Venturelytic

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