The Rundit Add-in for Excel is Here: Simplify Your Workflow Today! 🚀

The Rundit Solution: Bridging the Gap Between Excel and Your Portfolio Data

Anyone who’s managed investment data across multiple platforms knows the pain: manual data entry, version chaos, and endless copy-pasting.

Imagine if your Excel sheets could talk directly to your portfolio management platform: no more exporting CSVs, no more manual updates, no more errors. That’s exactly what the Rundit Add-in for Excel delivers.

We’re excited to announce the launch of the Rundit Add-in for Excel, a powerful tool that makes managing your investment data faster, easier, and more efficient. Whether you’re analyzing portfolio performance, updating fund metrics, or preparing reports, this game-changing add-in seamlessly connects Rundit with Excel, saving you time and effort.

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From Spreadsheet Hassles to Seamless Sync: How the Rundit Add-in for Excel is Revolutionizing VC & PE Workflows

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Why We Built the Rundit Add-in for Excel

At Rundit, our mission has always been to simplify portfolio management and reporting for VC and PE firms. Our platform already serves as a centralized hub for tracking investments, analyzing performance, and generating reports. But we know Excel remains a vital tool for the industry, used for everything from custom analysis to LP reporting.

That’s why we created the Rundit Add-in for Excel: to seamlessly connect your Rundit data with your favorite spreadsheet workflows, eliminating manual data entry and making your processes more efficient.

It’s not just an add-in; it’s a workflow game-changer that lets you:

• Make updates in Excel and sync them back seamlessly
• Pull live investment data from Rundit straight into Excel
• Always work with the freshest, most accurate data

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Key Benefits

Cut down hours spent on tedious data transfers
Automate syncing so you can focus on what matters: analyzing deals, spotting trends, and making decisions.

Work confidently with no manual entry errors
Make changes or run calculations in Excel and upload them back to Rundit with just a few clicks, ensuring your portfolio is always up to date and accurate.

No disruption, just integration
We’re not replacing Excel. Instead, we supercharge it, letting you leverage all your favorite Excel features while ensuring your investment data stays structured, secure, and up to date in Rundit.

Customize without limits
Want to build a custom report or run a unique analysis? Export exactly what you need, tailor it in Excel, and update Rundit with your insights.

Who Will Love This?

The Rundit Add-in for Excel is designed specifically for investment professionals who rely on Excel, giving you the flexibility and control you need, with the power of Rundit behind the scenes. No more juggling between tools or worrying about outdated spreadsheets. With this add-in, you can manage company info, metrics, and fund data – all from the comfort of Excel.

• VC Associates and Analysts: Spend less time wrangling data and more time on deal evaluation.
• Portfolio Managers: Keep fund metrics and company info accurate and up-to-date without leaving Excel.
• CFOs and Reporting Teams: Generate polished reports faster with consistent data across platforms.

How to Get Started

Ready to experience streamlined workflows? Installing and using the Rundit Add-in for Excel is simple!

Step 1: Install the Add-in

The Rundit Add-in is available for both online and offline versions of Excel. Follow these steps to install it:

1. Open your Excel desktop application or Excel for the web.
2. Open an existing workbook or create a new one.
3. Click on the “Home” tab in the ribbon.
4. Select “Add-ins” from the menu.
5. Search for “Rundit” in the Add-ins store.
6. Once you find it, click on “Add” to install the Rundit Add-in.

Download and Upload Data Seamlessly between Rundit and Excel

Step 2: Use the Rundit Add-in

1. Open Excel and create a new workbook or use an existing one.
2. Go to the “Home” tab, where you’ll see the Rundit logo on the right side of the toolbar.
3. Sign in to your Rundit account directly from Excel.
4. Under the “Download to Excel” section, choose the data you want to import (e.g., company information, performance metrics, or fund details).
5. Edit your data in Excel as needed.
6. When ready, use the “Upload to Rundit” option to sync your updates back into Rundit seamlessly.

Note: The Add-in is supported on Microsoft 365 for Windows, Mac, and Excel Online.

Ready to Upgrade Your Excel Experience?

Stop wrestling with spreadsheets and start working smarter. Download the Rundit Add-in for Excel from Microsoft AppSource or directly from your Excel application, and unlock a new level of portfolio management efficiency!

Need help setting it up? Contact our support team or visit our help center for step-by-step guides.

Not yet a Rundit user? Join us here!

Bonus tips:
→ Use Excel’s powerful formulas and pivot tables with live Rundit data.
→ Collaborate easily by sharing updated Excel files with your team.