BURLINGTON, VT  – VENTURE.co Fund Services has partnered with Revitalization Unlimited to provide transfer agent services and deliver a unified investor operations platform that supports the firm’s expanding portfolio of historic preservation and community revitalization projects. Revitalization Unlimited focuses on acquiring, restoring, and operating legacy properties and industrial assets across the United State. The firm integrates historic preservation and community development to create income producing assets that strengthen local economies. Preserving Historic Assets and Strengthening Communities Revitalization Unlimited invests in buildings and businesses that form the backbone of small towns and regional communities. The firm specializes in historic and legacy properties, creating renewed value through targeted improvements and operational enhancements. “Revitalization Unlimited is committed to preserving the historic and economic strength of communities. VENTURE.co supports this mission by providing a streamlined operational platform that improves the experience for our investors while giving our team the tools needed to manage a growing portfolio,” said Steve Austin, Partner and CEO, Revitalization Unlimited.   A Modern Platform for Investor Operations Through this partnership, Revitalization Unlimited will adopt VENTURE.co ’s investor operations platform, including transfer agent services, subscription processing, document management, capital activity support, and investor reporting. The centralized infrastructure strengthens accuracy, consistency, and transparency for both investors and internal teams. “Revitalization Unlimited brings a thoughtful approach to community focused real estate investment. We are proud to support their work with our investor portal and transfer agent services that help their team scale effectively and deliver a strong investor experience,” said Aaron Pollak, CEO of VENTURE.co Fund Services. About VENTURE.co Fund Services VENTURE.co provides transfer agent services and a comprehensive investor operations platform that supports sponsors throughout the full investment lifecycle. The platform centralizes onboarding, subscription processing, document management, capital activity, and investor reporting to help sponsors improve accuracy and strengthen investor confidence.

Accurate data has quietly become one of the most important factors shaping investor trust, advisor confidence, and the overall efficiency of private fund operations. As offerings grow more complex and investor expectations increase, sponsors face new pressure to deliver clean, consistent information across every stage of the lifecycle. The shift is happening quickly, and firms that still rely on fragmented workflows or manual corrections are feeling the strain.   At the center of this transformation is document processing. It is the gatekeeper of investor information, the foundation for downstream reporting, and the mechanism that determines how smoothly capital activity moves. When document processing is structured and reliable, sponsors reduce risk, strengthen relationships, and improve the long-term investor experience.   The Ripple Effects of Inaccurate or Incomplete Data   Even small data inconsistencies can create significant operational challenges. A misspelled name, incorrect tax classification, or mismatched entity type may seem like a minor issue, but it can slow custodial approval, delay capital movement, or force teams into time-consuming cleanup work.   For sponsors, these issues compound quickly: Advisors lose confidence when packets come back with errors Investors become frustrated by repeated requests for corrections Reporting becomes harder to produce accurately and on time Auditors spend more time uncovering gaps and inconsistencies   Clean data is not just an internal operations goal. It is a core part of the investor experience.   Why Document Processing Is the Foundation of Data Quality   Every investor relationship begins with documentation. From the moment a subscription packet is submitted, document processing determines whether the information is complete, accurate, and aligned with offering requirements. This step is where many preventable errors originate, and it is where sponsors can make the biggest impact on data integrity.   Effective document processing ensures: Information is captured consistently Required fields and signatures are complete Entity types and ownership details are accurate Tax and custodial information is properly formatted Subscription packets move forward without unnecessary revisions   A reliable document processing workflow creates predictable outcomes. It equips sponsors with data they can use confidently and reduces the operational burden that comes from reconciling errors later.   Investor Expectations Are Changing Quickly   Modern investors expect the same quality of information they receive from fintech platforms, digital banks, and wealth management apps. Advisors and custodians expect accuracy on the first submission. Auditors expect complete data trails. And regulators expect consistent documentation across every stage of the lifecycle.   This shift means sponsors must move away from fragmented or manual document workflows. They need systems that ensure consistency, reduce guesswork, and create a clear path from subscription to reporting.   How Strong Document Processing Supports the Full Lifecycle   Data accuracy influences far more than the subscription stage. It affects everything that happens next.   Capital Activity Clean data ensures distributions, capital calls, and activity notices are recorded correctly and delivered to the right recipients.   Custodial Coordination Accurate documentation prevents delays, rejections, and back-and-forth communication that slows the investment process.   Investor Relations Teams communicate more clearly when they have reliable information to reference and fewer discrepancies to resolve.   Reporting and Audits Accurate upstream data produces downstream reports that stand up to scrutiny, reducing audit stress and improving transparency.   Sponsors who prioritize strong document processing position themselves for long-term success with investors, advisors, and partners.   A Competitive Advantage Moving Forward   In private fund operations, clean data is becoming a differentiator. Transparently managed information improves investor confidence. Reliable documentation strengthens advisor relationships. And structured document processing supports teams as offerings grow, strategies expand, and investor volume increases.   Sponsors who invest in accurate, consistent document processing will be better equipped to scale, better positioned to meet rising expectations, and better prepared to deliver the experience investors now expect.

