Form D Funding Leads: Newly Funded Companies & Executives

Companies that just raised money, from SEC Form D filings: amount raised, phone, address and named executives. $0.01 per filing with executives. Answers "recently funded startups", "companies that raised money", "startup funding leads", "sec form d" and "sec form d executives", and agent questions like "who just raised money in fintech in Texas" or "which biotech companies raised over $5M this week". Each US private raise filed with SEC EDGAR becomes one lead: the company, how much it raised and is raising, its phone and address, its industry, and the executives and directors named on the filing. New filings appear the same day SEC accepts them. No login, no API key.

Built for sales teams, agencies, lenders, recruiters and AI agents: one row per filing, the same fields every time, and you pay only for filings that name a person to contact.

Use cases

• Sales prospecting: companies that just closed a round have budget and are hiring vendors. Pull every software company that filed this week, with the CEO's name and the company phone.
• Agencies and consultants: reach founders in the weeks after a raise, filtered by state and industry.
• Lenders and financial services: venture debt, banking and insurance offers to freshly funded companies, sized by totalAmountSold.
• Recruiters: funded companies hire next. Filter by state for local searches.
• Investors and analysts: track who is raising in a sector, how much, from how many investors, and under which exemption.
• AI agents: "list companies in Texas that raised money in the last 30 days" as one tool call.

What you get

From each Form D filing (the notice a US company files within 15 days of first selling securities in a private raise):

• Company: name, SEC CIK, entity type, state of incorporation, year of incorporation.
• Contact: phone (E.164, e.g. +18014018625) and principal business address.
• The raise: total offering size, amount already sold, amount remaining, number of investors, minimum investment, date of first sale, securities offered (equity, debt, options, SAFE-style rights), exemption claimed (Rule 506(b), 506(c) and others), industry group, revenue range when disclosed.
• People: every executive officer, director and promoter named on the filing, with their relationships and city; the person who signed the filing with their title (usually the CEO); brokers paid to sell the round.
• Links: the filing on EDGAR, the raw XML, and the company's Form D history.

How it works

1. Your keywords, states, industries or company names become EDGAR full-text searches over Form D filings in the date window, newest day first.
2. Each matching filing's primary_doc.xml is read from SEC EDGAR and turned into one row.
3. Funds, LPs and SPVs (most Form D volume, and useless as sales leads) are dropped by default, and so are amendments (Form D/A), so each raise appears once.

Plain HTTP, no browser. Every request declares itself to SEC as SEC's fair-access policy asks, and the Actor stays at or under 5 requests a second (SEC allows 10). Results are deduplicated by accession number.

Keywords and sectors. Form D has no business description; the only sector field is a Form D industry group. So a keyword that names a sector (software, saas, ai, fintech, biotech, healthcare, real estate, energy, insurance and more) also matches the industry groups that sector files under: software matches Other Technology, Computers and Telecommunications. Every keyword is also searched as plain text, which finds company names, people and cities. matchedBy says which search found each row.

Input

Field	Meaning
keywords	Keywords or sectors, e.g. software, fintech, Austin. Each one is searched separately.
states	Two-letter US state codes, e.g. TX, CA, matched on the company's place of business in EDGAR.
industries	Form D industry groups to keep, e.g. Other Technology, Biotechnology, Other Banking and Financial Services, Commercial (real estate).
companies	Company names or SEC CIK numbers. Without a From date, the company's whole Form D history is searched.
daysBack	How many days back to search (default 7).
dateFrom, dateTo	An exact filing-date window instead of daysBack.
minAmountSold	Keep raises with at least this much sold, in USD, e.g. 1000000.
excludeFunds	Drop pooled investment funds, LPs and SPVs (default true).
includeAmendments	Also return amended filings, Form D/A (default false).
maxFilings	Stop after this many rows, newest first (default 100).
maxRequestsPerSecond, requestTimeoutSecs, proxyConfiguration	Pacing and network options. No proxy by default.

Leave every search field empty to run a built-in example: the 5 newest non-fund filings from the last 3 days (5 x $0.01 = $0.05 at most), stated in the run's status message.

