Pricing Additional purchase may be required
Pull your fund's investment data into Excel.
Totem Live provides clients with a simple way to pull realtime data on their investments directly into Excel.
Simply select a company and field, and our add-in will generate a custom function you can enter into Excel's formula bar. Once the formula is entered, that cell will be in sync with Totem's database, and all changes will be refreshed automatically.
Fields available within Totem Live include data from:
- Investments
- Valuations
- Financial Performance
- Financing Rounds
- Cap Tables
- Boards
- Company Executives
- Contact Details
You must be a Totem VC client to use this add-in. Learn more at www.totemvc.com.
App capabilities
When this app is used, it
- Can read and make changes to your document
- Can send data over the Internet
By getting this product, I give Microsoft permission to use or share my account information so that the provider can contact me regarding this product and related products. I agree to the provider's terms of use and privacy policy and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of AppSource is governed by separate terms and privacy.