Deal Playbook

Deal checklist

Read these simple step-by-step instructions. From identifying a startup to launching the deal to your syndicate, just follow these steps.

How to run a good Founder Q&A Session

Tips on how to run a good Founder Q&A session.

Filling your deals successfully

Our best practice guide on filling your syndicate deals successfully.

Submit a new draft deal

How to submit a new deal on Ventari for your syndicate.

Syndicate Lead T&Cs

For each deal you must agree to the Ventari T&Cs on the platform, at the point of submitting your deal.

Deal invitation email template

Here is an example of a personalised Deal invitation email from a Lead to their approved syndicate members.

Deal resources

A full summary of resources for running Deals on Ventari.

Deal launch schedule

A practical best practice guide for launching your deal with your syndicate.

Closing a Deal

What to do when you want to close a deal or you've hit your allocation amount. How to help closing actions go smoothly.

LP missed out on Deal - reply email

Email template you can use to reply to LPs when they miss out on a deal that closes before they invest.

Co-Syndicating Deals with Fellow Leads Guidelines

Guide for ways to split the carry when co-syndicating a deal with another syndicate.

How to write a great Deal subject line

Tips on how to write a great post (email) subject line for Deals that gets opens & converts!

Intro Founder to Ventari

Once your deal closes, be sure to intro the founder to Ventari for closing actions using the handy template email below.