Track new SEC Form D filings automatically in Google Sheets

The system checks SEC filings every few minutes and adds new private placement announcements to a spreadsheet automatically.

How the work actually flows

It branches. Exactly one path is taken; runs once per each new filing found.

Pattern: Multiple Instances with a priori Run-Time Knowledge (14) · Exclusive Choice (4)

flowchart TD trig(["checks filings every few minutes"]):::trigtime s0["check sec filings feed"]:::svc s1[["extract company and link"]]:::mi s2["check if already logged"]:::task s3[("log new filing to sheet")]:::store trig --> s0 s0 -->|"one per each new filing found"| s1 s1 --> s2 gx{"× already logged before"}:::gate s2 --> gx p00["write row to spreadsheet"]:::task gx -->|"new filing"| p00 p10["skip"]:::task gx -->|"duplicate filing"| p10 p00 --> s3 p10 --> s3 out[/"spreadsheet log of new filings"/]:::out pay{{"earlier visibility into funding deals"}}:::pay s3 --> 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 stepAn outside serviceRuns once per itemA record or sheetOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Spreadsheet & Database OpsResearch & Market IntelligenceFinance & Accounting
Connects
Google SheetsSEC EDGAR

The problem it solves

You want to spot new private funding rounds and potential deal targets before your competitors do, but checking the SEC site all day isn't realistic. Manually scanning filings is slow, and by the time you notice a new one, the opportunity may already be gone.

Who it fits

Best for investment teams, business development staff, or advisors who need to spot new private funding activity early.

How it works

  1. Checks the SEC filings feed every few minutes during business hours
  2. Reads each new filing and pulls out the company name and filing link
  3. Skips any filing already logged so nothing gets duplicated
  4. Writes each new filing into the spreadsheet as a new row
What you get

New filings you hear about within minutes

New SEC Form D filings get logged to your spreadsheet within minutes of being announced, so you never miss new funding activity.

What you get

A running spreadsheet log of new SEC private placement filings, ready to review or search.

What you need

A Google Workspace account for 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

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