Institutional Risk Control for Family Offices
Every insurance gap, missed deadline, and compliance lapse — caught before it costs you.
Veris gives family office principals audit-ready compliance records, live vendor insurance monitoring, and portfolio risk signals — without the overhead of a full risk team.
Built for operators running real portfolios
Who are you operating for?
You don't lose deals in one dramatic moment. You lose them slowly — from gaps nobody was watching.
A vendor's COI lapses mid-project. You don't find out until there's a claim — and you're exposed.
Lease renewals, inspection dates, permit expirations, loan maturity dates — scattered across inboxes nobody checks.
Deposit disputes, vendor disagreements, tenant claims — without a clear audit trail, it's your word against theirs.
Coverage gaps, missed deadlines, and undocumented compliance issues compound quietly — until the deal you nearly closed falls apart at the table.
Scenarios that play out every week. Veris stops them before they start.
A contractor's GL policy expired mid-renovation. Veris flagged the lapse 11 days out — the owner renewed coverage the same day. No claim ever opened.
Exposure eliminated before it existed.
A lease renewal window opened while the operator was closing another deal across town. Veris sent an alert 21 days out. The renewal was completed on time without a single call.
Deadline caught. Tenant retained.
A security deposit dispute went to mediation. The operator pulled a complete timestamped audit trail from Veris in four minutes. The case resolved in their favor — without litigation.
Clean records. Case closed.
What changes when nothing slips through.
“We had a contractor on-site for three weeks before anyone noticed their workers’ comp had lapsed. Veris would have flagged it 30 days out. That’s the difference between a $4,000 fix and a $140,000 liability exposure.”
“I was managing deadlines across three spreadsheets. One missed lease renewal almost cost me a tenant of six years. Now Veris handles all of it — I check one dashboard and nothing gets missed.”
“Our LP asked for a governance summary before our Q2 close. I pulled it from Veris in eight minutes — audit log, compliance status, risk tier for every deal. Exactly what they wanted.”
“Before Veris, LP diligence requests turned into a two-week scramble through emails and shared drives. Now I pull the audit log, compliance summary, and risk tier for every asset in under ten minutes. That’s the institutional posture our LPs expect.”
Know what's at risk — before it costs you.
| Record | Type | Due | Status |
|---|---|---|---|
| Apex Roofing - GL Policy | Insurance - Vendor | Expired Feb 18 | Expired |
| 142 Oak St - Lease Renewal | Deadline - Tenant | Due Mar 5 | 10 days |
| Bright Electric - Workers Comp | Insurance - Vendor | Due Mar 17 | 22 days |
| 320 Elm Ave - Fire Inspection | Compliance - Property | Valid til Oct 31 | OK |
| Unit 4B - Security Deposit Return | Deadline - Tenant | Due Mar 22 | 27 days |
One system. Every deadline. Nothing slips.
Veris replaces the spreadsheets, sticky notes, and hope with a single source of truth for your entire portfolio's risk exposure.
Add your deals, vendors, tenants, and insurance. Send vendors a link to submit their own documents. Takes under 30 minutes.
Veris scores each deal and vendor GREEN / YELLOW / RED with specific reasons. No ambiguity — just what's at risk and why.
Automated alerts hit before deadlines — not after. Every action is logged in an immutable audit trail you can pull in seconds.
Everything you need to know before you start.
Most operators are fully set up — deals, vendors, tenants, and key dates — in under 30 minutes. No implementation calls. No onboarding queue.
No. You track compliance yourself, or send vendors a link to submit their W9, COI, or license directly. They never need to log in.
You get an alert — email and in-app — with the exact issue, the entity at risk, and the deadline. No hunting for context. Just what needs to happen and when.
Yes. Veris Core starts free — no credit card required. You can upgrade or cancel at any time.
Yes, though Veris is purpose-built for operators running 10+ units across multiple deals and vendors. Single-asset owners still get full value — it's just where the tool really earns its keep.
Choose the coverage your portfolio needs.
Every plan includes secure storage, document uploads, and vendor intake links.
Veris Core
Foundational controls for active operators.
- 5 deals · 10 vendors
- Deal and vendor tracking
- Insurance and document storage
- Deadline alerts
- Basic risk dashboards
- Standard exports + activity log
Veris Growth
Expanded controls and signal depth.
- 25 deals · 50 vendors
- Everything in Core
- Enhanced milestone + deadline tracking
- Multi-channel alerts + deadline notifications
- Portfolio risk overview dashboard
- Risk flags per deal
- Advanced PDF + data exports
- Governance activity log
Veris OS
★Risk Oversight OSRisk Oversight Operating System for serious operators.
- Everything in Growth
- Automated deal risk score + tier rating
- Portfolio-wide risk score with trend tracking
- Vendor concentration exposure view
- Insurance gap + integrity alerts
- Adjustable risk alert thresholds
- Enhanced governance export + audit logs
- Full portfolio command dashboard
Stop finding out about risk after the damage is done.
Book a 30-minute demo and we'll walk through your portfolio structure, show you where Veris catches what you're currently missing, and get you set up same day.
Institutional Operators
For lenders, family offices, and operators needing governance-first oversight — Veris Institutional has its own engagement track. Custom pricing. Application-based access. Not the plans above.
Explore Veris Institutional →Built and operated by the founding team.
Every account gets direct access. Questions before signing up? Email us.