ABOUT
Matt Burk is the founder and CEO of Verivest, which administers over $2.8 billion in assets across 280 entities for emerging and mid-size private capital managers. With 30+ years in the space, he started in consumer finance, became a mortgage broker, ran pooled funds of his own, and progressed into advisory and back-office administration. Author of 'Capital Attraction', he has led 300+ advisory engagements — and often tells managers not to launch a fund at all: deal size, deal frequency, and investor base have to match the structure. His myth-busting is blunt: new managers almost never land institutional capital, and raising for a pooled fund is nothing like raising deal-by-deal — start with friends and family and work outward in concentric circles. On episode 058 of Return on Identity he reveals the hidden traps of fund management.
EPISODES
