Dividend Data vs Poach

Extensive Custom Spreadsheet Functions

Dividend Data provides a specialized library of 16+ custom functions, such as DIVIDENDDATA_DIVIDENDS and DIVIDENDDATA_RATIOS, that act as direct conduits to live financial data. Users simply type these formulas into any cell, referencing a stock ticker and desired metric, and the platform instantly populates the cell with accurate, updated information. This transforms static spreadsheets into dynamic, auto-updating financial dashboards, covering everything from forward dividend yields and ex-dates to P/E ratios and diluted EPS.

Deep Historical & Fundamental Data Library

The platform grants users access to a vast repository of over 30 years of historical market data. This is not limited to price history but extends deeply into fundamental analysis, including decades of dividend payments, annual and quarterly financial statements, and hundreds of key financial ratios. This long-term perspective is crucial for conducting thorough trend analysis, assessing a company's financial resilience through cycles, and building robust valuation models based on historical performance.

Multi-Platform Spreadsheet Integration

A key operational feature is its seamless compatibility with both Google Sheets and Microsoft Excel. Users are not locked into a single ecosystem; they can leverage Dividend Data's capabilities within their preferred spreadsheet environment. The add-ins are officially available on the Google Workspace Marketplace and Microsoft AppSource, ensuring easy installation, secure operation, and smooth performance whether working in the cloud with Sheets or locally with Excel.

AI-Powered Research & Portfolio Tools

Beyond spreadsheets, Dividend Data offers a web-based Terminal featuring advanced tools like an AI Analyst. This assistant can answer complex investment questions, generate research reports, and provide insights based on the platform's extensive dataset. Coupled with automated portfolio tracking that aggregates holdings, calculates projected income, and visualizes performance, it creates a holistic research and management suite for the modern investor.

Track VCs on Twitter

Poach meticulously monitors the Twitter follows of top-tier venture capitalists, as these follows often indicate early interest in up-and-coming startup founders. By leveraging this unique insight, investors can tap into a pool of potential leads long before they enter the fundraising phase.

LinkedIn Enrichment

The platform employs proprietary identity resolution techniques to match Twitter accounts with LinkedIn profiles. This enrichment process provides users with comprehensive work histories and educational backgrounds, allowing for a deeper understanding of each founder's professional journey.

AI-Powered Labeling

Utilizing advanced AI algorithms, Poach analyzes data from both Twitter and LinkedIn to categorize individuals accurately. This labeling process identifies roles such as founders, engineers, and investors, enabling users to filter leads based on their specific investment criteria easily.

Daily Data Delivery

Investors receive enriched data directly in their inboxes every morning, complete with executive summaries and CSV exports. This ensures they have the latest insights and actionable lead data at their fingertips, empowering them to make informed investment decisions swiftly.

Building a Dividend Growth Screening Model

Investors focused on dividend growth can use Dividend Data to create a powerful screening spreadsheet. By using functions to pull dividend growth rates, payout ratios, and earnings history for thousands of stocks, they can instantly filter for companies with a history of consistent, sustainable dividend increases. This automates the initial discovery phase, allowing for rapid identification of candidates that meet specific criteria for further due diligence.

Automating Monthly Portfolio Income Reports

For income-focused investors, manually tracking dividend payments across a portfolio is tedious. With Dividend Data, users can build a master portfolio sheet where each holding's ticker automatically pulls the next ex-dividend date, payment date, and declared dividend amount. This sheet can then forecast monthly and annual income, update live, and provide a clear, always-current view of cash flow expectations without any manual data entry.

Conducting Comparative Fundamental Analysis

Analysts and serious investors can perform deep-dive comparisons between companies. By using functions to pull side-by-side data on metrics like ROE, debt-to-equity, profit margins, and valuation multiples, they can build comprehensive comparison tables. The 30+ years of data allow for analyzing how these metrics have evolved over time, providing context that is essential for determining relative strength and long-term operational efficiency.

Creating Dynamic Financial Dashboards

Financial educators, bloggers, or investment club leaders can use Dividend Data to create interactive dashboards. They can build sheets that display key real-time stats for a watchlist, such as current price, dividend yield, and P/E ratio, which refresh automatically. This turns a simple spreadsheet into a live monitoring tool, perfect for presentations, educational content, or keeping a group informed with up-to-the-minute data.

Identifying Seed-Stage Founders

Venture capitalists can leverage Poach to discover and connect with seed-stage founders before they enter fundraising rounds. By filtering for unfunded founders, investors can engage with promising startups at their earliest stages, increasing the likelihood of successful investments.

Enhancing Dealflow Diversity

Investors can utilize Poach to track diverse founders in various sectors, including technology, healthcare, and consumer goods. This capability allows for a more comprehensive dealflow that aligns with modern investment strategies focused on inclusivity and innovation.

Monitoring Emerging Trends

By following the social media activity of venture capitalists, investors can identify emerging trends and sectors that are gaining traction. This trend analysis can inform investment strategies and help allocate resources to burgeoning industries ahead of the competition.

Building Strategic Relationships

With Poach, investors can identify potential co-founders, advisors, or collaborators who are not only aligned with their investment thesis but also have complementary skills. This can lead to strategic partnerships that enhance the overall value of the investment portfolio.

