Extract the issuer, CIK, offering amount, Regulation D exemption, securities type, investor count, and use of proceeds from an SEC Form D filing PDF.
The full guide: Amount raised and Rule 506(b) or (c) on a Form D
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The SEC filing or accession number and filing date, the issuer legal name, CIK (Central Index Key), and state and country of incorporation, the total offering amount and currency, the securities type (equity, debt, convertible, options, warrants), and the Regulation D exemption claimed (506(b), 506(c), or other).
The use of proceeds, the minimum investment, the offering duration in months, the offering end date, the investor accredited status (accredited only, non-accredited allowed, or mixed), the investor count, and the bad-actor-disqualification and offshore-offering flags, plus the primary contact name, phone, and email.
Yes. A securities offered table returns each security type, description, and amount; a sales compensation table returns each recipient, amount, and type; a use-of-proceeds breakdown table returns each category, amount, and percentage; and a related parties table returns each name, relationship, and beneficial ownership percent.
Form D is a notice of an EXEMPT private-placement securities offering under Regulation D — it reports who is raising how much and under which exemption, not a company’s periodic financials or a single material event. For those, use the 10-K, 10-Q, 8-K, or proxy statement extractor.
PDF only, up to 10MB and 100 pages. The filing is processed via the Talonic API for extraction, is not retained for training, and is not shared.
The tool reads a single document. The platform reads the whole estate once and keeps it queryable — the same engine, with a memory.
See PDF to Markdown if you run this for data and platform teams, or the extraction API if you are building it in.