Client Spotlight
Rising Phoenix Resources
Rising Phoenix Resources is a Dallas-based investment firm specializing in energy, real estate, and alternative assets. Founded in 2016, the firm helps investors preserve capital, generate income, and participate in long-term growth through direct ownership of real assets.
As Rising Phoenix expanded its portfolio across oil and gas minerals, real estate, and private lending, investor onboarding and capital management became increasingly complex. Manual systems limited efficiency and investor visibility.
By implementing VENTURE.co’s transfer agent and investor portal, Rising Phoenix unified its subscription processing, documentation, and communication workflows. The platform enabled faster investor onboarding, greater transparency, and more accurate reporting.
Rising Phoenix now manages investor operations with improved speed, security, and scalability. Investors benefit from real-time access to information, while the firm continues to grow its platform for sustainable, income-driven returns.
Rising Phoenix Resources and VENTURE.co: Scaling a Real Asset Investment Platform
About Rising Phoenix Resources
Rising Phoenix Resources, founded in 2016 and headquartered in Dallas, Texas, is a privately held investment firm focused on energy, real estate, and alternative asset opportunities. With a disciplined acquisition strategy and a steady pipeline of non-marketed deals, the firm delivers institutional-quality investments designed to generate consistent income and long-term value for accredited investors.
Modernizing Investor Infrastructure
As Rising Phoenix expanded its investor base and diversified its portfolio, managing investor onboarding and reporting through manual workflows became increasingly difficult. The firm needed a scalable system that could centralize investor data, ensure compliance, and deliver a modern experience to its growing network.
Implementing VENTURE.co's Platform
Partnering with VENTURE.co Fund Services provided Rising Phoenix with a complete transfer agent solution. The platform integrated onboarding, capital tracking, and investor communications within a single secure environment. With the addition of Task Manager and digital reporting tools, the team gained improved visibility and operational control across all offerings.
Delivering a Better Investor Experience
Today, Rising Phoenix operates with greater efficiency, transparency, and confidence. Investors enjoy streamlined onboarding, faster communication, and a clear view of their holdings. This partnership reinforces Rising Phoenix’s mission to create income-driven, real asset investments that align with integrity, discipline, and long-term value creation.
“We chose VENTURE.co Fund Services for their technology-driven approach and deep expertise in transfer agent and fund administration. Their team’s responsiveness and integrated solutions empower us to scale confidently and provide our investors with a seamless experience at every stage.”
Jace Graham
CEO
Rising Phoenix Capital
The VENTURE.co Advantage
VENTURE.co provides fund sponsors with a fully integrated investment platform that streamlines the entire capital raising and investor servicing process. From subscription processing to investor communications, we cover the full lifecycle of fund operations.
We combine industry-leading technology with personalized support to deliver efficient, compliant, and investor-friendly workflows. Our platform centralizes data, streamlines repetitive tasks, and ensures sponsors stay focused on raising capital, not managing paperwork.
Our clients consistently cite speed, reliability, and white-glove service as key differentiators. They value the flexibility of our platform and the responsiveness of our team, describing VENTURE.co as a true partner in fund growth.
28
Asset Managers
14,108
Investors Onboarded
220
Entities Serviced
$3.68 B
Assets Transacted