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Venture360 Portfolio Management Platform from Venture360
Provides portfolio tracking, deal flow management, LP reporting, document storage, investment dashboards, and integrated CRM for investors and VCs.
Product analysis by function
Portfolio Monitoring Platforms for Portfolio Management
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
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Data Integration & Aggregation
(7 Yes /7 Known /10 Possible features)
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API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
Venture360 advertises integrations with QuickBooks, Xero, and other systems via API. | |
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Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Automated imports referenced on Venture360 features for accounting and CRM sync. | |
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Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
Investors/administrators can manually enter or adjust data; manual entry shown in product screenshots. | |
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Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
No information available | |
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Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
Dashboards combine multiple data sources into one platform view. | |
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Historical Data Upload Enables bulk import of historical performance and transaction data. |
Historical data upload/import is referenced in onboarding documentation. | |
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Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Supports custom fields for deal, company, and investment records indicating custom data mapping. | |
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Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
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Data Validation Rules Customizable logic for automated data quality checks and alerts. |
No information available | |
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Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Data exports to Excel and PDF are available according to the feature descriptions. |
Dashboards & Visualization
(7 Yes /7 Known /10 Possible features)
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Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Screenshots and feature lists show users can configure and filter dashboards. | |
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Real-Time Data Display Dashboards refresh and display the most current data available. |
No information available | |
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Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
Drill-down shown in data and reporting views (expand company, deal details). | |
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Preset Templates Offers ready-made dashboard templates for common portfolio views. |
Preset templates referenced for dashboards and LP reporting. | |
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Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
Can track multiple portfolios and funds within one interface. | |
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Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
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KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
IRR, TVPI, etc., displayed as widgets on dashboard and reports. | |
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Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
Mobile responsive interface is claimed in marketing materials. | |
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Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
No information available | |
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Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Dashboards and reports can be exported and shared. |
Key Metrics Tracking
(6 Yes /6 Known /10 Possible features)
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Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
Automatic calculation of common VC and fund metrics listed as a core feature. | |
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Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
No information available | |
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Milestone Tracking Track achievement of milestones for each portfolio company. |
Can attach milestones to portfolio companies; indicated in user documentation. | |
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Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
Custom metrics field creation is supported. | |
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Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
Metrics update upon data imports or new entries, per support articles. | |
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Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
No information available | |
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Trend Analysis Visualizes changes in metrics over time. |
Dashboard and metrics display time series and trend graphing. | |
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Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
No information available | |
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Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
No information available | |
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Tagging & Grouping Tag companies and group data for custom cohort analysis. |
Tagging and grouping functionality for companies and investments is listed. |
Report Generation & Distribution
(4 Yes /4 Known /10 Possible features)
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Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
Scheduled reporting is available (automated LP update distribution). | |
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Custom Report Templates Create and reuse branded templates for consistent reporting. |
Report templates for LPs and stakeholders can be customized and reused. | |
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Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
No information available | |
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Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
No information available | |
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PDF and Excel Export Export reports to common formats for distribution or further analysis. |
Export to Excel and PDF is a listed offering. | |
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Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
LP and investor reports can be emailed directly from the platform. | |
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Audit Trail of Reports Keeps version history and access logs for compliance. |
No information available | |
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Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
No information available | |
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Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
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Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
No information available |
Collaboration & Workflow
(6 Yes /6 Known /10 Possible features)
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Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
Task management for deal flow and data collection is a prominent part of their workflow system. | |
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Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
Allows commenting and notes on deals, companies, and reports. | |
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Role-Based Access Set permissions on data and feature access by user role. |
Role-based permissions are described under user-access controls. | |
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Calendar Integration Integrate tasks and reporting schedules with external calendars. |
No information available | |
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Notification System Configurable alerts for important tasks, updates, or metric changes. |
Configurable notifications and reminders are part of product features. | |
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Approval Workflows Require and track approvals for critical edits and report releases. |
No information available | |
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Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
Shared dashboards and data rooms for collaboration are available. | |
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Version Control Track changes and maintain history of edits to data and reports. |
No information available | |
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In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
No information available | |
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External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
External user invites supported for LPs and company management. |
Security & Compliance
(4 Yes /4 Known /10 Possible features)
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Data Encryption All data is encrypted at rest and in transit. |
Platform documentation cites encryption of data both in transit and at rest. | |
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Two-Factor Authentication Supports 2FA for all user logins. |
No information available | |
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SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
SSO/SAML mentioned for enterprise users and teams. | |
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Activity Logging Detailed audit trail of all user activity and data changes. |
User activity logs and audit trails are included. | |
