Feature Spotlight: Customized Reporting

Investor reporting is the single most important factor when it comes to great customer service in the venture industry. Whether you are a large venture firm, small angel group, or a funded company – how you communicate what you’ve done with someone’s money will either make or break you when it is time to raise again…and you will raise again.

Reporting is something no one really loves to do. Mainly because it requires us to go back through multiple systems to track down what deals we looked at, who we funded and how, and then get those companies to actually report back to us in a timely manner (see post on automatic portfolio tracking). Then once we find all of that information, we have to put it into some system for building an actual report that we then send out to our investors. No bueno.

Because Venture360 is a complete application to exit platform, our clients already have access to all of the data needed to report back to their investors providing the highest level of service possible. Although our complete investor profiles provide account information accessibility anytime, anywhere to investors – we also know that sending out summary reports are a great way to communicate with investors and provide the best service possible.

Our clients are only a few clicks away from populating beautiful reports for their investors with the data they need – all in one place.

The is one of the many features our clients get FREE access to with an account prior to May 1, 2016. Go ahead and enjoy all that free time you have now that you use Venture360.

(below is an example of the customizable report building system)

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Feature Spotlight: Automatic Portfolio Reporting

There are some pretty fantastic tools out there to help track company metrics, but you know what the real problem is?


Oh sure, you can add it to the terms and have penalties for noncompliance, but that doesn’t really work. Then there is the issue of validating what information you do get – good luck with that.

These are the real problems we are solving here at Venture360 with our proprietary data aggregation API that sources and verifies information on our clients’ portfolio companies without anyone lifting a finger. Then we take that information along with all of the portfolio information we are already tracking, and allow our clients to create incredible and customizable reports.

You can continue to chase down your portfolio companies for minimal information, OR you can just click one button in our system that will search hundreds of publicly available data sources for information on your portfolio automatically.

Minds. Blown. Everywhere.


Application to Exit – Why it Matters


Venture360.co – A lot of tools are utilized in the startup world of business.  There are plenty of hosted applications that small businesses and investor groups leverage to expand the productivity and reach of what is most often a very limited number of staff resources.  From MailChimp to Slack and SurveyMonkey to HelpScout, many facets of how businesses interact with their clients, team members and data are handled by different toolsets.  Even the most progressive company executives manage all of these important areas of a business from several different dashboards that don’t give the full picture in any one place.  The same can be said for how the deal finding, deal making and deal tracking are handled in the private investment marketplace.  Raising capital can be a key component in building a business, and the last thing a CEO wants to add to their plate are multiple systems to track and manage this process.

While the issue of disparate toolsets continues to expand within small business, we are making the opposite happen for private investment.  We have built and continue to build out an ecosystem that provides full Application to Exit (AE) coverage.  All aspects of the transaction are systematized and documented within a single platform.  All parties are involved in this ecosystem as well.  From the entrepreneur to the angel investment group or fund, as well as the individual investor, we have built dashboards and workflows that support all profiles within the process.  We’ve done this because everyone needs and wants to bridge the gap between the investment proposition and the ongoing relationship management and performance data tracking that builds with each investment.

This full-service ecosystem is important because data is manipulated and reported in different ways across many toolsets.  By bringing all relevant toolsets to a single platform, the rules for how that data is presented become baseline for the user in all scenarios.  They know how and where to look for what is important to them and move past the data that isn’t providing them with the insight that they need.  Disparate tools create different governing rules that are difficult to remember across logins and this isn’t the experience that will resonate long term as the private investment market expands.  But imagine being able to manage all of the following in one place: creating an investor package, finding the right investors for your company, inviting those investors to review documents, take commitments, click one button to begin and manage a fully electronic closing, sign docs and accept funds, once closed all round information goes into the cap table, and all performance metrics are tracked where all investors can login and review them anytime.  We saw this need from the start of Venture360 and bringing this experience to our clients is built into the DNA of our platform.  The full service use case is the baseline in this market and that’s why it’s resonating.