Dividend Data vs Private Equity List

Comprehensive Spreadsheet Functions

Access over 16 custom formulas designed for in-depth stock analysis directly in your cells. Functions like DIVIDENDDATA_DIVIDENDS, DIVIDENDDATA_RATIOS, and DIVIDENDDATA_QUOTE pull specific data points such as forward yield, ex-dividend dates, P/E ratios, and current price. This turns your spreadsheet into a dynamic, auto-updating research terminal without any coding required.

Extensive Historical Data Library

Gain insights with over 30 years of historical market data for 80,000+ stocks and ETFs. This deep historical context is crucial for analyzing long-term dividend growth trends, financial performance across market cycles, and conducting robust backtesting for investment strategies, all from within your familiar spreadsheet environment.

Dual Platform Compatibility

Seamlessly integrate live financial data into both Google Sheets and Microsoft Excel. The add-ins are officially available on Google Workspace Marketplace and Microsoft AppSource with high user ratings, ensuring a smooth, secure, and reliable experience regardless of your preferred spreadsheet software.

Free Tier with Generous Credits

Start analyzing immediately with a free plan that provides 2,500 credits per month without any trial expiration or credit card required. This allows users to test numerous formulas and tickers, making it an accessible entry point for individual investors before considering higher-tier plans for more extensive data needs.

AI-Powered Search

Leverage conversational AI to quickly find relevant private equity and venture capital investors using natural language queries. This feature simplifies initial research and brainstorming by understanding context, though results should be verified for accuracy as part of a streamlined workflow.

Super-Intuitive Search & Filters

Navigate the database with precision using dedicated PE/VC-first filters. Narrow down thousands of global investors by location, funding stage, check size, and investment thesis to create a perfectly tailored shortlist in just a few minutes, bypassing unnecessary data overload.

Investor Contact Enrichment

Access directly relevant contact information for investment teams, including roles and email addresses. This feature provides enriched, export-ready data in bulk via CSV, enabling efficient outreach campaigns without the prohibitive costs typical of other platforms.

Curated & Updated Fund Data

Rely on human-curated data that is updated nearly daily, ensuring you work with accurate and current information. The database focuses on quality over quantity, listing only actively raising funds and highlighting new funds launched within the last 6-12 months that are eager to invest.

Automated Dividend Portfolio Tracking

Build a live-tracking dividend portfolio spreadsheet. Automatically import dividend dates, amounts, and yields for all holdings. This allows investors to monitor projected income, track payment schedules, and analyze portfolio yield without manually updating each stock's data, saving hours of maintenance.

Fundamental Stock Analysis and Screening

Perform deep fundamental analysis by pulling financial statements, valuation ratios, and growth metrics for any company. Investors can create custom stock screens by building spreadsheets that compare P/E ratios, payout ratios, or EPS growth across a universe of stocks using live, updated data.

Historical Performance Backtesting

Test investment strategies using three decades of historical price and dividend data. Users can model how a dividend growth strategy would have performed, calculate total returns including reinvested dividends, and assess the volatility of specific stocks or sectors over long time horizons.

Financial Modeling and Forecasting

Enhance financial models with accurate, externally-sourced data. Incorporate real-time metrics like current share price, diluted EPS, and debt-to-equity ratios into discounted cash flow (DCF) models or other valuation spreadsheets, ensuring your assumptions are based on the latest market information.

Startup Fundraising

Founders can rapidly identify and connect with pre-seed to Series C investors that match their geography, stage, and sector. This drastically reduces the time spent on investor research, helping to accelerate the capital raise process with targeted, actionable lists.

Consultant & Advisor Work

Professionals can efficiently build tailored investor or buyer shortlists for client mandates in fundraising and M&A. This enables faster deal execution and success fee realization by providing structured, reliable data at an affordable price point.

VC Ecosystem Partnering

Venture capital funds, accelerators, and venture studios use the platform to discover co-investors and strategic partners across a network of 6,000+ funds. This facilitates syndication and supports portfolio companies in securing their next funding rounds.

Academic & Institutional Research

Universities, journalists, and government researchers leverage the platform's intelligence for market analysis, reporting, and economic studies. It provides a reliable source of structured data on global PE/VC activity and trends without enterprise-level complexity.

