For accounting and outsourced CFO firms
Verified emails and a reason to reach out to your next potential client.
Unlock your shortlistFirst 3 briefs free↗EXAMPLE COMPANY BRIEF
Palo Alto, California · Other Technology
California technology company within a $1M–$10M funding screen for an outsourced-finance firm.
Spend less time researching companies and more time reaching the right ones.
We focus on the industries, locations, and funding amounts that matter to your firm.
Company details, funding, and sources - with verified emails and sourced phone numbers where available.
Know what the company reported and why it matters to your services.
Public funding records. Your paid shortlist adds selection, contact checks, and context.
Checking the latest available daily SEC index…
Five records from the latest available completed daily index, not a ranked prospect list. May include funds and amendments. Checks refresh hourly when viewed; not a real-time feed. Browse SEC daily indexes ↗
REAL PUBLIC FILING
Example: California technology companies reporting $1M–$10M sold. Facts and phone sourced from the filing.
Unlock 3 free briefs ↗Palo Alto, California · Other Technology
OUR ASSESSMENT - NOT A FILING FACT
Matches the target location, industry, and funding range. Worth qualifying for finance support.
See the research before you commit.
Share what you offer and the companies you want as clients.
We review coverage, research matches, and check the sources and emails.
See who fits and why. Then decide whether you want a regular shortlist.
Distinct company briefs, emailed in small weekday batches. Coverage and shortfall terms agreed before billing; no filler to meet a quota.
New filings from the past three calendar days at delivery. Filing and research dates included. Older starter research is optional, separate, and never counts toward fresh briefs.
Wrong number, invalid email, duplicate, stale filing, or missed agreed filter? We review and replace confirmed errors. No-answer and lack of interest don’t qualify.
Report an issue ↗Start with three free briefs. We review your fit and available supply before agreeing delivery. Replacement terms
Open your email. Review the evidence. Choose who to contact.
We screen filings, check company details and emails, and explain each match. You get the research together - not a new search tool to manage.
Investor reporting, forecasting, and growing operations can create demand for your services.
A dated filing gives you a reason to investigate - not just another name to contact.
A technology-focused CFO firm may want operating companies, not investment funds or unrelated industries.
Your criteria remove those distractions. Public facts become a relevant shortlist.
SEC: what Form D is ↗ · Filings can be amended, incomplete, or filed before a first sale.
Choose what to do yourself.
| Option | What you use it for | Your part |
|---|---|---|
| SEC EDGAR | Read the original public filings for free. | Find, screen, and summarize them yourself. |
| The SEC’s own daily list | Every new filing, free, the day it lands. | Read all of it and work out which are yours. |
| Form D search and alert tools | Search filings and receive matching email alerts or digests. | Set filters, research contacts, and qualify results. |
| Broader private-market databases | Research beyond a single filing type. | Choose coverage and tools. |
| Funding Shortlist | A tailored shortlist with sources, fit notes, checked emails, and available business phones. | Set the criteria, qualify the prospects. |
Tell us who you want as a client. We’ll reply by email to confirm your fit and next steps.
No card. No subscription started. The same research and email checks as paid briefs.
Not sure what to ask for? Ask us a question ↗
Built for accounting, fractional CFO, and outsourced-finance firms seeking business clients. Your industries, locations, and company criteria shape the shortlist.
You pay for selection, checks, and relevance - not access to filings.
No. Research delivered by email. Nothing to set up.
Alerts tell you a filing matches a search. Funding Shortlist adds company research, checked emails, available sourced phones, and an explanation of why the company fits your firm.
Not necessarily. Funding signals activity, not buying intent. You still qualify the prospect.
Every supplied email is checked through MillionVerifier, including free samples. Unconfirmed addresses are excluded. Phone sources are shown; pickup is not guaranteed.
Three briefs are free. The pilot is $150/month for up to 10 new company briefs per week. We confirm your criteria and available coverage before billing.
We review your client profile and reply by email to confirm coverage and next steps. Your request starts no subscription. Review the three free briefs before deciding whether to continue.
No. We deliver the research and contact details. You choose who to approach and handle your outreach.
Lead Megaphone is independent of the SEC and of every company named here. Filing data is issuer-reported and can be amended or incomplete. A filing is not an endorsement, a completed round, or evidence of buying intent. The example is a historical snapshot, not a live feed, and that company is not a customer. Fit notes are our opinion. Read the terms and privacy policy.
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