Bulk Upload of Investors in Venture360
Accessing the Investor Upload Feature
Go to the dashboard in Venture 360.
Click on Investors, then Import.
Downloading and Preparing the Template
Download the Investor CSV Template provided.
Open Google Sheets or any spreadsheet program.
Populating the Spreadsheet
Open a new spreadsheet.
Drag and drop the downloaded template into the spreadsheet.
Enter or paste the investor details, ensuring at least email address, first name, and last name are included.
Saving and Converting the Spreadsheet
Once the spreadsheet is populated, click on File.
Select Download and choose CSV format.
Uploading the Investor List
Return to Venture 360.
Drag and drop the saved CSV file containing the investor list.
Click Import to upload the list.
Confirmation
After the upload, a confirmation message will appear at the top.
Search for an investor's name to confirm successful upload.
Finalizing the Process
Review the uploaded investor list for accuracy and completeness.
Proceed with managing investor data efficiently in Venture 360.