Find the capital. Know the firms behind it. Understand the market.
For sponsors and developers raising equity and the placement advisors beside them, for family offices and investors weighing a sponsor before they commit, and for the attorneys and analysts who check the record.
Private capital intelligence from SEC filings: the firms whose filings fit a raise, a sponsor's record as filed, and where private capital is moving.
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SEC filings added every weekday*
For a $25M industrial raise
12 firms fit
- Placement firmOrrinwood Wealth Partners LLC3/3
Why it fits this raise
- 9 of its 28 industrial deals with a stated size since October 2024 were $12.5M to $50.0M
- Sold for 60 different sponsors of operating raises; 10 in this class
- Latest deal in this class Oct 14, 2026
Each placement firm opens into a full profile: overview, typical deals, deals, sponsors and the firms it sold alongside.
Contact details
- Office
- Nashville, TN
- Phone
- (615) 555-0164
- Web
- orrinwood.example
- Leaders
- Imogen Aldwyck, Managing PartnerDesmond Ravelstone, Chief Compliance Officer
- Placement firmLinbrook Hollow Brokerage Inc.3/3
- 3 of its 3 industrial deals with a stated size since October 2024 were $12.5M to $50.0M
- Placement firmBeaumont Ridge Securities LLC3/3
- 3 of its 7 industrial deals with a stated size since October 2024 were $12.5M to $50.0M
Market now: rates and credit off now, industry +8.9%, class steady, comparable raises 21% sold.
SERA IQ in one minute
Inside SERA IQ: a raise, the firms whose filings fit it, a sponsor's record as filed, and the market behind both.
Firm names in the film are fictional; every figure is real.
Nearly 600,000 Form D filings in SERA IQ*
More than 7,800 private funds on Form ADV
More than 2,200 placement firms named on Form D in the last twelve months
Read from SEC filings and data from U.S. federal agencies, the Federal Reserve and international bodies.
Private offerings filed with the SEC back to 2015, real prices and costs each read against their own 20 years, and the economy against US recessions since 1960.
Relevance over volume
Capital research draws on SEC filings, fund registrations, market data and economic reports, spread across many sources, most of them about firms that do not fit the raise in question. Research of this kind also dates quickly.
SERA IQ reads the record first and leaves out what does not fit: each firm shown is one whose own filings fit the raise, with the reason it fits, and every followed firm, issuer and raise is read again each night.
What SERA IQ answers
Capital for a raise
The funds, wealth advisers and placement agents whose own filings fit a raise's size and kind, ranked, each with the reason it fits; for comparable raises, their targets, the share sold, the time open and the commissions reported, each raise counted once.
Distribution and placement
Offerings filed in each asset class, newest first; the sponsors whose filings name a paid placement agent; and the placement firms that sell for the most issuers, class by class, ranked by issuers rather than dollars.
A sponsor's record
For an investor considering a sponsor: its offerings, distribution and regulatory record as filed, each figure linked to the filing it comes from.
Market drivers
Flows between countries, rates, credit, commodities and the economic cycles, with weekly analysis and every figure dated.
Following a firm, an issuer or a raise brings an email, weekly or each weekday, when it files again or amends an offering, or when an adviser's registration shows a new fund or a large change in its assets.
Before a commitment: the sponsor's record
Before committing to a sponsor's offering, read its record as filed: the offerings it has reported, who was paid to sell them and, where it reports as an adviser, its answers to regulators. Each figure links to the filing it comes from.
The record at a glance
9 offerings since 2018, $380.4M of new money on Form D, 3 placement agents named; registered with the SEC as an adviser; no OFAC entries linked in the record.
| Offering | First filed | Sought | Sold |
|---|---|---|---|
| Calder Ridge Industrial Fund I, LP | Mar 14, 2018 | $40.0M | $38.5M |
| Calder Ridge Logistics Center I, LLC | Nov 2, 2018 | $25.0M | $25.0M |
| Calder Ridge Industrial Fund II, LP | Jul 23, 2019 | $60.0M | $52.2M |
| Calder Ridge Distribution Park, LLC | May 19, 2020 | $35.0M | $31.0M |
| Calder Ridge Industrial Fund III, LP | Feb 9, 2021 | $80.0M | $80.0M |
| Calder Ridge Cold Storage I, LLC | Oct 26, 2021 | $50.0M | $44.6M |
| Calder Ridge Industrial Fund IV, LP | Sep 20, 2022 | $75.0M | $61.3M |
| Calder Ridge Industrial Fund V, LP | Apr 16, 2024 | $90.0M | $47.8M |
| Calder Ridge Logistics Center II, LLC | Aug 12, 2025 | $120.0M | $0 |
- Offerings
- 9since 2018
- New money on Form D
- $380.4Meach raise counted once
- Placement agents named
- 3in Item 12
- Registration
- SEC-registered adviserForm ADV of Mar 27, 2026
- OFAC entries
- None linked in the record
Linked in the record: OFAC's lists as read Oct 21, 2026. SERA IQ is not a sanctions screening service; none linked is not a clearance.
