Dividend Data vs Private Equity List

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.

AI-Powered Natural Language Search

This innovative feature allows users to bypass complex filters and search the database using simple, conversational queries. You can ask, "Find early-stage climate tech VCs in Europe," and the AI will interpret the request to deliver targeted results. This dramatically reduces the time to find relevant investors, making initial research and brainstorming sessions highly efficient. The platform advises users to verify AI-generated information for accuracy.

Super-Intuitive Filtering & Search

The platform offers a lightweight, user-friendly interface with powerful, PE/VC-first filters that are readily accessible. Users can quickly narrow down investors by geography, investment stage, thesis, ticket size, and status (active only). This design philosophy ensures that from login to generating a structured, usable investor shortlist takes only a few minutes, without the steep learning curve or feature overload common in enterprise platforms.

Human-Curated & Export-Ready Contact Data

Beyond firm-level data, Private Equity List provides detailed contact information for investment team members, including roles and enriched details. This data is human-curated and updated nearly daily, ensuring high reliability. A key differentiator is the ability to export this contact data in bulk (e.g., via .csv) at a much more affordable price point than competitors, where such functionality is often locked behind exorbitant paywalls.

New PE/VC Funds Discovery

This dedicated feature surfaces funds launched within the last 6-12 months that are actively seeking investment opportunities. For founders and fundraisers, this is a critical advantage, as these newer funds often have fresh capital and a strong mandate to deploy it, making them highly motivated potential partners and increasing the odds of securing funding.

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.

Startup Fundraising

Founders from pre-seed to Series C can rapidly identify and shortlist ideal investors. By filtering by geography, stage, check size, and industry thesis, startups can build a targeted outreach list in seconds, significantly speeding up the capital-raising process and connecting with the most relevant funding sources for their growth stage.

Consultant & Advisor Deal Sourcing

Consultants and financial advisors use the platform to create tailored investor or buyer shortlists for their clients' fundraising or M&A mandates. The ability to quickly generate structured, exportable lists of qualified targets enables them to move faster, deliver superior client service, and accelerate the timeline to earning success fees.

VC Ecosystem Partnership Development

Existing venture capital funds, accelerators, and venture studios leverage the database to find co-investors and strategic partners across the global landscape. This helps in syndicating deals, providing better support for portfolio companies during subsequent funding rounds, and building a robust network within the investment community.

Academic & Market Research

Universities, journalists, government agencies, and independent researchers utilize the platform as a source of reliable PE/VC intelligence. The curated data supports academic studies, market reporting, policy analysis, and competitive research, providing a clear view of investment trends, player activity, and market dynamics without enterprise-level costs.

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.

Private Equity List is a specialized, AI-powered database platform engineered to provide streamlined and affordable access to the global private equity and venture capital ecosystem. It positions itself as a focused, user-centric alternative to larger, more expensive generalist platforms, cutting through the noise to deliver actionable, investor-specific intelligence. The platform aggregates and curates detailed data on thousands of active PE firms, VC funds, accelerators, and their investment teams worldwide. Its core value proposition is a powerful trifecta: affordability, an exceptionally intuitive interface, and a feature set purpose-built for the specific needs of fundraising and partnership sourcing. A recent major update introduced an AI Search function, allowing users to find investors using natural language queries, which dramatically accelerates the research process. Trusted by over 10,700 users, including startup founders, consultants, investment professionals, and researchers, Private Equity List leverages human-curated, frequently updated data to empower critical decisions in fundraising, market analysis, and strategic partnership development.

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.

What makes Private Equity List different from platforms like Pitchbook or Crunchbase?

Private Equity List is a specialized, affordable alternative focused solely on private equity and venture capital investor data. It avoids the analytics overload and high cost of generalist platforms, offering a super-intuitive interface, PE/VC-specific filters, and export-ready contact data at a fraction of the price. It is designed for speed and practicality in fundraising and sourcing.

How current and reliable is the data on the platform?

The data is human-curated and updated nearly daily. The platform specifically tracks "Active Funds" and highlights newly launched funds. A timestamp on the website indicates the last database update, and while the AI search is powerful, the platform transparently notes that users should verify AI-generated information for complete accuracy.

Is there a free trial or a free plan available?

Yes, the platform offers a "Try for free" option with basic functions available at no cost and no credit card required. This allows users to experience the core search and filtering capabilities, including limited use of the AI Search, before committing to a paid plan for full access and export features.

Who are the typical users of Private Equity List?

The platform serves a diverse user base of over 10,700 professionals. This includes startup founders, consultants and advisors, investment professionals within the VC/PE ecosystem, as well as universities, journalists, and researchers. It is built to serve both large corporates and smaller teams or solo entrepreneurs effectively.

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.

Private Equity List is a specialized database platform in the business and finance category, designed to connect entrepreneurs and professionals with private equity and venture capital investors. It leverages AI and curated data to streamline the fundraising and research process, offering a focused alternative to broader, more complex platforms. Users often seek alternatives for various reasons, including budget constraints, the need for a more intuitive user interface, or a desire for features tailored specifically to private capital markets rather than general business intelligence. Some may require different data coverage, pricing models, or levels of customer support that better align with their specific operational needs and scale. When evaluating alternatives, key considerations should include the depth and accuracy of the investor data, the platform's ease of use and search capabilities, the total cost of ownership, and how well the tool's feature set aligns with your primary use case, whether it's fundraising, deal sourcing, or market analysis. The goal is to find a solution that removes friction without compromising on the quality of insights.