Offer and fund handling
Run multiple offers with their own templates, requirements and reporting.
- Per fund workflows
- Per offer document templates
- Investor allocation tracking
- Application status views
- Consolidated reporting
- Per fund branding
Solutions · Private Credit and Property Funds
Raise capital without losing the compliance trail.
Onboard syndicate and fund investors through structured applications that capture entities, eligibility, source of funds and signed documents together.
What VeriVest handles
Private credit, property funds and syndicates onboard in bursts. VeriVest keeps the process consistent when volume spikes and reviewers are stretched.
Investor structures
Most investors will not be individuals. Model whoever is actually subscribing.
- Companies
- Trusts and unit trusts
- SMSFs
- Joint applicants
- Corporate trustees
- Beneficial owners
Source of funds and wealth
Guided declarations with supporting evidence attached to each declared source.
- Property sales
- Business income
- Investment income
- Trust distributions
- Asset sales
- Other sources
Documents and signatures
Application forms, declarations and fund documents completed and signed in platform.
- Declaration review
- Electronic signature
- Signed document storage
- Version history
- Time limited access links
- Evidence pack export
Property valuations captured in VeriVest are applicant estimates or indicative figures from an authorised data source. They are labelled as indicative and do not constitute a valuation.
See how it would work for your organisation.
We can walk through configuration, workflows and the evidence pack against your own onboarding process.