Terms of Service

These Terms of Service (“Terms”) govern your access to and use of the website and the research services provided by Lead Megaphone (“Lead Megaphone,” “we,” “us,” or “our”), including the Funding Shortlist briefs. By requesting briefs or using the service, you agree to these Terms. Where a form records your acceptance, it stores the version, time, and text you accepted. If you do not agree, do not use the service.

1. What the service is

Funding Shortlist is a research service, not software. There is no account to configure, no dashboard, and nothing to install. You tell us the market you sell to. We screen recent SEC Form D filings against that description, separate operating companies from pooled funds, remove duplicates and repeat companies, check the email addresses we supply, and email you company briefs with their sources.

A brief carries the company identity, what the filing reports, the filing and research dates, a link to the source record, whether the record is a new notice or an amendment, the amount offered against the amount reported sold, the business contacts we were able to confirm, and our explanation of the fit. The explanation is our opinion and is labeled as such. Everything presented as a fact comes from the filing or another named source.

Fulfillment is reviewed by a person before it reaches you. We do not claim continuous availability, automatic recovery, or a public API.

2. Free briefs

Requesting a sample costs nothing and does not require a card. Free briefs receive the same research and the same email checks as paid briefs. Requesting them does not start a subscription, does not enroll you in any plan, and does not oblige either of us to continue. We review your market and the filings actually available for it before agreeing to any paid delivery, and we will tell you if the supply does not support what you want.

3. The pilot, and what you pay

The pilot costs $150 USD per month and covers up to ten distinct company briefs per week, measured Monday through Sunday. Ten is a ceiling, not a minimum and not a promise. Real weekly volume depends on how many filings match your criteria, and we agree coverage and shortfall terms with you in writing before the first charge. We would rather send fewer real matches than pad a quota with companies that do not fit.

A company counts once against your allowance. If that company files an amendment, the amendment does not reset the count and is never presented as a new opportunity; material changes are recorded separately. Unused briefs do not roll over. Prices are in United States dollars and applicable taxes may be added where required.

A card is charged only through a confirmed checkout or invoice. The pilot renews monthly until you cancel, and you may cancel at any time by contacting us. A failed payment can pause new delivery. Contact us about a billing error; refunds are handled as required by law and by the terms agreed for your purchase.

4. Freshness, and what it means

A brief is sent fresh when the filing date is the delivery date or one of the two calendar dates before it, using America/New_York. These are calendar days, not business days. We recheck the record immediately before sending, and we send briefs on business days as the research is ready rather than holding them for a weekly digest that would make them stale.

Freshness describes when the filing was made public. It is not evidence that the money was raised in that window, that the offering has closed, or that anything has changed at the company. The first sale date reported on the filing is shown alongside the filing date so you can see the difference. Older research, if we ever offer it, is labeled separately, is authorized separately, and never counts toward fresh briefs.

5. Contact details

Every email address we supply, in free and paid briefs alike, is checked through MillionVerifier before delivery, and we record the time and result of that check. Addresses that come back invalid, unknown, or catch-all are excluded rather than passed to you with a caveat.

Phone numbers are different. We show where a number came from, usually the filing itself. A source is not proof that the number belongs to a particular person, that it is still in service, or that anyone will answer it. We do not promise a pickup.

You are responsible for how you use any contact detail we supply, including compliance with the laws that govern email and telephone outreach in your jurisdiction and the recipient’s. Nothing in a brief is permission to contact anyone, and a brief is not a consent record.

6. Replacements

If a brief is wrong, tell us within fourteen days and we will review it. We replace a confirmed error at no charge, and a confirmed replacement does not consume your allowance. Qualifying problems are a wrong or disconnected phone number, an invalid email address, a company already delivered to you, a filing outside the freshness window, and a company that misses a filter we agreed.

Outcomes are not errors. No answer, a spam filter, a rejection, a company that is not interested, and a prospect that does not buy are not grounds for replacement. Where supply genuinely prevents a replacement, we agree a credit with you before closing the request. We do not promise a credit amount before your allowance and minimum terms are agreed. Submitting a replacement request records it; it does not decide it and does not trigger an automatic refund.

