Introduction to Accounts & Investment Opportunities

Created by Nora Neidhart, Modified on Thu, 25 Jan at 7:29 AM by Nora Neidhart

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

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

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.

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: