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

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
Employees	1 - 10Exact Company Size
Primary Industry	541211 Offices of Certified Public Accountants
Address	5285 Meadows Road Suite 161 Lake Oswego, OR 97035

Note: Revenues for privately held companies are statistical evaluations.


VergePointe Opportunity Zone Fund I's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • VergePointe Opportunity Zone Fund I's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • VergePointe Opportunity Zone Fund I is classified as operating in the Offices of Certified Public Accountants industry, NAICS Code 541211.

VergePointe Opportunity Zone Fund I Annual Revenue and Growth Rate

VergePointe Opportunity Zone Fund I	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

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

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

VergePointe Opportunity Zone Fund I P&L	$ Millions
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

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

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	Headquarters	Revenue ($ MM)
ERNST & YOUNG INVESTMENT ADVISERS	Secaucus, NJ	100
KPMG LLP C/O TOTAL REWARDS DEPT	Montvale, NJ	64
PRICEWATERHOUSECOOPERS	Tampa, FL	63
DELOITTE	New York, NY	51
ANALYSIS GROUP	Boston, MA	23
BDO USA	Chicago, IL	17
CLIFTONLARSONALLEN	Minneapolis, MN	15
GRANT THORNTON	Chicago, IL	12
BEALES BEST	Victoria, TX	11

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	Headquarters	Revenue ($ MM)
KBF CPAS	Lake Oswego, OR	100
DELAP	Lake Oswego, OR	91
NVOICEPAY	Beaverton, OR	51
HOFFMAN STEWART & SCHMIDT PC	Lake Oswego, OR	51
DOUGALL CONRADIE	Beaverton, OR	41
PLANB CONSULTANCY	Lake Oswego, OR	34

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.

Company	Revenue ($ MM)