https://www.help.venturetracker.net/ 2026-04-20T13:22:36+00:00 https://www.help.venturetracker.net/ https://www.help.venturetracker.net/lib/exe/fetch.php?media=wiki:dokuwiki.svg text/html 2025-02-18T17:04:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=about_venture_tracker&rev=1739898274&do=diff About Venture Tracker Venture Tracker is a software solution written specifically for incubators and accelerator programs. It tracks your interaction and engagement with the companies you work with and their support networks. It provides extensive reporting, allowing you to measure outcomes, track progress and improve effectiveness. text/html 2025-02-24T18:25:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=adding_users&rev=1740421531&do=diff Add a new user Use the menu Admin Items -> Users, then Add a User (top left menu).   Enter a unique user name, an email address and any random characters in the password box.  Fill in the rest of the form as appropriate and submit it.  See User Classes to select appropriate privileges. text/html 2025-04-03T11:13:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=advisories&rev=1743678805&do=diff Advisories Advisories are checks which can be run against certain records in the database such as companies or panellists. They allow you to set warning markers if any of the checks fail. They will be indicated on list views with an alert indicator similar to that on the right. text/html 2025-03-13T20:30:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=advisory-examples&rev=1741897846&do=diff Advisory Examples Below are a few examples of typical advisories used by VT users. Note, the specific checks will be based upon the processes and procedures within your incubator or accelerator program. Each advisory requires an SQL report, a ’trigger value’ and a few additional settings. The examples below will illustrate by example. text/html 2025-04-10T19:01:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=autosave&rev=1744311689&do=diff Autosave Meeting Logs Autosave only works if you are entering the text into a log entry on the main company page. It does not currently work if you are editing in a pop-up window Venture Tracker will autosave logs as you type them. If you have a browser crash, a network outage, forget to save, or anything else, when you come back to that log (On the Company View page), it will show the stored log but also your autosave - if that is different. text/html 2025-03-01T11:17:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=brp-overview&rev=1740827823&do=diff BRP Overview To be added text/html 2025-03-01T15:20:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=build-dashboard&rev=1740842422&do=diff Building Dashboards Related Pages Technical Details At the core of most dashboards, is a set of VT Reports that extract information from the database. These are written in Structured Query Language (SQL) and Venture Tracker will be installed with a set of example reports. text/html 2025-03-01T15:39:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=companies&rev=1740843542&do=diff Companies and Meeting Logs Related Pages Uploading Documents How to use Extra Fields How to use Tags Add a company Remove a company Companies are the main records that are tracked and updated using Venture Tracker. Each company will have it's own meeting notes, funding events, mentor assignments and more. Your program may not use the term text/html 2025-02-28T10:56:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=company_types&rev=1740740180&do=diff Company Types Defining the types or categories of companies that you wish to track. For example: * Pre-Inc, Startup, Growth, Scaleup. OR * Launch, Accelerate, Grow. OR * Stage 1, Stage 2, Stage 3. OR * Applicant, Member, Alumni, Historic Member text/html 2025-03-01T15:36:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=company-join&rev=1740843417&do=diff Adding a new company To be added text/html 2025-02-27T13:18:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=company-left&rev=1740662338&do=diff What to do when a company leaves In general, you will probably want to keep records on previous members of your program for reporting purposes, therefore when companies leave we need to set their status accordingly. On the Edit Company page: * If dates are being captured, you should enter a valid date in text/html 2025-02-28T10:40:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=customers&rev=1740739228&do=diff Customers and Contacts Venture Tracker provides 3 additional tables for general use: customers, contacts and customer_introductions. If you organise events where you invite corporates to meet the companies within your program, or you have partnerships with other organisations that you wish to track, then these are the tables for you. text/html 2025-02-27T14:17:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=dashboard-examples&rev=1740665855&do=diff Dashboard Examples A simple example SELECT username, count(companies.id) as total
 FROM companies 
 JOIN users ON user_id = users.id
 WHERE companies.enabled = 1
 AND users.active = 1
 AND companies.priority < 4
 GROUP BY users.id
 ORDER BY users.username text/html 2025-03-01T20:09:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=dashboards&rev=1740859786&do=diff Dashboards Related Pages Example dashboards Build your own dashboards Technical Details Venture Tracker offers a powerful reporting capability within the system, but VT also offers Dashboards - a customisable feature which allows the automation of reporting and flexible presentation of whichever metrics are required. Once built and configured, a dashboard will regenerate ‘on demand’ using live data from the VT database. text/html 2025-03-01T11:15:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=data-quality&rev=1740827721&do=diff Data Quality To be added text/html 2025-02-27T14:06:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=ef-schema&rev=1740665181&do=diff Extra Fields Schema The extra fields follow a very similar schema to that for tags. 2 tables are used for this functionality: 'extrafields_fields' and 'extrafields_values'. Each record in extrafields_fields contains the name and type of the extra field and the linked table, the extrafields_values contain the linked entity, e.g. company_id and the actual value of that field applied to a single record. Hence: text/html 2025-03-19T20:03:01+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=email_users&rev=1742414581&do=diff Email Users Certain people, including those external to your organisation, can be enabled to submit notes to VT via email rather than typing them in to VT directly. These will be added as a log to the company concerned. In order to enable this a few conditions must be met. text/html 2025-03-20T13:18:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=extra_fields&rev=1742476732&do=diff Extra Fields Extra fields can be added to certain tables within Venture Tracker to extend the information you wish to store and make VT better aligned to the regular data requirements of your program. To use extra fields, you first