- Offerings filed.
- Every offering reported since 2015, counted once: the amount sought where the filing states one, the amount sold, and its first and latest filings.
- Distribution.
- The placement firms paid to sell each offering, and the commission each filing reports.
- Regulatory record.
- Where the sponsor's adviser reports to regulators: its status, fund families and its own answers on criminal, regulatory and civil matters, each dated. OFAC entries and SEC orders where the record links one; a sponsor with none shown is not cleared.
- Subsequent filings.
- Follow the sponsor for an email when it files again or amends an offering.
Covers sponsors with an offering filed with the SEC since 2015: the issuer by its own filings, or an adviser through the registration that lists its funds.
SERA IQ reports the record. It does not assess, rate or recommend a sponsor or an offering.
The evidence behind a fit
The best fits at the top of this page are the funds, wealth advisers and placement agents whose own SEC filings fit a sample raise's size and kind, each with the reason it fits. One placement agent among them is shown here in full, as a subscriber sees it: what it sells, how its deals performed, the typical cheque from its investors, the comparable deals on which it was named, and each deal's filing as filed.
9 industrial deals of $12.5M to $50.0M since October 2024, for 6 sponsors; 60 different sponsors across its whole record.
- Its profile: why it fits the raise, its counts, how its deals went and what its investors put in.
- Its deals in the raise's class, newest first, with their amounts and dates.
- One deal opened: the filing as filed, the commission as filed and the other firms paid to sell, with the official record a click away.
Illustrative example: the firms shown are fictional. Layout and figures from SERA IQ on October 17, 2026. Sources: U.S. Securities and Exchange Commission, EDGAR.
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Contact details from official records
SERA IQ shows only the contact details that official records state, brought together in one place: an adviser's phone, website and office as it filed them, and its leaders by name and title; a placement agent's registered address. The same page carries the adviser's own answers on criminal, regulatory and civil matters. The details are fewer than in a contact database, and each one comes from the record.
Market conditions for comparable raises
Three measures, drawn from SEC filings, place a raise in its market: new capital reported by private offerings over the last four weeks, the number of offerings launched, and the share of target reached by comparable raises. Subscribers see the same measures for any raise, alongside the rates, credit, capital flows and economic cycles, from official sources, that shape investor appetite.
$187.5B Up 0% on the four weeks before
New private capital reported on Form D in the four weeks to October 15, 2026, a raise filed several times counted once.
3,246
First-time raises in the same four weeks: offerings filing their first Form D.
21%
Of its target sold by the typical raise like yours open six months or more, by its latest Form D.
For a sample $25M industrial and logistics real estate raise: raises in its class filed since October 3, 2024, with half to twice its target.
The markets behind private capital
223 countries and territories whose cross-border flows the map counts
Capital flows between countries, rates, credit, commodities, warning signals and the economic cycles that shape investors' appetite.
Where capital moved worldwide, by asset class and by country, each source dated rather than blended; the rates, credit and commodity readings behind those flows; and eight industry pages, each read against its own history.
The yield curve, 10-year less 2-year
0.37 percentage points
The 10-year yield over the 2-year's. Its warning rule is off now.
Oct 14, 2026
Treasury bills' share of its debt
22.4%
Of marketable Treasury debt, the 80th percentile of 20 years.
September 2026
Construction inputs
8.9% in 12 months
A rise faster than most: the 87th percentile of its 12-month changes in 20 years.
August 2026
Funds' positions in commodities
6 of 17 markets
With funds' net positions beyond the 90th or 10th percentile of 10 years.
Oct 6, 2026
Copper, after inflation
+43.3% in 12 months
The real price is high, the 99th percentile of 20 years.
August 2026
Commercial property lending
11.3% of banks eased
Their loan standards, net of those that tightened: the 3rd percentile of the years since 2013. Tighter standards mean fewer or costlier loans.
July 2026
Energy: diesel fuel
77.8% in 12 months
Producer prices, the 94th percentile of their 12-month changes in 20 years.
August 2026
Our latest call
47% of months moved that way, over 20 years
SERA IQ expects soybeans to be lower in January 2027.
Made Oct 5, 2026
Business, credit, real estate and commodities: where each cycle stands
The conditions that came before past US recessions since 1960, which of them hold today and which are getting close, and where the business, credit, real estate and commodity cycles stand: counted, never forecast.
Weekly and monthly analysis
Each week and each month, SERA IQ publishes a short read on the markets behind private capital. It is general market commentary, not investment advice, drafted with the assistance of AI and checked by automated controls. Every figure in it comes from the data on SERA IQ's pages, and each call is graded against the published data once that data is out.
