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.