Dedicated Guidance
You Can Trust

Led by our Founder & CEO Matt Burk, our Advisory team of experienced former fund managers help you design, launch, and operate funds that are attractive to investors and structured for success.
SCHEDULE CONSULTATIONOUR SERVICES
HOW WE CAN HELP

Fund Services Tailored to Your Unique Needs

Fund Formation

Launching a fund is too important to leave to guesswork. Avoid costly mistakes. We help you:
→
Clarify your fund’s strategy and structure
→
Develop a detailed executive summary of your fund’s terms
→
Select and collaborate with experienced fund counsel
→
Review and provide feedback on offering documents

Expert Advisory

Every fund and manager is different, so no cookie-cutter packages here. We can help you with:
→
Consolidating multiple deals or syndications into a single fund
→
Restructuring existing vehicles for better scalability and clarity
→
Navigating complex situations, such as wind downs
→
Structuring your company Org Chart (FundCo vs OpCO vs ManagerCo)

Additional Support

Our experienced team of former fund managers can help you scale, without adding overhead.
→
Fund financial models to support decision-making
→
Branding and marketing support, to get you ready for capital raising
→
Ongoing FP&A support, at the fund or management level
what others are saying
“Verivest has been a critical partner in our success...
We engaged their team at the launch of our fund, and they have consistently supported our growth as the fund has scaled to its current size. I would highly recommend Verivest to any firm seeking a fund administrator, whether launching a new fund or transitioning administration for an existing fund.
– Brock VandenBerg, TaliMar Financial
Starting a Fund?
Launch with Confidence

We bring an operator’s lens to each decision, helping you balance legal, accounting, and practical considerations.

STARTING A FUND

Dedicated Coaching You Can Trust

At Verivest, we know fund management inside and out because we’ve been there. Our coaching services offer non-legal, but practical guidance to help you launch, scale, and operate your fund.

Gain the advantage of an experienced guide

Get advice and guidance from people who have been there before. We are fund managers ourselves, and unlike the other options available in the marketplace, our first-hand experience can deliver value throughout the life of your fund.
GET STARTED
Led by our Founder and CEO Matt Burk, with 30+ years of real estate and private lending fund management, our expertise is grounded in real-world experience. Having managed 12 funds, raised hundreds of millions in capital, and been lead advisor on hundreds of funds for others, Matt is passionate about helping fund managers save money, reduce mistakes, and garner success.
check_circle
Recognized expert in 506 Reg D pooled funds
check_circle
100% focused on fund managers as advisory clients
check_circle
Author of “Capital Attraction: the Small Balance Real Estate Entrepreneur’s Essential Guide to Raising Capital”

Primary Benefits

Fund Services Tailored to Your Unique Needs

get started
Advisory

Drawing on our decades of experience managing 12 real estate funds, raising millions in capital, and assisting fund managers in setting up hundreds of entities, we’re committed to helping you achieve success. We offer both individual and group coaching sessions to ensure you’re fully prepared to navigate the complexities of the industry.

Fund Formation

Verivest helps guide managers through a personalized consultation to understand your Fund’s strategy, goals, and structure including: a tailored executive summary, assistance with lawyer selection, document review, feedback and finalization. Led by CEO Matt Burk, we help streamline operations, avoid pitfalls, and drive success.

Logo
Join our newsletter to stay up to date on all things Verivest.
Services
Admin
Advisory
Accounting
Valuations
Investor Servicing
Resources
Resources
Support
Verivest is not a law firm, registered investment advisor, or tax preparer, and it does not provide legal or investment advice or tax filing services.
Terms