Investor group collection

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

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

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

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

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

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

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

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

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

Running Analytics

This article describes how to run analytics for the group, including saving charts.

Written by Sarah Caldwell
Updated over a week ago

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

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

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

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

Understanding Referrals

This article describes how referrals work.

Written by Sarah Caldwell
Updated over a week ago

Understanding Users

This article describes the purpose of the users index.

Written by Sarah Caldwell
Updated over a week ago

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