Every call is written down before the outcome and graded once the data is published. Nothing is removed afterwards: a wrong call stays on the scorecard beside the right ones.
The SERA IQ Capital Brief, free
A free weekly email of short readings from the record: the cycle, where money moved, a signal to watch, real assets and costs, and private capital, with a spotlight on one asset class when its record allows. Sign-up requires an email address only, with no account.
Layout and figures from SERA IQ on October 17, 2026. Sources: BIS locational banking statistics; U.S. Department of the Treasury, Treasury International Capital; OECD, CC BY 4.0; changes calculated by SERA IQ; Board of Governors of the Federal Reserve System, via FRED; U.S. Department of the Treasury, Fiscal Data; U.S. Bureau of Labor Statistics, via FRED; CFTC Commitments of Traders; World Bank Commodity Price Data (The Pink Sheet), CC BY 4.0; changes calculated by SERA IQ; U.S. Securities and Exchange Commission, EDGAR; U.S. Census Bureau, via FRED; U.S. Energy Information Administration; U.S. Energy Information Administration, via FRED; U.S. Department of Agriculture, Foreign Agricultural Service, Production, Supply and Distribution; U.S. Bureau of Economic Analysis. This product uses the Bureau of Economic Analysis (BEA) Data API but is not endorsed or certified by BEA.
SERA IQ in practice
Describe a raise or look up a sponsor, follow what matters, and SERA IQ reports what changed. Every screen is the product; the firms shown are fictional.
Describe the raise
Its kind, size and state, then the firms that fit it and how comparable raises are going.
Read the record
Each firm's tests and filed record, a sponsor's record at a glance, a search of filings by person for business use only, and OFAC's lists by name, linked to OFAC's own entries.
Keep a watchlist
Raises, firms and issuers followed, with each followed issuer's Rule 503 anniversaries.
Changes by email
An email on Mondays when the watchlist has news, or each weekday if you choose, and each new analysis.
Illustrative example: the firms shown are fictional. Layout and figures from SERA IQ on October 17, 2026. Sources: U.S. Securities and Exchange Commission, EDGAR; Board of Governors of the Federal Reserve System, via FRED; U.S. Department of the Treasury, Fiscal Data; U.S. Bureau of Labor Statistics, via FRED; U.S. Census Bureau, via FRED; U.S. Energy Information Administration; U.S. Energy Information Administration, via FRED; CFTC Commitments of Traders; U.S. Department of Agriculture, Foreign Agricultural Service, Production, Supply and Distribution; World Bank Commodity Price Data (The Pink Sheet), CC BY 4.0; changes calculated by SERA IQ.
SERA IQ is not a sanctions screening service. No result of a lookup is a clearance.
Not for screening. SERA IQ may not be used as a factor in deciding anyone's eligibility for credit, insurance, employment, housing or any other purpose covered by the Fair Credit Reporting Act, or in deciding whether to hire, engage or retain a person as an employee, registered representative, agent or independent contractor. SERA IQ is not a consumer reporting agency.
Methodology: how firms are tested
Each firm is included on the evidence of its own filings.
No AI model is asked who might invest in a raise. Each firm is tested against the raise by fixed rules applied to what it has filed with the SEC, identically for every subscriber:
Firms that fail a test remain on the list, marked and ranked lower. Firms whose filings show they market only their own manager's funds are excluded, as are names not yet confirmed as firms. Every firm carries the reason it is listed, which can be read against the firm's own filings.
A listed firm reflects what public filings record. It is not a statement that any firm will invest in, place or support an offering.
- Size. Whether the raise is a sensible size for the fund, its clients or its deals.
- Kind. Whether its record fits the raise's industry and type of deal.
- Evidence. Whether its filings show it invests in other sponsors' deals, or that its manager raises for its own projects.
- Track record. For placement agents: how many recent comparable offerings named it as paid to sell, and for how many different sponsors.
- Independence. Whether it works for many sponsors or mostly for its own affiliates.
The firms behind an issuer
An adviser's page shows how it is organised: its fund families and their vehicles on its latest registration, the offerings those funds cite, and the firms each filing names as paid to sell. Every line is a link the filings make themselves, a Schedule D file number or an Item 12 name, never an inference from a name.
An issuer can be followed from any of its filings; its next filing, new or amended, is then reported to the subscriber.
- AdviserThe firm on its latest Form ADV
- Fund familyIts vehicles on Schedule D 7.B.1
- Form D offeringCited by file number
- Placement firmNamed in Item 12
Who SERA IQ serves
Sponsors and developers
Capital sources for each raise, the performance of comparable raises, and where the cycle stands as it is raised.
