Reg CF Crowdfunding Lifecycle & Outcomes Monitor — SEC EDGAR
Pricing
from $5.50 / 1,000 reg cf lifecycle results
Track US Regulation Crowdfunding beyond the offering feed: new Form C filings, C-U funding progress, C-AR annual reports with two-year revenue and net income, and C-TR/C-W terminations — straight from SEC EDGAR, keyless. Feed, issuer, outcomes and delta modes with honest per-row provenance.
What to return. "feed" = Regulation Crowdfunding lifecycle events (Form C offerings, C-U progress updates, C-AR annual reports, C-TR terminations, C-W withdrawals) in a date window. "outcomes" = Form C-AR annual reports with the issuer's two-year financials (total assets, revenue, net income, debt) parsed from each filing's XML. "issuer" = every Reg CF filing for one company (by cik or issuerQuery), XML-enriched. "delta" = only filings new since your last run for this scope, tracked in the named key-value store 'reg-cf-lifecycle-baseline'; the FIRST delta run stores a baseline and fails with an explanatory message rather than billing the whole feed as new.
Which Reg CF form types to include (feed and delta modes; outcomes mode always uses C-AR only). Allowed values: C (new offering), C-U (progress update), C-AR (annual report), C-TR (termination of reporting), C-W (offering withdrawal). Leave empty for all five. Amendments (e.g. C/A) are included under their base form and flagged is_amendment.
Only include filings filed on or after this date. STRICTLY YYYY-MM-DD (e.g. 2026-08-01) — slash dates, month names and compact dates are rejected with a loud failure because they cannot be applied unambiguously. Leave blank for no lower bound (Regulation Crowdfunding began 2016-05-16).
Only include filings filed on or before this date. STRICTLY YYYY-MM-DD. Leave blank for no upper bound (today). An unusable value fails the run loudly; nothing is billed.
Optional 2-letter US state/territory code (e.g. TX) filtering on the issuer's principal business address. Applied server-side via the EDGAR locationCodes parameter AND re-validated on every returned row — if EDGAR ever stops applying the filter the run fails loudly instead of shipping a national feed labelled as one state.
Optional funding-portal (intermediary) name, e.g. "Wefunder Portal" or "Honeycomb Portal". Matched as an exact phrase via EDGAR full-text search against the filing documents (the portal's legal name appears in every Form C / C-U XML), so use the portal's legal name as it appears in filings. This is a document-text match, not a structured field filter.
SEC CIK number of the issuer for issuer mode, with or without leading zeros (e.g. 1373217). Find it on any EDGAR filing page. issuer mode requires cik or issuerQuery.
Company-name phrase for issuer mode when you do not know the CIK, e.g. "Bean Box". Matched as a phrase via EDGAR full-text search; prefer cik for an exact match.
In feed/delta modes, also fetch each filing's primary_doc.xml to add issuer website, legal status, funding portal name/CIK/CRD, offering amounts and deadline, C-U progress-update text, and the two-year financials. Adds one polite EDGAR request per row (slower). outcomes and issuer modes always enrich. When off, those columns are null with xml_status="not_fetched" — null means NOT FETCHED, never "none".
