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.

Verivest

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

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.

Fintech PropTech SaaS

Founders & leadership

Verivest was founded in 2013 by Dan, Adam, and Matthew Burk.

DanCo-founder & CEO

AdamCo-founder

Matthew BurkinFounder and CEOExecutive Officer, Promoter at Fairway America

Matthew W BurkNamed on SEC filing

Reported raises · per SEC filings

Form D private placements

$2.8M disclosed across 2 rounds · 2021–2022

▶$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

Full filing on SEC EDGAR ↗

▶$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

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 5

by search overlap

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Vistra33 shared keywordsVistra provides corporate services, fund administration, and private client solutions to help businesses with incorporation, entity management, cross-border tax and accounting, payroll, HR, and international expansion. It also offers fund solutions such as fund administration, SPV management, and private equity/credit support, along with trust, foundation, and philanthropic services for private clients across multiple jurisdictions.

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 keywordsEQ (Equiniti) provides shareholder ownership management services including transfer agent services, equity plan and cap table administration, corporate actions, corporate trust, and proxy solicitation, using a blockchain-enabled technology platform. It serves public and private companies and mutual funds across the corporate lifecycle, operating in markets including the US and UK.

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.

Companies competing with Verivest for the same Google search keywords, organic and paid, via search-intersection analysis.

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.