VENTIQ Migration Portal
Data Intake Command Center
Stage all historical investor, portfolio, fund, compliance and PDF files first. Then upload the complete migration dump in one action.
Stage files · Upload migration data · Confirm uploaded · Continue to processing
Migration Upload Flow
Upload investor data before PDF Intelligence. The PDF engine needs a clean investor master to match documents correctly. Use this page to upload the raw client dump first, then continue to processing pages.
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PDFs staged
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Upload Migration Files
Required First
Investor Data Excel
Investor master, commitments, KYC, bank details, drawdowns, distributions and cashflows.
Investor Data Excel
Investor master, commitments, KYC, bank details, drawdowns, distributions and cashflows.
Pending
Investment / Portfolio Data Excel
500 investments, cost, current value, IRR, MOIC, exits, covenants, repayments and latest updates.
Investment / Portfolio Data Excel
500 investments, cost, current value, IRR, MOIC, exits, covenants, repayments and latest updates.
Pending
Fund Data Excel
Fund structure, closes, corpus, management fee, setup cost, carry, hurdle, waterfall and sponsor commitment.
Fund Data Excel
Fund structure, closes, corpus, management fee, setup cost, carry, hurdle, waterfall and sponsor commitment.
Pending
Compliance Data / Evidence
Compliance tracker, filings, audit evidence, tax workings, approvals and regulatory documents.
Compliance Data / Evidence
Compliance tracker, filings, audit evidence, tax workings, approvals and regulatory documents.
After Investor Data
Investor PDF Dump
SOAs, capital call notices, distribution notices, tax documents, IRR statements, reports and unmatched PDFs.
Investor PDF Dump
SOAs, capital call notices, distribution notices, tax documents, IRR statements, reports and unmatched PDFs.
Upload Status
No files selected yet. Select investor, portfolio, fund, compliance and PDF files above.
Recommended Testing Sequence
1. Upload Investor Excel first
This creates the base data needed for investor matching.
This creates the base data needed for investor matching.
2. Upload portfolio, fund and compliance data
These power MP, investment, finance and compliance dashboards.
These power MP, investment, finance and compliance dashboards.
3. Upload PDF dump
Start with 25–50 PDFs first, then test the full batch.
Start with 25–50 PDFs first, then test the full batch.
4. Continue to processing
Use PDF Intelligence, Activation Dashboard and Stakeholder Launch.
Use PDF Intelligence, Activation Dashboard and Stakeholder Launch.