RECENT SEC FILING
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For accounting and outsourced CFO firms
SEC Form D prospects, ready for your outreach.
Verified emails and a reason to reach out to your next potential client.
Unlock your shortlistFirst brief free↗Delivered by email. No software to learn.View a real example ↓
Find prospects. Skip the filing research.
Spend less time researching companies and more time reaching the right ones.
Find companies that fit
We focus on the industries, locations, and funding amounts that matter to your firm.
Reach the right contact
Company details, funding, and sources - with verified emails and sourced phone numbers where available.
Start with a reason to call
Know what the company reported and why it matters to your services.
Recent SEC filings
Public funding records. Your paid shortlist adds selection, contact checks, and context.
Checking the latest available daily SEC index…
Five records from the latest available completed daily index, not a ranked prospect list. May include funds and amendments. Checks refresh hourly when viewed; not a real-time feed. Browse SEC daily indexes ↗
REAL PUBLIC FILING
See a sample brief.
A record from the latest available SEC daily index. Figures and available phone sourced directly from the filing.
Unlock your free brief ↗RECENT SEC FILING
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From your client criteria to your inbox.
See the research before you commit.
Tell us who you want to reach
Share what you offer and the companies you want as clients.
We confirm the fit
We review coverage, research matches, and check the sources and emails.
Review your free brief
See who fits and why. Then decide whether you want a regular shortlist.
One brief free. Then $150/month.
Up to 10 companies per week
Distinct company briefs, emailed in small weekday batches. Coverage and shortfall terms agreed before billing; no filler to meet a quota.
A three-day freshness standard
New filings from the past three calendar days at delivery. Filing and research dates included. Older starter research is optional, separate, and never counts toward fresh briefs.
Bad data? Request a replacement.
Wrong number, invalid email, duplicate, stale filing, or missed agreed filter? We review and replace confirmed errors. No-answer and lack of interest don’t qualify.
Report an issue ↗Start with one free brief. We review your fit and available supply before agreeing delivery. Replacement terms
A shortlist, not another database.
Open your email. Review the evidence. Choose who to contact.
We screen filings, check company details and emails, and explain each match. You get the research together - not a new search tool to manage.
Why funding matters
Funding can create finance work.
Investor reporting, forecasting, and growing operations can create demand for your services.
A dated filing gives you a reason to investigate - not just another name to contact.
Not every filing fits your firm.
A technology-focused CFO firm may want operating companies, not investment funds or unrelated industries.
Your criteria remove those distractions. Public facts become a relevant shortlist.
SEC: what Form D is ↗ · Filings can be amended, incomplete, or filed before a first sale.
Compare your research options.
Choose what to do yourself.
| Option | What you use it for | Your part |
|---|---|---|
| SEC EDGAR | Read the original public filings for free. | Find, screen, and summarize them yourself. |
| The SEC’s own daily list | Every new filing, free, the day it lands. | Read all of it and work out which are yours. |
| Form D search and alert tools | Search filings and receive matching email alerts or digests. | Set filters, research contacts, and qualify results. |
| Broader private-market databases | Research beyond a single filing type. | Choose coverage and tools. |
| Funding Shortlist | A tailored shortlist with sources, fit notes, checked emails, and available business phones. | Set the criteria, qualify the prospects. |
Your first brief is free.
Tell us who you want as a client. We’ll reply by email to confirm your fit and next steps.
No card. No subscription started. The same research and email checks as paid briefs.
Not sure what to ask for? Ask us a question ↗
Common questions
Is this for my firm?+
Built for accounting, fractional CFO, and outsourced-finance firms seeking business clients. Your industries, locations, and company criteria shape the shortlist.
Why pay for public data?+
You pay for selection, checks, and relevance - not access to filings.
Is this a software subscription?+
No. Research delivered by email. Nothing to set up.
How is this different from filing alerts?+
Alerts tell you a filing matches a search. Funding Shortlist adds company research, checked emails, available sourced phones, and an explanation of why the company fits your firm.
Will these companies need my services?+
Not necessarily. Funding signals activity, not buying intent. You still qualify the prospect.
Do you include contact details?+
Every supplied email is checked through MillionVerifier, including free samples. Unconfirmed addresses are excluded. Phone sources are shown; pickup is not guaranteed.
What does it cost?+
Your first brief is free. The pilot is $150/month for up to 10 new company briefs per week. We confirm your criteria and available coverage before billing.
What happens after I request my briefs?+
We review your client profile and reply by email to confirm coverage and next steps. Your request starts no subscription. Review the free brief before deciding whether to continue.
Do you contact these companies for me?+
No. We deliver the research and contact details. You choose who to approach and handle your outreach.
Lead Megaphone is independent of the SEC and of every company named here. Filing data is issuer-reported and can be amended or incomplete. A filing is not an endorsement, a completed round, or evidence of buying intent. Public examples refresh from daily indexes, not in real time, and do not imply a customer relationship. Fit notes are our opinion. Read the terms and privacy policy.