AI agent for private market research service owners
Create an AI Form D research agent with its own web page. Give your clients a source-linked private offering brief with filing facts.
Your method. Their task. A result they can use.
Your client starts a conversation.Your client describes the task through text or voice.
The page becomes their result.The agent makes the whole page the current result.
An AI Form D research agent is a customer-facing service that private market research service owners can offer to a subscriber reviewing public offering notices. It delivers a source-linked private offering brief with filing facts. The client opens the agent's own page and URL, supplies SEC issuer criteria, filing dates and research purpose, and works through the task by text or voice. With Agentplace, you supply the expertise and configure the tools behind this service.
Keep an offering notice distinct from completed fundraising. Read the original filing, extract the fields relevant to the client's question and distinguish the amounts and dates. Identify amendments and explain what the document does not establish. Keep factual extraction separate from any investment interpretation. Filter for amended filings and explain which fields changed. The agent revises the affected result and keeps accepted details in context instead of making the client restart the entire task. The agent controls the content and components across its page so the result stays usable while the conversation continues.
Sell access to source-linked filing research. Deliver the selected records and original filing references.
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What you get
An AI Form D research agent is a customer-facing service that private market research service owners can offer to a subscriber reviewing public offering notices. It delivers a source-linked private offering brief with filing facts. The client opens the agent's own page and URL, supplies SEC issuer criteria, filing dates and research purpose, and works through the task by text or voice. With Agentplace, you supply the expertise and configure the tools behind this service.
Sell access to source-linked filing research. Deliver the selected records and original filing references.
Ask about SEC issuer criteria, filing dates and research purpose. Keep an offering notice distinct from completed fundraising. Keep confirmed facts separate from missing information, and use your service rules to ask only the follow-up questions that change the result.
Read the original filing, extract the fields relevant to the client's question and distinguish the amounts and dates. Identify amendments and explain what the document does not establish. Keep factual extraction separate from any investment interpretation. Filter for amended filings and explain which fields changed. The agent revises the affected result and keeps accepted details in context instead of making the client restart the entire task.
Sell access to source-linked filing research. Deliver the selected records and original filing references. Define the included work, any revision allowance and the specific continuation before clients begin. SEC access and filing retrieval need configuration. A Form D notice is not approval of an investment or proof that the full offering was sold.
The same client session holds the brief, accepted decisions and current result. Keep an offering notice distinct from completed fundraising.
Why it's the best fit
Deliver a source-linked private offering brief with filing facts while the client works with you online.
Keep an offering notice distinct from completed fundraising. A conversational service lets the client clarify the brief, inspect the current result and change a requirement in the same session. The value is the completed work and usable interface, not a chatbot that only describes what could happen.
| Your AI Form D research agent One specialist. The whole client experience. | The extra workWith traditional tools Websites, fixed-flow apps, and chat widgets. |
|---|---|
| 01The client experience | |
| Complete the client task Keep an offering notice distinct from completed fundraising. Read the original filing, extract the fields relevant to the client's question and distinguish the amounts and dates. Identify amendments and explain what the document does not establish. Keep factual extraction separate from any investment interpretation. | With traditional toolsA page describing the service A conventional service page can explain the offer and collect a request. Producing a source-linked private offering brief with filing facts still needs a separate service process. The client does not get that work merely by reading examples or clicking a contact button. |
| Revise the result in context Filter for amended filings and explain which fields changed. The agent revises the affected result and keeps accepted details in context instead of making the client restart the entire task. | With traditional toolsA fixed form or preset workflow A form can collect SEC issuer criteria, filing dates and research purpose. Handling a changed requirement after the first result needs revision rules, connected state and an interface for the new version. Those parts must be designed around this specific service. |
