CarlsquareEC Scorecard

Import EC

Three ways in: download our template and fill it in, edit a previous export, or upload any old scorecard and let AI map it.

1

Download the template

A blank Excel with the EC structure: instructions, EC Info, score sheets, deal details, and a Choices reference tab listing every valid option.

Download EC template (.xlsx)

Already have a different EC scorecard format? Skip to Step 3 and toggle on AI parse.

2

Fill it in (or edit an export)

  • For a new EC: leave the id field blank and fill in EC Info, Transaction Scores, Company Scores, and Deal Details.
  • To update an existing EC: export from its view page, edit any field, keep the id intact.
  • For score values, copy the option text exactly from the Choices tab. Score is auto-computed on import.
3

Upload

Mode:Reads the standard template, falls back to AI for non-standard files