How Verivest scaled modern investor experiences while staying focused on best-in-class fund administration

As investor expectations around transparency, reporting, and digital experiences continue to rise, fund administrators are under increasing pressure to deliver modern technology alongside high-touch service.

For Verivest, a fund administration firm serving real estate investment managers, that shift created an important strategic decision: continue investing heavily in building proprietary technology internally, or partner with a platform purpose-built for investor management and communication.

By partnering with Agora, Verivest was able to modernize its technology offering, streamline the client experience, and focus its resources on what it does best: fund administration.

Today, the partnership supports more than 50 shared clients and provides real estate GPs with a seamless combination of institutional-grade fund administration services and best-in-class investor portal technology.

Rising investor expectations required a more modern experience

As the private markets landscape evolved, Verivest saw growing demand from both GPs and LPs for better reporting, transparency, and communication tools. At the same time, keeping up with those expectations internally became increasingly difficult.

“We spent a long time trying to develop our own portal. It is very, very complex and the market is moving so fast and we were just not able to keep up,” said Nicole Fortine, Director of Client Operations at Verivest.

Rather than continue splitting focus between technology development and fund administration services, Verivest decided to double down on its core expertise and let Agora handle the rest.

A partnership built around specialization

Verivest partnered with Agora to provide clients with a modern investor portal and communication experience while continuing to lead fund administration operations and services.

The partnership allowed both companies to focus on what they do best:

  • Verivest leading fund administration and operational support
  • Agora delivering investor management technology and investor experiences

Together, the partnership created a more complete operational solution for real estate investment managers.

“The Agora and Fund Admin model, what it proves is that best-in-class service and best-in-class software really do go hand in hand in order to provide a holistic offering to real estate GPs,” said Noa Yeruham, Director of Partnerships at Agora.

Helping fund administrators modernize and scale

For Agora, the partnership reflects a broader focus on helping fund administrators modernize without having to build and maintain technology internally. Considering Verivest and Agora serve the same market, the partnership quickly became a natural fit.

The collaboration also extends beyond the platform itself. Both teams work closely together across onboarding, support, and go-to-market initiatives to create a seamless experience for shared clients.

“Our clients are getting the benefit of dual onboarding and support. It’s been pretty seamless,” said Fontine.

Driving growth through collaboration

Since launching the partnership, Verivest has expanded its reach while delivering a more modern experience to real estate investment managers and their investors. Today, the partnership supports more than 50 shared clients, with both teams continuing to collaborate closely across onboarding, sales, and client support.

“The partnership has absolutely helped drive growth for Verivest,” said Matthew Burk, CEO of Verivest.

By combining specialized fund administration expertise with modern investor management technology, Verivest and Agora are helping real estate firms meet rising investor expectations without sacrificing operational quality or service.

Part of Agora’s Trusted Partner Network

Verivest is part of Agora’s Trusted Partner Network, a curated ecosystem of industry-leading partners helping real estate investment firms streamline operations, modernize investor experiences, and scale with confidence.

Through integrated partnerships with best-in-class service providers and technology solutions, Agora helps firms access a more holistic operational infrastructure built for modern investment management.

About Verivest

Verivest is a fund administration partner serving real estate investment firms with accounting, reporting, investor services, and operational support designed specifically for alternative investments.