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Venture360 Overview for New Investors

An overview of Venture360 for investors who are new to the platform.

Rachel Diaz avatar
Written by Rachel Diaz
Updated over a month ago

Please watch the video above and review the steps below to guide you through your first visit to the Venture360 portal.


Step 1: Access the Welcome Email

  • Locate the welcome email sent by your investment group.

  • Click the link in the email to register your profile on Venture 360.


Step 2: Register Your Account

  • If you already have a Venture 360 account with another group, click the "Merge Account" tab.

    • Enter your email and password to consolidate access under one login.

  • Create a password for your new account and complete registration.


Step 3: Sign In and Verification

  • Sign in with your newly created password.

  • Enter the verification code sent to your email. This step ensures account security.


Step 4: Provide Accreditation Information (If Required)

  • If you're an investor, fill in your accreditation details by checking the appropriate boxes.

  • If you are not an investor (e.g., a financial manager or spouse), skip this step.


Step 5: Complete Your Profile

  • Add necessary details:

    • Tax information

    • Birthdate

    • Address (important for K-1 forms)

    • Tax ID (only if required by your investment group).

  • You can skip disbursement preferences unless you expect an immediate payout.

  • Click “Save Changes” when finished.


Step 6: Access Your Investor Portal

  • After completing your profile, navigate to your investor portal.

  • Review outstanding items such as:

    • Investment documents that need signing (accessible via email).

    • Invoices ready for funding.


Step 7: Manage Capital Call Invoices

  • Access your invoices through the portal or via email link.

  • Obtain wire instructions from the Venture 360 platform (secured behind a firewall).

  • Once the invoice is paid, it will move from the “Outstanding” tab to the “Paid” tab.


Step 8: Add an Investment Entity (If Applicable)

  • Notify your investment group if you are using an entity such as a trust, LLC, or IRA for investments.

  • Your dashboard will show the cumulative value of all your investment vehicles, but you can filter by individual entities.


Step 9: View Your Portfolio

  • Click “Portfolio” to see an overview of your investments:

    • Specific companies or SPVs you are invested in.

    • Portfolio allocation by industry and asset class (will diversify as you invest more).


Step 10: Access Files and Updates

  • Uploaded files related to your profile are located in the "Files" section.

  • SPV-specific files or updates will be in the SPV profile.


Step 11: Manage Multiple Investment Groups (If Applicable)

  • Use the dropdown menu to toggle between groups if you are invested with multiple groups using Venture 360.


Final Step: Explore and Monitor

  • Regularly monitor your dashboard for new investment opportunities and updates.

  • Review your portfolio and allocation to track diversification.

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