Chief of Solutions Christa has been with VENTURE.co since 2014 and leads the design and delivery of the operational and technology solutions that support sponsors and investors across the full investment lifecycle. Find Christa at: christa@venture.co LinkedIn Christa Ferrari is the Chief of Solutions at VENTURE.co . She leads the design, coordination, and delivery of the operational and technology solutions that support sponsors and investors throughout the full investment lifecycle. Christa brings extensive experience in fund operations, client service, and financial process management that informs her approach to building clear and efficient workflows. Prior to joining VENTURE.co , her career included roles focused on operational oversight, team leadership, and process improvement across financial and investment related organizations. At VENTURE.co , Christa uses this background to support strong execution, thoughtful communication, and reliable service outcomes. Her focus on structure and consistency helps ensure that each solution aligns with client needs and supports long term operational success. In her free time, Christa enjoys year-round hiking with her husband and dogs. She also loves cooking and gardening while creating blooming spaces for local pollinators.

Director of Customer Experience Matt has been with VENTURE.co since 2022 and oversees customer experience, using his expertise in product design and design systems to make complex workflows more intuitive for sponsors and investors. Find Matt at: matt@venture.co LinkedIn Matt Ellinger is our Director of Customer Experience. He leverages 25 years of design experience supporting companies of all scales from Fortune 500 brands to scrappy startups. His experience in creative & interactive agencies has led him from advertising and marketing to what he finds most interesting — leading product design for technical platforms and creating robust and extensible design systems. His penchant for complexity has been satiated in technical and regulated industries like insurance, medical efficacy, and banking as well as B2G and consumer brands.   Matt applies a user-focused mindset to simplify and standardize digital interactions across VENTURE.co . His three core goals are: making arcane tasks approachable by the inexperienced, strengthening relationships with features that foster collaboration, and supporting continuous iterative improvement across the platform and transfer agent services. If you struggle with something on our platform, he’s eager to talk to you.

Senior Account Manager Ashley joined VENTURE.co in 2025 and manages key client relationships while guiding smooth onboarding, investor communication, and ongoing account support. Find Ashley at: ashley@venture.co LinkedIn Ashley Dixon is a Senior Account Manager at VENTURE.co . In her role, Ashley manages key client relationships and ensures seamless service delivery across onboarding, investor relations, and ongoing account support. She brings more than a decade of experience in client relations, implementation, and operations, which has strengthened her ability to anticipate client needs, deliver high quality service, and support complex workflows. At VENTURE.co , Ashley uses this background to build trust, maintain clear communication, and deliver consistent results throughout the investor journey. Her commitment to client satisfaction and operational integrity supports long-term relationships and reinforces a strong standard of service across the platform.

