Import
Upload documents and spreadsheets to populate your portfolio
Document Upload
Upload documents (strategy decks, board materials, reports) and auto-match them to portfolio companies. These provide additional context for the AI analyst.
Max 20 MB per file. Files over 10 MB will have text extracted only.
Paste Company Metrics
Paste CSV or spreadsheet data from Google Sheets. Claude will parse it to create companies, metrics, and historical values.
Supports CSV, tab-separated, or any tabular text format.
Paste Investment Data
Paste investment transaction data (rounds, proceeds, valuations). AI will parse and match to existing portfolio companies.
Supports CSV, tab-separated, or free-form text. New companies will be created automatically.