Exporting Portfolio information

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”

Updated on: 30/05/2023