Live from SEC EDGARUpdated hourly

The leading indicator that Crunchbase prints 30 days late.

Every week 3,000–5,000 U.S. startups file Form D with the SEC. That's public the day it lands — but the trades and databases run 15-30 days behind. FormDFlow turns the raw EDGAR feed into a filtered, vertical-tagged digest in your inbox, Slack, or webhook.

No credit cardCancel anytimeFrom $79/mo
Sample digest · filtered to climate / fintech / healthtech2026

Built for teams at

  • Fund Admins
  • Law Firms
  • VC Intel Platforms
  • Sales-Ops Teams
  • Insurance Brokers

01 · Why we built this

PitchBook's $25k seat is overkill for 90% of Form D use cases.

Most sales-ops and partner-dev teams don't need the institutional database. They need the leading indicator — in their inbox, filtered to their vertical, priced as an expense-line.

You pay Crunchbase for last month's news. Form D is this morning's.
The freshness gap, in one line
The old way

Late, expensive, or both.

  • Crunchbase Pro at $99-499/mo reports private rounds 15-30 days after Form D hits EDGAR
  • PitchBook starts around $25,000/yr/seat — enterprise-priced out of reach for 10-50 person vendors
  • SEC EDGAR's free RSS is unfiltered: 3,000-5,000 filings/week across every sector
  • Writing your own EDGAR parser is a weekend project, then a permanent operational burden
  • By the time you hear about a round, a dozen competitors have already pitched the CFO
The FormDFlow way

Filtered, same-day, line-item pricing.

  • Nightly pull direct from SEC EDGAR — same day the filing is public
  • Filter by vertical, geography, offering size, stage, exemption type
  • Plain-English summaries of each filing (auto-generated, clearly attributed)
  • Delivered to email, Slack, or your own webhook — your workflow, not a dashboard you have to remember to open
  • $79/month. Cancel anytime. Expense-line approval, not procurement approval.

02 · How it works

From SEC filing to your inbox in under 24 hours.

No spreadsheets to scrape, no XBRL to parse, no dashboard to remember to open.

  1. Step

    Set your filters

    Tell us the verticals, geographies, offering-size bands, and stages you care about. Save as many filters as your tier allows — Solo gets 5, Team and Agency are unlimited.

  2. Step

    We scan EDGAR every night

    Our ingestion pipeline polls SEC EDGAR at 01:00 UTC, parses the XBRL/XML of every new Form D and Form D/A, and tags each with a controlled vocabulary of verticals and stage inferences.

  3. Step

    You get the filtered digest

    Only the filings matching your saved filters land in your daily email, Slack channel, or webhook payload. Each entry links to the full SEC record and our enriched directory page.

03 · What you get

Everything you need. Nothing you don't.

Every feature exists because a customer asked for it — no kitchen-sink dashboard, no half-shipped beta tabs.

Featured

Filter by vertical, geo, size, stage

"Series A climate-tech under $8M in California" returns 3-5 perfectly targeted leads per week instead of the 500-row SEC firehose.

Signal vs. noise3–5leads / wk

From the 500-row SEC firehose to a handful of perfectly-targeted matches.

Daily email digest

A clean morning email with every new Form D matching your filters. One email, scannable in under a minute.

Plain-English summaries

Each filing gets a one-sentence summary of the issuer, the raise, and the context. Attribution to the source SEC document is always one click away.

Side-by-side compare

Compare offering sizes, exemption types, signatories, and related persons across up to five filings at once.

Slack, email, or webhook

Pipe filings straight into your BDR Slack channel, CRM webhook, or ops pipeline. No one has to log into another dashboard.

CSV export

Pull filtered filings to spreadsheet at any time. Included on Team and Agency tiers.

Read-only REST API

Agency tier unlocks programmatic access with generous rate limits for your intel platform, CRM enrichment, or internal tooling.

Searchable web directory

Every filing also gets an enriched, structured directory page you can deep-link into from your own tools.

Alerts, not noise

Instant-fire filters (Team + Agency) push critical matches in minutes instead of waiting for the daily digest.

04 · What lands in your inbox

Yesterday's digest, on cream stationery.

Filtered to climate, fintech, healthtech and dev-tools across CA, NY, MA and TX. Sent at 06:00 ET to 247 inboxes.

Vol. 1 · No. 137

The Form D Briefing

Wednesday · 14 May 2026

Sent 06:00 ET · 247 inboxes

Five filings cleared EDGAR overnight in the saved filter set. One 504 anomaly. Total disclosed offering value: $46.05M.

  1. Vireo Carbon Holdings, Inc.

    climate

    Form DCA506(b)

    Raise$8.4M
  2. Halftide Capital Partners II

    fintech

    Form DNY506(c)

    Raise$22.0M
  3. Beacon Cardio Devices, PBC

    healthtech

    Form DMA506(b)

    Raise$11.2M
  4. Marlowe Analytics Co.

    dev-tools

    Form DCA506(b)

    Raise$3.5M
  5. Cipher & Vale, LLC

    fintech

    Form DTX504

    Raise$0.95M
filtered: climate · fintech · healthtech · dev-tools · multi-state

Issue archived · open-in-gmail / forward / view-web-archive

Sample digest · real Form D filings are auto-summarised in this layoutIssue No. 137 of 137 · vol. 1

05 · Pricing

Priced as an expense-line, not an enterprise deal.

