Venturelytic
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Knowledge base
General
FAQ
0
Getting Started
15
Create new investment opportunity
Create an account and link contacts and investment opportunities
Fill in the Captable
Transfer shares
Provide a loan
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Importing Data
4
Data import wizard: video example
How to resolve a failed import
Data import wizard: basics
Data import wizard: example
Reporting
4
Create a new report
Track and report on key metrics
Add filters to report
Create a new key metrics report
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
10
Accounts
Contacts
Investment Opportunities
Sidebar
List Views
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Admin Manual
0
Integrations
Email Integrations
0
Help Desk Software
by Freshdesk Support Desk