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GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
Compliance described for GDPR and CCPA in privacy documentation. | |
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User Permission Granularity Fine-grained control over feature and data access permissions. |
No information available | |
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Data Residency Options Allows selection of preferred data storage regions for compliance. |
No information available | |
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Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
No information available | |
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Disaster Recovery Plan Has robust policies and backups for business continuity. |
No information available | |
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Role Auditing Tools Facilities for regular review of user roles and permissions. |
No information available |
Customization & Extensibility
(6 Yes /6 Known /10 Possible features)
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Custom Field Creation Users can add and define new fields for data entry and reporting. |
Custom fields for data entry and reporting widely supported (as per custom metrics and data mapping). | |
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Custom Workflows Configure specific workflows to match the firm’s investment processes. |
No information available | |
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Branding Support Platform can be customized to reflect the firm’s logo and style. |
Branding support referenced for client-facing documents and portals. | |
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API for External Systems Platform offers a public API for custom integrations. |
Offers public API for external integrations, as stated on integrations/support pages. | |
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Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
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Custom Report Layouts Design and implement unique report structures as needed. |
Custom layouts possible for reports and dashboards. | |
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White Labeling Full white-label options for client-facing interfaces. |
White-label capabilities mentioned for customer portal. | |
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Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
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Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
Supports tracking and reporting in multiple currencies. | |
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User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
No information available |
Portfolio Company Engagement
(6 Yes /6 Known /10 Possible features)
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Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
Companies can enter data and receive feedback via dedicated portal. | |
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Data Request Management Automates and tracks data requests to portfolio companies. |
Product supports automated and trackable data requests to startups. | |
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Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
No information available | |
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Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
No information available | |
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Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
Feedback on analysis and benchmarks shared with companies per engagement features. | |
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Document Uploads Companies can attach supporting documentation through the platform. |
Document uploads for companies are available in the platform. | |
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Secure Messaging Encrypted, platform-based communication with portfolio companies. |
No information available | |
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Deadline Reminders Automatic deadline reminders sent to company users. |
Deadline reminders are implemented for data collection from companies. | |
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Participation Tracking Tracks participation and response rates across companies. |
No information available | |
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Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
Visibility controls for LP, company, and investor dashboards. |
Performance & Scalability
(3 Yes /3 Known /10 Possible features)
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Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
No information available | |
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Uptime Guarantee SLA percentage for minimum platform uptime. |
No information available | |
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Max Portfolio Size Total number of companies the platform can effectively support. |
No information available | |
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Report Generation Speed Average time to prepare standard portfolio reports. |
No information available | |
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Query Response Time Average data query (dashboard refresh) response time. |
No information available | |
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Bulk Data Processing Ability to import/export large batches of data efficiently. |
Bulk imports/exports of company and transaction data supported. | |
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Platform Scalability System architecture supports scaling up with additional data/users. |
Platform supports scale for multiple funds, portfolios, and users. | |
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Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Described as cloud-hosted; supports scalability and redundancy. | |
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Load Balancing Employs techniques to distribute load for optimal performance. |
No information available | |
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Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
Support & Implementation
(6 Yes /6 Known /10 Possible features)
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Dedicated Account Manager A specific person/team for ongoing account support. |
Dedicated account manager assigned to clients. | |
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Onboarding Services Structured onboarding for initial data migration and process setup. |
Onboarding support is a key differentiator in implementation. | |
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Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Help center and user documentation are available online. | |
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Live Chat Support Real-time chat support during business hours. |
No information available | |
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24/7 Emergency Support Around-the-clock emergency technical support. |
No information available | |
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Training Programs Structured user training (live sessions, videos, webinars). |
Training (webinars, guides) offered as onboarding options. | |
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Community Forums Active online forums for best practices sharing and issue resolution. |
No information available | |
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Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
Feedback and feature requests are discussed in user groups and with support. | |
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Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
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Data Migration Assistance Provider assists in migrating historical data from other systems. |
Historical data migration/assistance is offered with onboarding. |
Pricing & Contract Flexibility
(10 Yes /10 Known /10 Possible features)
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Transparent Pricing All pricing is published or explained clearly before purchase. |
Pricing for standard packages listed on website and in product material. | |
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Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
Pricing and features can be adjusted per tier/user count. | |
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Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
Volume discounts referenced for large accounts/funds. | |
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Annual/Monthly Billing Options Allows flexibility in billing cycles. |
Annual/monthly billing options are available. | |
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No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
No long-term contracts required, monthly options available. | |
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Free Trial/POC Option to trial the platform before committing. |
Free demo and trial options available before commitment. | |
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Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
Willingness to negotiate custom contracts for account migrations. | |
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Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
Simple per user/portfolio billing is described in pricing. | |
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Implementation Costs Published Any onboarding or setup costs are clearly described. |
Any setup or onboarding fees clearly posted on website/agreements. | |
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Cancellation Policy Clear, fair policy on contract termination and refunds. |
Cancellation policy is described in terms and product FAQ. |
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