Transform pipeline tracking spreadsheets into living, self-updating dashboards
Automatically enrich deal pipeline rows with real-time data, generate portfolio analytics on demand, and eliminate manual spreadsheet maintenance forever.
Use cases
- Auto-enrich pipeline trackers: when analysts add new company names to sourcing spreadsheets, QX fills in sector, headcount, funding, and contact details automatically
- Build living portfolio dashboards: sheets update themselves with latest revenue, employee count, burn rate, and news sentiment from connected data sources
- Generate comp tables instantly: paste a list of company names and QX populates columns with valuation multiples, growth metrics, and financial ratios from databases
- Trigger workflows from spreadsheet changes: when deal stage advances in your pipeline sheet, automatically kick off due diligence workflows and meeting scheduling
Row-Level Enrichment
Automatically populate empty cells with data from external sources when new rows appear—company details, financials, contacts, news
Real-Time Dashboard Updates
Keep portfolio and pipeline sheets current by continuously syncing metrics from data providers, CRMs, and internal systems
Formula Augmentation
Extend spreadsheet capabilities beyond standard formulas—call AI models to score companies, analyze sentiment, or classify opportunities
Bi-Directional Workflows
Use sheets as control panels: changes trigger automations (stage updates kick off tasks) and automation outputs populate cells (research results fill columns)
About Google Sheets
Google Sheets is the world's most popular cloud-based spreadsheet platform, combining the familiar power of Excel with real-time collaboration and cloud accessibility. Investment teams rely on Sheets for pipeline tracking, portfolio monitoring, financial modeling, and data analysis—making it a natural automation target for workflow orchestration.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
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