Create Fund
Establish the governed fund record.
GET STARTED
Bring your first fund onto VENTIQ.
Create the governed fund record, invite your team, bring historical data into one operating layer and activate role-native workspaces.
Assisted onboardingNew Fund Admin accounts are provisioned through VENTIQ's assisted onboarding process. Each administrator receives a secure invitation and sets their own password.
People & Access
Assign roles and send secure invitations.
Fund Data
Bring structured data and documents into VENTIQ.
Review & Readiness
Resolve exceptions and confirm readiness.
Activate
Complete maker-checker activation.
Launch VENTIQ
Open role-native workspaces and workflows.