You get a car, and you get a car, and you get a…deal pipeline!

Okay, okay, we aren’t Oprah, but we are giving away our deal pipeline management features completely FREE, so basically the same thing, right?

How do you unlock all of this awesomeness? Easy as 1, 2, 3…

1.  Create an account
2.  Customize an application
3.  Link the application to your website with the url provided by Venture360

And done!

All company applications will be stored in your Venture360 deal pipeline for you to easily sort and customize into various stages. You can always add other features as needed.

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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.

 

NEW! Deal Pipeline Enhancements

The Venture360 you know and love has always given you the customization you needed, when you needed it. We’ve always allowed you to create custom deal stages and reorder them in your pipeline.

But NOW you also have the ability to share some deals in your pipeline while keeping others private.

First, change your group settings to enable the segmentation of your deal pipeline…

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Then group the stages based on which deals you want accessible to your investors.

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Want to display ONLY the open deals ready for commitment? Done.

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How about displaying what’s coming next? Done and Done.

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Go ahead…do that happy dance.

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.

angelinvestor                     VC                    friendsoffriends

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!