Investment Spreadsheet Template

Investment Spreadsheet Template

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About the Investment Spreadsheet Template

Uncover investment trends using this investment portfolio template. Analyze deals, portfolio companies, and investors effortlessly. Track investments over time and by category for valuable insights. Explore our comprehensive guide on importing and analyzing your own investment data to level up your analysis.

  • Easily generate summary tables (pivot tables).
  • Dynamic charts update based on your selection.
  • Explore investments with intuitive filtering.
Screenshot of the investment spreadsheet template by Grist.

Click through to the full template to view an overview data table, breakdowns by category and year, company details, and investor details.

Grist is spreadsheet software designed to end data chaos, so it is fully customizable to your investment data needs.

Get started today with a free account to start experiencing the power of a relational spreadsheet-database.

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If you have an existing workflow in tools like Google Sheets or Excel, you can easily import it into the lab project management spreadsheet template right away.

Grist’s incremental imports feature allows users to import new activity to existing data, and Grist intelligently combines it without creating duplicates or needing manual cleanup.