Sales Development Representative Ricky has been with VENTURE.co since 2024 and contributes to business development efforts by building early-stage relationships and helping prospective clients navigate VENTURE.co ’s platform and services. Find Ricky at: ricky@venture.co LinkedIn Ricky Gornek is a Sales Development Representative at VENTURE.co . He supports the company’s business development efforts by engaging with prospective sponsors, understanding their operational needs, and helping connect them with the solutions that improve sponsor and investor experiences. Ricky brings more than nine years of experience in capital markets and business development. His background includes client outreach, relationship management, and education around investment structures and market dynamics. He has spent his career working closely with clients to understand their goals, communicate clearly, and build trust in fast-moving environments. His experience working with both advisors and investors gives him a well-rounded perspective on the challenges firms face and the support they look for when evaluating new partners. At VENTURE.co , Ricky focuses on cultivating early-stage client relationships and supporting the broader business development team. His work helps ensure that prospective clients receive thoughtful communication, accurate information, and a positive first interaction with the firm.

Operational readiness has become one of the most important drivers of sponsor success in the alternative investment market. Investors, advisors, and intermediaries are focusing closely on how well a sponsor manages key processes, how quickly information flows, and how reliably each step of the investment lifecycle is handled. As more offerings come to market and as more investors expect clear communication and accurate execution, operational readiness influences everything from the first conversation to long term investor confidence.  Operational readiness is not a single project. It is an approach that brings structure to onboarding, subscription processing, custodial coordination, communication, and reporting. Sponsors who prioritize operational readiness build trust early and maintain it across every stage of their relationships with investors and advisors.  A Clear Definition of Operational Readiness  Operational readiness reflects a sponsor’s ability to execute with accuracy, consistency, and transparency. It includes the quality of investor onboarding, the clarity of subscription instructions, the speed of custodial communication, and the reliability of data throughout each workflow. Effective operational readiness supports a smooth investor journey and reduces uncertainty for advisors and distribution partners.  Many sponsors think operational readiness only matters when an offering is live. In reality, operational readiness begins long before capital is raised. It involves setting expectations, preparing documentation, testing processes, and aligning internal teams. Strong operational readiness allows sponsors to launch offerings with confidence and respond to investor questions without hesitation.    Why Operational Readiness Matters in a Competitive Market  Investor expectations are changing. Advisors want fewer surprises. Broker dealers expect clean documentation. Custodians rely on complete and accurate instructions. Every part of the experience depends on operational readiness, and gaps can quickly disrupt momentum.  When operational readiness is strong, sponsors reduce back and forth communication, shorten timelines, and eliminate avoidable errors. Investors gain clarity about what to expect, how long each step will take, and how information will be delivered. Advisors see that the sponsor is prepared for scale. These benefits create positive impressions that support the offering from start to finish.  When operational readiness is weak, investors wait longer for updates, advisors face uncertainty, and custodians ask for repeated corrections. These issues delay the process and increase the risk of negative experiences. In a market with more choices and higher operational expectations, sponsors cannot afford these setbacks.    Core Elements of Operational Readiness  True operational readiness touches every function that influences the investor experience. Several areas play an essential role.  Investor Onboarding   Clear instructions, organized workflows, and timely communication are central to operational readiness. Onboarding sets the tone for the relationship, so sponsors must establish a smooth and consistent process.  Subscription Processing   Accurate data entry, structured approvals, and predictable timelines support healthy subscription workflows. Operational readiness ensures that each step is timely, verifiable, and easy to track.  Custodial Coordination   Custodians require complete documentation and accurate instructions. Operational readiness helps sponsors manage these requirements with precision, which reduces delays and eliminates unnecessary follow up.  Reporting and Communication   Investors expect updates that are timely and complete. Sponsors that focus on operational readiness create reporting systems that support transparency and prevent confusion.  Internal Alignment   Operational readiness requires coordination across teams. Compliance, investor relations, accounting, legal, and distribution must follow the same playbook. When teams work in silos, operational readiness breaks down.    Preparing for Growth Through Operational Readiness  Sponsors who invest in operational readiness are better positioned to scale. As offerings grow and as investor and advisor expectations continue to rise, structured processes become an advantage. Sponsors that demonstrate operational readiness gain credibility and reduce friction during periods of expansion.  Operational readiness also supports stronger relationships with distribution partners. Broker dealers and RIAs rely on sponsors who can execute consistently. When operational readiness is clear and reliable, these partners have more confidence in recommending the offering to their clients.    The Path Forward  Operational readiness will continue to shape how sponsors build trust and deliver strong investor experiences. It requires preparation, discipline, and a commitment to continuous improvement. Sponsors who treat operational readiness as a strategic priority position themselves for long term success in a market that increasingly values clarity and execution quality.

