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 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.

Director of Engineering & QA Christa Ferrari, Director of Engineering & QA, leads engineering and product functions and sits on VENTURE.co 's leadership team, and Board of Directors. Find Christa at: LinkedIn Christa leads VENTURE.co 's engineering and product functions, overseeing team planning, delivery, and quality assurance. She sits on the leadership team and works across departments to ensure alignment and execution. Prior to VENTURE.co , Christa held roles in operations, administration, and team leadership. She brings a focus on organization and cross-functional coordination. Christa's focus is on supporting strong execution, thoughtful communication, and reliable service outcomes to ensure each solution aligns with client needs and supports their 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.

Chief Operations Officer Jason Plaza, MBA, CMA, CSCA sets operational strategy and designs the systems that support sponsors and investors. Find Jason at: LinkedIn Jason is the Chief Operations Officer at VENTURE.co , where he sets operational strategy and designs the systems that support sponsors and investors throughout the investment lifecycle. With eighteen years of experience across the investment industry, including the past five focused on alternative investments, Jason has developed a strategic approach to operations that balances scalability, compliance, and investor experience. He determines how technology, process, and people align to support growth, and has led the architecture of internal platforms that manage contract lifecycles, client relationships, and cross-functional workflows across the company's cloud infrastructure. Jason holds an MBA from Champlain College and maintains both the CMA and CSCA certifications. His focus is on identifying where legacy systems constrain growth and designing the replacements that remove those constraints.

President & CFO Nicholas Viens, President & CFO, serves as the primary operator across VENTURE.co's portfolio of businesses. Find Nicholas at: LinkedIn Nick is President & CFO at VENTURE.co, serving as the primary operator across the company’s portfolio of fintech and financial services businesses — including its SaaS platform, transfer agent (2025), and formerly its SEC/FINRA-regulated managing broker-dealer, where he served as COO and CFO. Promoted three times over seven years, Nick leads finance, strategy, planning, and organizational execution, partnering closely with the CEO/Founder to set company direction and ensure disciplined delivery across revenue, operations, and product. He holds FINRA Series 27 and Series 99 licenses, a B.S. in Accounting from Champlain College, and brings a background in design and visual communication — shaping both how the company operates and how it presents itself.

Founder & CEO Aaron Pollak founded VENTURE.co in 2014 and has established himself as a leader in the alternative investment industry. Find Aaron at: LinkedIn Aaron is the Founder & 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 to support fund sponsors throughout the full investor lifecycle. Aaron serves as Chair of the Technology & Operations Committee and as a Board Member at ADISA, the Alternative & Direct Investment Securities Association. Prior to launching VENTURE.co , he served as a Registered Principal, holding Series 7 and Series 24 licenses while 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 concentration in economics, management, and advanced manufacturing.

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.

Senior Account Manager Le Nora joined VENTURE.co in 2025 to support key client relationships while guiding smooth onboarding, investor communication, and ongoing account support. Find lenora@venture.co Le Nora Ellison comes to Venture.co with over eleven years of Transfer Agent experience in Alternative Investments. Having held several positions throughout her career Le Nora has a wealth of knowledge regarding New Investments, Account Maintenance, Transfers and Liquidations, and much more. As one of our Sr. Account Managers Le Nora is able to guide you through the full lifecycle of your fund while supporting your investor and advisor needs.