| Keep the working result visible The whole page can present a source-linked private offering brief with filing facts, relevant evidence and the current choice. Text or voice directs the work while the agent updates the useful components. The two fields are not combined. | With traditional toolsA separate chat widget A chatbot can adapt its written answer. Keeping the actual document, comparison, media or service record synchronized with that conversation needs additional interface and action logic beyond a message transcript. |
| 02Everything that comes with your agent | |
| Use your expert method Apply your filing definitions, entity matching rules and source citation standards. Keep an offering notice distinct from completed fundraising. Your service rules determine which sources matter, what the agent may deliver and when the available evidence is insufficient. | With traditional toolsA general-purpose answer A general assistant needs the client to provide the relevant method, source access and delivery rules. Without that setup it cannot reproduce the defined service just by recognizing the topic. |
| Work through text or voice Clients can explain SEC issuer criteria, filing dates and research purpose in natural language and clarify the parts that affect the result. The agent can adapt its explanation to their language while preserving the same agreed task and visible outcome. | With traditional toolsSeparate conversational and visual flows A separate phone call, form and application can each help the client. Keeping their facts and decisions synchronized needs a deliberate connection between those experiences. |
| Deliver the selected service action Sell access to source-linked filing research. Deliver the selected records and original filing references. SEC access and filing retrieval need configuration. A Form D notice is not approval of an investment or proof that the full offering was sold. | With traditional toolsA result copied between tools Documents, email and specialist tools can deliver this work with the right setup. Maintaining the accepted version and action status across them is additional work the operator must coordinate. |
| Continue the same client session Keep the selected brief, source references and accepted decisions available within the configured client session. Filter for amended filings and explain which fields changed. The agent revises the affected result and keeps accepted details in context instead of making the client restart the entire task. Returning clients can inspect the current version rather than compare disconnected answers. | With traditional toolsA fresh request without the prior decisions A new contact form or unconnected chat can require the client to supply the same information again. Continuity depends on a shared record and the correct access rules, not on a personalized greeting. |
Some traditional tools offer individual capabilities. Agentplace brings them into one AI service. Connect the payments, calendar, phone, CRM, and follow-up channels you want to use.
How it works
Define the service, test a complete client request and publish its page. The times shown are planning estimates. Materials, tool access and testing determine the real setup effort.
Provide your filing definitions, entity matching rules and source citation standards. Specify the inputs needed for a source-linked private offering brief with filing facts, including SEC issuer criteria, filing dates and research purpose. Add a successful example and a request that lacks necessary evidence so the agent can distinguish a usable result from an unsupported one.
In this fictional example, Maya uses the service with a defined brief. Example Ventures. The entity is matched to the filing. The source date remains visible. Check the first result against the supplied facts. Then test this revision. Filter for amended filings and explain which fields changed. Verify that the affected output changes while accepted details remain intact. SEC access and filing retrieval need configuration. A Form D notice is not approval of an investment or proof that the full offering was sold.
Publish the agent's page and share its URL with clients. Sell access to source-linked filing research. Deliver the selected records and original filing references. Configure only the source, payment and delivery connections needed for that offer. Test success, missing access and a failed external action so the page never claims a result that the connected system did not return.
Made for your kind of business
Sell access to source-linked filing research. You define the expertise and standards behind the offer while clients can obtain a source-linked private offering brief with filing facts directly through your agent.
Use your filing definitions, entity matching rules and source citation standards to make the delivered work inspectable and consistent. Keep an offering notice distinct from completed fundraising. Keep the team focused on exceptions and additional work rather than reconstructing the brief from disconnected messages.
Build an offer around a source-linked private offering brief with filing facts. Start with one complete task and a defined customer group, then configure the evidence and tools that make that offer real. SEC access and filing retrieval need configuration. A Form D notice is not approval of an investment or proof that the full offering was sold.
Your service, your starting point
The original task includes tools such as Google Sheets, SEC EDGAR Form D Feed. Choose and configure the providers required for your offer. These names describe connection options, not a claim that every integration or older model version is included or currently available. Choose the relevant apps below and connect the accounts your agent should use.
