Funding from Venture Capital and Private Equity firms
Latest trademark applications
Additional industries in which the company operates
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
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Company Awards
VC / Private Equity
Company Profile & Annual Report for VergePointe Opportunity Zone Fund I
5285 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
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)
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.
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.
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.
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.