The Scenario
You are three months into a fundraise and trying to be systematic about which VCs you approach. You have an Excel workbook with 10 target investors in column A and you want to understand their portfolio overlap, typical check sizes, and which companies they have backed in the last two years before your outreach starts.
The bad version:
- Open each VC firm's website, find their portfolio page, and manually transcribe company names, funding stages, and investment dates into the workbook
- Discover that three of the firms do not list dates on their portfolio pages and you need to cross-reference other sources to fill in the gaps
- Find that one firm's portfolio page has not been updated since 2023 and is missing several recent investments you know about from industry news
The manual portfolio mapping process is unreliable because the source data is unreliable. Every cell in your output needs a footnote.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your investor list and calls Crustdata's investor portfolio endpoint for each firm, writing the full portfolio into a structured output worksheet.
Pull Crustdata investor portfolio data for the 10 VCs in my Excel workbook and create a summary worksheet showing total portfolio size, most common industry, and average funding stage per investor
What You Get
- A summary worksheet with one row per investor
- Columns: VC firm name, total portfolio company count, most common industry across portfolio, average funding stage, most recent investment date
- Any investor where Crustdata has no portfolio data gets a note row
What If the Data Is Not Quite Ready
You only want portfolio companies from the last 24 months
For each investor in column A, use Crustdata to fetch portfolio companies and filter to investments made from May 2024 onward — write the results into a Portfolio Data worksheet with Investor, Portfolio Company, Stage, and Investment Date columns
You want to identify portfolio companies that compete directly with you
Fetch Crustdata portfolio data for each investor in column A and write all results into a Portfolio Data worksheet. Then add an Overlap Flag column and mark any portfolio company that operates in the HR-tech or workforce management space.
You need full detail rows, not just the summary
For each investor name in column A, use Crustdata to fetch their portfolio companies and write the results into a Portfolio Data worksheet with columns: Investor, Portfolio Company, Stage, and Investment Date — sort by Investor and then by Investment Date descending
One prompt to pull portfolio data, summarize each investor, and rank them by fit
For each investor in column A, use Crustdata to fetch their portfolio companies. Write the full detail into a Portfolio Data worksheet. Then create a Summary worksheet with one row per investor showing: Total Portfolio Companies, Percentage at Series A or B, Most Recent Investment Date, and a Fit Score where investors whose portfolio is more than 40 percent Series A or B companies get "Strong Fit" and others get "Review".
Try It
Get the 7-day free trial of SheetXAI and open your fundraising research workbook with target investor names, then ask it to pull Crustdata portfolio data for each firm and build the output automatically. You can then ask it to add portfolio company headcount or web traffic signals on top of the investor data.