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Export your CRM data

Learn how you can export your data as a csv or xlsx

You can export your CRM data at any point in time.

  • Click “More” in the top right corner of your screen

  • Select “Export as CSV” or “Export as XLSX”.

That's it! You will download an export of your CRM data: investor name, amount, next action, notes, etc.

Please note that the export will not include:

  • Emails of investors contacted via the “Submit deck” action

  • LinkedIn profiles of investors

However, the export will include:

  • Emails of investors contacted via the “Send email” action

  • Emails that you have imported yourself into the database

This is done for obvious privacy reasons.

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