Docs · Your data

Export and delete

Your data leaves with you whenever you want, in formats other tools can read. Deleting is permanent and takes effect at once.

Exports#

Export formats
Export	Where	Format
One round	Round settings, or Settings → Data	CSV or JSON
All investors	Investors, or Settings → Data	CSV, with a rounds summary column
The whole workspace	Settings → Data	JSON

Any member can export, including viewers. Over the API the same files come from GET /v1/rounds/{round}/export?format=csv|json, GET /v1/investors/export?format=csv and GET /v1/export?format=json, and an agent can call export_round.

Round CSV#

One row per investor in the round, with these columns in this order. Lists are joined with ; . The file is named raisebook-<workspace>-<round>-<YYYYMMDD>.csv. The header names are Raisebook's field names, so the file imports back as is.

columns

investor_idnamefirmtitletypeemaillinkedin_urlwebsite_urlx_urllocationcheck_mincheck_maxcheck_notestage_focusindustriestagssourcewarm_intro_bystagestage_labelfitpriorityprobabilityamount_softamount_committedcommitted_onfollow_up_onfollow_up_notenext_stepowner_emaillast_activity_atnotes

Workspace JSON#

The full record: workspace settings, members, rounds with their stages, investors, participation in each round, the whole timeline and the import history. API keys, sessions and sign-in tokens are never exported.

raisebook.export v1

{  "format": "raisebook.export",  "version": 1,  "exported_at": "2026-10-10T17:04:05Z",  "workspace": { "id": "…", "slug": "kestrel-k7p2", "name": "Kestrel Robotics", … },  "members": [{ "email": "sam@example.com", "name": "Sam Rivera", "role": "owner" }],  "rounds": [ … ],  "investors": [ … ],  "participants": [{ "round_id": "…", "investor_id": "…", "stage_key": "dd", "fit": 5, … }],  "activities": [ … ],  "import_runs": [ … ]}

Deleting#

What each delete removes
Delete	Who	Removes
An investor	Editors and owners	The contact, their place in every round, and their timeline.
A round	Owners (typed confirmation)	The round, its stages, its participants and their round timeline.
A workspace	Owners (type the workspace slug)	Everything in it: rounds, investors, timeline, members, invites, API keys and import history.
Your account	You (type your email)	Your account, and every workspace where you are the only member.

Deletes are hard deletes in one transaction. There is no trash, no soft-delete flag and no tombstone.
If you own a workspace that has other members, transfer ownership before deleting your account. Raisebook tells you which workspaces need it.
On the hosted service, backups are kept for at most 14 days, so deleted data is gone from backups within 14 days.
Over MCP, nothing can be deleted.