Rundit

About Rundit

Rundit is a portfolio management and monitoring platform designed for venture capital and private equity firms. It provides a centralized hub for managing investment data, tracking portfolio performance, and generating reports for stakeholders. With features like real-time analytics, customizable dashboards, and automated reporting, Rundit helps investment professionals make data-driven decisions and streamline their workflow.

About the Rundit Add-in for Excel

The Rundit Add-in for Excel integrates the power of Rundit directly into Excel, allowing you to manage your investment data more efficiently. Whether you're analyzing portfolio companies, updating fund metrics, or preparing reports, this add-in simplifies your workflow by enabling seamless data transfers between Rundit and Excel.

With the Rundit Add-in for Excel, you can:

• Export Data with Ease: Download company information, performance metrics, and fund data from Rundit into Excel for in-depth analysis and reporting.
• Import Updates Effortlessly: Upload revised company details, metrics, and fund information from Excel back to Rundit with just a few clicks.
• Stay Up-to-Date: Use Rundit as your single source of truth, ensuring your Excel files always reflect the latest portfolio and fund data.

Key Benefits

• Save Time: Automate data transfers between Rundit and Excel, eliminating manual entry and freeing up time for strategic analysis.
• Improve Accuracy: Reduce errors by syncing your Excel work with Rundit's reliable, structured data.
• Customized Analysis: Export and import the data you need to build custom reports or dive into portfolio performance—tailored to your specific requirements.

Why Choose the Rundit Add-in for Excel?

• Seamless Integration: Access Rundit features directly from Excel for a streamlined workflow.
• Designed for Investors: Manage company info, metrics, and fund data without the hassle of juggling multiple tools.
• Exceptional Support Team: Our dedicated team ensures a smooth onboarding experience, providing personalized support to help you maximize the benefits of the add-in.

Compatibility and Requirements

• Supported Platforms:

  • Excel on Mac (Microsoft 365)
  • Excel on Windows (Microsoft 365)
  • Excel on the web

• Requires an active Rundit account to connect and sync data.

Get Started

Download the Rundit Add-in for Excel from Microsoft AppSource, connect it to your Rundit account, and start streamlining your investment data management today. Need help? Check out our resources from support center, including documentation and setup guides, to get up and running quickly.