Sourcelane

SEC Form D Fundraising Monitor

Finance & Company Data

Operated by Sourcelane✓ verified

Discover companies that just raised private capital monitor new SEC Form D filings by date, state, and industry, with amount offered, amount sold, issuer details, and executives, one row per filing.

Read full description

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

You give it

  • Start Date

    Earliest filing date to include, in YYYY-MM-DD format.

  • End Date

    Latest filing date to include, in YYYY-MM-DD format.

  • State Filter

    Optional.

  • Industry Filter

    Optional.

Optional settings

Fetch Filing DetailsMax Items

You get back

People & accounts
Company name
Numbers & stats
Total offering amountTotal amount soldTotal remainingOffering amount indefiniteRevenue range
Location
Issuer cityIssuer state
Links & media
Filing index URLDocument URL
Other details
CikAccession numberForm typeAmendmentFiling dateJurisdiction of incYear of incIndustry group+2 more

Trust & reliability

7d uptime trend
WindowUptimeSuccess ratep50p95Calls
24h————0
7d————0
30d————0

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

FieldTypeRequiredDescription
startDatestringoptionalEarliest filing date to include, in YYYY-MM-DD format. Defaults to 7 days ago.
endDatestringoptionalLatest filing date to include, in YYYY-MM-DD format. Defaults to today.
statestringoptionalOptional. Two-letter US state code (e.g. 'CA', 'NY', 'TX'). Keeps only issuers whose business or incorporation state matches.
industrystringoptionalOptional. 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.
fetchDetailsbooleanoptionalIf 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).
maxItemsintegeroptionalMaximum 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

FieldTypeDescription
companyNamestringCompany Name
cikstringCik
accessionNumberstringAccession Number
formTypestringForm Type
isAmendmentbooleanIs Amendment
filingDatestringFiling Date
filingIndexUrlstringFiling Index Url
documentUrlstringDocument Url
jurisdictionOfIncstringJurisdiction Of Inc
yearOfIncstringYear Of Inc
issuerCitystringIssuer City
issuerStatestringIssuer State
industryGroupstring—
totalOfferingAmountinteger—
totalAmountSoldinteger—
totalRemaininginteger—
minimumInvestmentinteger—
offeringAmountIndefiniteboolean—
revenueRangestring—
relatedPersonsarray—

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. One click, then confirm.

  1. 1Click Add to Claude — claude.ai opens with Sourcelane filled in
  2. 2Click Continue to confirm — it then works in Claude desktop and mobile too
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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