SEC Form D Fundraising Monitor

Finance & Company Data

Operated by Sourcelane✓ verified

Monitors new SEC Form D filings (private/exempt securities offerings) via SEC EDGAR full-text search and extracts structured information per filing: issuer identification, filing metadata and links, offering financials (total amount offered, amount sold, remaining balance, minimum investment, and indication of indefinite raises), filing type and dates (including amendments), issuer attributes (industry group, revenue range, city/state, jurisdiction and year of incorporation), and named related persons with roles (executive officers, directors, promoters). Produces one clean, structured record per filing suitable for tracking private fundraising activity by industry, geography, and time.

Verified Sep 28, 3:55 AM

$0.01

per filing

Up to 100 per call. Only pay for results returned; failed calls are refunded.

What people use it for

Buyer-intent and sales triggers: identify companies that just raised capital to target outreach.
Investor and deal sourcing: track new raises by industry and geography for sourcing opportunities.
Recruiting: discover newly funded companies that may be hiring.
Market research: measure private fundraising activity by sector, state, or time period.
Competitive intelligence: monitor funding disclosed in a specific category as filings appear.

Trust & reliability

7d uptime trend

Window	Uptime	Success rate	p50	p95
24h	—	—	—	—
7d	—	—	—	—
30d	—	—	—	—

Calling contract

Call it through Sourcelane's gateway or MCP server. We run the connector, apply your agent's spend guardrails, and bill only the results returned.

Call it via Sourcelane

curl -X POST https://api.usesourcelane.com/v1/call \
  -H "Authorization: Bearer sl_live_your_agent_key" \
  -H "Content-Type: application/json" \
  -d '{"listing":"sec-form-d-monitor","params":{"startDate":"","maxItems":5},"maxResults":10}'

Request params

Field	Type	Required	Description
`startDate`	string	optional	Earliest filing date to include, in YYYY-MM-DD format. Defaults to 7 days ago.
`endDate`	string	optional	Latest filing date to include, in YYYY-MM-DD format. Defaults to today.
`state`	string	optional	Optional. Two-letter US state code (e.g. 'CA', 'NY', 'TX'). Keeps only issuers whose business or incorporation state matches.
`industry`	string	optional	Optional. Keep only filings whose industry group contains this text (case-insensitive), e.g. 'Technology', 'Health Care', 'Real Estate', 'Pooled Investment Fund'. Requires 'Fetch Details' on.
`fetchDetails`	boolean	optional	If enabled, fetch each filing's Form D document to extract amount offered/sold, industry, issuer location, and executives. Turn off for a faster, metadata-only run (company, CIK, date).
`maxItems`	integer	optional	Maximum number of filings to push. 0 = no limit (use date/state/industry filters to keep runs focused). Capped at 100 per call.

Each result contains

Field	Type	Description
`companyName`	string	Company Name
`cik`	string	Cik
`accessionNumber`	string	Accession Number
`formType`	string	Form Type
`isAmendment`	boolean	Is Amendment
`filingDate`	string	Filing Date
`filingIndexUrl`	string	Filing Index Url
`documentUrl`	string	Document Url
`jurisdictionOfInc`	string	Jurisdiction Of Inc
`yearOfInc`	string	Year Of Inc
`issuerCity`	string	Issuer City
`issuerState`	string	Issuer State
`industryGroup`	string	—
`totalOfferingAmount`	integer	—
`totalAmountSold`	integer	—
`totalRemaining`	integer	—
`minimumInvestment`	integer	—
`offeringAmountIndefinite`	boolean	—
`revenueRange`	string	—
`relatedPersons`	array	—

Use SEC Form D Fundraising Monitor from Claude, ChatGPT or Cursor

Pick your tool and connect in under a minute. Then just ask — for example: “Which AI companies filed a Form D in the last two weeks, and how much did they raise?”

Connect Claude

Web, desktop and mobile. Paste one URL.

1Copy your personal connector URL
2In Claude open Settings → Connectors → Add custom connector
3Paste the URL and click Add — done

Manual setup (config files, REST, Python) +

Claude Code

Adds the Sourcelane MCP server with your key as a header.

terminal

claude mcp add --transport http sourcelane https://api.usesourcelane.com/mcp \
  --header "Authorization: Bearer sl_live_your_agent_key"

Claude Desktop (config file)

Alternative to the connector URL: add to claude_desktop_config.json, then restart Claude.

claude_desktop_config.json

{
  "mcpServers": {
    "sourcelane": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.usesourcelane.com/mcp",
        "--header",
        "Authorization:${AUTH_HEADER}"
      ],
      "env": {
        "AUTH_HEADER": "Bearer sl_live_your_agent_key"
      }
    }
  }
}

Cursor & Windsurf

Add to ~/.cursor/mcp.json (or Windsurf's mcp_config.json).

mcp.json

{
  "mcpServers": {
    "sourcelane": {
      "url": "https://api.usesourcelane.com/mcp",
      "headers": {
        "Authorization": "Bearer sl_live_your_agent_key"
      }
    }
  }
}

VS Code

Save as .vscode/mcp.json. VS Code prompts for your key once.

.vscode/mcp.json

{
  "servers": {
    "sourcelane": {
      "type": "http",
      "url": "https://api.usesourcelane.com/mcp",
      "headers": {
        "Authorization": "Bearer ${input:sourcelane-key}"
      }
    }
  },
  "inputs": [
    {
      "type": "promptString",
      "id": "sourcelane-key",
      "description": "Sourcelane agent key",
      "password": true
    }
  ]
}

ChatGPT Custom GPT (Actions)

Create a GPT → Actions → Import from URL, then Authentication: API Key, Bearer.

OpenAPI schema URL

https://usesourcelane.com/openapi.json

REST

One POST. Pass maxResults to cap cost.

curl

curl -X POST https://api.usesourcelane.com/v1/call \
  -H "Authorization: Bearer sl_live_your_agent_key" \
  -H "Content-Type: application/json" \
  -d '{"listing":"sec-form-d-monitor","params":{"startDate":"","maxItems":5},"maxResults":10}'

Python, LangChain, CrewAI, OpenAI Agents SDK…

Wrap the REST call as a tool, or point an MCP client at the endpoint.

python

import requests

res = requests.post(
    "https://api.usesourcelane.com/v1/call",
    headers={"Authorization": "Bearer sl_live_your_agent_key"},
    json={
        "listing": "sec-form-d-monitor",
        "params": {"startDate":"","maxItems":5},
        "maxResults": 10,
    },
    timeout=300,
)
body = res.json()
print(body["receipt"]["chargedMicros"], "micro-USD for", body["receipt"]["results"], "results")
print(body["data"])

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