Floom for Excel · Fund data in your workbooks

Work with your fund data in Excel.

Bring live Floom data into your workbooks, and send supported changes back after review.

Fund II holdings.xlsxExcel · Floom add-in · illustrative
D4=FLOOM.GET("Orbit Supply","Shares Held","Q3 2026")
ABCD
1Fund II · holdings as of 30 Sep 2026
2CompanyCostFair valueShares
3Tessellate Robotics4,500,0006,750,0001,500,000
4Orbit Supply2,000,0002,000,0002,500,0002,480,000
5Fieldnote AI2,500,0002,500,0003,125,000
6Quarry Health3,000,0004,410,0002,100,000

D4 reads Floom’s current record.

Refreshed 1 affected cell. · In Floom: Orbit Supply now 2,480,000 shares

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LedgerTransactions · Fund II

Records live as sheet rows: pull a list, edit it, review, commit — then refresh.

Changed · 1BeforeAfter
Orbit Supply · Purchase · 18 Feb 2026 · Shares2,500,0002,480,000
Commit 1 changeBack to sheet

Committed · 1 correction, 0 new ·

Interactive · commit the correction

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Your spreadsheets read the same record as Floom.

Start from the underlying fund information.

Supported Floom fields in your sheet, with the fund, company and period always clear.

Formula
=FLOOM.GET("Quarry Health", "Revenue", "Q3 2026")
Company
Quarry Health
Metric
Revenue
Period
Q3 2026
Returns
4,812,000

Open the Floom panel and sign in.

Open Floom from Excel’s Home tab, sign in once and stay signed in.

Excel with add-ins
Microsoft 365 Excel on the web, Windows or Mac. An admin may need to allow the add-in first.
A Floom account
Your normal Floom login, SSO included. You see only the data you can already access.

Off-calendar year ends line up.

Each company answers a quarter with its own closest close, so January and December year ends line up.

Read. Analyze. Review and apply.

Read live Floom data, build on it, and apply supported changes after review.

Read · Insert and refresh

Supported tables and values, refreshed when Floom changes.

Floom data changed since this workbook fetched.Refresh
B4=FLOOM.SERIES("Quarry Health","Revenue","Q4 2025","Q3 2026")
ABCDE
3RevenueQ4 2025Q1 2026Q2 2026Q3 2026
4Quarry Health2,310,0002,580,0002,860,000#N/A · awaiting data3,180,000
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RefreshRefresh Floom data

Last refresh · 23 values · 1 awaiting data · 5 min ago

Refreshed 1 affected cell. · Last refresh · 24 values · 0 awaiting data · just now ·

Interactive · refresh the workbook

Analyze · Work in your model

Build on the values in your own formulas, charts and reports.

Portfolio review.xlsxyour formulas, on Floom values
C5=C4/B4-1
ABCDE
3Quarry HealthQ4 2025Q1 2026Q2 2026Q3 2026
4Revenue2,310,0002,580,0002,860,0003,180,000
5QoQ growth11.7%10.9%11.2%
Chart · QoQ growth, %built in Excel · hover a bar
11.7%Q1 2610.9%Q2 2611.2%Q3 26

Floom templates · Company tearsheet · Portfolio snapshot · Board pack · Generate

Interactive · hover a value or a bar

Apply · Send supported changes back

Review a staged edit, then apply it in Floom.

E7=FLOOM.PUSH("Cinder Analytics","Headcount","Q3 2026",38)
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Staged values1 change to apply, 0 already in sync0 changes to apply, 1 already in sync

Review, then Apply. Manual values win.

CompanyMetricPeriodScenarioCurrent → New
Cinder AnalyticsHeadcountQ3 2026Actual— → 3838 (✓ written)
ApplyDiscard allUndo last apply (1)

Cinder Analytics’ Q3 headcount was missing, not zero; it is now in the company record, attributed to you.

Interactive · apply the staged value

Bring Floom into your models.

Find Floom on Excel’s Home tab, or book a walkthrough and we’ll set you up.

The setup guideBefore you start, how it works, and what to expect. Read the guide AI & MCPQuery and act through AI tools Explore AI & MCP Fund OperationsPositions, activity and AI record actions Explore Fund Operations

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See how Floom fits your spreadsheet workflow.

Questions? Email support@floom.vc and we’ll get back to you within one business day.

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