Exporting a search result list

  1. Run your searchApply the filters you want across PE Firms, Companies, Transactions, or Professionals.
  2. Select rows or "select all"Choose specific results, or select all results matching your filters.
  3. Click ExportChoose CSV or Excel format from the export menu above the results table.
  4. Download the fileYour export is generated and downloaded directly, and also saved to your export history on the dashboard.

Exporting a single profile

On any firm, company, or transaction profile page, select Export Profile near the top of the page to download that profile's full detail as a standalone file.

Note: Export limits depend on your plan. Trial accounts have a capped number of exports — check your dashboard for remaining quota.