Venturelytic
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Knowledge base
General
FAQ
0
Getting Started
16
Create new investment opportunity
Create an account and link contacts and investment opportunities
Fill in the Captable
Transfer shares
Provide a loan
View all 16
Importing Data
5
Data import wizard: video example
How to resolve a failed import
Data import wizard: basics
Data import wizard: example
Example: Import Deals from your Spreadsheet into Venturelytic
Reporting
8
Add a Key Metric Report to a Dashboard
Create a new report
Track and report on key metrics
Add filters to report
Create a new key metrics report
View all 8
Cap Tables
1
Build up a Cap Table from the Cap Table Manager
Funds
1
Overview of Core Funds Functionality
Getting started with us
Your account
0
Your documents
0
FAQs:
Trial FAQs
0
Files and folders
Shared files
0
Deleted files
0
Key Metrics
Creation of Key Metrics
2
How to Fill in Key Metrics
How to Create a New Metric
Reporting on Key Metrics
3
Key Metric Reporting Example: add a Gross Profit Report to your Dashboard
Create a Key Metric Report
Create a Key Metric Period Comparison Report
Guides and Manuals
User Guide
11
Accounts
Contacts
Investment Opportunities
Sidebar
List Views
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Admin Manual
1
Admin Guide
Integrations
Email Integrations
1
Venturelytic Gmail Integration
Admin Configurations
Admin Configurations
1
Change your Pipeline Stages
Reports & Dashboards
Reports & Dashboards
0
Help Desk Software
by Freshdesk Support Desk