For sponsors and developers raising equity
Find the firms whose filings fit your raise.
Describe your raise. SERA IQ returns the private funds, wealth advisers and placement firms whose own filings with the SEC fit your raise's kind, size and state, ranked, each with the reason it fits.
$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
Many investor lists are compiled from what firms say about themselves. A sponsor works through hundreds of names to find the few that fit. SERA IQ starts from the other end: what each firm has filed.
What you see
Exhibit A
A shortlist with its reasons. Each firm is tested against your raise's kind, size and state, and shows the evidence from its own filings: a fund's strategy and size, an adviser's client money in private funds, the deals a placement firm sold, as filed. A firm that fails a test stays listed, marked and ranked lower, so you see why.
Exhibit B
How raises like yours are going. For comparable raises: how many filed, their targets, the share sold and the time open, the share sold through a placement agent and the commission reported, each raise counted once.
Exhibit C
How to reach them. Each firm's contact details as its own filings state them: office, phone, website and leaders.
How you would use it
- Describe the raise. Its kind, size and state; the largest firm to include is yours to set.
- Read the record behind each firm. Its deals, its clients and the placement firms it works with, every figure linked to its filing.
- Keep the list current. Save the raise and follow the firms; an email reports when they file again.
Why the list can be trusted
Every firm on it is there because of what it filed, not what it claims. No AI model chooses or ranks firms. Your raise details are never shown to other subscribers, never sold and never used by the operator for its own raising, investing or outreach.
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 SERA IQ introduce me to investors?
No. SERA IQ is a research service. It shows the firms whose filings fit your raise and how to reach them; the conversation is yours. It is not a broker-dealer or a placement agent and is never paid on a transaction.
What kinds of raises does it cover?
Real estate, operating companies and funds, from a single deal to a fund, by asset class, size and state.
How current is it?
SEC filings are added every weekday, covering the previous business day; fund registrations update monthly.