BURLINGTON, VT — VENTURE.co Fund Services today announced a new client partnership with Purified Resource Partners, a Montana-based private investment firm dedicated to natural resource strategies. Through this engagement, VENTURE.co will provide comprehensive transfer agent services and deliver a secure, streamlined investor portal that enhances Purified Resource Partners’ ability to manage subscriptions, capital flows, and ongoing investor communications with efficiency and transparency. Focused on Sustainable Resource Strategies Purified Resource Partners is a private investment firm specializing in opportunities across the energy, and natural resource infrastructure sectors. With a focus on sustainable development and long-term value creation, the firm partners with experienced operators to design offerings that balance economic performance with environmental responsibility. Purified Resource Partners serves accredited investors seeking exposure to essential assets with enduring demand and resilient cash flow potential. “Partnering with VENTURE.co strengthens our operational infrastructure and supports our long-term vision for scalable, responsible growth. Their technology and service model align with our commitment to providing investors with clarity, transparency, and a streamlined experience across every stage of the investment process,” said James Lee, Managing Member, Purified Resource Partners. Enabling Growth Through Modern Infrastructure As the private markets evolve, sponsors increasingly require operational solutions that integrate regulatory compliance, investor servicing, and technology. VENTURE.co delivers a complete suite of services, including onboarding, subscription processing, document management, capital activity, and investor reporting. As a registered transfer agent, VENTURE.co provides the operational backbone for fund sponsors while maintaining a client-first approach. With secure, configurable technology and dedicated service, VENTURE.co enables firms like Purified Resource Partners to expand confidently while enhancing the investor experience. “We are excited to support Purified Resource Partners as they expand their resource-focused investment offerings,” said Aaron Pollak, CEO of VENTURE.co Fund Services. “Our transfer agent services and investor portal give their team the infrastructure needed to scale efficiently while elevating the investor experience.” About VENTURE.co Fund Services VENTURE.co delivers a complete ecosystem of services that support sponsors of alternative investments from capital raise to exit. As a transfer agent and fund administrator, VENTURE.co simplifies complex processes like subscription processing, investor onboarding, and transaction management, while maintaining the highest standards of compliance and security. Trusted by sponsors across asset classes, the firm combines scalable infrastructure with expert service to create seamless investor experiences and operational excellence.

Chief Executive Officer Aaron founded VENTURE.co in 2014 and has continued to be leader in the alternative investment industry. Find Aaron at: aaron@venture.co LinkedIn Aaron Pollak is the Founder and CEO of VENTURE.co , a financial services and technology company headquartered in Burlington, Vermont. Since founding the firm in 2014, Aaron has led the development of a purpose-built platform for alternative investments, combining private placement execution, digital investor onboarding, and transfer agent services. VENTURE.co ’s integrated structure supports fund sponsors throughout the full investor lifecycle. Prior to launching VENTURE.co , Aaron served as a Registered Principal, holding Series 7 and Series 24 licenses and advising on private placements, capital acquisition, and corporate strategy. Aaron holds dual bachelor's degrees in Electrical Engineering and Power Engineering from Rensselaer Polytechnic Institute, with additional academic concentration in economics, management, and advanced manufacturing.

