Monitors the SEC EDGAR Form D feed, downloads filings, extracts issuer and investor data, and updates a Google Sheet in real time.
This AI agent continuously tracks Form D filings from the SEC EDGAR database and compiles a structured record in Google Sheets. It handles data extraction for issuer details, executives, offering metrics, and regulatory exemptions. End-to-end, it reduces manual data entry and provides up-to-date deal-flow visibility for investment teams.
Automatically monitors new Form D filings and logs structured data to Google Sheets.
Monitor the SEC EDGAR Form D feed every 10 minutes during business days.
Download new Form D documents for unprocessed filings.
Extract issuer details, key personnel, offering metrics, and exemptions.
Deduplicate previously processed filings to prevent duplicates.
Update Google Sheets with a structured, consolidated record.
Log errors or data gaps for review and follow-up.
This AI agent reduces manual tracking and data-entry tasks, delivering timely Form D data and a reliable audit trail.
A simple 3-step flow anyone can follow.
A scheduled trigger runs every 10 minutes on weekdays to fetch the latest Form D feed from EDGAR.
Parse metadata, filter duplicates, and queue new filings for extraction.
Download full Form D text, extract issuer, personnel, offering, and exemptions data, and update the Google Sheet.
One realistic scenario showing task, time, and outcome.
In a typical use case, a research analyst configures the AI agent to monitor daily Form D filings. Within 20 minutes, 4 new filings are identified, documents are downloaded, issuer and offering data are extracted, and the Google Sheet is updated with 4 new rows for review.
Who gains the most from using this AI agent.
Wants real-time signals on private placements to source deals.
Needs consolidated data to assess fundraising activity across holdings.
Requires timely, structured data for due diligence briefs.
Wants to track market activity and compare opportunities.
Needs accurate, auditable records for reporting.
Must ensure filings are captured and data logging is compliant.
Tools the AI agent uses to perform its tasks.
Writes and updates tracked data in your sheet.
Provides new Form D filings for processing by the AI agent.
Allows secure access to update the sheet.
Common, concrete scenarios where this AI agent adds value.
Practical questions from users and detailed answers.
The agent extracts issuer details (company name, address, CIK, jurisdiction, entity type, industry classification), key personnel (executives, directors, promoters with roles), offering information (total amount, amount raised, investor count, status), and regulatory details (exemptions claimed, offering duration). It also records filing dates and form types. This data is organized into a consistent schema and written to Google Sheets for easy review and export.
Yes. You can configure the agent to track filings for multiple funds or sectors by adjusting the filters and the target Google Sheet columns. The deduplication logic ensures each filing is processed only once per configured period. You can create separate sheets or sections for different funds or industries to keep data organized.
No. The setup is designed to be non-technical: configure the schedule, map the Google Sheet, and enable OAuth2 credentials. The extraction mapping and filters are adjustable via a user-friendly interface, without writing code. Advanced users can tweak optional steps or add integrations if needed.
All extracted data is written to your Google Sheet in a structured format with one row per filing. You control who can access the sheet through Google Workspace permissions. The data can be exported as CSV or integrated into your CRM or BI tools as needed.
Yes. You can adjust the extraction mapping to include or exclude specific fields (e.g., add fields for additional executives, change the set of exemptions tracked, or include additional identifiers). The flow supports incremental changes without breaking existing data. Changes apply to new filings and do not retroactively alter historical rows.
The agent includes deliberate delays between document fetches to respect SEC rate limits. It uses a controlled retry strategy for transient errors and logs any access issues for review. If needed, you can adjust the wait times or backoff policy to align with policy changes or higher access allowances.
Yes. The flow identifies Form D amendments (D/A) and processes them alongside initial Form D filings when applicable. It updates the sheet with the most recent data, ensuring the record reflects amendments and current status for each issuer.
Monitors the SEC EDGAR Form D feed, downloads filings, extracts issuer and investor data, and updates a Google Sheet in real time.
