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Investor group collection
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69 articles in this collection
Written by
Sarah Caldwell
Investor Group Overview
Investor Group Dashboard Overview
Get familiar with your group's dashboard
Written by
Sarah Caldwell
Updated over a week ago
General Group Settings Overview
This is an overview of your group settings. You can modify these settings at any time.
Written by
Sarah Caldwell
Updated over a week ago
Configuration Settings Overview
This is an overview of your configuration settings as well as how to best use them.
Written by
Sarah Caldwell
Updated over a week ago
Agreement Page Overview
This article describes how to use the agreement page.
Written by
Sarah Caldwell
Updated over a week ago
Subscription Page Overview
This article describes how to update or edit subscription information.
Written by
Sarah Caldwell
Updated over a week ago
Email Settings Overview
This article describes the email settings.
Written by
Sarah Caldwell
Updated over a week ago
Understanding Documents
This article describes the unlimited file storage throughout the account, as well as what each permission setting means.
Written by
Sarah Caldwell
Updated over a week ago
Portfolio
Understanding the Portfolio Summary
This article details the portfolio summary view.
Written by
Sarah Caldwell
Updated over a week ago
Tracking Portfolio-Wide Metrics
This article describes how to track metrics for all companies in your portfolio.
Written by
Sarah Caldwell
Updated over a week ago
Requesting Updates from a Portfolio Company
This article describes how to request metrics updates from companies.
Written by
Sarah Caldwell
Updated over a week ago
Setting up Automatic Reminders for Portfolio Companies
This article describes how to set up automatic reminders for companies to update their metrics.
Written by
Sarah Caldwell
Updated over a week ago
Entrepreneur Application
Adding or Reordering Headings in the Entrepreneur Application
This article describes how to add or reorder question headings in the entrepreneur application.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting Headings in the Entrepreneur Application
This article describes how to edit or delete headings in the entrepreneur application.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting Questions in the Entrepreneur Application
This article describes how to edit or delete questions in the entrepreneur application.
Written by
Sarah Caldwell
Updated over a week ago
Adding Questions to the Entrepreneur Application
This article describes how to add new questions to the entrepreneur application.
Written by
Sarah Caldwell
Updated over a week ago
Deal Pipeline
Creating a Deal
This article describes how to create a new deal in the deal pipeline.
Written by
Sarah Caldwell
Updated over a week ago
Moving a Deal
This article describes how to move a deal to a different folder in the deal pipeline.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting a Deal
This article describes how to edit or delete a deal in the deal pipeline.
Written by
Sarah Caldwell
Updated over a week ago
Adding and Deleting Commitments to a Deal
This article describes how to add an investor's commitment to a deal.
Written by
Sarah Caldwell
Updated over a week ago
Closing a Deal
This article describes how to close a deal from the deal pipeline.
Written by
Sarah Caldwell
Updated over a week ago
Companies
Adding a Company
This article describes how to add a company to your portfolio.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting a Company
This article describes how to edit or delete a company.
Written by
Sarah Caldwell
Updated over a week ago
Inviting Company Users
This article describes how to invite company users to Venture360.
Written by
Sarah Caldwell
Updated over a week ago
Tracking Metrics
This article describes how to track metrics for individual companies.
Written by
Sarah Caldwell
Updated over a week ago
Updating Metrics
This article describes how to update metrics manually.
Written by
Sarah Caldwell
Updated over a week ago
Creating Charts
This article describes how to create charts from metrics.
Written by
Sarah Caldwell
Updated over a week ago
Understanding Company Tags
This article details the purpose of company tags.
Written by
Sarah Caldwell
Updated over a week ago
Adding and Assigning Company Tags
This page describes how to add a new company tag as well as assign companies to that tag.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting a Company Tag
This article describes how to edit or delete a company tag.
Written by
Sarah Caldwell
Updated over a week ago
Understanding the Community Folder
This article details the purpose of the community folder.
Written by
Sarah Caldwell
Updated over a week ago
Updating the Company Valuation
This article describes how to update a company's valuation to reflect the appropriate value of the investments made into it.
Written by
Sarah Caldwell
Updated over a week ago
Understanding Discussions
This article explains the discussion section contained within each company profile.
Written by
Sarah Caldwell
Updated over a week ago
Investments
Creating a New Class
This article describes how to create a new class of any of the investment types Venture360 supports.
Written by
Sarah Caldwell
Updated over a week ago
Adding Past Investments
This article describes how to add past investments to a company's cap table and to the group portfolio.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting an Investment
This article will explain how to edit or delete an investment.
Written by
Sarah Caldwell
Updated over a week ago
Converting a Note to Equity
This article describes how to convert a note to equity within the company's cap table.
