VENTURE.co’s built-in Task Manager brings transparency and structure to your daily workflows. Designed to keep fund teams aligned, it centralizes task ownership, streamlines communication, and provides real-time visibility into what’s done and what’s next.
Task Manager
Operational Clarity, from Subscription to Servicing
Why Task Manager?
Increase Efficiency.
Deliver with Confidence.
Managing fund operations involves dozens of moving parts—investor requests, compliance reviews, subscription steps, and vendor coordination. VENTURE.co’s Task Manager gives you the oversight and control to keep everything on track. By bringing responsibilities into one centralized system, your team reduces bottlenecks, enhances accountability, and ensures critical processes are never missed.
Use Cases in Action
Tailored for Fund Operations. Built for Growth.
Investor Onboarding
Assign tasks across compliance, investor relations, and operations teams. Track progress from initial contact through subscription finalization.
Compliance and Due Diligence
Standardize regulatory checklists, upload required documents, and ensure nothing is missed before the close.
Fund Launch Coordination
Keep marketing, legal, and distribution teams aligned with centralized timelines and status reports.
Ongoing Investor Servicing
Coordinate annual statements, capital calls, and ad-hoc updates with full traceability and role-based access.
Assign and Track Tasks Across Roles
Delegate work to internal users, legal teams, advisors, and more with clear ownership and due dates.
Real-Time Dashboards
Stay in sync with visual progress tracking, status updates, and alerts that keep everyone informed.
Custom Workflows
Map your unique processes, from investor onboarding to quarterly distributions, into repeatable task flows.
Smart Notifications
Receive reminders and alerts for overdue actions, approvals, or task completions, so nothing falls through.
Partnered For Success
Join A Demo Session.
Discover how the VENTURE.co ecosystem can improve your Investor's experience while raising funds easier than ever. In a collaborative demo session we'll begin to understand your unique needs and connect them to proven solutions within the VENTURE.co Services ecosystem of private securities solutions.