GP User Guide

Getting Started

• Getting Started with Verivend for GPs

System Navigation

• My Organizations
• Organization List
• Main Navigation

Settings

• My Account
• My Organization
• Customized Log In Pages

Dashboard

• Dashboard Overview
• Verivend Vault

Reports

• Reports Overview

Notifications

• Notifications Overview

Inbox

• Inbox Overview

Projects

• Projects Overview
• Creating & Managing Projects
• Assigning Items to a Project

Deals

• Deals Overview
• Creating & Publishing Deals
• Adding Members to a Deal
• Managing Members of a Deal
• Managing Onboarding & KYC for a Deal
• Managing Commitments for a Deal

See all 7 articles

Onboarding

• Investor Onboarding Overview
• Creating & Sending Onboarding Requests
• Batch Actions for Onboarding Requests
• Managing & Monitoring Onboarding

Rooms

• Rooms Overview
• Company Room vs. Project Room
• Creating & Managing Rooms
• Announcements
• Documents
• Members

Commitments

• Commitments Overview
• Creating & Sending Commitment Requests
• Batch Actions for Commitments
• Managing & Monitoring Commitments
• Importing Commitments

Signatures

• Signatures Overview
• Creating & Sending Signature Requests
• Batch Actions for Signatures
• Managing & Monitoring Signatures

Capital Calls

• Capital Calls Overview
• Creating & Sending Capital Calls
• Importing Capital Calls
• Batch Actions for Capital Calls
• Managing & Monitoring Capital Calls

Payments

• Payments Overview
• Creating & Sending Payments
• Importing Payments
• Batch Actions for Payments
• Managing & Monitoring Payments

Invoices

• Invoices Overview
• Creating & Sending Invoices
• Importing Invoices
• Batch Actions for Invoices
• Managing & Monitoring Invoices

Archives

• Archives Overview

Organization Info

• Contact Information
• Organization Sidebar Icon
• Email Branding
• Organization Visibility
• Investment Information

Users

• Creating User Accounts
• User Account Roles
• Editing & Removing Users

Contacts

• Contacts Overview
• Creating & Managing Contacts
• Importing Contacts
• Parent-Child Contact Relationships

Bank Accounts

• Bank Accounts Overview
• Adding & Editing Bank Accounts
• Verifying Your Bank Account
• Auto Transfer Settings

Transactions

• Transactions Overview

Support

• Customer Support