Step 1 of 6

Client Information

Basic deal and contact details.

Deal Details

Entity Name *

Client #

Internal client number if assigned

Entity Type *

Fund Type

Service *

Syndication Type

Onboarding Fee Amount

HubSpot Deal Link

Primary Contact

Contact Name *

Contact Email

Contact Phone

Referral Source

Address

Step 2 of 6

Agora & Portal

Capture everything discussed about the investor portal.

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

Scope of services for portal setup

What was specifically discussed and promised?

Step 3 of 6

Contract & Pricing

Capture terms and fees. Key promises and commitments will be extracted from uploaded transcripts.

Contract Terms

Effective Date of First Accounting Period

Required for brownfield clients — will be flagged if missing

Transaction Fees

Standard Modified Waived

Transaction Fee Notes

Required if Modified or Waived

Non-Standard Contract Terms

Any deviation from standard agreement — leave blank if none

Add-on Services Discussed

List add-ons discussed even if not contracted — leave blank if none

Key Promises or Commitments Made

Optional — Claude will extract additional promises from uploaded transcripts

Step 4 of 6

Documents & Files

Flag document status and upload fund documents. Call transcripts are uploaded on the next page.

Document Status

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

Document Links & Notes

Egnyte Folder URL

Notes on Documents

Upload Fund Documents

PPM, operating agreement, financials, contracts — optional. Supports ZIP files.

📄

Drop fund documents here or click to browse

PDF, DOCX, PPTX, XLSX, CSV, TXT, ZIP

Upload Prior Admin Documents

Prior financials, statements, or anything from the previous administrator — optional. Supports ZIP.

🗂️

Drop prior admin documents here or click to browse

PDF, DOCX, XLSX, CSV, TXT, ZIP

Upload Agora / Portal Setup Documents

Any documents related to the portal setup or migration — optional. Supports ZIP.

🏗️

Drop Agora / portal documents here or click to browse

PDF, DOCX, XLSX, CSV, TXT, ZIP

Upload Syndication Documents

Syndication agreements, investor lists, or related documents — optional. Supports ZIP.

📋

Drop syndication documents here or click to browse

PDF, DOCX, XLSX, CSV, TXT, ZIP

Step 5 of 6

Client Context

Upload call transcripts — Claude will extract promises, sensitivities, and context automatically. Add notes below only if there's something you want to make sure is captured.

Upload Call Transcripts

Sales calls, discovery calls, any recorded conversations — the more the better. Supports ZIP files for bulk upload.

🎙️

Drop call transcripts here or click to browse

TXT, PDF, DOCX, ZIP — all call transcripts for this deal

Additional Notes — Optional

Only fill these in if there's something specific you want Claude to know that might not be in the transcripts.

Client Sensitivities or Priority Flags

Other Information

Notes

Step 6 of 6

Review & Submit

Check your answers before submitting. Claude will analyze all uploaded documents and generate the handover brief.