All plans include a 7-day free trial with no card required. Annual billing saves 15%.

Solo

$79/mo

For individual sales-ops, BDRs, associates, and consultants.

  • 1 seat
  • 5 saved filters
  • Daily email digest
  • Full EDGAR directory access
  • 48-hour email support
  • Slack & webhook delivery
  • CSV export
  • API access
Start free trial
Most popular

Team

$149/mo

For B2B vendor sales-ops teams and boutique investment firms.

  • 5 seats
  • Unlimited saved filters
  • Daily email digest
  • Slack & webhook delivery
  • CSV export
  • Instant-fire alerts
  • 24-hour email support
  • API access
Start free trial

Agency

$299/mo

For fund admins, VC intel platforms, and agencies reselling enrichment.

  • 15 seats
  • Unlimited saved filters
  • Slack, email, webhook + API
  • Read-only REST API
  • CSV export
  • White-label digest
  • 12-hour priority support
  • Dedicated onboarding call
Start free trial

06 · How we compare

FormDFlow vs. the alternatives.

Where each tool actually fits — no marketing fluff.

CapabilityFormDFlowPitchBookCrunchbase ProManual EDGAR
Starting price / seat
$79/mo
~$25,000/yr
$99-499/mo
Free
Form D data freshness
Same day as SEC
~15 day lag
15-30 day lag
Same day
Vertical + stage tagging
Yes, automated
Yes
Yes
No — DIY
Filtered digest to email / Slack
Yes
Email alerts only
Email alerts only
No
Webhook + API access
Team + Agency
Enterprise
Enterprise only
No
Setup friction
Self-serve, 3 min
Sales call + contract
Self-serve
Free — if you can code
Cancel anytime
Yes
Annual contract
Yes (monthly)
N/A
Best for
Filtered Form D alerts at SMB/mid-market price
Institutional investors with deep budget
Broader funding database, not Form-D first
Analysts with time and a Python environment

07 · FAQ

Questions we get a lot.

Plain answers. If something isn't here, email hello@formdflow.com.

How fresh is the data?
Our ingestion worker polls SEC EDGAR every night at 01:00 UTC. Filings that land on EDGAR during business hours show up in the next morning's digest — typically within 12-18 hours of the SEC publishing them. Instant-fire alerts on Team and Agency tiers push matches within minutes.
How does this differ from PitchBook or Crunchbase?
PitchBook is an institutional-grade deal database starting around $25,000/year— it's built for fund analysts, not sales-ops. Crunchbase Pro is a broader funding database ($99-499/mo) that typically reports private rounds 15-30 days after the underlying Form D hits EDGAR. FormDFlow is narrower: Form-D-first, filtered alerts, at $79/mo. We're a line-item complement to those tools, not a replacement.
Isn't SEC EDGAR data already free?
Yes. The raw filings are public-domain federal disclosures; we don't own them. What you're paying for is the pipeline: nightly ingestion, parsing, vertical-and-stage classification, filter matching, digest delivery, and the web directory. If you have a Python developer and a weekend, you can build a subset of this yourself — and then maintain it forever. Most of our customers would rather pay $79.
What filters are available?
You can filter by vertical (climate, fintech, healthtech, SaaS, dev-tools, biotech, consumer, industrial, and ~15 more), geography (state or metro), offering size band, stage inference (seed through late-stage), exemption type (506(b) / 506(c) / 504), and a free-text keyword match against issuer name. Combine as many as you need per saved filter.
Can I cancel anytime?
Yes. All plans are month-to-month unless you explicitly choose annual billing for the 15% discount. Cancel from your account page; no phone call, no retention team. You keep access through the end of your current billing period.
Do you have API access?
The Agency tier ($299/mo) includes a read-only REST API with generous rate limits suitable for intel-platform enrichment, CRM integrations, and internal tooling. We also expose webhook delivery on the Team tier for push-style integrations. Write API is not currently offered.
Is this investment advice?
No. FormDFlow is a data and alerting service that surfaces public SEC filings with added filtering and tagging. Nothing in our product, emails, directory, or website constitutes investment advice, a recommendation to buy or sell any security, or an offer of investment-advisory services. We are not registered as an investment adviser under the Investment Advisers Act of 1940. Always do your own diligence and consult licensed professionals for investment decisions.
What filings are included?
We ingest Form D and Form D/A filings — the disclosures that private U.S. companies file with the SEC when raising capital under Regulation D exemptions (primarily 506(b), 506(c), and 504). Amendments update the original filing rather than creating duplicates in your feed. We do not currently cover 13F, 13D, S-1, or 8-K filings — those are on the roadmap for a future expansion tier.

08 · Try it

Stop finding out 30 days late.

Start your 7-day free trial. No card required. Cancel anytime. From $79/monthonce you're ready.

Or email hello@formdflow.com and we'll set up your account manually.