Venturelytic

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 9

• 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 9

Cap Tables 2

• Build up a Cap Table from the Cap Table Manager
• Export your Cap Table

Funds 1

• Overview of Core Funds Functionality

Release Notes 1

• Fully Diluted Instruments - Release Notes v29

Your account 0

Your documents 0

Trial FAQs 0

Shared files 0

Deleted files 0

Creation of Key Metrics 3

• How to Fill in Key Metrics
• How to Create a New Metric
• How to Create a Key Metric Formula

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

User Guide 11

• Accounts
• Contacts
• Investment Opportunities
• Sidebar
• List Views

View all 11

Admin Manual 2

• Admin Guide
• User Management Manual

Implementation 1

• Implementation Design Guide

Email Integrations 1

• Venturelytic Gmail Integration

Mailchimp 1

• Setting up a Mailchimp integration

Web Integrations 3

• Salesforce Everywhere Chrome Extension
• Salesforce LinkedIn Integration
• Venturelytic Dealroom Integration

Admin Configurations 1

• Change your Pipeline Stages

User Management for Admins 6

• New User Creation, Permissions and Licenses
• Reset Passwords
• Deactivate a User
• Reset the Authenticator
• Change Language or Time Zone

View all 6

Reports & Dashboards 0

Automation 1

• Embed automatically created tasks in your dealflow process