Joel Martinez Seattle

The Workshop · 10

SEC Form D Pipeline

Pulls newly-funded companies straight from SEC EDGAR and qualifies each with a two-tier AI agent — going to the source instead of a brittle third-party tracker.

Python SEC EDGAR LLM scoring
14,749
qualifying companies filtered
~99K
raw SEC filings processed across 7 fiscal quarters
~24s
end-to-end backfill runtime

The problem

Outbound and content needed a dependable stream of B2B companies that had just raised a Series A/B — the freshest possible "why now." The off-the-shelf funding tracker a predecessor had relied on quietly stopped working, and the prompts around it were too narrow to trust.

What I built

A Python pipeline that pulls Form D filings directly from SEC EDGAR — bulk mode for backfills, daily mode for fresh filers — then parses, filters to a fundraising sweet spot, and runs each surviving company through a two-tier AI qualification agent. Going straight to the government source sidestepped the brittle vendor tracker entirely.

The result

  • 14,749 qualifying companies filtered from ~99,086 raw issuer filings across seven fiscal quarters.
  • The full backfill ran end-to-end in about 24 seconds.
  • Daily mode surfaces newly-funded companies within a day of filing.

The claim here is the pipeline and its verified run counts — not a polished, always-on data product.