Exporting information about companies in the deal room
How can I export the company applications from my deal room? How can I export contact details of companies in my deal room?
How can I export documents connected to an application?
Can I export the summary of funding interests marked in my deal room by members?
Only members with full access to deal room settings can export data. To export information about companies in your deal room, go to your deal room Settings and open the ‘Export / Import’ tab. There you have an option to download an Excel file with all companies in deal room. The export will include contact details of companies, as well as some other basic information about them and their application (mainly information that is visible in the table view in Funnel).
You can also export basic information of (selected) company applications that are in a specific funnel step. For that, open that funnel step, multi-select relevant or all company applications and choose 'Export companies' from the 'Actions' menu on top of the funnel.
The date that will be included in company applications export depends on the date choice you have made for the fields focus view (Default/Tasks/Funding/Voting/Custom) that is active in your deal room at the time of exporting the data.
Admins (members with full access to deal room settings) can download all of the documents connected to an application. To bulk download documents related to an application:
Find the application
Navigate to the “Documents” section
At the bottom, you can find the button “Download documents” (the button is only visible if there are any documents connected to that application)
After clicking on the button, you will see a dialogue, where you can select the categories you want to download documents from. Please note that only the categories that contain documents are visible as options.
You can export the funding report of your deal room as an Excel file when you go to the 'Export / Import' tab in your deal room Settings. This option is only available to deal room members who have access to deal room settings. In the report, you can see which deal room members have indicated investment interest in which companies and in which amounts.
You can also export only the funding results from company applications in a specific funnel step. For that, go to that step, open the menu from the arrow in the right top corner of the funnel, and choose 'Export funding results of {step name}'.
How can I export documents connected to an application?
Can I export the summary of funding interests marked in my deal room by members?
How can I export the company applications from my deal room? How can I export contact details of companies in my deal room?
Only members with full access to deal room settings can export data. To export information about companies in your deal room, go to your deal room Settings and open the ‘Export / Import’ tab. There you have an option to download an Excel file with all companies in deal room. The export will include contact details of companies, as well as some other basic information about them and their application (mainly information that is visible in the table view in Funnel).
You can also export basic information of (selected) company applications that are in a specific funnel step. For that, open that funnel step, multi-select relevant or all company applications and choose 'Export companies' from the 'Actions' menu on top of the funnel.
The date that will be included in company applications export depends on the date choice you have made for the fields focus view (Default/Tasks/Funding/Voting/Custom) that is active in your deal room at the time of exporting the data.
How can I export documents connected to an application?
Admins (members with full access to deal room settings) can download all of the documents connected to an application. To bulk download documents related to an application:
Find the application
Navigate to the “Documents” section
At the bottom, you can find the button “Download documents” (the button is only visible if there are any documents connected to that application)
After clicking on the button, you will see a dialogue, where you can select the categories you want to download documents from. Please note that only the categories that contain documents are visible as options.
Can I export the summary of funding interests marked in my deal room by members?
You can export the funding report of your deal room as an Excel file when you go to the 'Export / Import' tab in your deal room Settings. This option is only available to deal room members who have access to deal room settings. In the report, you can see which deal room members have indicated investment interest in which companies and in which amounts.
You can also export only the funding results from company applications in a specific funnel step. For that, go to that step, open the menu from the arrow in the right top corner of the funnel, and choose 'Export funding results of {step name}'.
Updated on: 27/03/2024
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