Introducing new Excel Add-in for Seamless Data Management

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.

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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 for Investment Teams

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
Your Excel files become a true reflection of your portfolio’s current state, backed by Rundit’s reliable data.

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.

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Who Will Love This?

The Rundit Add-in for Excel is designed specifically for VC and PE professionals who need to move fast and stay accurate. No more juggling between tools or worrying about outdated spreadsheets.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.

Getting Started

1. Open Excel (desktop or web), navigate to the Home tab, and select Add-ins.
2. Search for “Rundit” and click Add.
3. Sign in to your Rundit account from the Excel toolbar.
4. Export data, make your edits, and upload updates, all without leaving Excel.

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 Rundit Add-in for Excel today from Microsoft AppSource and unlock a new level of portfolio management efficiency!

Have questions or want a demo? 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.