Investors evaluating a sponsor
Family offices, wealth advisers and investment teams: a sponsor's record ahead of a commitment, including its offerings, their distribution and its regulatory disclosures, as filed.
Placement and capital advisors
A workspace for each mandate, the firms that back comparable raises for each one, and how those raises are performing.
Attorneys, compliance and fund administrators
Filing histories as filed, Rule 503 dates, and notice by email when a followed issuer files again or amends.
Public screens on this site show fictional firms by design: SERA IQ does not advertise any real firm as a source of capital, and subscribers read the real records.
Inside SERA IQ
Six more screens from the product, each with the one thing it shows.
Search filings, with every filter open.
An adviser's page, new money on Form D by year.
A signal card, the yield curve against its history.
An industry page, what building costs this year.
Private capital by class, four weeks at a time.
Comparable raises, their typical target, share sold and time open.
Illustrative example: the firms shown are fictional. Layout and figures from SERA IQ on October 17, 2026. Sources: U.S. Securities and Exchange Commission, EDGAR; Board of Governors of the Federal Reserve System, via FRED; NBER business cycle dates, via FRED; U.S. Bureau of Labor Statistics, via FRED; World Bank Commodity Price Data (The Pink Sheet), CC BY 4.0; changes calculated by SERA IQ.
One plan, every feature
Every part of SERA IQ, grouped by what you came to do.
Find capital
The firms that back raises like the one in front of you, and how such raises are going.
- Find the equity for a raise
- See the money around your raise
- See how comparable raises are going
- See who sits behind an issuer
- Know a firm before you call
- See a firm's contact details
- Read a firm's regulatory record
Watch
The filings themselves, a sponsor's record, and the firms, issuers and raises you follow.
- Follow firms, issuers and raises
- Keep each client apart
- Search filings
- Read a filing as filed
- Look a firm up in Records search
- Read a sponsor's record at a glance
- See sanctions listings and SEC orders
- Look a name up on the sanctions lists
- Note Rule 503 dates
Read
The markets behind private capital, and the lists to take away.
- Read where money is moving
- Read the signals and the cycle
- See the rankings
- Read our analysis
- See where each figure comes from
- Export to Excel or PDF
Built on the official record
Every figure on SERA IQ comes from a public filing, an official statistical release or market data. Among the publishers behind them:
- U.S. Securities and Exchange Commission
- Federal Reserve Bank of St. Louis
- Board of Governors of the Federal Reserve System
- U.S. Department of the Treasury
- USAspending.gov
- U.S. Bureau of Labor Statistics
- U.S. Census Bureau
- U.S. Department of Labor
- U.S. Bureau of Economic Analysis
- U.S. Energy Information Administration
- Commodity Futures Trading Commission
- U.S. Department of Agriculture
- U.S. Federal Housing Finance Agency
- Administrative Office of the U.S. Courts
- World Bank
- Bank for International Settlements
- International Monetary Fund
- OECD
And more, market data among them. Each page carries its own credits.
SERA IQ is not affiliated with or endorsed by the SEC or any other government agency or data source.
Price
$299 a month
Founder rate: $199 a month instead of $299, held for your first 24 months. That's up to $2,400 saved.
Open to a limited number of early subscribers, for a limited time.
No contract: you pay monthly and can cancel any time. The rate stays as long as you stay subscribed.
One price, everything included: $299 a month, or $199 at the founder rate.
Cancel any time; access continues to the end of the paid month. First-time subscribers may request a refund of their first month within 5 calendar days after the day of the charge, if they have not exported any data or chosen to continue past the first days' limits. Every export is marked to your account.
Frequently asked questions
How does SERA IQ differ from investor databases?
Investor databases are generally built around volume, and many are compiled from websites and online profiles: what firms and people say about themselves.
SERA IQ draws on what they file with regulators. It reads the record first and leaves out what does not fit: each firm shown is one whose own filings fit the raise, with the reason it fits; a sponsor's record is shown as filed, each figure linked to the filing it comes from; and every followed firm, issuer and raise is read again each night. The lists are shorter, and every entry carries its evidence, to the standard an investment committee expects. It is designed for those raising capital and for those evaluating the sponsors who raise it.
Does SERA IQ use AI to select firms?
No. No AI model chooses or ranks the firms on a list: each list is built by fixed rules applied to each firm's own SEC filings, and the same raise returns the same result from the same data on the same day. Every firm carries the reason it fits, which can be read against its filings. AI is used to draft and check the weekly and monthly market analysis.
Does SERA IQ advise on a raise or an investment?
No. SERA IQ is a research service. We do not solicit, introduce, recommend or arrange investments, we do not assess or rate sponsors or offerings, we are not a broker-dealer or investment adviser, and we are never paid on a transaction.
Begin with this week's filings
Capital research from the official record, renewed every week. Subscribe now, or request a demo first: demos are by invitation, not guaranteed.
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