Importing investors
Bring your investor list from a spreadsheet into a round with a CSV file. Match the columns, preview, then import. Importing again adds no duplicates.
Open a round, then Round → Import investors (or Import on the pipeline). Choose a CSV file, check how its columns match, look at the preview and tap Import. It takes four steps: Choose a file, Match columns, Preview and Import.
Prepare the file
- Save your sheet as CSV. In Excel or Google Sheets, use File, then Download or Save as, then CSV.
- Keep one row per investor and a header row. Up to 2,000 rows and 1 MB.
- Only the firm or investor name is required. Download a template gives you the usual columns.
| You can import | Examples |
|---|---|
| Firm or investor name | Harbour Lane Ventures |
| Partner you talk to, investor type, priority, source, introduced by | Angel, Venture fund, Warm intro |
| Cheque size, commitment | 250000, 250k, 1.5m |
| Probability (%) | 40 |
| Expected close | 2027-01-31 or 31/01/2027 |
| Stage | A stage name from the round, for example Engaged |
| Contact name, email, role and LinkedIn | Several rows for the same firm add several contacts |
| Tags and a note | Tags separated by commas |
A row without a stage, or with a stage the round doesn't have, goes to the first stage.
Match the columns
Delsivo reads the headers and guesses each one, for example "Fund" or "Investor" as the firm name and "Ticket" as cheque size. Change any column with its list, or choose Don't import. You need one column for the firm or investor name.
Preview and import
Tap Preview the import. You see:
| Count | Meaning |
|---|---|
| New investors | Firms not yet in the round |
| Filled in | Firms already in the round; only their empty fields are filled and new contacts added |
| Unchanged | Firms already in the round with nothing new |
| Rows with a problem | Skipped, with the row number and what's wrong, such as "No firm or investor name." |
Tap Import. When it finishes, open the pipeline to see the new cards.
Frequently asked questions
What happens if I import the same file again?
Nothing changes. Firms are matched by name within the round, so no duplicates are added.
Will an import overwrite what I typed?
No. An import only fills fields that are empty on an investor already in the round. To change a value, edit the investor.
Is my file uploaded?
The file is read in your browser. Only the rows you import are saved, in your private CRM.
Something unclear or missing? Tell us