You have options for managing your Groundbreaker Data Import. You can add your historical data yourself or choose to have Groundbreaker load it for you. Talk to the Groundbreaker team about import options and associated fees.

Regardless of which path you take, this article will describe and explain how to organize your data for a successful import process. Once your data is available on the Groundbreaker platform, you will have increased visibility into your business and can give your investors an automated and clear view of their positions. The data you can provide is the following:

When you choose to have Groundbreaker upload your data, a specialist from our team will send you the location of a secure folder with the spreadsheet where you can upload spreadsheets and other documents. Our team can take a look at your data and work with you to transform it into a structure that is aligned with Groundbreaker layout requirements. We`ll share a template you can use to organize all the data. Once both sides have reviewed the information and its format, we'll proceed with the import process.

To have a successful import, there are some key factors to consider.

Cell Format - The data you enter must conform to the format expected for that data column. Enter only numbers for numerical fields and dates for date fields. Text fields allow you to enter letters, numbers, and special characters. The cell format is defined below for each data field.

Data References - it is critical that when you enter data into text fields, especially when data relationships are created based on those fields, you are consistent about the text you enter. For example, when you provide a contact name “Sam Jones” and he owns the investor account “SJones LLC”, anywhere his investor account is entered, the text must contain “SJones LLC” and not any variations like “Sam Jones LLC”, or “S<space>Jones LLC”. The necessary and correct relationships between the data cannot be created when one of the fields contains extra spaces, a different spelling, or extraneous characters.

Your contacts include both prospects and current investors. The data you need to provide for Contacts is:

Groundbreaker Data Import: The spreadsheet template has a Contacts tab where you can enter, review and edit the required data. Optional fields, like tags and address, are available as well.

If you are importing information about existing investments and/or distributions, then you will provide data about the investors’ accounts, what they invested in, and the amounts of investments and distributions.

Investor Accounts are the legal entities created by the investors for managing their investments. All documents, investments, and distributions for an investor must be associated with an investment account.

Groundbreaker Data Import: The Spreadsheet template has an Investor Accounts tab where you can enter, review, and edit the data.

Because investors can have multiple accounts, the same name and email may appear as the contact for more than one Investor Account.

Investment Entities are the legal entities you have created to manage the assets offered for investment. All documents, investments, and distributions for an offering must be associated with an investment entity.

Groundbreaker Data Import: The Spreadsheet template has an Investment Entities tab where you can review and edit the data.

Investments are the amounts invested and must be associated with an investment entity and investor account.

Groundbreaker Data Import: The Spreadsheet template has an Investments tab where you can enter, review, and edit the data.

Distributions are the amounts paid to investors and must be associated with an investment entity and investor account.

Groundbreaker Data Import: The Spreadsheet template has a Distributions tab where you can enter, review, and edit the data.

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].