The private capital filing intelligence our firm relies on, delivered to yours every Monday.
BEO Investments built SERA to track capital formation activity across the Regulation D market. Every filing is captured, qualified, and analyzed using proprietary AI that evaluates where each deal stands in its capital raise, how it compares to its sector, and whether the signals suggest urgency or opportunity.
This is not raw SEC data. This is analyzed intelligence.
Core ($199/mo) includes an Executive Summary with data-driven market highlights, a Priority Leads sheet isolating filings with multiple converging buy signals, the full qualified universe with AI capital assessments and contact data, filtered views by offering size, raise stage, recency, geography, and industry, a Data Explorer for rapid segmentation, and a Reference section with methodology and market breakdowns.
Pro ($399/mo) includes everything in Core, plus a Fund Intelligence layer cross-referencing Form D filings against SEC Form ADV registered adviser data. 1,250+ adviser-matched fund vehicles sorted by assets under management. Each record includes adviser identity, CRD number, fund AUM, fund type, exemption status, and audit status. This connects capital demand to capital supply in one report.
Institutional ($499/mo) includes everything in Pro, plus an Adviser Directory covering 5,000 active registered investment advisers ranked by total fund assets, and Market Intelligence tracking filing volume trends, industry concentration shifts, and 506(b) versus 506(c) activity splits.
Excel format. Every report is yours permanently. No platform dependency. No download restrictions. Cancel anytime and keep everything you have received.
The private capital filing intelligence our firm relies on, delivered to yours every Monday.
BEO Investments built SERA to track capital formation activity across the Regulation D market. Every filing is captured, qualified, and analyzed using proprietary AI that evaluates where each deal stands in its capital raise, how it compares to its sector, and whether the signals suggest urgency or opportunity.
This is not raw SEC data. This is analyzed intelligence.
Core ($199/mo) includes an Executive Summary with data-driven market highlights, a Priority Leads sheet isolating filings with multiple converging buy signals, the full qualified universe with AI capital assessments and contact data, filtered views by offering size, raise stage, recency, geography, and industry, a Data Explorer for rapid segmentation, and a Reference section with methodology and market breakdowns.
Pro ($399/mo) includes everything in Core, plus a Fund Intelligence layer cross-referencing Form D filings against SEC Form ADV registered adviser data. 1,250+ adviser-matched fund vehicles sorted by assets under management. Each record includes adviser identity, CRD number, fund AUM, fund type, exemption status, and audit status. This connects capital demand to capital supply in one report.
Institutional ($499/mo) includes everything in Pro, plus an Adviser Directory covering 5,000 active registered investment advisers ranked by total fund assets, and Market Intelligence tracking filing volume trends, industry concentration shifts, and 506(b) versus 506(c) activity splits.
Excel format. Every report is yours permanently. No platform dependency. No download restrictions. Cancel anytime and keep everything you have received.
