Getting PortfolioIQ's numbers into your own model meant copying them off the screen, and five of the tables you most needed - Holdings, Funding Rounds, Valuations, the Funds list and Insights - had no export at all.

Every table now exports to Excel or Google Sheets, to one standard.

Fidelity: The file is what the screen shows, down to your filters, search, sort, visible columns, number scale and totals.

Formulas: Real numbers and real dates, never text, with the total row kept outside the data range, so pivots and lookups work the moment you open the file.

Google Sheets: Open any export as a Sheet in one click, formatting intact, instead of downloading and re-uploading.