Research and qualify private credit leads from SEC filings

Scans SEC filings to find and qualify private credit firms, then delivers a ready-to-use lead list.

How the work actually flows

A straight line. Runs once per one per fund filing.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(["scheduled filings scan"]):::trigtime s0["pulls new fund filings"]:::task s1["dedupes filings"]:::task s2[["enriches fund contact info"]]:::mi s3[["qualifies leads with ai"]]:::mi s4[("delivers list to spreadsheet")]:::store trig --> s0 s0 --> s1 s1 -->|"one per one per fund filing"| s2 s2 --> s3 s3 --> s4 out[/"spreadsheet of qualified leads"/]:::out pay{{"steady pipeline of vetted leads"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationSpreadsheet & Database OpsResearch & Market Intelligence
Connects
OpenAIPerplexitySerpAPISupabaseGoogle Sheets

The problem it solves

You spend hours combing through SEC filings and fund websites trying to find real private credit opportunities, and half the leads turn out to be the wrong type of fund entirely. By the time you've verified a company actually does private lending, the week is gone.

Who it fits

Best for a private equity consultant or investment researcher who needs a steady pipeline of qualified private credit leads.

How it works

  1. Pulls new fund filings from a public filings database on a schedule
  2. Removes duplicate funds by comparing filing content, not just names
  3. Looks up each fund's real company website and contact details
  4. Uses AI to confirm the company actually offers private credit or lending
  5. Delivers the qualified leads into a ready-to-use spreadsheet
What you get

Qualified leads ready for outreach

You get a steady list of qualified private credit firms, verified and delivered straight into a spreadsheet.

What you get

A spreadsheet of qualified private credit fund leads with contact details, ready to hand to a client.

What you need

Accounts for AI research tools, a search API, a database, and a spreadsheet, plus access to SEC filing data.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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