User Guide

Accounts
In Venturelytic, you store information about your venture targets, investments, co-investors, partners, and other relevant companies and contacts in your ec...
Mon, 18 Oct, 2021 at 5:11 AM
Contacts
One of the most important things you need to know about a company is who works there and how to reach them. In Venturelytic, the people who work at your acc...
Mon, 18 Oct, 2021 at 9:11 AM
Investment Opportunities
Investment opportunities represent your dealflow. These are the investment targets you consider making an investment in. An investment opportunity is part o...
Mon, 18 Oct, 2021 at 9:12 AM
Sidebar
Once you have created a new investment opportunity, account, or contact, you will have numerous additional functions that you are able to use. In the follow...
Mon, 18 Oct, 2021 at 9:12 AM
List Views
List views are a great way to sort, prioritise, and analyse the records that are most important to you. Let’s briefly have a look at the different options y...
Mon, 18 Oct, 2021 at 9:13 AM
Key Metrics
Let’s say you want to view, add, or request key metrics regarding a venture.  On the specific account page of the venture, select the Key Metrics tab. Y...
Mon, 18 Oct, 2021 at 9:13 AM
Captable
The captable (also called capitalisation table) lists all the company’s securities such as common shares and preferred shares, who owns them, and the prices...
Mon, 18 Oct, 2021 at 9:14 AM
Provide a Loan
Besides equity, you can also invest in your venture accounts with a loan. In order to do so, follow the following steps:  Click on the Debt & Alterna...
Mon, 18 Oct, 2021 at 9:14 AM
Personalisation
Personalise Navigation  Let’s look at the different ways you can edit the navigation bar. You can drag items on the navigation bar to change their order...
Mon, 18 Oct, 2021 at 9:08 AM
Access Your Personal Settings
Your personal settings help you customise your Venturelytic experience. View or update your personal settings like your password and security question, emai...
Mon, 18 Oct, 2021 at 9:09 AM