{
  "keywords": ["software", "fintech"],
  "states": ["TX", "CA"],
  "daysBack": 14,
  "minAmountSold": 1000000,
  "maxFilings": 200
}

Output

One row per filing. Fields the filing leaves blank are empty, never invented.

{
  "companyName": "Oliver Software, Inc.",
  "cik": "1980218",
  "accessionNumber": "0001980218-26-000003",
  "formType": "D",
  "isAmendment": false,
  "filingDate": "2026-10-06",
  "entityType": "Corporation",
  "jurisdictionOfIncorporation": "Delaware",
  "yearOfIncorporation": 2022,
  "phone": "+18014018625",
  "address": {"street": "2701 N. Thanksgiving Way, STE 100", "city": "Lehi", "state": "UT", "zip": "84043", "country": "US"},
  "city": "Lehi",
  "state": "UT",
  "industryGroup": "Business Services",
  "revenueRange": "Decline to Disclose",
  "totalOfferingAmount": 2075000,
  "isOfferingAmountIndefinite": false,
  "totalAmountSold": 2075000,
  "totalRemaining": 0,
  "minimumInvestment": 0,
  "numberOfInvestors": 3,
  "hasNonAccreditedInvestors": false,
  "dateOfFirstSale": "2026-09-21",
  "firstSaleYetToOccur": false,
  "securitiesTypes": ["Equity"],
  "durationMoreThanOneYear": false,
  "federalExemptions": ["Rule 506(b)"],
  "salesCommissions": 0,
  "findersFees": 0,
  "firstExecutive": "Stephen Lytle",
  "firstExecutiveTitle": "Chief Executive Officer",
  "executives": [
    {"name": "Stephen Lytle", "relationships": ["Executive Officer", "Director"], "title": "Chief Executive Officer", "city": "Lehi", "state": "UT"},
    {"name": "Tyler Bowers", "relationships": ["Director"], "title": null, "city": "Lehi", "state": "UT"},
    {"name": "Shaun Sorensen", "relationships": ["Director"], "title": null, "city": "Lehi", "state": "UT"}
  ],
  "executiveCount": 3,
  "salesCompensation": [],
  "signerName": "Stephen Lytle",
  "signerTitle": "Chief Executive Officer",
  "hasExecutives": true,
  "isFund": false,
  "filingUrl": "https://www.sec.gov/Archives/edgar/data/1980218/000198021826000003/0001980218-26-000003-index.htm",
  "xmlUrl": "https://www.sec.gov/Archives/edgar/data/1980218/000198021826000003/primary_doc.xml",
  "edgarCompanyUrl": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001980218&type=D&dateb=&owner=include&count=40",
  "matchedBy": ["keyword:software"],
  "status": "ok",
  "error": null,
  "input": "keyword:software",
  "scrapedAt": "2026-10-09T15:33:13+00:00"
}

firstExecutive is the executive who signed the filing when they are listed, else the first named executive or director; firstExecutiveTitle is their signed title, else their Form D relationship. Form D gives titles only for the signer, so other people carry their relationships (Executive Officer, Director, Promoter). totalOfferingAmount is null when the filing says the offering is indefinite (isOfferingAmountIndefinite: true). A filing SEC did not return gets a row with status: "error", free.

The dataset has two views: Funding leads (company, date, amount sold, industry, state, phone, first executive) and Executives (one row per named person, with the company and its phone), ready to export as CSV or Excel.

Pricing

Pay per lead, one event:

• filing-with-executives: $0.01 for each Form D filing returned with the company's phone, address, offering amounts and at least one named executive or director.
• A filing with no named executive or director (or no usable phone) is returned free. Error rows are free. There is no start fee.

Worked example. A week of software filings returned 99 companies, 98 with a named executive: 98 x $0.01 = $0.98. The one with a placeholder phone cost nothing.

Compared with the alternatives. Funding-round Actors on the Store charge $0.07 to $0.08 per round, so the same 98 leads cost about $7 there: this is 7 to 8 times cheaper, straight from the SEC source.

Set a maximum total charge on the run and the Actor stops cleanly when it is reached.

