PI Analytics
PI Analytics was founded to provide investment management consulting to institutional portfolios
Innovative Companies and Impact Investing
The Opportunity Zone program is a federal tax incentive established to bring billions of dollars to “under-developed” and “distressed” areas, creating economic opportunity where otherwise, it’s lacking. By offering attractive tax benefits to investors, this program is considered a win-win-win; good for the economy, good for the communities, and good for the investors.
Performing in line with the intent of the legislation, Verte Opportunity Fund is focused on both venture partnerships and local economic impact. With this two-tiered strategy at the forefront, we invest in companies that not only offer promising returns, but also tangible economic influence in the communities in which they operate.
Verte Opportunity is our second venture capital fund and follows our first fund, Verte Capital (closed).
Long-term Economic Development
Verte brings all three pillars necessary for the long-term economic growth of OZ communities:
- Committed, patient capital;
- The workforce of the future; and
- Technology innovation.
Verte also supports its portfolio companies in capital raising, strategic advice, and business development. To date, Verte has made five investments in start-up companies in six Opportunity Zones across the country. All our companies are committed to measured, significant social impact in their communities.
A Brief History
2005
2015
Verte Capital
Launched first venture capital fund, Verte Capital
2015
2016
RIA Status
PI Analytics became a Registered Investment Adviser (RIA) (See Our Filings)
2016
Adviser Services
Launched active investment management for private loans
2016
2017
Robo-Advisor Service
Launched Hybrid Robo-Advisor service for asset management of small individual accounts
2018
Active Trading Platform
Launched active trading accounts, swing trading and option investment strategies for high net worth individuals
2018
2019
Verte OZ Fund
Launched second venture capital fund, Verte Opportunity.
VERTE OPPORTUNITY FUND, INC IS A QUALIFIED OPPORTUNITY FUND
DISCLAIMER
Articles featured on this page are for informational purposes only. This is not an offer to sell nor a solicitation to buy Verte Qualified Opportunity Funds. That can only be done by our current Confidential Private Placement Memorandum (“CPPM”). Securities offered by Verte Opportunity Fund Inc. For accredited Investors only. Limited liquidity. The shares being sold in this offering have not been approved or disapproved by the Securities and Exchange Commission or any state’s securities division. Nor has the Securities and Exchange Commission or any state securities department passed upon the accuracy or adequacy of the CPPM or the disclosures provided therein. Any representation to the contrary is a criminal offense. The information contained in this website is for general information purposes only. The information is provided by Verte Opportunity Fund Inc. and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.