a seasoned veteran, our team is committed to your success on the platform and with your investments. We recognize that technology alone isn’t enough, and that personal support is often essential.
“We answer our phones. Everyone at Verivend is in customer service.”
- Rodney Reisdorf, Co-founder & CEO
We take pride in offering one of the best service level agreements (SLAs) in private markets investment management, ensuring you get the support you need when you need it.
Verivend Core Platform= Payments centered tech solution + Good humans here to help you.
Strategic Services: Tailored to Your Needs
Verivend Strategic Services are designed to take you beyond the core platform, offering a range of modular solutions that can be tailored to your specific needs, from fund formation to investor K-1 distribution.
Our Strategic Services include:
Entity Formation: Support for setting up any fund or SPV structure, whether you're starting fresh or bringing an existing entity into Verivend.
Compliance Support: Our experts manage all necessary filings, KYC, accreditation, and AML verification to ensure compliance and protection of your operations.
Accounting & Taxes: Comprehensive support in accounting, tax preparation, and K-1 distribution, ensuring compliance and simplifying your workload.
Migrate to Verivend: Bring your existing investment entities over to Verivend. Our onboarding experts integrate all aspects of the investment journey for you and your investors into a single, powerful experience. Whether you’re managing past, present, or future entities, Verivend ensures that all your critical data and records are securely migrated and easily accessible in one place.
White Glove Support: A Fully Outsourced Solution
Looking for a fully outsourced investment management solution?
Verivend White Glove Support offers you a turnkey solution, allowing you to offload all fund administration and investment management tasks to our team of experts. We manage the entire process, keeping you informed at key milestones while you focus on your core business.
Our White Glove Support offers two primary solutions, or you can bundle them together for a fully managed, end-to-end experience:
Entity Operations and Investor Management: Our team handles entity setup, operational details, investor onboarding and ongoing investor relations tasks. Optimize the entire lifecycle of your investment entity so you can focus on dealmaking, growing your AUM and maximizing returns for your investors.
Treasury & Capital Management: Eliminate the time spent managing your fundraise, disbursements and financial operations of your entity. Our team of experts will manage every aspect of your capital flow to ensure that your financial processes are efficient, transparent, and secure for both you and your investors.
Verivend White Glove Services are a turnkey solution offering you complete peace of mind.
Verivend: Tailored Solutions for Every Investment
The launch of Verivend Strategic Services and introduction of White Glove Support above and beyond the Verivend Core Platform means we can deliver GPs and Investment Sponsors a fully tailored experience that goes beyond the one-size-fits-all standard in the industry. Solutions Tailored to You. Only pay for what you need.
Whether you’re a seasoned syndicate lead, solo GP, or Emerging Manager raising your first fund, Verivend offers tailored solutions to meet your needs:
Seasoned Syndicate Lead
Asset Class | Real Estate |
Entity | Deal-by-Deal SPVs |
Starting Point | Already set-up an SPV & 100 past SPVs |
Investors | 100/deal |
Team | 1-2 |
Compliance Requirements | Investor KYC & Accreditation Verification |
Solution: Verivend Core Platform + Investor KYC/AML + Investors Accreditation + Entity Migration Support
Leverage the Verivend Core Platform to scale your syndicate with a small team and improve your co-investors experience. Stay compliant with advanced KYC/AML and Accreditation verification. Our team will import all the data from your past deals to handle ongoing investment tracking and handle any distributions.
Solo GP Raising Fund I
Asset Class | Venture Capital |
Entity | Fund |
Starting Point | Launching |
Investors | 50 |
Team | 1 |
Compliance Requirements | Investor KYC & Accreditation, State & Federal Filings |
Solution: Verivend Core Platform + Entity Formation + Investor KYC/AML & Accreditation + Compliance & Filings + Full White Glove Support (Entity Operations and Investor Management + Treasury & Capital Management)
A fully outsourced solution for solo GPs. Use Verivend for a fully tailored, and fully integrated white-glove experience. Meet compliance requirements with our Strategic Services. Deliver your investors a frictionless experience where they can onboard, sign documents, fund capital calls and view their investments from a single login.
Mid-Market PE Firm
Asset Class | Private Equity |
Entity | Fund |
Starting Point | Existing Legal Firm + Accountant |
Investors | 75/Fund |
Team | 3 |
Compliance Requirements | N/A |
Solution: Verivend Core Platform + White Glove Treasury and Capital Management
Leverage the Verivend Core Platform and our expert team to handle all your capital flows: capital calls, deployment and ongoing distributions. Verivend will integrate and work with your existing law firm and accountant to provide you and your investors a seamless experience.
Get started today and discover the power of unbundled, customer first, customized investment management.
Comments