The Scenario
It is a Monday morning and your VP of sales just forwarded an Excel workbook with 120 startup domains. The note says: "find out which ones raised money in the last 90 days — those are the ones we call this week."
You already know what the next two hours look like if you do this by hand.
The bad version:
- Open Crunchbase or RocketReach for the first domain, find the funding section, check the date of the last round, decide if it falls within 90 days, write the round type and amount to the workbook, move on.
- Domain 18: the most recent funding entry is listed as "undisclosed." You write it down anyway and wonder if that counts.
- Domain 45: you're 45 rows in and realize you forgot to add a column for the round date. You go back to the top, insert the column, and now you've shifted everything you've already entered.
You are a sales manager. Prioritizing the call list is your job. Manually extracting funding dates from individual company profiles is not — it just ended up on your plate because no one else has access to the enrichment tool.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your domain list and pulls funding data from RocketReach across all rows at once. Open the SheetXAI sidebar:
Here is the prompt for this task:
Enrich the 120 domains in my 'Funded Companies' sheet with RocketReach funding details — latest round type in column B, amount in column C, date in column D
What You Get
- Column B: the round type (Seed, Series A, Series B, etc.) from RocketReach.
- Column C: the latest funding round amount.
- Column D: the date of the most recent round.
- Rows where RocketReach returned no funding data are flagged so they don't silently appear to have zero funding history.
What If the Data Is Not Quite Ready
You want to filter to only recently funded accounts automatically
For each domain in column A, fetch the RocketReach latest funding round date — write it to column D along with round type in column B and amount in column C — then flag any account whose last round date falls within the past 90 days with "Recent" in column E
Some domains are pre-seed and have no formal funding rounds
For each domain in column A, fetch the RocketReach funding data — if no funding rounds are found, write "No Data" to column B and leave columns C and D blank — if rounds exist, write the latest amount to column B, type to column C, and date to column D
You want to join funding signal against an existing pipeline workbook
Fetch the latest RocketReach funding round type and date for each domain in column A — write type to column C and date to column D — then check if each domain already exists in my 'Active Pipeline' worksheet and write "In Pipeline" or "New" to column E accordingly
Enrich, filter, and sort by recency in one shot
For each domain in column A, pull the latest RocketReach funding round amount, type, and date into columns B, C, and D — flag any account with a round in the last 90 days as "Priority" in column E — then sort the entire sheet by the funding date in column D, most recent first
One prompt fetches the data, applies the filter, and sorts the list without a second pass.
Try It
Open your Excel workbook of startup domains and Get the 7-day free trial of SheetXAI — ask it to pull recent funding data from RocketReach and flag your priority accounts. Related reading: the spoke on enriching accounts with tech stack data, or the hub overview for all the ways to connect RocketReach to Excel.