Fund Builder

  • Custom Offering documents
  • Form D and Blue Sky Filings
  • PPM review
  • Ongoing Fund coaching
  • New Fund consultations
  • Fund creation

Accounting and Fund Administration Services

  • Bank reconciliations
  • Fee calculations and allocation
  • Calculate IRRs and performance metrics
  • Financial statement preparation
  • Track portfolio detail

Investor Servicing

Investor Onboarding

  • Professional fund management portal
  • Electronic subscription processing
  • Accreditation Verification
  • AML/KYC checks
  • Optional Investor Relations service.

Investor Management

  • Waterfall calculations
  • Capital Account Statements
  • Income (Loss) allocations
  • Distribution processing
  • Tax Document distribution

Contact Verivest, LLC

Verivest, LLC pays us to be listed, so there is no fee to connect with them directly.

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Our mission is to help real estate investment managers up their game. We offer an all-in-one solution, providing everything managers need to run their fund from start to finish. Our tech solution starts with Fund Builder, architecting custom real estate funds for any strategy that are ready to launch in days, not weeks. Upon launch, our administration and fund management platform streamlines operations, including seamless fund-raising, a world-class investor experience, and expert accounting and investor reporting.

With 30 years of experience in real estate and $3.2BN in Assets Under Administration, we are disrupting the way real estate funds are formed, launched, and are operated. We get the fund done, so you can just do real estate.

Year Established

2013

Office Locations

16154 SW Upper Boones Ferry Rd, Portland, Oregon 97224

Services
  • Accounting for Lenders
  • Fund Administration
  • Deal Portal
  • Investment Management Software
Real Estate Sectors
  • Residential Investment Real Estate
  • Residential Owner-Occupied Real Estate
  • Commercial Real Estate
  • Private Mortgage Lending
Customer Types
  • Private Mortgage Lenders
  • Wholesale Mortgage Lenders
  • Mortgage Lenders
  • Commercial Mortgage Brokers
  • Commercial Property Investors
  • Commercial Real Estate Brokers
  • Real Estate Developers
  • Residential Mortgage Brokers
  • Residential Property Investors
  • Residential Real Estate Brokers
  • Note Investors
  • Small Business Owners
  • Small Business Lenders

Contact Verivest, LLC

Verivest, LLC pays us to be listed, so there is no fee to connect with them directly.

Stay Informed About Private Lending

Receive our monthly newsletters with valuable insights and industry updates
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