Venturelytic

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

View all 15

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

Your account 0

Your documents 0

Trial FAQs 0

Shared files 0

Deleted files 0

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

User Guide 10

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

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Admin Manual 0

Email Integrations 0