The Scenario
The data room opens in two weeks. Counsel for the lead investor sent a checklist item: confirm all SAFE agreements, amounts, and counterparty names. Your legal team needs the Mercury SAFE list to cross-reference against the agreements they have on file. You've tried to pull this before — Mercury shows the SAFEs in the dashboard but there's no clean Excel export. The last attempt produced a PDF printout that legal had to retype.
The bad version:
- Open Mercury, navigate to the SAFE section, screenshot or transcribe each SAFE record
- Type investor name, amount, date, and status into Excel for each entry
- Discover that amounts are shown with varying decimal precision and clean up manually before sending to legal
Legal bills by the hour. Every minute spent reformatting Mercury records instead of reviewing them is money out of the round being closed.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Mercury and retrieves all SAFE requests directly into a structured workbook — investor names, amounts, dates, statuses — ready for legal review in one operation.
Pull all Mercury SAFE requests and calculate the total SAFE obligation by summing the amounts — write each SAFE into rows and put the grand total in a bold row at the bottom of this Excel sheet
What You Get
- One row per SAFE request: investor name, amount, date, status
- A grand total row at the bottom summing all SAFE amounts
- Amounts as consistent numeric values with no formatting variance
What If the Data Is Not Quite Ready
I need a simple four-column list without the total row
Fetch all Mercury SAFE requests and write investor name, amount, date, and status into columns A through D of this workbook
Cross-reference Mercury SAFEs against cap table names in column F
Pull all Mercury SAFE requests, write investor name and amount into columns A and B, then check each investor name in column A against the names in column F and write 'confirmed' or 'name mismatch' in column C
Flag any SAFEs above a threshold for partner review
Pull all Mercury SAFE requests into columns A through D with investor name, amount, date, and status, then in column E write 'REVIEW' for any SAFE with an amount above 250000
Full data room prep in one pass: all SAFEs, total obligation, mismatch flags, sorted by amount
Fetch all Mercury SAFE requests, write investor name, amount, date, and status into columns A through D, cross-reference investor names against column F and flag mismatches in column E, sort by amount descending, and write the grand total in cell G1 labeled 'Total SAFE Obligation'
Producing the complete legal reference package in one prompt means no back-and-forth between you and legal to clean up formatting.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're preparing for the data room, then ask it to pull your Mercury SAFE requests. To also pull org and user records for the KYC package, see the org records spoke.