Veris Institutional
Governance infrastructure for portfolios where the exposure is real.
Built for family offices, private lenders, and multi-entity operators who need portfolio-level risk visibility — not spreadsheet roll-ups and manual reporting cycles.
Where institutional portfolios break down
Your vendor exposure is invisible across properties
Each property manager sees their own vendors. No one sees that the same contractor is serving 40% of the portfolio — until their insurance lapses or they exit, and the exposure lands simultaneously across a dozen assets.
LP and lender reporting is assembled, not generated
When a capital partner asks about compliance status, insurance integrity, or concentrated risk, your team spends days pulling data from multiple sources. The answer is always late and always incomplete.
The audit trail is built after the fact
Claims and disputes require documentation of what was known and when. Without a governance system logging actions continuously, that record has to be reconstructed — and reconstructed records do not hold up.
Insurance gaps compound across assets
One expiring COI is manageable. Eight properties with unmonitored insurance expirations in the same quarter is a systemic exposure. Most operators only know about it when someone files a claim.
What Veris Institutional provides
Portfolio Risk Score
Weighted risk scoring across all assets with concentration decomposition — vendor, tenant, and capital stack exposure surfaced at the portfolio level.
Vendor Concentration Monitoring
Cross-property vendor tracking with automatic concentration flags when any single vendor exceeds portfolio exposure thresholds.
Insurance Integrity Signals
Automated expiration monitoring for every vendor COI across every property. Alerts fire at 30, 14, and 7 days before lapse.
Capital Stack Sensitivity Analysis
Exposure heatmaps and sensitivity modeling for lender dependencies, debt concentration, and capital deployment risk.
Governance Audit Mode
LP and lender-ready packet exports with timestamped activity logs, compliance status, and documented governance actions.
Monthly Risk Intelligence Memos
Auto-drafted risk summaries with governed archive — structured for LP reporting cycles and internal governance review.
Immutable Governance Ledger
Append-only log of every governance action, decision, and risk event — timestamped and tamper-evident. Built for LP due diligence and dispute defensibility.
Institutional Signal Panel
Unlimited threshold logic for portfolio-wide signals: concentration breaches, turnover spikes, lease clustering, and milestone failures.
Engagement Model
Application-only. Scoped to your portfolio.
Veris Institutional is not a self-serve product. Every engagement begins with a structured infrastructure review to define governance scope, reporting architecture, and implementation depth. Pricing is custom and tied to portfolio size and structure.
Typically $2,500–$5,000/month. 30-minute strategy call with the founding team.
Currently onboarding founding partners. Early engagements receive direct access to the founding team throughout implementation. Capacity is limited by design.