Dividend Data is a powerful financial data platform designed to democratize access to institutional-grade stock market information. At its core, it is a spreadsheet add-in that seamlessly integrates over 30 years of historical and real-time data for more than 80,000 tickers directly into Google Sheets and Microsoft Excel. The product eliminates the traditional barriers of complex APIs, coding requirements, and manual copy-pasting, delivering data through simple, custom formulas. Built specifically by and for dividend and fundamental investors, it provides instant access to a comprehensive suite of metrics including dividend histories, yields, payout ratios, growth rates, complete financial statements, earnings reports, valuation ratios, and price action. Its unique value proposition lies in its unparalleled ease of use combined with deep, reliable data, offering a professional analysis toolkit at a fraction of the cost of institutional terminals. With a generous free tier and robust paid plans, it serves both individual retail investors and professional analysts who seek to make informed, data-driven investment decisions without the steep learning curve or exorbitant price tag.

Poach is a cutting-edge dealflow intelligence platform tailored specifically for venture capitalists and early-stage investors. The primary goal of Poach is to help investors identify and engage with promising startup founders before they officially embark on their fundraising journeys. By continuously tracking the social media activities of leading venture capitalists, particularly their Twitter (X) follows, Poach captures early signals of investor interest in potential founders. This raw data is then enhanced with professional information from LinkedIn, enabling the platform to categorize individuals effectively. The result is a daily influx of actionable, enriched lead data delivered straight to investors' inboxes, providing a strategic advantage that lies between a warm introduction and cold outreach. Poach not only expands an investor's sourcing pipeline but also mitigates risks associated with early-stage investments, making it an invaluable tool in the competitive landscape of venture capital.

How does the free tier work and what are credits?

The free tier provides 2,500 credits per month that never expire, with no credit card required to start. Each data request made via a spreadsheet function consumes a small number of credits (typically 1-2 per call). This generous allowance allows users to perform substantial analysis and automation for free. It's designed to let investors fully test the platform's capabilities in their real-world workflows without a time-limited trial.

What kind of data can I access with the spreadsheet functions?

You can access a vast array of data points spanning dividends, quotes, fundamentals, and ratios. Specific examples include forward and historical dividend amounts/yields, ex-dividend and payment dates, current stock price, 30+ years of price history, complete financial statement items (revenue, EPS, cash flow), and over 100 pre-calculated financial ratios like P/E, P/B, and ROIC. The documentation provides a full list of all available metrics for each function.

Do I need to know how to code or set up an API?

Absolutely not. Dividend Data is built specifically to require zero coding or technical setup. There are no API keys to manage. After installing the add-in from the Google Workspace or Microsoft AppSource store, you simply use the provided custom formulas directly in your spreadsheet cells as you would any native function like =SUM(). The complexity of data sourcing and management is handled entirely in the background.

Is my data and portfolio information secure?

Yes. Dividend Data takes security seriously. The connection between your spreadsheet and their servers is secure. When using the portfolio tracking features in the Pro Terminal, your holdings data is stored privately. The company has a clear privacy policy and terms of use. Furthermore, as an official add-in listed on Google and Microsoft's marketplaces, it adheres to these platforms' security and compliance standards.

How does Poach identify promising founders?

Poach tracks the Twitter follows of top-tier venture capitalists, as these follows often indicate early interest in potential founders. This raw data is then enriched with professional information from LinkedIn for deeper insights.

Can I customize the data I receive from Poach?

Yes, users can filter leads based on specific criteria, such as unfunded founders or particular industries, ensuring that the data aligns with their investment strategies and preferences.

What types of professionals can I find using Poach?

Poach categorizes individuals into various roles, including founders, engineers, investors, and researchers. This allows users to tailor their searches according to their investment thesis.

How often does Poach deliver data updates?

Poach provides daily updates, delivering enriched lead data and executive summaries directly to investors' inboxes every morning, ensuring they stay informed about potential investment opportunities.

Dividend Data is a specialized financial data tool that provides extensive dividend and fundamental stock information directly within spreadsheet applications like Google Sheets and Excel. It falls into the category of self-service investment research platforms, designed to empower individual investors with deep, historical data sets. Users often explore alternatives for various reasons. Some may have specific budget constraints or require a different pricing model, while others might need features tailored to different investment strategies, such as technical analysis or real-time alerts. Platform compatibility is another key factor, as some investors prefer web-based dashboards, mobile apps, or integration with other software beyond spreadsheets. When evaluating other options, consider the depth and historical range of the data offered, the ease of access and integration into your existing workflow, and the overall cost relative to the value provided. The ideal solution should align with your primary investment methodology, whether it's dividend growth, value investing, or broader market analysis, without unnecessary complexity or expense.

Poach is an advanced dealflow intelligence platform specifically designed for venture capitalists and early-stage investors. By tracking the social media activity of prominent VCs, particularly their Twitter follows, Poach identifies promising startup founders before they initiate fundraising rounds. This innovative approach turns passive social signals into actionable insights, streamlining the sourcing process for investors. Users often seek alternatives to Poach due to various factors, including pricing, specific feature requirements, or compatibility with their existing platforms. When selecting an alternative, it is crucial to consider the richness of data provided, the reliability of the lead generation methodology, and the ease of integration with other tools in your investment workflow. These aspects ensure that you find a solution that aligns with your investment strategy and operational needs.