Investor trust is built through consistency, and few moments test that trust more directly than the movement of capital. While strategy, performance, and communication often receive the most attention, Paying Agent Services play a critical role in shaping how investors evaluate a fund’s professionalism, reliability, and credibility.   For investors, payments are tangible. They are not projections, narratives, or future expectations. They are outcomes. When Paying Agent Services operate accurately and predictably, confidence is reinforced. When they do not, concerns surface quickly and linger longer than most sponsors expect.   The Role Paying Agent Services Play Across the Investor Lifecycle   Paying Agent Services are responsible for managing the flow of capital between sponsors and investors. This includes processing distributions, applying payment instructions, validating investor records, and ensuring proceeds align with governing documents.   Because these responsibilities occur later in the investor lifecycle, Paying Agent Services are often viewed as routine or administrative. In practice, they represent one of the most visible moments of execution. Investors may tolerate delays in reporting or occasional onboarding questions, but inaccuracies tied to Paying Agent Services are far less forgivable.   When payments arrive on time and in the correct amounts, Paying Agent Services quietly confirm that earlier operational commitments were real and dependable.   Where Paying Agent Services Create Risk   Even minor breakdowns in Paying Agent Services can create outsized impact. Incorrect amounts, delayed distributions, or inconsistent application of payment instructions trigger immediate scrutiny from investors and advisors.   These issues are difficult to contextualize away. Errors tied to Paying Agent Services affect cash flow and financial planning, which makes them personal. Once uncertainty enters the picture, restoring confidence becomes significantly harder than preventing the issue in the first place.   Unlike upstream operational issues that can often be resolved internally, failures in Paying Agent Services are experienced directly by investors.   Paying Agent Services as a Signal of Operational Discipline   Consistent Paying Agent Services send a clear signal that a sponsor operates with control, discipline, and accountability. Investors interpret accurate payment execution as evidence that underlying systems, data governance, and oversight are functioning properly.   Strong Paying Agent Services also influence long-term behavior. Investors who experience reliable payments are more likely to reinvest, maintain commitments, and recommend a sponsor to peers. In this way, Paying Agent Services contribute to relationship durability, not just transactional success.   Accuracy becomes a differentiator even when it is never explicitly marketed.   Why Scale Raises the Stakes for Paying Agent Services   As investor bases grow, Paying Agent Services become more complex. More investors introduce more payment scenarios, more instructions, and more exceptions that must be handled correctly every time.   Without structured Paying Agent Services, scale introduces risk. Manual intervention becomes harder to manage, reconciliation takes longer, and small inconsistencies multiply across a larger investor population. Firms that invest early in repeatable, accurate Paying Agent Services are better positioned to grow without eroding investor confidence.   Precision at scale is not accidental. It is the result of intentional design and oversight.   The Investor Perspective Is Unforgiving   From an investor’s point of view, Paying Agent Services are judged on outcomes, not effort. Investors do not see internal workflows, reconciliations, or exception handling. They see whether funds arrive when expected and whether amounts align with communications they received.   This perspective is unforgiving by design. Investors assume that Paying Agent Services are controlled, repeatable, and dependable. When payments fall short of that expectation, the issue is rarely viewed as isolated. Instead, it raises broader questions about accuracy, oversight, and reliability across the fund.   Strong Paying Agent Services protect sponsors from those doubts by delivering certainty where investors expect it most.   Building Confidence Through Paying Agent Services   At their core, Paying Agent Services are not simply about moving money. They are about delivering certainty at a critical point in the investor relationship.   Accurate, consistent Paying Agent Services reinforce trust when it matters most. They validate expectations set throughout the lifecycle and demonstrate operational maturity without requiring explanation.   For sponsors, excellence in Paying Agent Services becomes a quiet advantage. Investors may not praise it openly, but they remember when it works and they remember when it does not.

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.

