Exporting and importing Portfolio information
How to export all Portfolio information from the deal room?
How to export investments of a specific member?
How to import information to Portfolio?
Only members who have full access to deal room settings can export full Portfolio information.
To export full Portfolio information in .xlsx format:
go to deal room settings
navigate to the Export / Import tab
choose “Portfolio report” from the Export section
If you have full edit access to the deal room’s Portfolio , you can export investments of any member.
For that:
navigate to the Portfolio page in the deal room
filter Portfolio by relevant member
open the drop-down menu from the down-pointing arrow in the top right corner
choose “Export member transactions”
Member investments will be downloaded in .xlsx format.
If you have the right to view at least your own investments in the deal room's Portfolio, then you can also export your own investments as an Excel.
For that:
navigate to the Portfolio page in the deal room
click on the “My investments” button available at the top of the page
open the drop-down menu from the down-pointing arrow in the top right corner
choose “Export my transactions”
You can import the list of your portfolio companies with main information about their funding rounds. For importing rounds, your deal room needs to have an active subscription plan that includes the Portfolio feature.
You can find a template for portfolio import from deal room settings > Export / Import.
The template contains columns for following values:
Company — brand or trade name of the portfolio company
Round name
Type — funding round type; can take values: equity, convertible note, loan, SAFE, grant
Date — signing date
Amount invested — total amount invested by your organization (e.g. your investor group)
Round size — total size of the funding round
Pre-money valuation / Valuation cap
Shares issued to me — total number of shares issued in this round to your organization (e.g. all members of your investor group who participated); applicable only for equity rounds
Share price
Total shares before round — total company shares before raising this funding round
Total shares issue — total number of shares the company issued with this funding round
Interest — interest rate for loans and convertible notes; enter “5” for 5% interest rate
Days in a year — number of days used for accrued interest calculation; can take values 360 and 365
Discount — discount rate for convertible notes and SAFEs; enter “5” for 5% discount rate
Converted to equity — if a SAFE or convertible note type of round has been converted to equity, use this column for indicating which other round the conversion took place with (that round must also be listed in your Excel)
Related application — name or application code of a company application in your deal room you want to link to the round
Round description — any additional information or notes you want to import about the round (free text)
All financial data (amount invested, round size, valuation, etc.) will be imported in your deal room's primary currency.
To import portfolio information:
Download the template as instructed above
Erase example data from the template
Put your own data into the template
Upload it in deal room settings > Export / Import > Import > Portfolio
If you want to import also member investments in funding rounds (e.g. which members of your investor group and how much invested in each round), you will need assistance from the Dealum team. Please contact your account manager or Dealum support for more information.
How to export investments of a specific member?
How to import information to Portfolio?
How to export all Portfolio information from the deal room?
Only members who have full access to deal room settings can export full Portfolio information.
To export full Portfolio information in .xlsx format:
go to deal room settings
navigate to the Export / Import tab
choose “Portfolio report” from the Export section
How to export investments of a specific member?
If you have full edit access to the deal room’s Portfolio , you can export investments of any member.
For that:
navigate to the Portfolio page in the deal room
filter Portfolio by relevant member
open the drop-down menu from the down-pointing arrow in the top right corner
choose “Export member transactions”
Member investments will be downloaded in .xlsx format.
If you have the right to view at least your own investments in the deal room's Portfolio, then you can also export your own investments as an Excel.
For that:
navigate to the Portfolio page in the deal room
click on the “My investments” button available at the top of the page
open the drop-down menu from the down-pointing arrow in the top right corner
choose “Export my transactions”
How to import information to Portfolio?
You can import the list of your portfolio companies with main information about their funding rounds. For importing rounds, your deal room needs to have an active subscription plan that includes the Portfolio feature.
You can find a template for portfolio import from deal room settings > Export / Import.
The template contains columns for following values:
Company — brand or trade name of the portfolio company
Round name
Type — funding round type; can take values: equity, convertible note, loan, SAFE, grant
Date — signing date
Amount invested — total amount invested by your organization (e.g. your investor group)
Round size — total size of the funding round
Pre-money valuation / Valuation cap
Shares issued to me — total number of shares issued in this round to your organization (e.g. all members of your investor group who participated); applicable only for equity rounds
Share price
Total shares before round — total company shares before raising this funding round
Total shares issue — total number of shares the company issued with this funding round
Interest — interest rate for loans and convertible notes; enter “5” for 5% interest rate
Days in a year — number of days used for accrued interest calculation; can take values 360 and 365
Discount — discount rate for convertible notes and SAFEs; enter “5” for 5% discount rate
Converted to equity — if a SAFE or convertible note type of round has been converted to equity, use this column for indicating which other round the conversion took place with (that round must also be listed in your Excel)
Related application — name or application code of a company application in your deal room you want to link to the round
Round description — any additional information or notes you want to import about the round (free text)
All financial data (amount invested, round size, valuation, etc.) will be imported in your deal room's primary currency.
To import portfolio information:
Download the template as instructed above
Erase example data from the template
Put your own data into the template
Upload it in deal room settings > Export / Import > Import > Portfolio
If you want to import also member investments in funding rounds (e.g. which members of your investor group and how much invested in each round), you will need assistance from the Dealum team. Please contact your account manager or Dealum support for more information.
Updated on: 24/04/2025
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