See what you have been missing. One week of private capital market intelligence from BEO Investments.
SERA was built internally to support our firm's capital deployment activities. This report reflects the same intelligence our team reviews each week to identify opportunities, track market activity, and evaluate the competitive landscape in private capital.
Each filing is analyzed with proprietary AI assessments that evaluate capital structure, raise momentum, and deal positioning. Priority leads are flagged where multiple signals converge: active marketing under 506(c), early-stage capital deployment, compressed timelines, and recent filing activity.
Core ($97) includes the full qualified filing universe with AI capital assessments, contact data, Executive Summary, Priority Leads, Data Explorer, and filtered views by offering size, raise stage, geography, and industry.
Pro ($197) includes everything in Core, plus Fund Intelligence cross-referencing Form D filings against SEC Form ADV registered adviser data. 1,250+ adviser-matched fund vehicles sorted by assets under management.
Institutional ($247) includes everything in Pro, plus an Adviser Directory covering 5,000 active registered investment advisers ranked by total fund assets, and Market Intelligence with filing trends and activity splits.
Excel format. No platform. No login. Yours to keep.
Delivered via email within minutes of purchase.
See what you have been missing. One week of private capital market intelligence from BEO Investments.
SERA was built internally to support our firm's capital deployment activities. This report reflects the same intelligence our team reviews each week to identify opportunities, track market activity, and evaluate the competitive landscape in private capital.
Each filing is analyzed with proprietary AI assessments that evaluate capital structure, raise momentum, and deal positioning. Priority leads are flagged where multiple signals converge: active marketing under 506(c), early-stage capital deployment, compressed timelines, and recent filing activity.
Core ($97) includes the full qualified filing universe with AI capital assessments, contact data, Executive Summary, Priority Leads, Data Explorer, and filtered views by offering size, raise stage, geography, and industry.
Pro ($197) includes everything in Core, plus Fund Intelligence cross-referencing Form D filings against SEC Form ADV registered adviser data. 1,250+ adviser-matched fund vehicles sorted by assets under management.
Institutional ($247) includes everything in Pro, plus an Adviser Directory covering 5,000 active registered investment advisers ranked by total fund assets, and Market Intelligence with filing trends and activity splits.
Excel format. No platform. No login. Yours to keep.
Delivered via email within minutes of purchase.
