Find targets and the people to call
Each criterion is answered and cited to a filing or web page, with filed financials and owners behind every match.
Below the introduction, a product window plays one Smart Sourcing search in three steps. Discover: the prompt reads "Industrial distributors headquartered in the Midwest", then Find all. Results: 80 candidates, 64 matched and 62 linked to filings; each criterion is answered Yes or No with a count of sources, and Ridgeline Logistics's Distributor answer opens its 5 sources. Company: Ridgeline Logistics's record with filed revenue growth and margin, GLEIF ownership and the people from its filings, then shown as of 30 Jun 2026, when its federal awards and recent filings differ from today. Choose a step to open it.
Every watchlist signal, ranked
Watches cover SEC filings, GLEIF, federal awards, patents and web pages, and every signal carries an importance score.
- Signals from lists, companies, people and topics
- A score with the points behind it
- A daily digest, the weekend on Monday
Monitor, with 4 watches, on a saved search, a company, a topic and a person, and a feed of 4 signals ranked by importance score, 3 of them unread. Calder Row Capital's score of 70 opens to its breakdown: Signal type, change, 40; Matches your watch, saved search, 20; Recency, 10. Then the daily digest previews Monday's email: 3 signals from your watches, including 1 exit, sent Mon 28 Sep 2026, 08:00 Central Time, rolling up the weekend.
Start from Form D, at no cost
Filter the Form D issuers universe for free, then add filed, web or premium columns, with the free ones marked.
Start a dataset with Form D issuers picked: 277 issuers from SEC Form D, quarterly, as of 30 Jun 2026, free, filtered by industry group Energy, other technology, state TX, CA, offering size Any size, filed after 1 Jan 2026, exemption 506(b), 506(c), issuer type First-time filers only. Create dataset opens Form D issuers: energy, TX and CA, a grid of 277 issuers with their CIK, industry, state, exemption and filing date. The enrichment step adds 4 free columns from the filings; ticking Key products, web shows what it runs on first: 4 free columns. Free. Key products, web: paid, runs on 277 rows, charged per row.
The Form D universe updates quarterly until daily data is live.
A peer set with filed medians
Seed one company to build a comp set from filed financials, then compare patents and see who holds the public peers.
Comps: Ridgeline Logistics: 25 included, 1 excluded. The seed, Ridgeline Logistics, and the median of the included rows sit above the peers, each with its score, filed revenue growth and net margin. Find comps of Keystone Fabrication Group adds Thistlecombe Weld Supply and Larchmere Industrial Parts at depth 2, and the medians recompute: revenue growth 6.4% over 23 rows, net margin 3.4% over 24. The set then has 27 included.
The right person, verified
Identify the person at any company and check the match before you reveal a verified contact.
A product window shows a person lookup for Mireille Dufresne, searched with Calder Row Capital. Of 2 candidates, the one from filings is chosen: Managing Director, Calder Row Capital. The preview lists the fields expected; the reveal is paid, charged only if a field verifies. After the reveal, the work email, mobile and profile appear, each with its confidence and its source, verified from 2 sources.
An LP list built from filings
Allocators from Form ADV, Schedule D, 13F and Form D, typed by LP category with confidence and the evidence behind it.
A product window shows the LP list Texas RIAs with alternatives: 268 allocators match, found in Form ADV, Schedule D, 13F and Form D filings. The grid lists each allocator with its LP type with a confidence score, its status, discretion, private funds and last Form D; Classify types the 212 unknown rows, paid per row. Calder Row Capital's 0.93 confidence opens the classifier evidence: RIA / wealth manager: Form ADV lists high-net-worth clients and 6 private funds. The filings behind it: Form ADV, filed 9 Sep 2026, 13F-HR for Q2 2026, Form D, filed 22 Sep 2026.
Your list as a market map
Group companies by sector, state or technology area, size them by filed revenue or patents, and segment them with AI.
A product window shows the saved list Industrial distributors in the Midwest: 64 rows, 52 with filed revenue, as a treemap grouped by sector (42 Wholesale trade, 31 companies; 33 Manufacturing, 17 companies; 48 Transportation and warehousing, 9 companies; Unclassified, 7 companies), each company a tile sized by its filed revenue. Segment with AI is paid per row and runs on 64 rows; after it runs the treemap regroups by AI-derived segment: MRO and industrial supplies, 24 companies; Fasteners and fittings, 17 companies; Fluid power, 9 companies; Bearings and power transmission, 8 companies; Unclassified, 6 companies.
Built on filings and registries
SEC
Form D, Form ADV, 13F and company filings
GLEIF
Legal entities and their ownership
Companies House
UK companies, officers and filings
FCA
UK regulated firms
USAspending.gov
Federal awards
PatentsView
US patents
Analysis, compliance and data rooms in the same system
Security built for institutional data
No model training
Customer data never trains or updates a model.
Siloed per customer
Each customer's data is kept apart.
Encrypted
Across storage and networks.
Zero trust
Least-privilege access and strong authentication.
Your control
You see and control who accesses your data.
SOC 2 and GDPR
Both in progress, not yet certified.