The Scenario
You joined the VC team six weeks ago and inherited a Google Sheet with 120 portfolio targets. Someone at some point added company names and website URLs. That is the entire data set. Your manager asked for 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 sheet
- 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 have the same name as a much larger public company 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 clean up.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your company list, connects to Crustdata's funding milestone endpoint for each entry, and builds out the funding history in whatever structure you need — rows per round, summary row per company, or both.
For each company in column A, use Crustdata to retrieve all historical funding rounds and append them as new rows below the company header with columns: Company, Round Type, Date, Amount. Create a new sheet called Funding History for the output.
What You Get
- A Funding History sheet with one row per funding event
- Columns: Company name, Round Type (Seed, Series A, etc.), Date in ISO format, Amount in USD
- Any company where Crustdata has no funding records noted in a separate column so you know the gap is intentional, not a fetch failure
- Companies with multiple rounds appear as consecutive rows, making filtering by stage or recency straightforward
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 or have rebranded — you need to resolve the entity 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 new Funding History sheet
You need to filter the output 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 new sheet with columns: Company, Round Type, Date, Amount — sort by date descending
One prompt to deduplicate the company list, pull funding data, and flag companies without recent activity
Remove duplicate company names from column A, then use Crustdata to fetch each company's complete funding history — write the rounds into a new Funding History sheet and add a flag column in the original sheet marking any company whose last funding round was more than 36 months ago as "Stale"
Combining the cleanup and the data pull in one prompt means one round of review instead of two.
Try It
Get the 7-day free trial of SheetXAI and open your portfolio targets sheet, then ask it to pull the full funding history for each company using Crustdata and write the rounds into a structured output sheet. You can then ask it to layer in headcount trends or decision-maker contacts from the same list.