Turn public filings into sales signals.

Trial access ends at the original deadline unless paid conversion is verified. A missing card, declined payment, or required payment authentication does not extend the trial. Saved settings and public filing access remain available. The organization owner can open Billing to resolve payment; access resumes only after verified payment.

Our scheduled worker checks SEC EDGAR daily for new Form D filings. Matching records are included in each subscriber's daily digest.

FormDFlow starts with public Form D disclosures from SEC EDGAR. It filters, tags, and routes matching records to a daily B2B outreach workflow. Teams can use it alongside the other research and sales-data tools they already rely on.

Yes. The raw filings are public-domain federal disclosures; we don't own them. What you're paying for is the pipeline: daily ingestion, parsing, vertical-and-stage classification, filter matching, digest delivery, and the web directory. Starter begins at $149 per month.

Free lookup sites are fine if your plan is to go and search them yourself. We built FormDFlow for the opposite: the matched filing comes to you. Save a filter once (vertical, geography, offering size, exemption type) and every new Form D that matches is pushed to your email digest, Slack, or Microsoft Teams the daily digest, already vertical-tagged and framed as a sales signal. A free site is pull: someone has to remember to go search it, every day, forever. FormDFlow is push, with your saved filters doing the watching. The raw filings are public and free either way; what you're paying for is the monitoring, the tagging, and the delivery, not the data. It's public-disclosure data plus filters, not investment advice.

Filter by vertical (climate, fintech, healthtech, SaaS, dev-tools, biotech, consumer, industrial, and roughly fifteen more), geography (state or metro), offering size band, stage inference, 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.

Yes. The organization owner can manage cancellation from Billing. For a trial, confirm cancellation before its displayed end to prevent the first charge. Access continues through the original trial end. Closing Checkout or an email window does not cancel a subscription. Paid plans retain access through the paid billing period after cancellation.

A read-only REST API for pull access is on our Q3 2026 roadmap and isn't available yet. When it ships, it'll carry generous rate limits suitable for intel-platform enrichment, CRM integrations, and internal tooling. A write API is not planned.

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.

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.