SEC Form D Filing Tracker

# SEC Form D Filing Tracker ## What It Does The SEC Form D Filing Tracker automates the extraction of SEC Form D filing data and sends the issuer and investor information directly to your Google Sheets. This saves you time by streamlining the data collection process, allowing you to focus on analysis and decision-making. With this automation, you can easily track and monitor SEC Form D filings, getting the data you need in a format that's ready to use. By automating this task, you'll save 3 hours per week. ## Who Needs This Financial analysts who need to track SEC Form D filings for investment research or due diligence currently spend hours manually extracting data from SEC filings. They manually search, copy, and paste data into spreadsheets, wasting valuable time that could be spent on higher-level analysis. This automation is designed specifically for financial analysts who want to simplify their workflow and get more done in less time. ## How It Works — Step by Step 1. You provide a list of SEC Form D filing URLs or identifiers — the agent looks up the corresponding filings and extracts the relevant data. 2. The agent identifies the issuer information, including company name, address, and contact details. 3. The agent extracts investor information, including names and investment amounts. 4. The extracted data is organized into a structured format, ready for analysis. 5. You specify the Google Sheets document where you want the data to be sent. 6. The agent populates the Google Sheets document with the extracted issuer and investor data. 7. You review the data in your Google Sheets document, ready for analysis or reporting. 8. You can run the automation as many times as you need, updating your Google Sheets document with the latest SEC Form D filing data. ## What You Get * Issuer information, including company name, address, and contact details, extracted from SEC Form D filings * Investor information, including names and investment amounts, extracted from SEC Form D filings * Data organized into a structured format in Google Sheets * Up-to-date SEC Form D filing data, refreshed as often as you run the automation * Saved time, freeing you up to focus on higher-level analysis and decision-making * A Google Sheets document populated with the extracted data, ready for analysis or reporting ## Setup Requirements * Google Sheets account * List of SEC Form D filing URLs or identifiers * Google Sheets document where you want the data to be sent * AI service API credentials (provided during setup) ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*