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Verivest
Lake Oswego, US · Founded 2013 · Delaware LLC · 22 employees on LinkedIn
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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 BurkFounder 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.
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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.