Step 1 of 6

Client Information

Basic deal and contact details. Pull these from the HubSpot deal record.

Deal Details

Entity Name *

Client #

Internal client number if assigned

Entity Type *

Fund Type

Service *

Engagement

Syndication Type

Onboarding Fee Amount

HubSpot Deal Link

Primary Contact

Contact Name *

Contact Email

Contact Number

Referral Source

Address

Step 2 of 6

Agora & Portal

Capture everything discussed about the investor portal during the sales process.

Portal Configuration

Portal Type

Do they need Verivest to set up their portal? *

Yes No

Are they migrating from another portal? *

Yes No

Does the setup include migrating historical investor data? *

Yes No

What is the scope of services for the portal setup?

Required if any portal setup or migration is Yes above. What was specifically discussed and promised?

Step 3 of 6

Contract & Pricing

Capture any terms, fees, or commitments that differ from standard — or confirm that everything is standard.

Contract Terms

Effective Date of First Accounting Period

Required for brownfield clients. Best estimate for greenfield.

Transaction Fees *

Standard Modified Waived

Transaction Fee Notes

Required if Modified or Waived — explain why and what was agreed

Non-Standard Contract Terms

Any term that deviates from standard — fee structures, contract length, special provisions

Add-on Services Discussed

List any add-ons discussed even if not on the contract — flag if discussed but not signed

Key Promises or Commitments Made *

Anything the client was told to expect that goes beyond the contract — timelines, reports, deliverables

Step 4 of 6

Documents & Files

Flag the status of each governing document Sales has collected. Onboarding uses this to know what needs to be re-requested from the client.

Document Status

Document	Status
PPM
Operating Agreement
Subscription Agreement
Offering Memorandum / Pitch Deck
EIN / SS-4 Letter
Financials (brownfield)
Other (describe in notes)

Document Links

Egnyte Folder URL

Notes on Documents

Describe any "Other" documents above, or add context on document status

Upload Files

Upload call transcripts, contracts, PPMs, financial statements — anything relevant. Claude will read everything and surface details Onboarding and Accounting need. Optional.

📄

Drop files here or click to browse

PDF, DOCX, PPTX, XLSX, CSV, TXT

Step 5 of 6

Client Context

This is the most important section. Onboarding reads this before their first client call — give them the full picture, not just the contract terms.

Client Background

Client Sensitivities or Priority Flags *

Known expectations, hot-button issues, or priority status Onboarding should know before first contact

Other Information

How responsive was the client during sales? Any informal context that wouldn't appear in the form above?

Notes

Anything else Onboarding should know

Step 6 of 6

Review & Submit

Check your answers before submitting. Claude will generate the handover brief and create the ClickUp task automatically.