Venture360 Group Admin Overview
Companion SOP to the Group Admin Overview video
Welcome to the Venture360 platform! This guide provides a step-by-step overview to help you navigate the platform, manage your dashboard, and administer funds, SPVs, and investors effectively. Use this as a reference alongside the overview video for more in-depth instructions.
Please watch the video and review the steps below to guide you through your Group Admin dashboard.
1. Dashboard Overview
The dashboard is your central hub, showing:
Actions Needed at the top: documents to sign, profiles to complete, calls to pay, etc. LPs see this same actions-needed area on their own dashboard.
Featured Deals: shows up to 3 deals at a time (expand to see more). Clicking a deal takes you to the SPV raising for it. LP visibility follows the visibility setting chosen when the SPV was set up.
Capital Summary: total committed, called and paid, total fees, investable capital, capital deployed, and cash position, across all entities.
Distribution Summary: distributions made to date.
Portfolio Overview: high-level snapshot of your holdings.
You can add a commitment to a deal directly from the dashboard.
2. Portfolio
Shows your entire portfolio across all SPVs and funds.
Scroll down to see each portfolio company and each investment class you hold (a single company can have multiple classes, e.g. across different rounds).
Click a company to open its Company Profile, where you can view:
Cap table (Closed Table)
Distributions related to that company
Open deals
Files
3. Funds
Lists all funds you manage.
To add a new fund, click Add Fund and follow the setup wizard, which walks you through your fund structure.
4. Creating and Managing SPVs
Go to the SPV tab to see all open, raising, and closed SPVs. Click Add SPV to start a new one.
The setup wizard will ask:
Will Venture360 administer this SPV, or are you just onboarding an SPV you're managing yourself?
Which documents are you using — Venture360 standard, or your own proprietary documents?
Do you expect activity in this SPV after the first year?
Is the SPV currently raising, or already closed and just being onboarded?
How many investors do you expect?
Are you investing into an LLC/other pass-through entity, or a company?
Are you raising more than $250,000?
These answers determine the pricing model shown later in the wizard.
You'll then set up the deal (the company being invested in) and choose visibility: all investors, or selected investors only (SPV investors plus anyone you specifically add).
Complete the remaining wizard steps and pay for the SPV. Once paid, it appears in your SPV list.
Inside an open SPV, use the internal menu to:
Add Investors: choose from existing platform investors, or click Add Individual to enter a new investor's first name, last name, and email. Set their commitment amount once added.
E-Signature: set up subscription documents and send them to investors for signature directly from the platform.
5. Conducting Capital Calls & Management Fees
Within the SPV, go to Transactions > New Transaction.
Capital: typically call 100% of capital in one call.
Set the due date.
Choose No to simply record capital already paid, or Yes to notify investors — this sends an invoice with wire/funding instructions.
Click Call to execute.
Management Fee: allocate fees after capital has been called.
Set the amount at the top, or manually allocate per investor.
Example: an investor called for $10,000 can show $9,000 allocated to invested capital and $1,000 to management fees.
6. Finalizing Investments
Once an SPV has deployed capital, record the investment under the company, not the SPV:
Go to Portfolio > Companies, find the company invested in.
Go to Closed Table > New Class.
Choose the investment type (e.g. equity) and name the class.
Select the type of stock (available fields change based on this selection).
Add the SPV as the investor.
Enter the investment date, amount invested, and number of shares received.
Click Save.
7. Accounts
This is where you manage everyone in the platform:
Add new individuals.
Set up investing entities: trusts, LLCs, IRAs, joint tenants, etc.
Set up delegated access (e.g. a financial manager who needs visibility into specific investors):
Add the financial manager as an individual.
Create a sub-account/subgroup and name it.
Assign them as admin of that subgroup.
Add the relevant investors to the subgroup.
On login, that admin will see an Accounts section on their dashboard limited to the investors you assigned.
Add additional Group Admins — people who need full access to your Venture360 group.
8. Taxes
View, review, and approve tax returns each year.
Once approved, the Venture360 team distributes K-1s to your LPs.
9. Connections
Venture360 does not market directly to your existing investors, but does run outbound marketing to prospective LPs.
As prospective LPs build profiles, matches against your stated investment strategy appear in your Connections portal.
You decide whether to invite a matched investor into your group or deals.
Set up your Connections profile (investment strategy, minimum investment, etc.) to start receiving matches.
10. Management
Invoices: view all invoices across every SPV and fund in one place (each SPV also shows its own). Filter outstanding vs. paid, search by investor name, and bulk-mark invoices as paid.
Message Center: send messages to a specific investor, all investors, all group admins, or all investors within a specific fund/SPV (recipient count shown before sending).
Files: store files here.
Billing: your Venture360 billing lives here.
11. Configuring Settings
Navigate to Settings to customize:
General settings
Investor settings
Company settings
Automated reminders
Email notifications
Review each of these to make sure everything matches how you run your business.
Need Help?
For more detailed instructions, refer to the specific help articles linked in the platform. If you encounter any issues, contact support@venture360.co for assistance.
This guide covers the essentials for using Venture360 as a Group Admin. Refer to individual articles for a deeper dive into specific tasks, or reach out if additional support is needed.