Fund & Groups

Features designed to simplify the management process

Portfolio Management

Investor_portfolio_track

Venture360 supports all major transactions from equity to safe notes, so your portfolio can easily be tracked in one place.

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Investor_close

Ready to close a deal? You can move money, electronically sign documents and store all closing information in one place using Venture360.

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Investor_analyze

Venture360’s analytics provide insight into anything from how your portfolio is performing to the different industry segments that make up your portfolio.

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Fund Management

Investor_capital_call

Create capital calls and invoice LPs with an option to transfer funds built into Venture360. Quick and easy.

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Investor_capital_account_summary

Capital account summaries provide a complete snapshot of everything happening within the fund.

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Investor_fund_analytics

Fund analytics at your fingertips. Anything from DPI to dry powder.

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Reports

Create easy and beautiful custom reports using data already in Venture360.

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Company Management

Investor_company_profile_page

Company profiles provide a brief introduction to the company complete with pitchdecks and financial snapshots.

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Investor_applications

Create custom applications to help companies communicate their funding needs in the best way possible. You can also create many different applications to assign to companies as they progress in the funding process.

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Investor_deal_pipeline

Deals move smoothly through your funding stages with the ability to message companies as they move from one stage to the other.

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Metrics

Select one of our hundreds of standard KPIs or build your own to track any metric you want regarding a company. Metrics can then be added to a chart to visualize performance over time.

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Investor Management

Investor-profile

Investor profiles provide a complete portfolio summary, capital account summary (if they invested in a fund), access to action items like paying capital calls, electronically signing documents, file storage and many other features.

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Company_charts

Venture360 automatically generates statements regarding portfolio assets and fund account summaries on a timeline set by the account administrators.

Custom reports can be created within Venture360 and published to investor profiles or distributed via email.

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Investor_reporting

Investors can register to invest through your organization online through a link placed on your website. Creating a seamless sales process for prospective investors.

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Funding Entity Management

Investor_funding_entity_profile

Add owners based on capital or % or just add signing authorities to act as admins of the entity.

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Investor_funding_tracking

All investments made through a pass-through entity are tracked back to the individual investor. Giving unpredented ease to tracking these types of investments.

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