Welcome to the Venture360 platform! This guide provides a step-by-step overview to help you navigate the platform, onboard investors, and manage SPVs effectively. Use this as a reference alongside help articles for more in-depth instructions.
Please watch the video above and review the steps below to guide you through your first visit to the Venture360 portal.
1. Dashboard Overview
The dashboard is your central hub, showing:
Featured deals available for LPs.
A summary of your portfolio, including cost basis, current value, and allocation metrics.
Access specific SPVs, funds, or the entire portfolio directly from the dashboard.
2. Portfolio Management
The Portfolio tab displays:
A detailed summary of your investments.
Each portfolio company and investment class you're involved in.
Dive deeper into individual funds, SPVs, or portfolio companies from this section.
3. Adding Investors
Navigate to the Investors tab to add new investors:
Enter their first name, last name, and email.
For those using entities like trusts or LLCs, create an Associated Entity and link it to the investor.
Use Subgroups to grant access to external parties, such as financial managers.
4. Creating and Managing SPVs
Go to the SPVs tab and click Create New SPV:
Input SPV details, including name, fees, and legal documents.
Add investors and assign commitments.
Manage carried interest and fees as needed.
5. Deal Pipeline
Build and feature deals under Companies > Deal Pipeline:
Create a company profile if it doesn’t already exist.
Input deal details and mark it as Featured to display on the dashboard for LPs.
Collect investor commitments for deals, which can later be added to SPVs or funds.
6. Sending Subscription Documents
Use the Dropbox Sign integration to send documents:
Upload templates for subscription documents.
Select the investors who need to receive them.
Send for e-signatures directly through the platform.
7. Conducting Capital Calls
Generate invoices for capital calls from the SPV profile:
Include secure wire instructions.
Send invoices to investors and track payments.
Once received, mark invoices as paid.
8. Finalizing Investments
After closing, add investments to the SPV:
Link the SPV to the relevant portfolio company.
Input investment details like amount and class.
Update valuation metrics for accurate reporting.
9. Configuring Settings
Navigate to Management > Settings to customize:
Membership agreements.
Email and reminder preferences.
General configurations to match your processes.
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. Refer to individual articles for a deeper dive into specific tasks or reach out if additional support is needed.