The Scenario
You're a venture analyst at a family office. Your managing partner asks you, mid-meeting, to cross-reference the fund's pipeline against recent IPOs — specifically any company that listed in the last 12 months in the tech or healthcare space on NASDAQ or NYSE. You have a pipeline tracking workbook. You do not have an IPO log. You were not expecting to need one at this moment.
The bad version:
- You navigate to a financial data site that shows recent IPOs, find the filter for the last 12 months, and start copying rows into a new worksheet: listing date, ticker, exchange, offer price — manually, because there's no CSV export on the plan you're using.
- After 20 rows you realize the site's filter is showing IPOs by pricing date, not listing date, and some of the entries are SPACs rather than traditional IPOs. You need to filter those out.
- You finish with 60 rows that you're not confident are complete, and the managing partner has already moved on to the next agenda item.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It calls the Polygon.io IPO data API, retrieves the full list of listings for the period you specify, and writes the structured results into a worksheet in your workbook — ready to cross-reference against your pipeline.
Fetch all IPO data from Polygon.io for the last 12 months and import it into a new sheet called "IPO Log" with columns for ticker, company name, exchange, listing date, and offer price.
What You Get
- A new "IPO Log" worksheet with one row per IPO.
- Columns: Ticker, Company Name, Exchange, Listing Date, Offer Price.
- Sorted by listing date descending so the most recent listings appear at the top.
- SPACs and blank-check companies flagged in a separate column if the Polygon.io data includes a company type field.
What If the Data Is Not Quite Ready
I also want upcoming IPOs so I can flag companies we should be tracking
Pull all upcoming IPOs from Polygon.io and write the expected listing date, company name, ticker, and exchange into my Excel "IPO Pipeline" sheet.
I only want IPOs on NASDAQ and NYSE, not OTC or other exchanges
Fetch all IPO data from Polygon.io for the last 12 months. Filter to listings on NASDAQ or NYSE only. Write ticker, company name, exchange, listing date, and offer price into a new "IPO Log" worksheet sorted by listing date descending.
I want to cross-reference the IPO log against my pipeline worksheet to flag matches
Fetch all IPO data from Polygon.io for the last 12 months and write it into a new "IPO Log" worksheet with ticker, company name, exchange, and listing date. Then check each company name in the "IPO Log" against the company names in column A of my "Pipeline" worksheet and add a "Pipeline Match" column in the IPO Log with "Yes" if there is a match, "No" if not.
Pull the IPO log, calculate how many days each company has been public, and flag any that have dropped below their offer price
Fetch all IPOs from Polygon.io for the last 12 months and write ticker, company name, listing date, and offer price into the "IPO Log" worksheet. Add a column "Days Public" that calculates today's date minus the listing date. Then fetch the current price from Polygon.io for each ticker and add a "vs. Offer" column showing the percentage change from offer price. Highlight any company trading below its offer price in red.
Current price, days public, and performance vs. offer — pulled and calculated in one instruction.
Try It
Open your deal tracking Excel workbook and Get the 7-day free trial of SheetXAI. Ask it to pull the last 12 months of IPO data from Polygon.io and write it into a dedicated log worksheet for pipeline cross-referencing. For ongoing market data on those companies once they list, see the spoke on pulling historical OHLC data. For the full partner overview, see the Polygon.io hub.