Organization

Prototype: The Profile tab mirrors today's live Organization page. The Verification tab is the new KYC entry point — the partner's multi-step flow is represented by the embedded iframe; this prototype only covers the Verivend shell and state transitions around it.
*****6780
Limited Liability Company (LLC)

Organization Sidebar Icon

Customize the 2-character text that displays for your Organization in the Organization List sidebar navigation. Note: If a logo is uploaded below for Email Branding, the logo will replace the 2-character text in the Organization List sidebar navigation.

Email Branding

Upload your Organization's logo to display your branding on email notifications that Recipients will receive from your Organization. Recommended dimensions for your logo are 500px x 200px.

Header Color

Choose a primary color for the email email header background.

Organization Visibility

If you set this to "Hide", your organization will be hidden from your sidebar, but always accessible from the "Hidden" tab on your "My Organizations" home screen. This is only a navigation setting that does not restrict you from completing tasks with this organization.

Investment Information

This information influences the presentation of your Investors/LPs Dashboard through the standard MOIC (Multiple on Invested Capital) metric. MOIC assesses the return generated relative to the initial investment, expressed as a multiple. For instance, an MOIC of 2.0 indicates a two-fold return on the initial investment.

Setting MOIC and Effective Date tracks investment performance, and enabling Show Multiple on Invested Capital displays this information on your Investors/LPs Dashboard.

Select Effective Date

Investment Information Logs

When MOIC changes, the audit history will show up below.

Change Effective Date Entry Date
MOIC changed to 3 by Zach Kushel (zach@ialta.com) 3/28/2026 3/10/2026 10:52 AM
MOIC changed to 3.25 by Zach Kushel (zach@ialta.com) 3/28/2026 3/10/2026 10:53 AM
MOIC changed to 2 by Zach Kushel (zach@ialta.com) 3/4/2026 3/9/2026 09:47 PM
Verify your Organization and unlock full Verivend access
Complete KYC verification through our secure compliance partner to enable bank account management, faster fund transfers, and seamless investment transactions.

Why verify?

  • Streamline future onboarding and transactions
  • Add multiple bank accounts for distributions and cash management
  • Build trust with sponsors and fund managers

What you'll need

For Individuals & Joint Accounts

  • Full legal name and date of birth
  • Social Security Number or Passport
  • Government-issued Photo ID
  • W-9 or W-8 Tax form
  • For joint accounts: the above for each holder

For Entities (LLC, Trust, Corp)

  • Legal entity name and Tax ID (EIN)
  • Articles of incorporation or formation documents
  • W-9 or W-8 Tax form
  • Beneficial owner information (if applicable)

Time to complete: 5–15 minutes  ·  Encrypted end-to-end and handled by our regulated KYC partner

Verification Demo States