For placement firms and capital advisors
Every raise in your space, the week it files.
SERA IQ reads every private offering filed with the SEC each business day and sorts it by industry, size and state, so a placement firm sees new sponsors when their raises begin, not after they close.
$199 a month for 24 months, up to $2,400 saved. No contract; cancel any time; your first month back within 5 calendar days if you ask and have not exported or gone past the first days' limits.
Not ready? Receive the free weekly Capital Brief.
The problem it solves
New raises surface late, through referrals and conference lists that every competitor also holds. The filings come first: Regulation D asks for each offering to be reported to the SEC within 15 days of its first sale.
What you see
Exhibit A
The new offerings in your class. Every filing since 2015, searchable by issuer, state, industry, amount and date, newest first.
Exhibit B
Sponsors that already pay to raise. A sponsor's page lists each of its offerings and the placement firms its filings name as paid to sell them, with the commission each filing reports.
Exhibit C
Who sells for the most issuers. Placement firms ranked in each asset class by the distinct issuers whose filings name them, never by dollars, since a filing does not say how much each firm sold.
How you would use it
- Set your class and size. The offerings filed in your space, newest first.
- Read the sponsor. Its offerings, what it raised, and who sold for it before.
- Follow it. An email reports when the sponsor files again or amends an offering.
Why it can be relied on
Every row is a filing with the SEC, shown as filed, with a link to the filing itself. A raise reported by several vehicles is counted once.
Price
- Plan
- One price, everything included.
- 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. The rate stays as long as you stay subscribed.Open to a limited number of early subscribers, for a limited time.
- Contract
- No contract: you pay monthly and can cancel any time. Access continues to the end of the paid month.
- First 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.
$199 a month for 24 months, up to $2,400 saved. No contract; cancel any time; your first month back within 5 calendar days if you ask and have not exported or gone past the first days' limits.
Not ready? Receive the free weekly Capital Brief.
Request a demo (by invitation)Questions
Does it show what each placement firm earned?
It shows the sales commission each filing reports for the offering. A filing does not say how much each named firm sold, so firms are ranked by the issuers they sell for.
Can I see a sponsor's earlier raises?
Yes. A sponsor's page lists every offering it filed since 2015, counted once, with the amount sought where stated, the amount sold and the dates of its first and latest filings.
How quickly do new filings appear?
Every weekday, covering the previous business day.