Import Investor Data
Upload a CSV file to add new investors to the database.
Sign in to import data.
CSV Format Guide
Your CSV should include a header row. Recognized column names:
Company / Investor / Firm
Required — investor name
Type / Investor Type
PERE, FamilyOffice, RIA, PersonalContact
Website
Company website URL
Asset Types / Assets
e.g. Multifamily, Industrial
Location / Geography / HQ
Headquarters location
Markets / Markets of Interest
Target investment markets
Strategy / Investment Strategy
Core, Value Add, etc.
Deal Format / Deal Formats
LP Equity, JV, etc.
Check Size Min
Minimum check size in $M
Check Size Max
Maximum check size in $M
Contact Name / Primary Contact
Primary contact name
Email / Primary Email
Primary contact email
Summary / Notes / Blurb
Investor description
Used when Type column is missing
Click to upload CSV file
CSV format only. Max 5,000 rows.