February Feature Release Notes


Release Note posts are where we inform our users about notable features or enhancements that have become active in the previous month as well as preview upcoming feature release items.

“SAFE” Notes Now Supported – We now support “SAFE” notes as an available deal type to utilize when entering deal terms.


Shared Deal File Storage – We’ve enhanced the file storage feature of shared deals, allowing all groups who have access to the same deals the ability to upload both files and folders to the deal. The file storage permissions work the same as they always have, restricting the access of confidential investor information to only the relevant investors, however this new enhancement allows more dynamic management capability when it comes to your own documents and record keeping.


Try.Venture360.co Try Site – Have you tried the “Try Site,” yet? We’ve built a pretty cool and interactive site for new and current users to enjoy everything Venture360 has to offer through either our guided tours or on their own. It is a great way to check out new features, and play around without affecting your account and data.


March/April Preview

Updated Navigation Bar – We refined it’s look and we think you’ll find it cleaner and easier to understand where you need to go to get things done.

Updated Investor Profiles – More information will be available within the initial profile screen so that you can get quicker access to the data involved in your decision-making process. We’ve reworked the layout as well as added data about your investments that will give you a quicker look into what’s happening.

Investment Overview and Closing – We’ve been collecting a lot of feedback about streamlining investment and closing details within the platform. That feedback paired with some extensive testing has generated a much easier workflow for entering investments as well as modifying them at a later time.

Data Visualization and Reporting – We have made great strides to provide tools that present the data you want in a way that is easy to digest, manipulate, graph, compare, save, and export! THIS IS GOING TO BE HUGE! We will have a larger announcement regarding just this at a later date but it is coming soon and you won’t want to miss it!

Investor Reporting (Part 1) – Top 5 Frustrations of Every Investor


As investors, we realize the only real power we have in a relationship is before we write the check.  In those blissful months of pitching, due diligence and term sheet negotiations, that entrepreneur is your best friend. They are willing to pick up the phone whenever you call and supply whatever you need – right away.  

Of course, that dance comes to end after the check has been cashed and the entrepreneur has focused their attention on getting customers what they need or securing the next round.  Your check was the carrot and that carrot is long gone.

Here are the top 5 frustrations of every investor:

1) Just Do it!

Problem: It doesn’t really matter what fancy tools and graphs exist for collecting information from your portfolio companies because the real challenge is just getting them to DO IT!

Solution: The best time to lay out your expectations for post-funding reporting is BEFORE you write the check. Detail these expectations in the terms and make sure everyone is on the same page with what metrics are to be reported back and what tools to use, when and how.  This will lay the foundation of a good working relationship.

Check back with us because our big Automatic Portfolio Reporting enhancement is coming soon!


2) Can I get a price check on Aisle 2?

Problem: Okay, let’s say you’re lucky enough to get that quarterly report with “updated” financials and a blurb about “rah-rah everything is fine”, “rah-rah don’t look too hard because you might find something”, “rah-rah we still believe Google will buy us.”

Then there is the topic of what is being reported. How do you even know this information is correct? You don’t.

Solution: You didn’t become a private equity investor to play babysitter.  The only way to really scale a portfolio and analyze the information you’re getting is to compare it to publicly available data.  

For example, if your portfolio company is reporting massive user growth but their website’s publicly available analytics say website traffic is down and users are abandoning after a shorter and shorter amount of use time – Houston, there could be a problem.

Utilizing publicly available data to compare to company-reported metrics is the wave of the future. Work smarter, not harder.

Again, check back with us because our big Automatic Portfolio Reporting enhancement is coming very soon!


3) Buehler…Buehler…

Problem: Okay, it’s been months or maybe a year plus and you haven’t heard anything from your portfolio company, so you follow-up to find out there has been a change in management, or worse, a “pivot.”

Solution: The fact is that there is no solution to things going badly with an investment, but what would have been nice is to maybe have access to more timely information so that you can make better informed decisions.  Utilizing social tools like Google Alerts to keep up to date on press regarding the companies you invest in is a great way to keep up with things outside of what may or may not come back to you as the investor.

We are addressing this head-on.  Check back with us because our big Automatic Portfolio Reporting enhancement is coming really soon!


4) TMI

Problem: Yikes, you are getting weekly email updates that are pages long detailing out the CEO’s breakfast choice as it’s related to his peak mid-morning performance and meditation schedule.

Solution: Fish or cut bait, man.

Bring in only the data you need.  Automatic Portfolio Reporting is almost here!


5) Clean-up on aisle 2!

Problem: You rocked your term sheet and clearly outlined reporting expectations, and your portfolio company probably needs another round of funding before too long, so they are supplying you with timely and accurate financial reports.

You’re basically the Master of the Universe.  The Master, who now has to figure out what to do with all this information – whoops.

Solution: Seamless and easy portfolio tracking is a must. Ideally the goal is a place where the company can supply the relevant information and the investor can get access to it.  Then that information can be used to create different data sets that can be compared to other data and build into reports.


Such a place already exists with tools that enable this and we continue to make it better every day.

Happy Funding, Everyone. See you on the other side of profitability.

We will tackle this topic from the entrepreneur’s side in our next post.  Stay tuned.

What Does a Fully Electronic Closing Mean to You?


Remember when you went to the store, wrote a check at the counter, then immediately wrote down that transaction in your checkbook ledger? Of course, you do. You are also probably thankful for that mobile app on your phone telling you exactly how much money is in your bank account, showing you in an instant where it is going, while also allowing you to move money, sell stock and buy bitcoin. My how times have changed. Access, ease and transparency are just part of today’s expected business processes.  Or are they?

Now, think of the last private equity transaction you executed. How were those docs executed? Did you sign them physically or electronically? Where did you store them? Did you wire funds or send a check? How did you record the transaction? How are you keeping track of performance? How much in time and fees did doing one deal actually cost you? If your answers to these questions involved a mostly manual process piecing together lack-luster software solutions with a lot of fees and time – welcome to private equity.  

It is more than a little ironic that those funding the greatest innovations of our future are stuck using processes dating back to the manual checkbook.

Among the many things we want to make easier and faster in private equity, closing a deal was right at the top. EVERYTHING involved in executing that transaction from uploading docs, to transferring funds (quickly and at a fraction of the cost of wires), and finally creating that entity to hold individual investors is all done within Venture360’s platform.

Don’t take our word for it.  Have a look for yourself at Try.Venture360.co