2025 marked a defining year for VENTURE.co , as the firm continued its evolution into a full-lifecycle fund services partner. Throughout the year, every expansion, hire, and platform enhancement was guided by a singular focus: building reliable infrastructure that supports scale while delivering a clear and consistent investor experience.    Launch of Transfer Agent Services  The official launch of Transfer Agent Services represented a major milestone for VENTURE.co in 2025. This expansion completed the firm’s ability to support sponsors across the full fund lifecycle, from investor onboarding and subscription processing through ongoing record-keeping, reporting, distributions, and investor servicing.  By embedding transfer agent services directly within the VENTURE.co platform, sponsors benefited from fewer handoffs, stronger data continuity, and greater visibility into investor activity. The result was a more connected operating model that reduced friction, strengthened accuracy, and reinforced trust across all stakeholders.    Platform Scale and Impact   2025 represented a meaningful step forward in both platform adoption and operational volume. Over the course of the year, the VENTURE.co platform supported $1.3 billion USD in assets transacted, reflecting increased sponsor confidence and sustained growth across alternative investment strategies.  This activity was driven by consistent execution at the investor level. 8,120 investors were onboarded through structured workflows designed to prioritize accuracy, completeness, and efficiency. Each onboarding event reinforced the importance of dependable processes that scale without sacrificing clarity or control.  In total, 47 entities were serviced throughout the year, spanning a range of fund structures and operational requirements. Supporting this breadth required a platform capable of handling complexity while maintaining consistency across reporting, record-keeping, and investor servicing. As transaction volume increased, the platform continued to deliver stability and transparency across every stage of the lifecycle.    Strategic Team Expansion  As the platform scaled, VENTURE.co made deliberate investments in its people to ensure service quality grew alongside operational volume.  The firm welcomed Tony Olivo to lead and expand transfer agent services, bringing deep industry experience and a strong emphasis on operational discipline and client service. His leadership strengthened internal processes and helped align service delivery with the growing needs of sponsors and investors.  Alongside this leadership addition, VENTURE.co expanded its client service team with the hiring of experienced account managers, including Ashley Dixon, to ensure sponsors and investors received consistent, high-touch support as fund structures and investor bases grew more complex. The expanded team brings more than 15 years of industry experience across transfer agent services, fund administration, and investor servicing, strengthening day-to-day execution and deepening client relationships. This investment reinforced VENTURE.co ’s commitment to accountability, service continuity, and long-term partnership at scale.    Expanded Platform Functionality  Platform development remained a core focus throughout the year as VENTURE.co continued to enhance functionality in support of scale, accuracy, and transparency.  Improvements to investor onboarding workflows, document processing, reporting capabilities, and task management helped sponsors reduce manual effort while improving visibility across fund operations. Each enhancement was informed by real-world use cases and direct client feedback, ensuring the platform evolved in step with operational realities.  These updates strengthened the platform’s ability to support increasingly complex fund structures while preserving consistency and control.    Looking Ahead  The progress made in 2025 laid a strong foundation for continued growth. With transfer agent services fully integrated, more than $1.36 billion in assets supported, thousands of investors onboarded, an expanded service team, and enhanced platform functionality, VENTURE.co enters 2026 well-positioned for what’s next.  As the firm looks ahead, the focus remains unchanged: helping sponsors operate with confidence and delivering a dependable investor experience from subscription through exit.

Family offices play a unique role in the alternative investment ecosystem. They are long-term allocators, deeply relationship-driven, and often involved well beyond capital commitments. While their structures and mandates vary, expectations around transparency, control, and execution tend to be consistently high.   For sponsors seeking to attract and retain family office capital, operational infrastructure matters more than ever.   Family offices evaluate more than strategy and returns. They assess how a fund operates, how information flows, and how confidently a sponsor can manage complexity over time. Strong operations signal discipline, stability, and readiness to support sophisticated capital partners.   Why Family Offices Think Differently   Unlike institutional investors bound by formal processes or retail investors navigating standardized experiences, family offices operate with flexibility and scrutiny. Many manage capital across generations and value consistency as much as performance.   They expect: Clear visibility into holdings and capital activity Reliable reporting that supports internal analysis Direct access to accurate records and documentation Confidence that processes will hold up as allocations evolve Operational gaps are not viewed as growing pains. They are viewed as risk.   Operations as a Trust Signal   Family offices often build relationships slowly and deliberately. Early interactions with a fund shape long-term perception. Clean onboarding, timely confirmations, and organized documentation all contribute to trust well before performance can be evaluated.   Transfer agent services play a central role in this experience. Accurate investor records, disciplined data management, and consistent execution create the foundation family offices rely on when allocating capital across multiple strategies and entities.   When those systems function smoothly, confidence follows. When they do not, concerns surface quickly.   The Role of Technology in Family Office Engagement   Family offices increasingly expect access to modern tools that support transparency and efficiency. They want information that is easy to retrieve, clearly presented, and dependable.   A well-designed platform supports this expectation by centralizing investor data, streamlining document workflows, and delivering consistent reporting. It reduces manual follow-up, limits confusion, and allows sponsors to respond to inquiries with confidence.   Technology alone does not replace service. It strengthens it.   Transfer Agent Services as a Differentiator   For family offices, the transfer agent is not a back-office function. It is an extension of the sponsor’s credibility. The ability to manage investor records accurately, process activity efficiently, and maintain clean data over time directly impacts the investor experience.   Sponsors that invest in strong transfer agent services demonstrate readiness to support sophisticated capital. They signal that growth will not compromise accuracy or service quality as complexity increases.   Attracting Long-Term Capital   Family offices value partnerships built for durability. They gravitate toward sponsors that prioritize structure, clarity, and consistency across the full investor lifecycle.   Operational discipline, supported by experienced transfer agent services and modern platform infrastructure, sends a clear message. The fund is prepared. The systems are sound. The experience is intentional.   In an increasingly competitive alternative investment landscape, these signals matter.

