Downloading CSV Files
You can download company info from the Data view in a List or Dynamic List. To do so, please follow the below steps:
Step 1: Go to a List or Dynamic List.
You can only download from a List or Dynamic List:
If you need to create a custom List or Dynamic List, you must first set filters/check relevant companies. Once done, you can select Create Dynamic List or Add to List. This will allow you to download Data from your saved Lists module:
Step 2: Add fields for you to download.
Now that you have your custom List (navigate to the Dashboard and select it), you can select the arrow icon and choose to download the columns per your specifications.
Current Columns will only download the columns you set, while All Columns downloads all filters regardless of selection:
If you want to modify the columns to download, you can do so by selecting the Customize Fields option:
Want to Download Round-by-Round Funding Info?
The download from the Data view only includes funding info for the latest round, date, amount, and investors. To download funding information by funding round, you'll need to do a separate download per these download by funding round instructions:
If you still have questions, reach out to us at firstname.lastname@example.org.