Help Center
Reference for how Ventura works. If what you need isn't here, email us — a person reads it.
We reply within one business day.
Getting Started
Getting Your Account
Ventura is set up for each team rather than opened by sign-up. Here is how access works.
- • Request access and tell us about your fund
- • We follow up within one business day
- • We provision your workspace and invite your team
- • Sign in with a one-time code sent to your email
First Document Upload
Step-by-step guide to uploading your first financial documents.
- • Supported file formats (PDF, Excel, Word)
- • File size limits and requirements
- • Document preparation tips
- • Processing time expectations
Using Ventura Features
Document Upload & Analysis
How to upload documents and understand the AI analysis process.
Supported Documents:
- • Financial statements (P&L, Balance Sheet, Cash Flow)
- • Pitch decks and business plans
- • Annual reports and investor presentations
- • Excel spreadsheets with financial data
Analysis Process:
- • Automatic document type detection
- • Key metric extraction
- • Financial health scoring
- • Business model analysis
Understanding Scores & Charts
Learn how to interpret Ventura's scoring system and interactive visualizations.
Scoring System:
- • Financial Health Score (0-100)
- • Business Model Score (0-100)
- • Industry benchmarking
- • Risk assessment indicators
Interactive Charts:
- • Revenue breakdown and trends
- • Expense analysis and optimization
- • Growth trajectory visualization
- • Financial ratio comparisons
AI Chatbot Assistant
How to effectively use Ventura's AI assistant for deeper insights and analysis.
Best Practices:
- • Ask specific questions about your data
- • Request explanations for scores and metrics
- • Get strategic recommendations
- • Identify potential risks and opportunities
Example Queries:
- • "What factors are affecting my financial health score?"
- • "How does this company compare to industry averages?"
- • "What are the main risks I should be aware of?"
- • "What recommendations do you have for improvement?"
Account & Billing
Account Security
- • Two-factor authentication setup
- • Password management and recovery
- • Data privacy and security measures
- • Account deletion and data export
Billing & Subscriptions
- • Subscription plan management
- • Payment method updates
- • Invoice and billing history
- • Cancellation and refund policies
Troubleshooting
Document upload failed
Check file format, size limits, and internet connection. Supported formats: PDF, Excel (.xlsx), Word (.docx).
Analysis taking too long
Large documents may take 5-10 minutes to process. Check your dashboard for progress updates.
Scores seem inaccurate
Ensure your documents contain complete financial data. Use the AI chatbot to get detailed explanations of scoring factors.
Can't access dashboard
Try logging out and back in, or clear your browser cache. Ensure you're using a supported browser.
Still stuck?
Tell us what you were doing and what happened instead. Include the company name if it relates to a specific report, and we'll look at the same screen you are.