Moving from Spreadsheets

Import your existing investor data, deals, and companies from Excel or CSV. Most teams migrate in under a day.

4 Steps to Migrate

From spreadsheet chaos to structured deal management.

Save your investor lists, deal summaries, and company data as CSV or Excel files. Stak accepts both formats.

Stak automatically detects common column headers (Name, Email, Commitment, etc.) and maps them to the right fields.

Upload your files. Stak validates the data, flags any issues, and lets you fix them before confirming the import.

Review the imported data in your dashboard. All calculations (MOIC, IRR, PPS, fees) are computed automatically.

Stak accepts CSV and Excel files for all major data collections.

Companies

Name, sector, stage, valuation, country

Deals / SPVs

Deal name, structure, PPS, fees, carry, costs

Investors

Name, email, type, country, tax ID, bank details

Investments

Investor-deal linkage, commitment, shares, status

Partners

Internal and external partners with commission rates

Financial Metrics

Company valuations, revenue, EBITDA over time

MOIC, IRR, current value, and all-in PPS calculated automatically

Investor portal available immediately — no separate setup

Confirmation letters and annual reports generated with one click

Commission tracking across all partners — entry fee and carry

Full audit trail on every data change

No more version control chaos or formula errors

Migrate your data and start using Stak today. Guided migration support included on Professional and Enterprise plans.