formd_leads
Recent SEC Form D private-placement filings parsed into scored leads (0-100 with reasons): issuer, website and domain when EDGAR has one, industry, related persons and roles, offering amount, amount sold, amount remaining, investor count, use of proceeds, placement agent / broker-dealer with CRD, fund vs operating company, and the sec.gov filing link. Missing values are null. Up to 25 leads per call. Optional date-range backfill of up to 31 days. Costs $0.015 USDC.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "formd_leads"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| scan | No | Filings scanned before filtering, 5-60, default 40. | |
| limit | No | Leads returned, 1-25, default 10. | |
| states | No | Comma-separated issuer state codes, e.g. NY,CA. Case-insensitive. | |
| endDate | No | YYYY-MM-DD, default today when startDate is set. | |
| minScore | No | Minimum lead score 0-100. | |
| minAmount | No | Minimum raise in USD (amount sold, else offering size). | |
| startDate | No | YYYY-MM-DD. With endDate, backfills that filing-date window via EDGAR full-text search (max 31 days). Omit both for the newest filings. | |
| industries | No | Comma-separated words matched against the Form D industry group, the filer's clarification, fund type, and SIC description. Example: Technology, biotechnology. | |
| excludeFunds | No | true to drop pooled investment funds. | |
| excludeAmendments | No | true to drop D/A amendments. | |
| placementAgentOnly | No | true to keep only raises with a placement agent. |