Try SERA Investor Intelligence with a single report.
One report for the current period, delivered to your inbox within minutes. No subscription, no recurring charge. See exactly what subscribers receive every week.
Core ($97) — 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 ($197) — 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 ($247) — 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.
Excel format. Yours to keep.
Try SERA Investor Intelligence with a single report.
One report for the current period, delivered to your inbox within minutes. No subscription, no recurring charge. See exactly what subscribers receive every week.
Core ($97) — 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 ($197) — 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 ($247) — 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.
Excel format. Yours to keep.