Company collection | Venture360 Help Center

Company Overview

Company Dashboard Overview

Get familiar with your company's dashboard page

Written by Sarah Caldwell
Updated over a week ago

General Company 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

Subscription Page Overview

This article describes how to update or edit subscription information.

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

Email Settings Overview

This article describes the email settings.

Written by Sarah Caldwell
Updated over a week ago

Application

Understanding the Application

This article describes what is displayed on the application page.

Written by Sarah Caldwell
Updated over a week ago

Company Profile

Understanding the Company Profile

This article describes what is contained in the company profile.

Written by Sarah Caldwell
Updated over a week ago

Editing the Company Profile

This article describes how to edit the company profile.

Written by Sarah Caldwell
Updated over a week ago

Making the Company Profile Public

This article describes how to make your profile public.

Written by Sarah Caldwell
Updated over a week ago

Investments

Understanding Investments

This article describes what is shown in each section of the investments menu.

Written by Sarah Caldwell
Updated over a week ago

Opening a New Round

This article describes how to open a new round of funding.

Written by Sarah Caldwell
Updated over a week ago

Sharing a Round

This article describes how to share a round with an investor.

Written by Sarah Caldwell
Updated over a week ago

Closing a Round

This article describes how to close a round of funding.

Written by Sarah Caldwell
Updated over a week ago

Creating Disbursements

This article describes how to create disbursements.

Written by Sarah Caldwell
Updated over a week ago

Files

Understanding Files

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

Uploading Files and Creating Folders

This article describes how to upload files as well as how to create and move files into folders.

Written by Sarah Caldwell
Updated over a week ago

Discussions

Understanding Discussions

This article explains the discussion section.

Written by Sarah Caldwell
Updated over a week ago

Investors

Inviting an Investor

This article describes how to invite investors who have invested in your company.

Written by Sarah Caldwell
Updated over a week ago

Editing or Deleting an Investor

This article describes how to edit an investor's profile, or delete an investor.

Written by Sarah Caldwell
Updated over a week ago

Metrics

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

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

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

Users

Understanding Users

This article describes the purpose of the users index.

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

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