Verivest
Lake Oswego, US · Founded 2013 · Delaware LLC · 22 employees on LinkedIn
Find your way into Verivest
28 people in our graph share verified history with the Verivest team — schools, employers, funds. One of them is your warm intro.
Charles Callunlockedknows Matthew Burk · together at University of California, Davis (overlapped)
knows the team · via Verivest
×10knows the team · via University of California, Davis
Verivest provides investor servicing for real estate funds, handling digital subscription onboarding, investor records, capital calls, distributions, statements, and tax and compliance tasks such as AML/KYC and K-1 distribution. It serves fund managers and integrates with the Agora investment management platform to deliver an investor portal and reporting.
Founders & leadership
Verivest was founded in 2013 by Dan, Adam, and Matthew Burk.
D
DanCo-founder & CEO
A
AdamCo-founder
MB
Matthew BurkinFounder and CEOMatthew Burk has over 30 years of experience in real estate investment and fund management, including launching and managing multiple real estate credit and equity funds and advising sponsors and private lenders on pooled investment vehicles. He is the founder of Verivest, which provides investor servicing and operational infrastructure for real estate funds.
Reported raises · per SEC filings
Form D private placements$2.8M disclosed across 2 rounds · 2021–2022
▶$500KraisedJun 2022 · 1 investors · OtherRule 506(c)
▶$500KraisedJun 2022 · 1 investors · Other
Rule 506(c)Officers, directors & promoters on the filing
- - Fairway America, LLCDirector
- - Skylands Investment CorporationExecutive Officer
- Matthew W BurkExecutive Officer
- Offering amount
- $8M
- Amount sold
- $500K
- Minimum investment
- $50K
- First sale
- May 2022
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06c
▶$2.3MraisedJun 2022 · 13 investors · OtherRule 506(c)
▶$2.3MraisedJun 2022 · 13 investors · Other
Rule 506(c)Officers, directors & promoters on the filing
- Matthew W BurkExecutive Officer
- - Fairway America, LLCDirector
- - Skylands Investment CorporationExecutive Officer
- Offering amount
- $4M
- Amount sold
- $2.3M
- Minimum investment
- $50K
- Proceeds to insiders
- $800K
- First sale
- May 2021
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06c
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 5
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Vistra33 shared keywordsVistra provides administrative and operational support solutions for companies and investment funds to operate globally with regulatory compliance. The company offers services spanning payroll, HR, entity management, tax, accounting, and fund operations across international markets.
Start Engine33 shared keywordsStartEngine is a crowdfunding platform that enables both accredited and non-accredited investors to invest in early-stage startups and collectibles through Regulation A+ and Regulation Crowdfunding offerings. The platform also provides a secondary trading marketplace for eligible securities.
Equiniti30 shared keywordsEquiniti (EQ) provides shareholder engagement and ownership management services to public companies, private equity firms, and mutual funds, including transfer agent services, equity plan administration, corporate trust, and proxy solicitation across the company lifecycle.
Datasite26 shared keywordsDatasite is a cloud-based data room platform for mergers & acquisitions, financing, and corporate transactions that integrates AI assistants and allows users to connect large language models like Claude and ChatGPT. The platform serves dealmakers—investment banks, private equity firms, corporate M&A teams, and legal advisors—streamlining document management, diligence, research, and post-close governance across transaction workflows.
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In the news
Frequently asked questions
- What does Verivest do?
- Verivest provides investor servicing for real estate funds, handling digital subscription onboarding, investor records, capital calls, distributions, statements, and tax and compliance tasks such as AML/KYC and K-1 distribution. It serves fund managers and integrates with the Agora investment management platform to deliver an investor portal and reporting.
- Who founded Verivest?
- Verivest was founded by Dan, Adam, Matthew Burk in 2013.
- How much funding has Verivest raised?
- Verivest has disclosed $2.8M raised across 2 rounds.
- Where is Verivest headquartered?
- Verivest is headquartered in Lake Oswego, US.