This is the daily landing view: what's active, what's overdue, and what's happening on calls today.
Engagements needing attention
Today's calls
Activity
Funds Verika is courting, not yet engaged. Once a fund signs, convert them to a real client.
Every case Verika is running, at whatever stage it's in. Click a row to open the case file.
| Engagement | Client | Stage | Workstreams | Lead | Target close | Status |
|---|
Schedule and track founder interviews, reference checks, and customer/vendor confirmation calls. Add a meeting link from whichever video tool you use and it is emailed to the participant.
The funds Verika works for — one row per relationship, not per deal.
| Fund | Primary contact | Engagements | Last engagement | Portal access |
|---|
Who is paying each engagement fee, how much has been collected and what is still outstanding. Staff-only — none of this is visible to funds or founders.
| Engagement | Fund | Paying party | Fee | Paid | Status | Paid on / method |
|---|
Your price list. New engagements are opened at one of these fees — reviewers can only pick from the list, admins can also set a custom amount. Changing a price here never alters existing engagements; change those from the case file's Edit.
Pre-selected when opening a new engagement; can be changed per engagement.
Who runs the workstreams — and how loaded each reviewer currently is.