Written by
Sarah Caldwell
Updated over a week ago
Recording a Disbursement
This article explains the process of recording a disbursement in the company profile as well as how to disburse it to investors' profiles.
Written by
Sarah Caldwell
Updated over a week ago
Investors
Searching For and Adding a New Investor
This describes how to search for or add an investor to your group and invite them to use their new account.
Written by
Sarah Caldwell
Updated over a week ago
Editing Investor Details and Deleting an Investor
This will show you how to edit your investor's details on the profile page or how to delete an investor profile.
Written by
Sarah Caldwell
Updated over a week ago
Viewing and Filtering Investor Index
This details how to view and filter your investor index.
Written by
Sarah Caldwell
Updated over a week ago
Adding or Deleting an Investor Contact
This article helps you understand how to manage investor contacts.
Written by
Sarah Caldwell
Updated over a week ago
Understanding and Viewing Additional Investor Information
Commitments, disbursements, investments, investment vehicles, invoices, eSignatures, contacts, and files.
Written by
Sarah Caldwell
Updated over a week ago
Understanding Guests
This article describes how inviting guests works as well as what a guest has access to.
Written by
Sarah Caldwell
Updated over a week ago
Creating a New Subgroup
This article describes understanding and adding subgroups.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting a Subgroup
This article describes how to edit or delete a subgroup.
Written by
Sarah Caldwell
Updated over a week ago
Funding Entities
Searching for and Adding Funding Entities
This article describes how to search for and add funds.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting a Funding Entity
This article describes how to edit or delete a funding entity.
Written by
Sarah Caldwell
Updated over a week ago
Adding or Deleting Owners in a Funding Entity
This article describes how to add or delete owners in a funding entity.
Written by
Sarah Caldwell
Updated over a week ago
Understanding the Funding Entity Details Page
This article describes the funding entity details as well as left hand navigation items.
Written by
Sarah Caldwell
Updated over a week ago
Understanding Notes in a Funding Entity
This article explains the notes section contained within each funding entity profile.
Written by
Sarah Caldwell
Updated over a week ago
Funds
Searching For and Adding Funds
This article describes how to search for or add funds.
Written by
Sarah Caldwell
Updated over a week ago
Editing and Deleting a Fund
This article details how to edit or delete an existing fund.
Written by
Sarah Caldwell
Updated over a week ago
Adding or Deleting Investors in a Fund
This article describes how to add or delete the investors of a fund after the fund has already been created.
Written by
Sarah Caldwell
Updated over a week ago
Viewing and Creating Capital Calls for a Fund
This article details understanding capital calls.
Written by
Sarah Caldwell
Updated over a week ago
Understanding the Fund Details Page
This article describes what is on the fund details page as well as left hand navigation items.
Written by
Sarah Caldwell
Updated over a week ago
Understanding Notes in a Fund
This article explains the notes section contained within each fund profile.
Written by
Sarah Caldwell
Updated over a week ago
Analytics
Running Analytics
This article describes how to run analytics for the group, including saving charts.
Written by
Sarah Caldwell
Updated over a week ago
eSignatures
Viewing and Creating eSignature Documents
This article describes creating and understanding eSignature documents.
Written by
Sarah Caldwell
Updated over a week ago
Deleting an eSignature Document
This article describes how to delete an eSignature document.
Written by
Sarah Caldwell
Updated over a week ago
Invoices
Viewing and Creating Invoices
This article explains how to view and create invoices.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting an Invoice
This article describes how to edit or delete an invoice.
Written by
Sarah Caldwell
Updated over a week ago
Calendar Feature
Understanding the Calendar Feature
This article describes the purpose of the calendar feature.
Written by
Sarah Caldwell
Updated over a week ago
Adding an Event
This article describes how to add an event to the calendar.
Written by
Sarah Caldwell
Updated over a week ago
Editing or Deleting an Event
This article describes how to edit or delete a calendar event.
Written by
Sarah Caldwell
Updated over a week ago
Message Center
Understanding the Message Center
This article describes the purpose of the message center.
Written by
Sarah Caldwell
Updated over a week ago
Composing a New Message
This article describes how to compose a new message.
Written by
Sarah Caldwell
Updated over a week ago
Referrals
Understanding Referrals
This article describes how referrals work.
Written by
Sarah Caldwell
Updated over a week ago
Users
Understanding Users
This article describes the purpose of the users index.
Written by
Sarah Caldwell
Updated over a week ago
Setup Wizard
Using the Setup Wizard
This article describes how to use the setup wizard to setup your new Venture360 account.
Written by
Sarah Caldwell
Updated over a week ago