# Crunchbase Funding Tracker

> Build a structured funding comparison spreadsheet from Crunchbase data in minutes, not hours.

Source: https://cotera.co/solutions/sales/crunchbase-funding-tracker

---

- **Team:** Sales
- **Tools:** Crunchbase
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Bulk Data Pull** — Research multiple companies on Crunchbase in a single pass
2. **Structured Spreadsheet** — Standardized columns for easy comparison and filtering
3. **Duplicate Detection** — Reads existing rows so you never add the same company twice
4. **Funding Insights** — Summary comparison of who raised the most and who is earliest stage

## Example requests
- Build a funding tracker for OpenAI, Anthropic, Cohere, Mistral AI, AI21 Labs in my spreadsheet.
- Track the top fintech companies: Stripe, Plaid, Ramp, Brex, Mercury. Add to my Google Sheet.
- Create a competitor funding comparison for the project management space: Linear, Notion, Asana, Monday, ClickUp.

## Prompt

```markdown
## Task

Given a list of companies (or a market segment), research each one on Crunchbase and build a structured funding comparison spreadsheet in Google Sheets. This creates a reusable tracker you can update over time.

## Tools

- **@Crunchbase/Get Organization** — Pull funding rounds, total raised, employee count, IPO status, and investor list for each company
- **@Google Sheets/Append Row** — Add each company's data as a new row in your tracking spreadsheet
- **@Google Sheets/Read Range** — Check existing data to avoid duplicates
- **@google_search** — Find recent funding news or announcements for additional context

## Input

The user will provide either:
1. A list of company names to track, OR
2. A market segment (e.g., "top AI infrastructure companies") for the agent to research and then track

They must also provide a Google Sheets spreadsheet ID.

**Example:** "Build a funding tracker for these companies in my sheet: OpenAI, Anthropic, Cohere, Mistral AI, AI21 Labs. Spreadsheet ID: 1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgvE2upms"

## Context

### Spreadsheet Structure

Create/use these columns:
- Company Name
- Total Funding (USD)
- Last Round Type (e.g., Series C, Seed)
- Last Round Date
- Number of Rounds
- Employee Range
- IPO Status
- Key Investors (top 3)
- Number of Investors
- Last Updated
- Notes (recent news)

### What to Do

1. First, read the sheet to check if a header row exists. If not, append the header row first.
2. Read existing data to check which companies are already tracked — skip duplicates or update them.
3. For each company, call @Crunchbase/Get Organization with the company slug.
4. Use @google_search to find one recent news item per company.
5. Call @Google Sheets/Append Row to add each company's data as a new row.
6. After all companies are added, summarize what was added and any companies that couldn't be found.

### What Counts as a Valid Result

- Use actual Crunchbase data — don't fabricate funding amounts
- Format currency with $ and commas (e.g., $1,500,000,000)
- If a company has no Crunchbase profile, note "Not Found" and skip
- List the top 3 investors by name, separated by commas
- Use today's date for the "Last Updated" column

## Output

**Tracker Summary:**
| Company | Total Raised | Last Round | Status |
|---------|-------------|------------|--------|

**Added to Sheet:** [X] companies added to spreadsheet

**Not Found:** [List any companies without Crunchbase profiles]

**Funding Insights:** One paragraph comparing the companies — who has raised the most, who is earliest stage, and any patterns worth noting.
```

## Related reading
- [AI Email Finder Sales Prospecting](https://cotera.co/articles/ai-email-finder-sales-prospecting.md)
- [AI Sales Call Notes Crm](https://cotera.co/articles/ai-sales-call-notes-crm.md)
- [AI Sales Prospecting Automation Guide](https://cotera.co/articles/ai-sales-prospecting-automation-guide.md)