Import investors
Upload an Excel (.xlsx) or CSV file. We'll detect your columns and show a preview before importing.
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Click to browse or drag & drop
Excel (.xlsx) or CSV files · Max 5MB
Map your columns to CRM fields
Cloud backups
Automatic daily backup at 6pm. Each backup includes a CSV and full JSON snapshot.
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Add new investor
Record will appear in the pipeline immediately and persist in your browser.
⟶ Merge Records
Click the value you want to keep for each field. The winning record will be kept; the other will be deleted.
Which name to keep?