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Ventura docs
Ventura is the follow-through operating system for advisory firms. These docs explain how to set up the firm, run the weekly rhythm, log time, manage client files, and read the numbers.
If you are a partner setting up Ventura, start with Roles & access, then Time tracking & profitability, then Firm.
If you are a team member, start with The weekly rhythm, then Tasks, then Time tracking & profitability.
Start here
Your first week with Ventura
A five-day path to stand the firm up: people, rates, clients, time, review.
Time tracking & profitability
Log time daily; it feeds recovery, billing, and labour insight.
The weekly rhythm
The operating method: a short daily list and a weekly review.
Roles & access
The seven roles, what each can see, and how visibility is enforced.
Workspaces
Tasks
The daily Now / Next list, assembled by the planner.
Referrals
Referral relationships, give-first touches, and auto-captured activity.
Pursuits
The BD pipeline — opportunities, proposals, and pricing.
Clients
Engagements, file health, deliverables, and time profitability.
Meet
Capture meetings and turn them into action items.
Firm
The partner-only cockpit: financials, forecast, analytics, billing.