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
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
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
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
Guides and Manuals
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
Integrations
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
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
Reports & Dashboards
0
Automations
Automation
1
Embed automatically created tasks in your dealflow process
Help Desk Software
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