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I am a V360 client

I am a V360 client

Help articles for clients who use Venture360

Getting Started

Configuration Settings Guide

Venture360 Overview for New Clients

Investor Management

Adding or Deleting an Investor Contact

Adding or Deleting Investors in a Fund

Adding Individual Investors

Importing a List of Investors

Grant Access to an Investor Profile

How to Resend Registration Invitations

AML Screening with Venture360

Updating Investor Details

How to Merge Investors

How to Make Distributions / Disbursements

Fund Management

Creating a New SPV

Adding Investors to an SPV

Organize Files in Your SPV

Updating Investment Valuations

Using E-Signatures

Comparison: FlexNote vs. Traditional SPV

Viewing and Creating Capital Calls

How to Edit or Delete a Capital Call

Portfolio Management

Editing or Deleting an Investment

Creating a Disbursement

Adding Investments

Creating a Deal

Document Management

Viewing and Creating Invoices

Deleting an Invoice

How to file Form D for a pooled investment (i.e., funds and SPVs)

Form D Completion Tips

Using E-Signatures

Deleting an Invoice

Managing the Membership Agreement

Voiding an eSignature Document

Accessing Investor Tax Documents

Communication Tools

Using the Message Center

Company Management

Adding and Assigning Company Tags

Adding a Company

Adding and Deleting Commitments to a Deal

Adding and Reordering Screening Questions

Navigating the Company Dashboard

Adding Investments

Creating a Deal

Application Management

Adding Questions to the Entrepreneur Application

Reporting and Analytics

Exporting Data in Venture360

Settings and Configuration

Configuration Settings Guide

Managing the Membership Agreement

Configuration Settings Overview

Troubleshooting and FAQ

Send a Registration Reminder to Investors

Venture360’s Commitment to Security