Expanding your investor network is a crucial aspect of scaling your business. To streamline this process, Foundercrate offers a feature that allows you to import multiple investor profiles simultaneously into your Investor Database. This guide will walk you through each step, from accessing the dashboard to successfully importing a list of investors, ensuring that your database is robust and up-to-date with minimal effort.

Start by signing into your Foundercrate account. Once you’re logged in, direct yourself to the main dashboard. This central hub provides access to all of Foundercrate’s essential tools and features.

From the dashboard, locate and click on the "Investor Database" tab in the main navigation menu. This section houses all the tools you need to manage your investor relationships efficiently.

Within the Investor CRM, find and select the "Import Investor" option. This feature is designed to facilitate the bulk addition of investor data, saving you valuable time.

You will be prompted to upload your list of investors. The system accepts files in CSV, XLSX, or XLS formats. Ensure your file is formatted correctly according to the guidelines provided on the upload page to avoid any issues during the import process.

After uploading your file, follow the on-screen instructions to map the data fields correctly to the corresponding fields in the CRM. This step ensures that all investor information is accurately captured in your database. Once completed, click on “Save” to finalize the import.

Upon saving, the investors from your uploaded file will be automatically added to your Investor CRM. You can now view and manage these new entries directly within the CRM.

You have successfully imported a bulk list of investors into your Foundercrate Investor Database. This streamlined approach not only enhances your efficiency but also ensures your investor information is systematically organized and easily accessible. Continue to leverage these capabilities to maintain a dynamic and responsive investor network, driving your business forward with strong support from your financial stakeholders.