Help Center

Find answers to common questions and get the most out of Ventura.

Getting Started

Creating Your Account

Learn how to sign up for Ventura and set up your account for the first time.

  • • Sign up with email or Google
  • • Verify your email address
  • • Complete your profile setup
  • • Choose your subscription plan

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.