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Venture360 Help Center
I am a V360 client
I am a V360 client
Help articles for clients who use Venture360
By Rachel
1 author
45 articles
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
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
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