Dividend Data is a powerful financial data platform designed to bring institutional-grade stock market information directly into your spreadsheets. It eliminates the need for complex APIs, coding, or manual copy-pasting by providing over 16 simple custom formulas for Google Sheets and Microsoft Excel. With access to 30+ years of historical data for more than 80,000 global tickers, users can instantly pull critical metrics like dividends, yields, payout ratios, financial statements, earnings, and price history. Built specifically for dividend and fundamental investors by a fellow investor, the tool focuses on delivering the exact data needed for deep analysis. Its standout offering includes a permanently free tier with 2,500 monthly credits, making professional investment research accessible without a high cost. The core value proposition is automation and simplicity: just type a formula and get live, updated data in your spreadsheet within seconds.

Private Equity List is a specialized, AI-powered database designed exclusively for navigating the private equity and venture capital landscape. It serves as a targeted, cost-effective alternative to broad, expensive platforms, focusing on delivering actionable investor data quickly. The platform features a super-intuitive interface with robust filters, allowing users to find relevant PE/VC funds, accelerators, and investment team contacts based on geography, stage, investment thesis, and more. It is trusted by over 10,700 users, including startups, consultants, venture capital firms, universities, and business owners. The core value proposition is efficiency and affordability: users can generate structured, export-ready investor lists in minutes for fundraising, partnership sourcing, or research, without the complexity and high cost of enterprise solutions. Its recently enhanced AI search function further streamlines the process of discovering ideal funding opportunities.

How do I get started with Dividend Data?

Getting started is simple. For Google Sheets, install the add-on from the Google Workspace Marketplace. For Microsoft Excel, install it from Microsoft AppSource. Once installed, you can immediately start using the custom formulas like =DIVIDENDDATA_DIVIDENDS("TICKER") in your spreadsheet. No API key or coding is required.

What is included in the free plan?

The free plan offers 2,500 credits per month, which do not expire. This allows you to use a significant number of data calls to test various functions and tickers. It provides full access to the suite of custom formulas within the credit limit, making it ideal for individual investors and casual users.

What kind of data can I access?

You can access a wide range of data points including dividend information (amount, yield, dates, growth), key financial ratios (P/E, P/B, payout ratio), quote data (price, volume), income statement and balance sheet items, and over 100 other fundamental metrics. The data covers 80,000+ tickers with 30+ years of history.

Does the data update automatically in my spreadsheet?

Yes, the data is live and updates automatically. When you open your spreadsheet or refresh it, the formulas will pull the most current information available from Dividend Data's servers. This ensures your analysis and portfolio tracking are always based on the latest market data.

What kind of data does Private Equity List provide?

The platform provides detailed data on private equity firms, venture capital funds, and accelerators globally. This includes firm profiles, fund details, investment theses, and, crucially, enriched contact information for investment team members, all curated and updated regularly.

How does the AI search function work?

The AI search allows you to describe your company or project in plain language to find matching investors. It interprets your query to suggest relevant funds based on stage, sector, and geography. It's designed for quick ideation, and users are advised to verify results using the platform's precise filters.

Who typically uses Private Equity List?

The user base is diverse, including startup founders, investment consultants, VC professionals, universities, and business owners. It serves both large corporates and solo entrepreneurs, offering a scalable solution for anyone needing efficient access to PE/VC investor data.

How current is the database information?

The database is updated nearly daily with a focus on active funds. A dedicated "New PE/VC" section highlights funds launched in the last 6-12 months. The platform prioritizes quality and relevance, listing investors who are currently seeking new opportunities.

Dividend Data is a spreadsheet add-on that provides extensive historical stock market and dividend data directly into Google Sheets and Excel. It falls into the category of financial data tools designed for self-directed investors and analysts. Users often explore alternatives for various reasons, such as budget constraints, specific feature requirements, or compatibility with different platforms like proprietary software or other spreadsheet applications. Needs can vary widely from one investor to the next. When evaluating other options, key considerations include the depth and history of the financial data offered, the ease of integration with your existing workflow, the total cost of ownership, and whether the tool's specialized functions align with your specific investment strategy, such as dividend growth analysis.

Private Equity List is an AI-powered database platform in the business intelligence category, designed to connect startups and businesses with private equity and venture capital investors. It streamlines the search for funding by offering a curated, filterable database of firms and contacts. Users often explore alternatives for various reasons, including budget constraints, specific feature requirements, or the need for a platform that better aligns with their particular research or outreach workflow. The search for a different tool is a normal part of finding the optimal solution. When evaluating alternatives, key considerations should include the comprehensiveness and accuracy of the investor data, the sophistication of search and filtering tools, overall platform usability, and the transparency of pricing relative to the value provided. The goal is to find a resource that efficiently bridges the gap between your project and the right capital.