VENTURE.co provides institutional-grade transfer agent support with responsive service, secure systems, and streamlined operations, so you can focus on raising capital while we handle the rest.
Transfer Agency
Enterprise Back-Office Solutions for Modern Investor Management
Digital Onboarding
Your Trusted Partner in Investor Record Keeping
Meeting the needs of investors, advisors, and regulators is a complex challenge. Our SEC-registered transfer agent solution combines precision, compliance, and white-glove support, freeing your team to focus on growth. With digital onboarding, streamlined workflows, and a US-based service team, we simplify every investor interaction from initial subscription through redemption.
End-to-End
Recordkeeping
From onboarding to distributions, we maintain accurate investor records across every stage of the lifecycle.
Enhanced Compliance
Built In
KYC/AML, Blue Sky tracking, OFAC screening, and escheatment services are integrated into our core processes.
Scalable Infrastructure,
Personalized Service
Handle large-scale operations with precision, while still offering a high-touch experience to every investor and advisor.
Digital subscription processing, confirmations, notifications, and support for physical forms.
Manage transfers, redemptions, capital calls, and proxy processing through a secure and auditable platform.
A responsive, experienced US-based team led by a dedicated account manager, with built-in redundancy to ensure continuity.
Built-in tools for accreditation, STA guidelines, offshore feeder fund tracking, CIP, and investor verification.
Custom reporting with exportable formats for CRM upload—track sales by advisor, region, or demographic, and turn insights into action.
Web portals, investor call centers, email alerts, statements, executive summaries, and branded confirmations—all tailored to your fund.
VENTURE.co offers robust telephone support services for both investors and financial advisors, ensuring prompt and efficient resolution of inquiries and issues. Our dedicated support team is always ready to assist, providing personalized guidance and support to enhance the investment experience.
High-quality materials and full-color rendering for checks, statements, confirmations, and marketing collateral.
More Than Just a Recordkeeper
VENTURE.co is more than a transfer agent, we’re a full-service partner. Our advanced systems and high-touch team ensure that every transaction is timely, compliant, and polished. We take the time to understand your fund structure, investor base, and operational needs so we can deliver a solution that fits perfectly.
The custom tools and efficiency of the VENTURE.co ecosystem, have helped us transition to a fully digital transaction process. From start to finish, VENTURE.co's compliance, security and digital documentation handling have been exceptional, allowing us to consolidate our entire processing system into the platform.
Justin Webb
Managing Director
U.S. Energy Development Corporation
Simply put, VENTURE.co ensures my offerings are transacted efficiently and securely. The high-level encryption and instantaneous closed delivery provide all that we need upfront to get the deal done right the first time. This is the future of our industry.
Nick Duren
President
Crescent Securities
Our experience after having switched form another digital provider has been truly eye opening. We were surprised how much VENTURE.co optimizes the buy side and how many broker dealers already know how to use it.
Danielle DeLongchamp
CEO
Concorde Investment Services
We've used VENTURE.co for more than two years and the responsiveness and helpfulness of the customer support teams has been exceptional.
Katherine Brand
COO / Managing Director
Valiant Finance
Venture.co has been a significant value add to the distribution and execution of our syndicated offerings.
American Alternative Capital
