Create Fund
Establish the governed fund record.
PILOT ACCESS
Start a governed VENTIQ onboarding.
Pilot onboarding starts with one agreed fund, a defined operating priority and secure administrator access before role-native workspaces are activated.
Governed pilot onboardingNew Fund Admin access is provisioned through an assisted onboarding process. Each administrator receives a secure invitation, sets their own password and completes the required access controls before operating workspaces are opened.
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.