Regulatory Filing Intelligence

SEC filings, transformed into actionable intelligence.

FilingFlow gives you structured, entity-resolved access to SEC filings with real-time material event monitoring, deal flow tracking, and relationship intelligence. One platform, one price, every feature.
FilingFlow
5+ years

Historical SEC filings

< 5 min

Publication to API

0.88

Entity match confidence

20+

Filing types covered

The Platform

Four modules. One underlying
corpus.

Every module shares the same SEC data ingestion, the same entity resolution layer, and the same delivery model. Pick the modules that fit your workflow; they compound as you add more.

Data Layer

The full SEC corpus, parsed, structured, and delivered where you work. Five years of history plus real-time ingestion.

Material Events

AI-powered materiality scoring surfaces the filings that move markets. Custom alert rules, real-time notifications.

Deals Flow

Track private placements, institutional investments, and market events as they happen. Personalized dashboards.

Entity Graph

The relationship map behind every filing. Ownership, officers, subsidiaries, and organizational networks in one view.

Flexible Delivery

API, webhook, bulk export, and cloud storage integrations. Meet your data where it needs to be.

Audit-Ready

Every result traceable to its source filing with full provenance. Built for compliance workflows from day one.

Module 01 · Data Layer

The full SEC corpus,
ready to use.

Five years of historical filings across every major form. Structured extraction, curated datasets, and flexible delivery, without the data preparation overhead.
Comprehensive SEC data access

Historical filings across 10-K, 10-Q, 8-K, 13F, Forms 3, 4, 5, Schedules 13D and 13G, ADV, Form D, and more.

Flexible data delivery

Receive data where you need it: webhooks, cloud storage integrations, APIs, or downloadable exports.

Purpose-built datasets

Curated datasets designed for investment research, compliance monitoring, due diligence, and risk analysis.

Automated data pipelines

Schedule deliveries on your preferred cadence. Workflows stay continuously updated with the latest filings.

Data-Layer

Module 02 · Material Events

Know what matters
before the market does.

AI-powered materiality scoring surfaces the filings that move markets. Skip the noise, catch the signal.
Materiality scoring

Instantly identify filings that matter through intelligent classification across every newly submitted filing.

Custom alert rules

Define your own criteria, thresholds, and monitoring rules so your team receives only the most relevant updates.

Real-time notifications

Instant alerts on companies, sectors, and watchlists delivered through Slack, email, webhook, or your workflow of choice.

material-events

Module 03 · Deals Flow

Capital movements as
they happen.

Fundraising, M&A, and market events tracked in real time. Personalized dashboards and thematic monitoring so you catch trends before they become widely known.
Real-time capital raise monitoring

Track fundraising as it happens: private placements, institutional investments, fund activity, and capital market events.

Personalized market intelligence

Build dashboards filtered by industry, geography, issuer, filing type, investment theme, or time period.

Thematic monitoring

Create and track investment themes, emerging sectors, and market trends to uncover opportunities early.

Module 04 · Entity Graph

The relationship map
behind every filing.

Visualize and understand relationships across public and private companies. Ownership, affiliations, and organizational networks in one unified view.
Connected company intelligence

Visualize relationships across public and private companies through a unified entity intelligence platform.

Relationship and ownership mapping

Track executives, beneficial owners, affiliated entities, subsidiaries, and organizational networks from a single view.

Smarter decision-making

Relationship-driven insights that support investment, lending, compliance reviews, and due diligence investigations.

Who We Serve

Built for teams that need data
they can trust.

Compliance, investment, legal, and government technology teams that depend on structured SEC data to make decisions and build products.
Research analysts

Hedge fund, credit, and equity research teams using entity-resolved filings and material event signals as inputs to daily research.

Compliance teams

CCOs and compliance officers using structured filing and entity data for surveillance and audit-ready workflows.

Deal teams

Corporate development, M&A advisors, and credit teams tracking capital flows, deal activity, and counterparty structure.

Developers & AI teams

Engineering teams embedding clean SEC data into AI agents, research tools, and financial products via API and bulk delivery.

Legal & counsel

Corporate counsel and law firm associates using structured ownership records and regulatory histories for due diligence and litigation.

Venture & private markets

VCs and PE analysts using Form D and private placement signals to track emerging companies and investor activity.

How It Works

From raw filing to structured
intelligence.

FilingFlow continuously ingests, resolves, enriches, and delivers SEC data through clean endpoints so your team works with structured intelligence rather than raw documents.
Ingest and Parse
FilingFlow monitors and ingests SEC filings continuously, parsing structured and semi-structured documents into clean, normalized fields as they are published.
Resolve and Enrich
Entity resolution consolidates the same individual, company, or fund across multiple filings, name variants, and identifiers into unified records with confidence scoring.
Deliver via API or Bulk
All enriched data is accessible through REST APIs with full OpenAPI documentation, or via bulk delivery through cloud storage integrations for larger workflows.

Pricing

Two plans. One price. Forever.

Start free with the Data Layer. Upgrade to Pro for the full platform. We commit to never raising the Pro price as new features come online.

Explorer - Free

For developers, researchers, and anyone exploring what SEC filings can do. No credit card required.

$0/ month

Forever free
Includes

Pro

The complete research intelligence platform. Every current feature and every future feature we ship, at the same price. Never a surprise increase.

$149/ month

Billed annually · $1,428/year

Save $360/year vs monthly billing
Everything in Free, plus

Free

For developers, researchers, and anyone exploring what SEC filings can do. No credit card required.

$0/ month

Forever free
Includes

Pro

The complete research intelligence platform. Every current feature and every future feature we ship, at the same price. Never a surprise increase.

$119/ month

Billed annually · $1,428/year

Save $360/year vs monthly billing
Everything in Free, plus

Coming To Pro

Knowledge Assistant

Prompt-based retrieval across the full SEC corpus with cited answers. Rule mode for regulatory interpretation, Data mode for specific facts from filings. Currently in private release with design partners. Included in Pro at general availability at no additional cost.

One price for the full platform, forever. Every feature we build over time is included in Pro at the same monthly rate. If you have a bigger use case (redistribution, bulk data licensing, OEM embedding, or team seats), talk to us directly and we will build a plan that fits.

Built for Trust

Data with a paper trail.

Publicly Sourced

All data derives from publicly available SEC filings and government sources. No proprietary scraping or gray-area acquisition.

Full Data Lineage

Every result is traceable to its source filing, regulatory authority, and publication timestamp. Audit-ready from day one.

Azure Infrastructure

Hosted on Microsoft Azure with multi-region availability and strategic infrastructure partnership.

Developer-First

Every product ships with OpenAPI documentation, code samples, and quickstart guides. Integration measured in hours.

Start with the free tier.

Enterprise: Enterprise & Institutions

For large organizations and institutions with specialized requirements, this plan offers customizable solutions. Contact us for options like multiple API keys, priority support, redistribution rights, or unlimited data access. Example use cases include:

Scale: Business / Internal Use

Built for organizations leveraging the platform for internal operations, this tier supports data-driven teams and professionals. Common applications include:

Growth: Personal & Startups

Designed for innovators, individual developers, and university researchers, this plan supports small-scale projects and early-stage experimentation. Typical scenarios include:

Explorer:

For testing purposes.