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Data export

How to get a full export of your workspace data, what it contains, and how long it takes.

You own the data in your workspace and can ask for all of it at any time. There is no self-serve export button in the current version; exports are prepared on request.

Request an export

  1. Go to the contact form and choose the subject that fits, or state “data export” in the message.
  2. Write from the email address of a workspace Owner or Admin, and name the workspace (your firm name). We confirm the request with that person before preparing anything.
  3. We send a download link to the same address. Links are time-limited; download and store the files promptly.

Requests from Members are referred to an Owner or Admin of the workspace.

What the export contains

Everything your team entered or the product produced for your workspace:

  • Organisations (companies and investors) with their fields, including the source and confidence recorded for each enriched or agent-written value, and manual overrides.
  • Contacts, including type and language, and the interactions and notes logged against organisations.
  • Deals with stages, history, memos and pass reasons.
  • Portfolio positions with every recorded round, exit and KPI submission.
  • Funds with their terms, LP commitments, capital calls with per-LP allocations and paid dates, and distributions.
  • Report sets with their documents, recipient lists, per-document audiences, publish history and the access log (views, downloads and reminders per contact).
  • The activity feed, notifications and the team list with access levels.
  • The original files you uploaded: report documents and files attached to organisations.

Structured data comes as machine-readable files; uploaded documents come as the original files.

What is not included

  • Credentials, sign-in links or session data.
  • Card details and payment information, which are held by the payment provider and never stored in Investryx.
  • Data belonging to other workspaces.

Partial exports

Several screens already let you take data out directly. The report builder’s built report is rendered in the LP portal; report documents can be downloaded from the set at any time. For a table or a slice of data, say what you need in the contact form and we will scope the export accordingly.

Timing

Exports are prepared by hand, so allow a few business days. We tell you the expected timing when we confirm the request; workspaces with many documents take longer.