Analytics for the math nerd in all of us.

Businesses are run by the numbers. Being able to quickly access and understand those numbers is the key to making informed decisions.

Because Venture360 clients already enjoy the ease of using our platform to manage their funding process from application to exit, they are now just a few clicks away from running a wide range of analytics on their funds, investors and portfolio companies.

Enjoy, math nerds, you are our people.

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You can run analytics faster than you can blink:

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Create charts for anything you want:

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Coming next – then take all of this information and build any combination of reports.

Check out why thousands of fund managers already use Venture360, and why you are missing out. Schedule a demo today.

 

SPVs, Funding Entities, Oh my!

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“We LOVE managing all of the SPEs/Funding Entities we set-up!” – said no one ever

Structuring individual investors into a funding entity to make an investment has some fantastic benefits for everyone involved in the transaction. For example, since entities commonly act as one owner and vote, SPEs simplify the cap table for future rounds and streamline company decision making processes.

However, managing these entities over time presents a number of challenges.

So, we at Venture360 have taken a very complex part of investing and made it very simple.

Here’s how…

Meet Bob.

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Bob is an Angel Investor, who is also an LP in a fund, and sometimes does deals with his friends. So, your average private investor.

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This is what happens when Bob tries to figure out where his money has gone, how it is performing and what his accountant needs to know for taxes.

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Which leads to this…

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Then Bob stops making more investments because ain’t no one got time for that.

Now, what if the angel group, venture fund and family office Bob invested with used Venture360?

Well, Bob’s experience would look like this…

Bob could set up his investor profile with entities he typically likes to invest through then use those entities to make commitments to new deals.

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When his angel group closes a deal using a funding entity, the administrator can quickly set up the entity and move the participating investors over. This is all done seamlessly as part of the closing experience.

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Now, when Bob logs into his Venture360 profile to view his portfolio information, he can quickly sort how he would like to view that investment information (by fund, funding entity or personal).

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This is Bob using Venture360.

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If you would like to explore more of Venture360’s amazing features, book a demo with our team here.

NEW! Auto-convert notes and calendar feature

Next week, we are rolling out an update allowing you to convert notes to equity with the click of a button. This is designed to make it faster and easier on you, enabling you to keep track of when notes converted and on what terms.

Alongside this, we’ve developed a new calendar feature. You can now keep track of your appointments, schedule meetings, and preview events, all within the Venture360 portal!

Enjoy!


Now you can convert notes to equity with the click of a button! No, seriously. You just click the button.

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And it fills out all necessary calculations for you. I mean, can it get any easier?

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Within the new calendar feature, you can hover over events to get a quick preview…

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…or you can open the event for more detail, including a list of attendees, an option to RSVP, and the ability to edit the event itself.

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We hope you enjoy these highly sought-after features, and thank you for choosing Venture360!

NEW! Navigation and Dashboard Look

Next week, we are rolling out an update to your dashboard view and the top navigation as we continue to streamline the user experience while adding amazing new functionality.

The new navigation is designed to lead you easily through all that Venture360 has to offer; while the dashboard summarizes your account activity and provides quick access to the most used features and information.

Enjoy!

 


Your dashboard will now contain a portfolio summary view with sort features at the top and direct access to your deal pipeline and open deals below.

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We’ve reorganized the top navigation to get you where you need to go faster with enhanced topic grouping.

You can easily switch from one topic to the other with no hovering.

 

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More enhancements are still coming, so enjoy your new navigation and dashboard, and thank you for choosing Venture360!

 

NEW! Investor Profile Makeover

Our new investor profiles make it easier than ever to invest and manage private portfolios. These updates go beyond beautiful and sleek to functional. Everything web design should be. Enjoy with confidence.

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Personal portfolio performance is now summarized on a new dashboard. With easy sorting by deal type and funding type.

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Quickly and easily make commitments to open deals in your networks from your dashboard.

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Set-up a complete profile with multiple investment types (trusts, funds, entities – the more complex the better).

Add any investments you want to track – all completely FREE.

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You look gorgeous, darling.

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Don’t forget to check out our most recent metrics and portfolio summary feature releases!