7. What public filing data is, and is not

The underlying records are filed by the companies themselves. They can be incomplete, can contain errors, can be amended later, and can be filed before or after a first sale. We report what the record says and link to it so you can read the original.

A Form D filing is a notice of an exempt offering. It is not an endorsement by the Securities and Exchange Commission, not proof that a round completed, not a statement of a company’s finances, and not evidence that the company intends to buy anything from anyone. Funding can create work of the kind you sell. It does not establish that need, and it does not indicate that a company’s existing providers are inadequate. Qualifying the prospect remains your job.

Any fit note, assessment, or reason to reach out is our opinion, formed from public records, and is marked as our assessment rather than a filing fact. The example brief published on this website is a dated snapshot of a real public filing. It is not a live feed, and the company shown is not a customer of ours.

The recent filings board on this website reads published daily indexes and refreshes when the page is viewed, at most hourly. It is not a real-time feed. It shows records as filed, may include pooled funds and amendments, and is not a qualified shortlist.

8. Independence

Lead Megaphone is an independent business. We are not affiliated with, endorsed by, sponsored by, or acting on behalf of the Securities and Exchange Commission or any other government agency, and we are not affiliated with the companies named in our briefs, on this website, or in our examples. Company and agency names are used only to identify the public records we researched.

Nothing we provide is legal, investment, tax, or accounting advice, and nothing we provide is a recommendation to buy or sell a security.

9. Acceptable use

You agree not to use the service to:

• Violate any law or the rights of others.
• Send spam, deceptive, or unlawful communications, or otherwise misuse email or messaging.
• Resell, republish, or redistribute our briefs as your own product, or supply them to a third party without our written permission.
• Attempt to gain unauthorized access to the service, other accounts, or our systems.
• Interfere with or disrupt the integrity or performance of the service.

Briefs are licensed for your own outreach. You may use the facts they contain, which are public records and belong to nobody, but the research, selection, and written assessment are ours.

10. Your content and data

You retain ownership of your data and the content you provide. You grant us the permissions needed to operate the service and perform the research you request. Our handling of your company information and any optional connection is described in our Privacy Policy.

11. Intellectual property

The service, including its software, design, and the content we provide, is owned by Lead Megaphone and protected by law. These Terms do not grant you any right to our trademarks or branding without our written permission.

12. Disclaimers

The service is provided “as is” and “as available.” Research is produced with the help of automated systems, which can contain errors, and is reviewed by a person before delivery. You are responsible for reviewing our work before relying on it. We do not warrant that any brief will produce a reply, a meeting, or a sale, and we make no claim about time saved or results achieved. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement.

13. Limitation of liability

To the fullest extent permitted by law, Lead Megaphone will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenue, data, or goodwill, arising out of or related to your use of the service. Our total liability for any claim will not exceed the amount you paid us for the service in the twelve months before the claim.

14. Termination

You may stop using the service at any time. We may suspend or terminate access if you violate these Terms or if needed to protect the service or comply with law. On termination, the rights granted to you under these Terms end. Briefs already delivered remain yours to use under section 9.

15. Earlier services

Lead Megaphone previously offered supported inbox and reporting jobs for manufacturers under One Job, Standard, and Operations plans. Those plans are no longer offered through this website. Where a customer agreement for them is still in effect, its own written terms continue to govern that service, including its fees, allowances, and billing, and these Terms do not change them.

16. Governing law

These Terms are governed by the laws of the State of New York and the United States, without regard to conflict-of-laws principles. Any dispute will be brought in the courts located in New York, unless a different venue is required by law.

17. Changes to these Terms

We may update these Terms from time to time. When we do, we will revise the effective date above. Your continued use of the service after changes take effect means you accept the updated Terms.

18. Contact us

Questions about these Terms? Contact us at chris@leadmegaphone.com.