# US Form D Leads for Financial Services

**Use case:** 

For fractional CFOs and accounting firms. Returns companies in TX, FL, GA and NC with a new SEC Form D reporting at least $250,000 sold, or an amendment where the amount sold rose by at least $500,000. Run weekly; the first run looks back 7 days. At most 300 paid results ($0.03 each, up to $9) per run. Amounts are as reported by the issuer and do not prove money was received.

## Input

```json
{
  "mode": "watch",
  "lookbackDays": 7,
  "states": [
    "TX",
    "FL",
    "GA",
    "NC"
  ],
  "minTotalAmountSold": 250000,
  "minAmountSoldIncrease": 500000,
  "includeFunds": false,
  "includeNonBillable": false,
  "maxChargedResults": 300,
  "maxResults": 1000,
  "watchStateKey": "cfo-leads",
  "deliverAgain": false
}
```

## Output

```json
{
  "filingDate": {
    "label": "Filed",
    "format": "string"
  },
  "companyName": {
    "label": "Company",
    "format": "string"
  },
  "companyState": {
    "label": "State",
    "format": "string"
  },
  "industryGroup": {
    "label": "Industry",
    "format": "string"
  },
  "category": {
    "label": "Signal",
    "format": "string"
  },
  "billable": {
    "label": "Charged",
    "format": "boolean"
  },
  "totalAmountSold": {
    "label": "Amount sold (USD)",
    "format": "integer"
  },
  "totalOfferingAmount": {
    "label": "Offering amount (USD)",
    "format": "integer"
  },
  "amountSoldDelta": {
    "label": "Sold increase (USD)",
    "format": "integer"
  },
  "dateOfFirstSale": {
    "label": "First sale",
    "format": "string"
  },
  "formType": {
    "label": "Form",
    "format": "string"
  },
  "sourceFilingUrl": {
    "label": "SEC filing",
    "format": "string"
  }
}
```

## How it works

### 1. Sign up on Apify or log in

The US Form D Funding Signals Actor is ready to run with the inputs already set for "US Form D Leads for Financial Services". [Sign up or log in](https://console.apify.com/create-task-from-example/fevONIIcc7PJFVTgp) and you'll land in Apify Console with a copy of this exact task.

### 2. Start the "US Form D Leads for Financial Services" task

The US Form D Funding Signals Actor will start running based on the input automatically. You can also change all the input fields, like mode, first watch run: days back, and more, to match your specific use case.

### 3. Receive the "US Form D Leads for Financial Services" output

Monitor the progress in real time. You will be notified as soon as your dataset is complete and ready for review. Each result includes data such as filed, company, state, and more.

### 4. Integrate into your workflow

The final output is delivered in JSON, CSV, or Excel format, ready to be plugged into your workflow. You can also [run the "US Form D Leads for Financial Services" task via API](https://apify.com/asunoki/us-new-funding-monitor.md).

## About this Actor

This example demonstrates how to use [US Form D Funding Signals](https://apify.com/asunoki/us-new-funding-monitor.md) with a specific input configuration. Visit the [Actor detail page](https://apify.com/asunoki/us-new-funding-monitor.md) to learn more, explore other use cases, and run it yourself.


## How to integrate an Actor?

This Task's input is already configured above. Use it as-is rather than inventing a new one.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For full API examples (JavaScript, Python, CLI, MCP, OpenAPI), see this Task's Actor page: https://apify.com/asunoki/us-new-funding-monitor.md

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).