Transfer agent services play a foundational role in how private funds operate, even though much of that work happens behind the scenes. From the moment an investor subscribes through the full lifecycle of ownership, a transfer agent supports the accuracy, structure, and continuity that modern fund operations depend on. As private funds grow more complex, transfer agent responsibilities have expanded well beyond basic recordkeeping. Today, transfer agent services are central to maintaining order, reducing operational risk, and supporting confidence across every stage of a fund’s lifecycle.   Establishing Order from the Start Strong transfer agent services begin at onboarding. A transfer agent is responsible for establishing accurate ownership records, validating investor information, and ensuring that subscriptions are processed consistently and correctly. When transfer agent workflows are clearly defined from the start, sponsors benefit from a stable operational foundation. Clean ownership records and standardized processes reduce downstream friction and create clarity around how capital activity will be handled as the fund matures.   Supporting the Full Lifecycle of an Investment Transfer agent services touch nearly every critical moment in the life of a fund. Subscriptions, redemptions, transfers, distributions, and ongoing ownership changes all rely on the transfer agent to maintain accurate and current records. By centralizing these responsibilities with a dedicated transfer agent, sponsors avoid fragmented workflows and competing sources of truth. Transfer agent services provide continuity as funds evolve, investor bases change, and new offerings are introduced over time.   Reducing Risk Through Consistent Transfer Agent Processes Operational risk often emerges when recordkeeping practices vary across funds or shift without clear oversight. Transfer agent services reduce this risk by applying consistent standards across ownership records, transaction processing, and documentation requirements. A reliable transfer agent helps sponsors prepare for audits, regulatory reviews, and ongoing compliance obligations with greater confidence. Consistency across transfer agent processes minimizes errors, simplifies review cycles, and strengthens overall fund governance.   Enabling Better Decision Making with Transfer Agent Records Accurate transfer agent records provide clear visibility into ownership structures, historical transactions, and investor activity. This clarity supports better decision making across operations, finance, and fund administration teams. When sponsors can rely on their transfer agent for dependable records, internal teams spend less time reconciling information and more time focusing on strategic priorities. Transfer agent services become a trusted operational backbone rather than a reactive function.   A Scalable Transfer Agent Framework for Growing Funds As firms launch new offerings or expand into additional markets, operational demands increase quickly. Transfer agent services support scale by providing repeatable, well-defined processes that can be applied consistently across multiple funds. Rather than rebuilding workflows for each new vehicle, sponsors can rely on their transfer agent to support growth while maintaining control. Scalable transfer agent services allow firms to expand without introducing unnecessary complexity or operational strain.   Strengthening Internal Teams Through Transfer Agent Support Transfer agent services do more than support external requirements. They also strengthen internal teams by creating clear ownership, defined workflows, and predictable processes. When responsibilities are well established, teams can collaborate more effectively and respond to activity with confidence. This operational clarity reduces internal friction and allows staff to focus on execution rather than troubleshooting. A strong transfer agent relationship reinforces alignment across departments.   Confidence Built Through Transfer Agent Services Investors may not interact directly with a transfer agent, but they benefit from the outcomes transfer agent services deliver. Accurate ownership records, smooth capital activity, and dependable reporting all stem from strong transfer agent operations. In an environment where trust and professionalism matter, transfer agent services quietly support confidence throughout the full investment lifecycle. A capable transfer agent is not just an operational necessity, but a long-term partner in sustainable growth.