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Company collection
32 articles in this collection
Written by
Sarah Caldwell
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