Saving Your Investor List

Once ProAI generates your targeted list of investor prospects, you can easily save it to work with later.

Download as Excel

Your matched investor list is displayed in ProAI's web interface.

To save a copy, click the "Excel" button in the top left of the list. This will download an Excel file containing all the investor data.

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Excel File Contents

The Excel file includes columns for each investor's:

You now have a spreadsheet to sort, filter, and search through investors on your computer.