Investor intelligence
Defensible intelligence for targeting investors, built on genuinely public SEC regulatory data and aggregate segmentation, not scraped personal profiles. The product is entity-level data, segment guidance, and strategy, never a downloadable contact dump.
- Public regulatory spine, SEC EDGAR: 13F holdings, 13D/13G owners, Form 4 insiders, Form ADV, Form D. Public by law.
- Provenance on every record, source + lawful basis stamped; nothing enters without it.
- No scraped PII, no raw contact export, deliverable is intelligence & recommendations, which is also what makes it more than a list anyone can buy.
- First-party + licensed lanes are tenant-scoped, suppression-aware, and DNC/TCPA/CAN-SPAM scrubbed; licensed individual data is gated behind the data-broker analysis.
Modules
Universe →
readySearch the public-regulatory universe, managers by holdings & AUM, RIAs and family offices, issuers raising via Form D.
13F Intelligence →
readyAggregate institutional ownership, largest holdings (pie + list), largest holder per security, index & Wealth Voices overlays.
Capital raises →
readyWho's raising private capital (Form D), funds and companies with fresh mandates. Prospects straight from public filings.
Insider activity →
readyOfficer/director buys & sells (Form 4), insider buying is a conviction signal. Open-market transactions from public filings.
Signals →
readyAnalytical cross-cuts, double conviction (insiders + institutions), insider buying, institutional concentration, Form D flows by sector.
Position changes →
readyQuarter-over-quarter accumulation & distribution, where institutions are adding vs. trimming, by number of managers (the most-watched 13F signal).
Segments →
readyInvestor segments & personas from public data, the universe structured by size, type, and geography. Strategy, not individual targeting.
Recommendations →
readyAI targeting strategy for your book, which segments, positioning, and channels to prioritize, with rationale.
Events →
readyConference & event intelligence (aggregate): sponsors, themes, and the segments an event draws → positioning & sponsorship guidance. No attendee PII.
Data foundation ready: 36,242 entities in the regulatory graph (EDGAR ingestion populates 13F / 13D-G / Form 4 / ADV / Form D next). Serving layer + provenance + tenant isolation are in place.