Start with my expertiseUse stock prices and company fundamentals. Connect the relevant account and choose which records and actions the agent can use.
Apply the client's stated portfolio assumptions. Connect the relevant account and choose which records and actions the agent can use.
Read source reports shared for the analysis. Connect the relevant account and choose which records and actions the agent can use.
Send a payment link for the research service. Connect the relevant account and choose which records and actions the agent can use.
Book an advisor or coaching session. Connect the relevant account and choose which records and actions the agent can use.
Deliver the analysis with its assumptions. Connect the relevant account and choose which records and actions the agent can use.
Integrations
Connect the tools you use to deliver this service. Your agent can use their records and actions while helping clients on its own page. Choose the relevant connections below and decide what it can read, create, or send.
Your expertise.
Their personal result.
One connected service.
Agentplace connects to business tools through Composio's catalog of over 1,000 integrations. These six examples are a starting point. Choose the apps and actions your agent needs while clients keep working on its page.
Available connections depend on the app's API and your account permissions.
Browse the integration catalogConnected agents
Your AI Form D research agent stays with the client. It can pass a defined part of the work to your separately connected ChatGPT or Claude agents and bring their result back into the same service session. Your client does not need to manage those internal tools.
A supporting agent can check the accepted result against your filing definitions, entity matching rules and source citation standards and return discrepancies with evidence. Your public agent keeps the client brief and current result in view.
Your filing brief separates offered and sold amounts
The entity is matched to the filing. Your expertise.
Their personal result.
One connected service.
A few things to know
An AI Form D research agent is a customer-facing service that private market research service owners can offer to a subscriber reviewing public offering notices. It delivers a source-linked private offering brief with filing facts. The client opens the agent's own page and URL, supplies SEC issuer criteria, filing dates and research purpose, and works through the task by text or voice. With Agentplace, you supply the expertise and configure the tools behind this service.
A source-linked private offering brief with filing facts. Read the original filing, extract the fields relevant to the client's question and distinguish the amounts and dates. Identify amendments and explain what the document does not establish. Keep factual extraction separate from any investment interpretation. The current result is presented through the agent's own interface, so the client can inspect it and ask for changes instead of treating a message thread as the final deliverable.
Keep an offering notice distinct from completed fundraising. Read the original filing, extract the fields relevant to the client's question and distinguish the amounts and dates. Identify amendments and explain what the document does not establish. Keep factual extraction separate from any investment interpretation. The agent performs the configured service and updates the result on its whole page. A separate chat widget can answer questions, but connecting those answers to the active service record, visual result and tools takes additional implementation.
Provide your filing definitions, entity matching rules and source citation standards, together with examples covering SEC issuer criteria, filing dates and research purpose. The original task includes tools such as Google Sheets, SEC EDGAR Form D Feed. Choose and configure the providers required for your offer. These names describe connection options, not a claim that every integration or older model version is included or currently available. SEC access and filing retrieval need configuration. A Form D notice is not approval of an investment or proof that the full offering was sold.
Filter for amended filings and explain which fields changed. The agent revises the affected result and keeps accepted details in context instead of making the client restart the entire task. The agent explains the implications and keeps the accepted version distinct from a proposed revision.
Sell access to source-linked filing research. Deliver the selected records and original filing references. Explain the service scope and configure the relevant payment or delivery provider before offering it to clients. Payment for the agent's work is distinct from third-party usage costs or a separate purchase.
No. It is a static fictional example. Client names, records, source observations and results shown in the preview are illustrative. Create your own agent, provide your knowledge and configure the required tools to offer this service.
It runs on Agentplace. Agentplace is an AI agent platform where the agent gets its own page, talks to your visitors there, and carries the request through to the end instead of handing it to a form. You can open this template and change any step before you publish it.
Turn your expertise into a service clients can use
Create an AI Form D research agent with its own web page. Give your clients a source-linked private offering brief with filing facts.
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