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Company Profiles: Revenue, Growth, Competition

VERGEPOINTE OPPORTUNITY ZONE FUND I Revenue, Growth & Competitor Profile

DBA VERGEPOINT CAPITAL FUND XXIV LP
DBA VERGEPOINTE, LLP
DBA VergePointe Capital Fund, XII LP
DBA VergePointe Capital Fund XIV, LP
DBA VergePointe Capital Fund XIX, LP
DBA VergePointe Capital Fund XVII, LP
DBA VergePointe Capital Fund XVIII, LP
DBA VergePointe Capital Fund XX, LP
DBA VergePointe Capital Fund XXI, LP
DBA VergePointe Capital Fund XXII, LP
DBA VergePointe Capital Fund XXIII LP
DBA VergePointe Capital Income Opportunity Fund, LP
DBA VergePointe Income Opportunity Fund LP
DBA VERGEPOINTE WEALTH MANAGEMENT, LLC
DBA VERGEPOINTE WEALTH MANAGEMENT, LLC
Last updated:

Company Awards

VC / Private Equity
Venture Capital / Private Equity

Company Profile & Annual Report for VergePointe Opportunity Zone Fund I

Access the complete profile.

VergePointe Opportunity Zone Fund I Fast Facts

Revenue$1 - $10 million    See Exact Annual Revenue
Employees1 - 10Exact Company Size
Primary Industry541211 Offices of Certified Public Accountants
Address5285 Meadows Road Suite 161
Lake Oswego, OR 97035

vergepointe.com
Note: Revenues for privately held companies are statistical evaluations.


VergePointe Opportunity Zone Fund I's annual revenues are $1-$10 million (see exact revenue data) and has 1-10 employees. It is classified as operating in the Offices of Certified Public Accountants industry.


VergePointe Opportunity Zone Fund I's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?

VergePointe Opportunity Zone Fund I Annual Revenue and Growth Rate

VergePointe Opportunity Zone Fund I Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 Details in Premium Report
2022
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: VergePointe Opportunity Zone Fund I's revenues are gauged from an analysis of company filings.



Investor Activity

VergePointe Opportunity Zone Fund I has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date Investors Percent Raised Target Size
August 3, 2023 1 3%$50 MM
Complete list of funding rounds and total amounts in the Company Report




VergePointe Opportunity Zone Fund I's Income Statement (based on Industry Averages)

$ Millions
(Industry Average)
VergePointe Opportunity Zone Fund I Revenue (Sales) VergePointe Opportunity Zone Fund I Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Recession Risk

Determine whether VergePointe Opportunity Zone Fund I grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof VergePointe Opportunity Zone Fund I is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.



U.S. Industry Overview & Market Statistics:
Offices of Certified Public Accountants

Publisher: AnythingResearch

  • Market Size
  • Growth Rate
  • 5-Year Market Forecast
  • Average Company Size & Growth
  • Salary & Compensation Benchmarks



Market Share of VergePointe Opportunity Zone Fund I's Largest Competitors

A competitive analysis shows these companies are in the same general field as VergePointe Opportunity Zone Fund I, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
ERNST & YOUNG INVESTMENT ADVISERSSecaucus, NJ100 
KPMG LLP C/O TOTAL REWARDS DEPTMontvale, NJ64 
PRICEWATERHOUSECOOPERSTampa, FL63 
ANALYSIS GROUPBoston, MA23 
BDO USAChicago, IL17 
CLIFTONLARSONALLENMinneapolis, MN15 
GRANT THORNTONChicago, IL12 
BEALES BESTVictoria, TX11 
BAKER TILLY USChicago, IL10 




Nearby Competitors

These companies are similar in business line and location to VergePointe Opportunity Zone Fund I. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
KBF CPASLake Oswego, OR100 
DELAPLake Oswego, OR91 
HOFFMAN STEWART & SCHMIDT PCLake Oswego, OR51 
DOUGALL CONRADIEBeaverton, OR41 
PLANB CONSULTANCYLake Oswego, OR34 
MICHAEL L LARSON COMPANY PLake Oswego, OR24 




Future Competition: VergePointe Opportunity Zone Fund I's Fastest Growing Competitors

These companies are in the same general field as VergePointe Opportunity Zone Fund I and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
VergePointe Opportunity Zone Fund I Competitors