Chief Revenue Officer Tony has been with VENTURE.co since 2025 and oversees all transfer agent service operations as well as leading the business development team. Find Tony at: tony@venture.co LinkedIn Tony Olivo brings extensive experience in fund administration and a strong background in transfer agent systems to his role as Chief Revenue Officer at VENTURE.co Fund Services. Throughout his career, he has played a pivotal role in optimizing operational efficiencies and simplifying complex financial processes. His expertise spans alternative investment funds, regulatory compliance, and investor services, positioning him as a recognized leader in driving innovation and operational excellence.  At VENTURE.co , Tony focuses on expanding the firm’s technology capabilities, refining service delivery, and ensuring a seamless investor experience. His comprehensive understanding of fund structures, paired with his commitment to delivering advanced administrative solutions, makes him an integral force in VENTURE.co ’s continued growth and leadership in the fund services sector.

In the alternative investment industry, paying agent services play a critical role in delivering funds to investors accurately and on time. Sponsors often focus on capital raising, reporting, and investor communication, but the paying agent executes the final step that investors judge most. When a paying agent processes distributions smoothly, investor confidence grows. When a paying agent fails, the experience quickly becomes frustrating and damaging for the sponsor’s reputation.   Many sponsors do not fully understand the responsibilities handled by a paying agent. The paying agent verifies allocation data, confirms banking details, manages withholding requirements, and issues payments through ACH, wire, or check. A strong paying agent manages these tasks with accuracy and transparency, which supports trust between investors and sponsors.   What a Paying Agent Does   The paying agent performs several operational tasks that support accurate and timely payments. Paying agent responsibilities commonly include: Receiving and validating allocation data Confirming investor records and account details Verifying banking information Routing approvals for payment releases Executing payments Providing investor confirmations Maintaining audit trails and documentation   Each of these steps must work together to protect investors and sponsors. Without a paying agent, sponsors often struggle with distribution errors, delays, and investor inquiries that take valuable time away from growth efforts.   Why Paying Agent Services Matter for Investor Experience   Investor experience increasingly influences capital raising. Even when fund performance is strong, mistakes in payments can damage relationships. A paying agent provides structure and oversight that protects both investors and sponsors. By ensuring accuracy and documenting approvals, a paying agent reduces risk and creates consistency in the distribution process.   A positive investor experience begins with clear communication and reliable payments. Paying agent services help deliver this by combining accuracy with timely execution. When investors see professionalism during distributions, they are more likely to invest again and recommend the sponsor to others.   Paying Agent Compliance Responsibilities   Compliance is another critical area handled by a paying agent. Paying agent services include managing withholding requirements, tax documentation, and regulatory procedures tied to distributions. This helps ensure that sponsors avoid penalties and maintain accurate financial records. A compliant paying agent lowers risk, supports transparency, and strengthens trust.   Sponsors who rely on internal teams often underestimate the compliance burden. A dedicated paying agent provides expertise that helps prevent costly mistakes.   How to Evaluate Paying Agent Providers   Selecting a paying agent should involve careful evaluation. Sponsors should ask about Accuracy rates Verification procedures Communication practices Reporting capabilities Compliance processes Support for investor inquiries   A reliable paying agent brings structure and confidence to distribution activities. The right paying agent supports internal teams and enhances the investor experience.   The Value of a Paying Agent   Paying agent services play a vital role in the alternative investment lifecycle. By ensuring accurate payments, supporting compliance, and improving communication, a paying agent strengthens investor relationships. Sponsors who prioritize this function position themselves for long term success.   Understanding the role of a paying agent helps sponsors make informed decisions that support operational excellence and investor confidence.

