How to export portfolio company KPIs

Learn how to export company metrics data of an individual portfolio company or all companies.

Please note that exporting is only available for Rundit VC Pro, VC Pro Plus and VC Premium users. To export data of a specific portfolio company, you must be a VC admin or a VC member with access to the fund your company is assigned to. 

Exporting Company KPIs allows you to select specific KPIs for portfolio companies over a chosen time frame and for particular companies. Each company will have its own sheet displaying the chosen KPIs

  • Navigate to the top bar and select Export data > Company KPIs (.xlsx).
  • Name the file, select companies and KPIs that you want include in the export.
  • Choose the reporting period for the export. You can select to export for example monthly KPIs for a full year from January to December.
  • Select any currency you wish to display the values - original currency or convert all currencies into a single currency.
  • Hit the Export button

Read how to export Company Tear Sheet?

How can I export fund holdings data?