Exporting investor lists

CSV export is available with Starter for supported investor lists. Exports can be used in other tools - cold-call systems, CRMs, spreadsheets, or mail merge platforms.

Export from search results

After running a search in Investors > Prospecting, click Export above the results. The export includes every investor currently matching your filters, not just the page you're looking at.

What's included

A standard export includes:

• Name and entity info
• Primary phone and email (when available)
• Mailing address
• Strategy and market focus
• Portfolio summary metrics
• Vetted status

What's not included

Call recordings, SMS transcripts, and message history stay inside Covent. To review conversation history with a specific investor, open their profile instead.

File format

Exports are delivered as CSV, ready to drop into Excel, Google Sheets, or any CRM importer.

Export availability and technical rate limits can vary by surface. Covent will show an unavailable action when a particular list cannot be exported.