Digital Transfer Agent Vertalo to implement Vertalo I/O for US-based RIA and BD firm that specializes in Real Estate, Energy, and Fintech projects
Resolute Capital Partners (RCP), a private equity placement firm specializing in real estate, technology, and energy projects has chosen Vertalo, an SEC-registered transfer agent that offers a white-label investor onboarding and digital asset data management platform, to re-engineer and redesign its existing processes previously built with commercial off-the-shelf software.
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Resolute Capital Partners works with issuers of “beyond Wall Street” opportunities in Energy, Commercial Real Estate, and Technology, which pass an extensive vetting process. By partnering with the issuers throughout the funding process, Resolute Capital Partners help bring capital to worthy projects and bring opportunities to market. The team strives to revolutionize how worthwhile projects get funded and how discerning individuals diversify their portfolios.
Resolute Capital’s seasoned executive team has extensive experience managing investments during distressed markets. Resolute Capital is uniquely positioned to guide projects through times of market volatility through the use of its management process.
Steve Tafoya, Managing Partner and EVP Operation at Resolute Capital Partners, says, “Our team at Resolute Capital Partners designed and implemented an investor onboarding and data management system using commercially available technology and has been using that for several years. As good as our system is, its complexity and requirements for manual intervention in the investor onboarding process has not enabled us to keep up with the growth of our business. We had been scouring the market for several years before we encountered the team at Vertalo. After spending several months learning about their team and platform, and engaging in a deep discovery process, we have chosen Vertalo to help us re-engineer and optimize our investor onboarding and associated data management process. We look forward to many years of working with Vertalo as a client and partner.”
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Dave Hendricks, CEO and Co-founder at Vertalo, says, “Recent changes in regulations related to private investments – like the recent changes to Regulation Crowdfunding and Reg A+ – have highlighted the need for many firms to update their investor-facing systems and services. The team at Vertalo is proud to have been chosen by Resolute Capital Partners to transform their mission-critical investor onboarding process to take advantage of the new regulations and enhance their existing offerings. Vertalo is dedicated to improving access, and investor experience related to, private equity and real estate investments like those offered by RCP and its affiliates. The process of getting to know RCP’s team and culture has solidified our belief that the next generation of investment products will come through innovative firms who take the investor user experience as seriously as RCP does.”
Vertalo is implementing its Vertalo I/O SaaS investor onboarding platform over the next 12 months in concert and codevelopment with the RCP team. Vertalo I/O, developed in response to a lack of offerings to assist issuers and BDs, has been developed and piloted over the last year with five Vertalo clients who have been raising or supporting their clients’ fundraising efforts using Vertalo’s B2B SaaS platform. The public availability of Vertalo I/O was previously announced in late March 2021: Vertalo Rolls Out Vertalo I/O To Improve Investor Onboarding and Qualification
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