Exporting funding interests

Deal room's full funding report
Exporting funding interests from a funnel step
Exporting interests added to specific application

Deal room's full funding report

Only deal room members who have full access to deal room settings can export funding reports.

It is possible to export the funding report of your deal room as an Excel. To do it:
go to deal room settings
navigate to the Export / Import tab
choose “Funding report” from the Export section


As a results, an Excel report will be downloaded with all funding interests marked/added in your deal room by deal room members and on their behalf. You can see which company application each funding interest was added on, what was the amount (if present) and what tags were added to the interest. You can also find some additional data from the report, such as whether and when each funding interest was last modified and whether the person had the round lead rights.

Exporting funding interests from a funnel step

Only deal room members who have full access to deal room settings can export step funding reports.

It is also possible to export funding interests added to applications that are in a specific funnel step. For that:
go to corresponding funnel step
open the actions menu from the top right corner of the funnel
choose “Export funding results of {step name}”

Exporting interests added to specific application

Deal room members who have full access to deal room settings and members marked as round leads on the specific application can export funding interests added to that application.

To export funding interests added to a company application:
locate the application in deal room and open it
go to the Funding tab
select all or relevant funding interests
open the Actions menu that appears at the top of the interests list
choose "Export interests"

Updated on: 13/12/2024