Why Investor Onboarding Matters More Than Ever   Investor onboarding is no longer a simple administrative task. It has become one of the most important stages in the investor journey because it shapes expectations, establishes the first impression of operational strength, and creates the earliest point of trust. In a market where clarity, transparency, and structured communication matter more than ever, investor onboarding sets the tone for how investors will experience every stage of the relationship. A sponsor that treats investor onboarding as a thoughtful and intentional process positions their fund for stronger engagement long after subscriptions are complete.   Investor Onboarding as the First Proof of Operational Readiness   The quality of investor onboarding reveals how prepared a sponsor is to support investors throughout the lifecycle of the investment. When investors encounter a clear set of instructions, intuitive forms, and timely responses, they see evidence of a sponsor that values accuracy and organization. Strong investor onboarding communicates that the sponsor respects the investor’s time and understands the importance of operational precision. Early impressions formed during investor onboarding often influence how investors perceive future activities, such as capital calls, reporting cycles, and distribution processes.   Why Structure and Data Accuracy Shape the First 48 Hours   The first two days of investor onboarding create a defining experience. If investors encounter organized workflows, structured data intake, and straightforward identity verification, they quickly gain confidence in the sponsor’s capabilities. Investor onboarding that follows a predictable sequence reassures investors that the sponsor has built processes that support accuracy and consistency.   When investor onboarding is fragmented or unclear, investors may worry about how future interactions will be handled. Confusion during investor onboarding can lead to concerns and frustration about document management, communication practices, or the sponsor’s ability to maintain reliable operations. In contrast, a steady and organized flow builds reassurance that the sponsor is prepared to manage the relationship with professionalism.   An investor goes through the investor onboarding process Clear Workflows Build Trust Faster Than Promises   Investor onboarding gives sponsors a rare opportunity to demonstrate credibility before any performance data or reporting has been delivered. Trust is not solely created through high-level statements. It is earned through consistent actions, and investor onboarding becomes the first test of that consistency.   When investors experience a structured investor onboarding workflow, they see proof that the sponsor operates with intention. A clear process reduces unnecessary back-and-forth, removes uncertainty, and provides a level of transparency that allows investors to feel informed at every step. Successful investor onboarding shows that the sponsor has invested in processes that support accuracy and a reliable investor experience.   Investor Onboarding as the Start of Long-Term Engagement   Investor onboarding should be viewed as the beginning of a long-term relationship rather than the conclusion of subscription activities. Sponsors who recognize the importance of investor onboarding use the process to introduce investors to the broader lifecycle of communication, technology, and reporting. This helps investors understand how information will be shared, where documents will be stored, and how updates will be delivered.   When investor onboarding is thoughtful and consistent, it creates momentum that carries into later stages of the relationship. Investors feel more connected to the sponsor and more confident in the systems that support their investment. Investor onboarding becomes the moment that sets expectations for clarity and reliability across every future interaction.   Connecting Investor Onboarding to the Full Investor Experience   Investor onboarding has a direct impact on how efficiently a sponsor operates over time. When data is collected accurately during investor onboarding, downstream functions become easier to manage. Clean data supports capital call execution, distribution processing, and tax reporting. Sponsors benefit from fewer errors and less manual rework, while investors benefit from a more consistent and predictable experience.   By treating investor onboarding as a strategic part of the operational ecosystem, sponsors build a foundation that supports scale, reduces friction, and enhances communication. Investor onboarding becomes the anchor that supports every future touchpoint and reinforces the sponsor’s commitment to accuracy throughout the lifecycle.   Investor Onboarding Sets the Standard for the Lifecycle   Investor onboarding is much more than a step required to enter a fund. It is the foundation for trust, the starting point for transparent communication, and the first demonstration of operational maturity. When sponsors prioritize investor onboarding, they give investors the confidence that the relationship will be managed with clarity, structure, and care.   Firms that understand the lasting importance of investor onboarding gain a meaningful advantage. They create stronger investor relationships, reduce friction across key processes, and position themselves to deliver a more reliable investor experience across every stage of the lifecycle. Investor onboarding becomes the beginning of a long-term connection built on clarity, efficiency, and confidence.