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SEC Form D fundraising intelligence. Live data comes from SEC EDGAR full-text search, filer submissions JSON, and the official Form D XML filing.
Strong tool definitions with clear naming, comprehensive descriptions, and documented schemas. All 8 tools follow verb_noun pattern (form_d_*). Descriptions are detailed (150-250 chars) and explain domain context well. Input schemas are complete with types and required fields. Output schemas are defined for all tools. Key gaps: no error handling guidance, no parameter validation rules in descriptions, no enum constraints for bounded inputs, and missing per-parameter descriptions in some tools (e.g., form_d_amendment_chains lacks description for 'cik' parameter). Tool composition is excellent, each tool has a single responsibility and outputs chain IDs for downstream calls.
Group one issuer's recent Form D notices into original-plus-amendment chains using each filing's previous accession number. This prevents amendments from being mistaken for separate raises; incomplete SEC recent history can leave a chain without its original.
List one private issuer's Form D filing and amendment history from SEC submissions data, with each notice hydrated from official XML. Do not sum amendments: later notices may restate the same offering rather than represent new capital.
Return only the latest filing state from each amendment-aware Form D chain for an issuer. This is a normalized regulatory snapshot, not proof that the amount sold closed or that separate chains are economically distinct rounds.
Retrieve and normalize one official Form D XML filing by SEC accession number. Returns offering amounts, first sale, investors, exemptions, securities, issuer identity, executives/related persons, commissions, and exact SEC provenance.
Recent SEC Form D exempt-offering notices, newest first, hydrated from official filing XML with offering amount, amount sold, investors, security types, industry, issuer and related persons. A Form D is a self-reported offering notice—not proof that a financing round closed. Amendments are labeled and must not be double-counted.
Missing parameter descriptions in 3 tools. form_d_amendment_chains, form_d_latest_offering_states, and form_d_related_person_network have 'cik' and 'limit' parameters without descriptions. LLMs cannot infer parameter meaning from names alone.
No error handling guidance in any tool. Descriptions do not explain what happens on invalid input (e.g., malformed accession number, invalid CIK, date range errors). No recovery hints for LLMs.
Numeric parameters lack bounds. 'limit' ranges from 1-10 or 1-20 but descriptions do not state min/max. 'minimum_sold' has no range constraint. LLMs may pass invalid values.
| Scored | Grade | Overall | Spec posture | Rubric |
|---|---|---|---|---|
| 2026-09-23 | C | 62 | 2025-06-18+ | v2 |
Summarize filer-reported related persons across one issuer's recent Form D history, with filing and chain counts. Related persons are executives, directors, promoters, or similar roles—not disclosed investors.
Find Form D notices mentioning an executive, promoter, director, or other related person, then return only filings whose parsed related-person list matches the name. Useful for mapping repeat founders and fund managers; relationships are filer-supplied.
Search live SEC Form D filings by issuer, executive, fund, or other filing text and return normalized offering notices. Useful for private-company financing diligence and VC market scans. Results are notices, not independently verified closed rounds.
Date parameters (since, until) lack format specification. Descriptions say 'YYYY-MM-DD' but do not clarify timezone, whether inclusive/exclusive, or what happens if since > until.
Output schemas for amendment_chains and related_person_network use generic 'type: object' for array items without field definitions. LLMs cannot plan downstream calls without knowing the structure.