The Scenario
You joined the VC team six weeks ago and inherited an Excel workbook with 120 portfolio targets. Someone added company names and website URLs. That is the entire dataset. Your manager wants a funding history breakdown before the investment committee meeting next Tuesday — round type, date, and amount for each company, going back as far as Crustdata has records.
The bad version:
- Search each company in Crustdata's interface, open their funding timeline, and transcribe each round into a new row in the workbook
- After 15 companies, realize the funding dates are not in a consistent format — some rounds show a month and year, others show only a year
- Discover that 8 of the companies share names with much larger public companies in Crustdata's database, requiring manual disambiguation for each one
Four hours later you have 30 companies done and a formatting problem that will take another hour to resolve.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your company list, connects to Crustdata's funding milestone endpoint for each entry, and builds the funding history in whatever structure you need.
For each company ticker in column A, use Crustdata to retrieve all historical funding rounds and append them as new rows with columns: Company, Round Type, Date, Amount — write to a new worksheet called Funding History
What You Get
- A Funding History worksheet with one row per funding event
- Columns: Company name, Round Type (Seed, Series A, etc.), Date in ISO format, Amount in USD
- Companies with multiple rounds appear as consecutive rows
- Any company where Crustdata has no funding records gets a note row so you know the gap is real, not a fetch error
What If the Data Is Not Quite Ready
You need a summary row per company, not one row per round
For each company in column A, use Crustdata to fetch their full funding history, then write a summary row per company with columns: Company, Total Raised, Last Round Stage, Last Round Date, and Months Since Last Funding
Some companies in the list are subsidiaries that need entity resolution first
For each company in column A, check whether Crustdata has a record under that exact name or a close variant, note the matched entity name in column B, then fetch all funding rounds and write them into a Funding History worksheet
You need to filter to rounds from the last 3 years only
Use Crustdata to pull funding history for every company in column A and write only rounds from 2023 onward into a Funding History worksheet with Company, Round Type, Date, and Amount columns — sort by date descending
One prompt to deduplicate the company list, pull funding data, and flag stale companies
Remove duplicate company names from column A, then use Crustdata to fetch each company's complete funding history — write the rounds into a Funding History worksheet and add a flag column in the original worksheet marking any company whose last funding round was more than 36 months ago as "Stale"
Try It
Get the 7-day free trial of SheetXAI and open your portfolio targets workbook, then ask it to pull the full funding history for each company using Crustdata and write the rounds into a structured worksheet. You can then ask it to layer in headcount trends or decision-maker contacts from the same list.