What to expect

Measured on 9 October 2026: software over the last 7 days returned 99 filings in 49 seconds (131 SEC requests), 98 with a named executive and an E.164 phone. About 250 to 300 Form D filings arrive on a working day; roughly two thirds are funds and SPVs, which are filtered out by default, leaving 80 to 100 operating companies a day. Biotechnology with at least $1M sold returned 10 companies from one week; fintech in Texas over 30 days returned 10 within the cap.

Use it from n8n, Make, Zapier or an AI agent

Actor ID: datagleaner/form-d-funding-leads

Minimal input:

{"keywords": ["software"], "daysBack": 7, "maxFilings": 20}

Each tool below runs this Actor with your own Apify API token.

• n8n: add the Apify node (@apify/n8n-nodes-apify). On n8n Cloud you install it from the community node registry. Choose Run an Actor and get dataset, set Actor to datagleaner/form-d-funding-leads and paste the input above.

• Make: use the Apify app's Run an Actor module, then Get Dataset Items to read the results. Watch Actor Runs can trigger a scenario when a run finishes.

• Zapier: use the Apify action Run Actor, then the search Fetch dataset items. The trigger Finished Actor run starts a Zap when a run ends.

• AI agents (MCP): connect to https://mcp.apify.com?tools=datagleaner/form-d-funding-leads. Without a token, an agent can still find Actors with the search-actors tool, but running this one needs your Apify account. In Claude Code:

    claude mcp add --transport http apify "https://mcp.apify.com?tools=datagleaner/form-d-funding-leads"
  

  Then run /mcp to sign in to Apify in your browser. Then ask in plain language, for example: "List software startups that filed a Form D this week with their CEO and phone, and flag any that raised more than $5 million."

• LangChain (Python):

# pip install langchain-apify, then set APIFY_TOKEN in your environment
import json
from langchain_apify import ApifyActorsTool
tool = ApifyActorsTool("datagleaner/form-d-funding-leads")
result = tool.invoke({"run_input": json.loads('{"keywords": ["software"], "daysBack": 7, "maxFilings": 20}')})

Limits

• Form D covers US private raises under Regulation D and Section 4(a)(5). Companies that raised without filing, or that file late, are not included until they file. Public offerings and Regulation CF crowdfunding (Form C) are not Form D.
• Form D gives no email, website or business description. Pair the company name or phone with an enrichment tool (see the FAQ).
• Titles are given only for the person who signed the filing; others carry their Form D relationship.
• The industry group is chosen by the filer and is coarse: most startups file as Other Technology, Business Services or Other.
• EDGAR full-text search covers filings from 2001 onward. Each search window is capped at 10,000 filings; the Actor splits long ranges into day or week windows to stay under it.

FAQ

What is Form D? The notice a company files with the SEC within 15 days after it first sells securities in a private placement exempt from registration (most startup seed, Series A and later rounds, and private funds). It lists the issuer, its address and phone, the raise's size and the people who run it. It is public on SEC EDGAR.

Why is there no email? Form D does not ask for one. To get emails, find the company's website, then run the domain through Company Enrichment by Domain or Website Contact Details Scraper from Data Gleaner for its public emails, socials and more phones.

How fresh is it? Filings appear on EDGAR the same day SEC accepts them, and this Actor reads EDGAR live, so a run returns filings from today. Run it daily with daysBack: 1 for a steady feed of new leads.

Why are funds excluded? About two thirds of Form D filings are pooled investment funds, LPs and SPVs: vehicles, not companies you can sell to. Turn off excludeFunds (or choose the Pooled Investment Fund industry) to include them.

Does "amount sold" mean the round is closed? It is what had been sold when the filing was made. totalRemaining shows what the company still plans to raise; an open round may later appear again as an amendment (Form D/A).

What happens if I start it with no input? It runs the built-in example, the 5 newest non-fund filings from the last 3 days, and says so in the status message.

Responsible use

Form D filings are public US government records, free to reuse. This Actor reads public data only, from SEC EDGAR, within SEC's fair-access limits. Names, phones and addresses of company officers can still be personal data: you are responsible for lawful use, including GDPR, CCPA, TCPA, CAN-SPAM and do-not-call rules, honoring opt-outs, and sending relevant, individual outreach rather than bulk messages.