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Know which advisers are deploying into your sector before you pick up the phone.
Every week, SERA identifies 750+ registered investment advisers who actively deployed capital through private placements. Not a static directory. A live view of who is writing checks right now, with full contact data, AI investor relevance assessments, and the competitive landscape of every active Reg D filing.
Core — Active deployer list with full contact data, phone, address, IAPD profile links, and AI assessments. Competitive landscape with every active Reg D filing. Raise benchmarks by industry, size, and state. Outreach tracker pre-populated with the top 30 deployers.
Pro — Everything in Core, plus fund-level detail on each active deployer: individual fund AUM, minimums, 3(c)(1) vs 3(c)(7) exemption types, and master/feeder status. Plus sector analysis by industry and fund type.
Institutional — Everything in Pro, plus the full 15,000-entry RIA Directory for prospecting beyond this period, and Market Trends with filing momentum, sector rotation, and activity analysis.
Monthly: One report per month for the current period. Weekly: A new report delivered every Monday. Daily: A new report every business morning by 6:30 AM EST (Institutional only). All plans billed monthly, cancel anytime. Excel format. Every report you receive is yours permanently.
Know which advisers are deploying into your sector before you pick up the phone.
Every week, SERA identifies 750+ registered investment advisers who actively deployed capital through private placements. Not a static directory. A live view of who is writing checks right now, with full contact data, AI investor relevance assessments, and the competitive landscape of every active Reg D filing.
Core — Active deployer list with full contact data, phone, address, IAPD profile links, and AI assessments. Competitive landscape with every active Reg D filing. Raise benchmarks by industry, size, and state. Outreach tracker pre-populated with the top 30 deployers.
Pro — Everything in Core, plus fund-level detail on each active deployer: individual fund AUM, minimums, 3(c)(1) vs 3(c)(7) exemption types, and master/feeder status. Plus sector analysis by industry and fund type.
Institutional — Everything in Pro, plus the full 15,000-entry RIA Directory for prospecting beyond this period, and Market Trends with filing momentum, sector rotation, and activity analysis.
Monthly: One report per month for the current period. Weekly: A new report delivered every Monday. Daily: A new report every business morning by 6:30 AM EST (Institutional only). All plans billed monthly, cancel anytime. Excel format. Every report you receive is yours permanently.
