The Scenario
The data room opens in two weeks. The lead investor's counsel sent a checklist item: confirm all SAFE agreements, amounts, and counterparty names against the cap table. Your legal team needs the Mercury SAFE list to cross-reference against the agreements they have on file. You know Mercury has the records — you've seen them in the dashboard — but getting them into a format the lawyers can work with means exporting, reformatting, and probably explaining what half the columns mean.
The bad version:
- Open Mercury, navigate to the SAFE section, note each investor name, amount, date, and status manually or screenshot the list
- Transcribe into a Google Sheet or send the screenshots to legal and wait for them to type it themselves
- Discover partway through that Mercury shows amounts in different currencies for international investors and you haven't accounted for that
Legal is billing by the hour. Every minute they spend reformatting Mercury exports is money out of the round you're trying to close.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Mercury and retrieves your SAFE requests directly into a structured spreadsheet — investor names, amounts, dates, statuses — ready for legal review.
Fetch all Mercury SAFE requests and write investor name, amount, date, and status into columns A through D of this sheet
What You Get
- Column A: investor name as recorded in Mercury
- Column B: SAFE amount as a number
- Column C: SAFE date (when the request was created or signed)
- Column D: current status of the SAFE request
What If the Data Is Not Quite Ready
I need a grand total for legal's liability summary
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 sheet
Cross-reference Mercury SAFEs against the cap table names I have in column F
Fetch 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 certain 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: pull SAFEs, total them, flag mismatches, sort 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'
One prompt produces the sheet legal needs without a series of back-and-forth formatting requests.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you're preparing for the data room, then ask it to pull your Mercury SAFE requests. To also pull org and user records for KYC documentation, see the org records spoke.