Your customerservice solutionfor investors.

Closing a deal is just the beginning of the work involved in real estate investment. You’ve got eager investors who need to sign documents, see reports, and get their K-1s. You need a solid customer service team to keep your investors happy.

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Investor servicing with Verivest includes

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Investor management system

A single dashboard for real estate entrepreneurs that includes an investor portal, fundraising tools, CRM, and more.

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Hand off investor onboarding to a professional who can get all documents completed, signed, and uploaded.

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Document access

Give your investors immediate access to log in and track investments, access statements, K-1s, and more.

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Professional services

Real people to help answer those time-consuming investor questions.

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Fund allocation

Investor profits have to be calculated and allocated properly. We handle the heavy lifting with speed and accuracy.

Better service, better investments.

We can make life easier.


Give your investors better customer service with a simple, convenient experience.

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Get help with some of the time consuming tasks of investor management.

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Reassure investors with professional and impartial services.