Track new SEC Form D filings and log them to Google Sheets

The system watches SEC filings around the clock and logs new issuer and investor details automatically.

How the work actually flows

It repeats. Repeats recheck for new filings; runs once per one per new filing.

Pattern: Multiple Instances without Synchronization (12) ยท Structured Loop (21)

flowchart TD trig(["scheduled check during business hours"]):::trigtime s0["check for new filings"]:::svc s1[("add new filings to sheet")]:::store s2[["download filing document"]]:::mi s3["extract issuer and offering details"]:::task s4[("update sheet with details")]:::store trig --> s0 s0 --> s1 s1 -->|"one per one per new filing"| s2 s2 --> s3 s3 --> s4 lp{"repeats every scheduled interval"}:::gate s4 --> lp lp -. "recheck for new filings" .-> s0 lp -->|"finished"| out out[/"continuously updated filings database"/]:::out pay{{"never miss a new filing"}}:::pay 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 stepAn outside serviceRuns once per itemA record or sheetRepeat or finishResultPayoff
Build size
Advanced

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

Business functions
Spreadsheet & Database OpsFinance & Accounting
Connects
Google Sheets

The problem it solves

You're manually checking the SEC's EDGAR database to catch new private fundraising filings, but by the time you notice one, you may already be behind. Digging through the filing documents for issuer details, executives, and offering amounts takes real time. Keeping a running database of this activity by hand is not sustainable.

Who it fits

Venture capital, private equity, and investment research teams tracking private securities offerings.

How it works

  1. On a regular schedule during business hours, the system checks for new SEC Form D filings
  2. New filings are added to your Google Sheet, skipping ones already tracked
  3. The full filing document is downloaded for each new entry
  4. Issuer details, key executives, offering amount, and investor count are extracted
  5. The Google Sheet is updated with the complete, structured data
What you get

New filings surfaced before anyone asks

New SEC Form D filings are tracked around the clock, with issuer, executive, and investor details logged automatically.

What you get

A continuously updated Google Sheets database of new private offering filings with full issuer and investor details.

What you need

A Google Workspace account with access to Google Sheets.

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

Related automations

Read invoices from Gmail and log them to Google Sheets automatically

Pulls invoice attachments out of your inbox, reads the details with AI, and records them in a spreadsheet.

Advanced

Track invoices and automatically chase late payments by email

It logs invoices, emails reminders as they age, and alerts your team on Slack when accounts go to collections.

Advanced

Track expenses and budgets automatically from a text message

Text your spending to a chat bot and it logs the expense, tracks your budget, and warns you before you overspend.

Advanced

Log Bancolombia purchase alerts from Gmail into Google Sheets

Reads Bancolombia purchase alert emails and logs each transaction into a Google Sheet automatically.

Standard
Back to the AI Playbook