define the field itself (name, type, parent table), and then you can populate the field per record just like the standard data fields. To get started, use the menu item text/html 2025-03-01T11:14:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=funding&rev=1740827686&do=diff Funding and Investment To be added text/html 2025-03-13T19:54:19+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=huddles&rev=1741895659&do=diff Huddles To be added If your VT has the huddles feature enabled, there are some additional settings available. Firstly, the feature can be renamed, for example to 'Demo Days' or 'Events' Huddles can have an optional category added to each. You will add the list of available categories to the Dropdowns table under a parent item called 'huddle_types'. Each item on the list can also be enabled or disabled in the Dropdowns table. text/html 2025-03-01T19:59:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=inbuilt-dashboard&rev=1740859189&do=diff Example Dashboards A number of standard dashboards can be enabled within VT. Whether they are useful or not depends if the specific program enters and maintains the data they display, however they serve as useful examples of the custom dashboards a specific client may wish to build. text/html 2025-04-16T14:34:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=meeting_types&rev=1744814079&do=diff Meeting Types Defining the types of meetings that you wish to enter logs (notes) for. For example: Mentor Meeting, Program Review Meeting, Exit Interview etc. You may well have your own definitions here. These should be defined in the Meeting Types table. Once they have been set, they can still be edited. text/html 2025-03-01T11:18:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=panellists&rev=1740827890&do=diff Panellists / Mentors This table contains external people that engage with the companies in your program in different ways. Your vocabulary may vary, but they are most probably outside your organisation. However, you may still want to track interaction with your ventures. Venture Tracker facilitates this through several mechanisms (not all may be enabled at this time in your instance) text/html 2025-03-01T11:13:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=panels&rev=1740827584&do=diff Panels To be added Also see Uploading Documents text/html 2025-06-30T15:50:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=reports&rev=1751298627&do=diff VT Reports Venture Tracker provides a simple interface to run individual reports - this can be accessed from the Dashboards -> VT Reports menu. An example is shown below: The interface allows reports to be tuned and refreshed, the underlying SQL to be viewed (maybe to copy for the start of a new report) and also for the data to be exported in a number of formats (CSV is shown in this example). text/html 2025-02-28T11:04:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=setting_up_venture_tracker&rev=1740740655&do=diff Setting Up Before starting to use Venture Tracker, there are a few administrative tasks to tailor the installation to your program. These include: General Settings A few variables will be set by the VT team (at Parkview). These include: * Email contact - for the person in your team who will deal with queries text/html 2025-02-28T11:09:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=sidebar&rev=1740740997&do=diff * Home Page Getting Started * Setting Up Venture Tracker * Vocabulary and customisation * Adding users Standard Features * User Interface * Companies and Meeting Logs * Panellists / Mentors / Advisors * Tags * Reports * Dashboards * Uploading Documents Optional Features * Panels * Funding and Investment * Huddles * Customers * Extra Fields * Advisories * Sites * Email Users * Data Quality Administration * Admin Help - restricted * => Log… text/html 2025-03-01T11:15:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=sites&rev=1740827708&do=diff Sites To be added text/html 2025-04-03T11:03:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=tags-add-multi&rev=1743678209&do=diff How to add a new Tag to multiple companies You can quickly organise your available tags from Other Items -> Tags From here you can add a new Tag using the menu item at the top left. If you click the title of a Tag in the table view, you will see all the details related to that Tag. text/html 2025-04-03T11:04:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=tags&rev=1743678269&do=diff Tags Quickly add a new Tag to many companies More to be added text/html 2025-08-29T20:06:05+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=tech-dashboards&rev=1756497965&do=diff Dashboards - Technical Details SQL Tutorial JSON Tutorial This page is for users who wish to build custom dashboards. This is still an overview rather than a full manual, and a certain amount of familiarity with SQL and JSON data is assumed. For clients who wish to have custom dashboards built for them, this is an additional service offered to Venture Tracker clients. text/html 2025-02-27T10:44:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=upload-docs&rev=1740653079&do=diff Uploading Documents There are several places you can upload documents within Venture Tracker. In general these will be stored with the record you are viewing - either a Company, Panellist, Panel or Huddle for example. Remember, your VT may use a different vocabulary, but these are the underlying data names. text/html 2025-05-28T09:23:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=user_interface&rev=1748424194&do=diff User Interface The main menu system is on the left hand side of the screen. The first section of the menu will be context specific and show actions relevant to the currently displayed page of data, where appropriate. At the top right is a drop down menu for your profile settings, a link to these help pages, and a site wide search function. text/html 2025-04-09T12:14:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=user_levels&rev=1744200847&do=diff User Classes Different users of VT can have different permissions which will impact which operations they can perform. General Classes User - general user of VT. Can add and update most data, meeting logs etc. Can run reports, manage meetings and more. Generally cannot delete data from VT. text/html 2025-04-16T16:32:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=vocabulary_and_customisation&rev=1744821154&do=diff Vocabulary and Customisation Many of the tables in VT can be renamed to suit your program. For example, the main table is called “companies” but you may refer to them as “ventures”. The UI can be programmed to substitute your vocabulary: text/html 2025-02-28T15:25:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.help.venturetracker.net/doku.php?id=welcome&rev=1740756349&do=diff Welcome Welcome to Venture Tracker’s Help Pages. The software was written specifically for incubators and accelerator programs. It tracks your interaction and engagement with the companies you work with and their support networks. Each time a member of your team meets with a venture in your program,