1. Main difference between Account and Investment Opportunities:



Account

Investment Opportunities

Purpose

Company information

Deal information

Explanation

Objective company information 

Subjective deal-related information

Examples

Company performance

Contacts

Captable

Debt & Alternative funding

Deal status

New business scoring

Communication during opportunity



  1. Where to find Account and Investment Opportunity?


Accounts: 


Under the header Accounts in the navigation pane


Investment Opportunities:


Option 1: under the Related tab within Accounts


Option 2: under the header Investment Opportunities in the navigation pane



  1. Relationship between Account and Investment Opportunity


  • An Investment Opportunity is part of an Account. Each account (company) can have multiple investment opportunities. 


  • Within an Investment Opportunity, you can navigate to the account of which this opportunity is part.



  1. Where to store communication?


Notes, tasks and emails (deal information, related to the relationship between you as an investor and the company of interest) should be stored under Investment Opportunities.


When logging emails to Venturelytic, select Investment Opportunities: