Import Investor Data

Import contacts from your CRM or upload a CSV file

Sync contacts directly from your connected CRM systems

No CRM connections

Upload a CSV or Excel file with investor contact information

Supports CSV & Excel formats

Connect a CRM to import contacts directly from your system.

Upload a CSV or Excel file containing investor contact information. Use our investor management tool for the complete investor onboarding workflow.

Download our template to ensure proper formatting

Required columns: first_name, last_name, email
Optional columns: company, phone, country, investor_type, notes

Click to upload or drag and drop your file here

CSV, XLSX files up to 10MB

For a complete investor onboarding experience with proposals and email invitations:

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