OTHRAM, INC., THE WOODLANDS: filed Form D on Nov 6, 2026; $10,000,000 sold so far of a $10,000,000 offering, first sale Sep 10, 2026. The filing names David Mittelman (Executive Officer, Director), John H. Burbank (Director) and Stephen Oskoui (Director); it lists no finance title.
For fractional CFO and executive search firms
6 Houston companies filed a new Form D Nov 2–6, 2026. None lists a finance title.
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Source: SEC EDGAR, Form Ds listed Nov 2–6, 2026, in the Houston-Pasadena-The Woodlands, TX metro. Another 105 businesses there got a $1M+ SBA loan approved in Jul–Sep 2026, 30 of them for a change of ownership (SBA data as of Sep 30, 2026).
newlyraised emails fractional CFO and executive search firms this list for their metro every Monday, each company linked to its SEC or SBA record.
What arrives every Monday
Your metro's list by email (the first 20 items) and in full in the app, with a CSV export. A real item from it:
OTHRAM, INC., THE WOODLANDS: filed Form D on Nov 6, 2026; $10,000,000 sold so far of a $10,000,000 offering, first sale Sep 10, 2026. The filing names David Mittelman (Executive Officer, Director), John H. Burbank (Director) and Stephen Oskoui (Director); it lists no finance title.
SEC filing (opens in a new tab)- Form D filers
- Amount sold so far, the offering, first sale date, and the people the filing names with their roles.
- $1M+ SBA loans
- Amount, approval date, lender, SBA's category such as Change of Ownership, and SBA's industry label.
- Every item
- A link to its SEC or SBA record, so you can check it before you call.
- The CSV
- One row per company: name, address, filing or approval date, amount sold so far and offering size, first sale, people and roles, phone as filed, SBA loan amount, lender and category, industry, and the source link.
- Your team
- Invite your team in the app. Everyone gets the same Monday list. The price is per metro, not per seat.
How it works
-
Pick your metro
Type a ZIP or a city. We map each ZIP to its county with the Census ZIP-to-county file, and each county to its Census metro area.
-
We clean the records
We read every Form D in the SEC EDGAR daily index and every $1M+ loan approval in SBA's 7(a) and 504 file, and remove what isn't a client for you.
-
Get the list every Monday
By email and in the app. Each item names the people on the filing or the SBA lender, and links its government record.
How many a week, by metro
| Metro | New Form Ds, Nov 2–6, 2026 | New Form Ds, Oct 13–Nov 6, 2026 | $1M+ SBA loans, Jul–Sep 2026 |
|---|---|---|---|
| Houston: open its list | 6 | 12 | 105 |
| Dallas-Fort Worth: open its list | 2 | 4 | 136 |
| Austin: open its list | 4 | 13 | 24 |
| Denver: open its list | 1 | 8 | 60 |
- Dallas-Fort Worth and Denver had fewer than 3 new Form Ds in Nov 2–6, 2026, so their lists show all 4 weeks of Form Ds.
- Form Ds arrive every week: each Monday's list has the new Form Ds the SEC listed the week before.
- SBA approvals come from SBA's quarterly file, typically out a month after the quarter ends (opens in a new tab). The same Jul–Sep 2026 approvals stay on every Monday's list until the next file, so they are not new each week.
- The email has the first 20 items. The app and the CSV have the whole list.
What we remove
- Investment funds, SPVs and other investment vehicles
- Real-estate and finance deals
- LPs, trusts and public companies
- Companies whose Form Ds name a finance officer, now or in an earlier filing
- Serial filers, refilings with no new sale, and amounts that aren't a cash raise
- SBA: accounting, tax and payroll firms (your peers, not clients), and loans listed under a person's name
- Addresses we can't place in one metro, such as a registered agent's office, or an issuer outside the US: held back, never guessed
Industry and exemptions are the filing's own boxes (Form D, Items 4 and 6, PDF (opens in a new tab)). Finance officers come from Item 3 of this and earlier Form Ds, public companies from the SEC company record, addresses from the Census and Delaware agent files.
| Form D and D/A filings the SEC listed (839 new, 469 amendments) | 1,308 |
|---|---|
| Investment funds (Form D industry “Pooled Investment Fund”) | 814 |
| Real-estate and finance deals (Form D industry) | 147 |
| Other funds: the filing claims the Investment Company Act 3(c) exemption | 58 |
| SPVs, LPs, trusts and other vehicles | 58 |
| Names a finance officer, on this filing or an earlier one | 53 |
| Public companies (SEC company record) | 2 |
| Held back: an address we can't place in one metro | 22 |
| Held back: issuer outside the US | 9 |
| Other reasons: serial filers, refilings with no sale, amounts that aren't a cash raise, and more | 13 |
| Kept: new Form Ds, an operating company placed in one metro, no finance title listed | 95 |
| Kept: updated Form Ds (D/A) | 19 |
| Kept, listed last: a mailbox-style address | 15 |
| Kept only for firms covering every metro its ZIP spans | 3 |
The rows add up: 1,176 removed or held back + 132 kept = 1,308 listed.
Each count by the engine's own reason code
-
pooled_investment_fund814 -
industry_real_estate_or_finance147 -
exemption_3c58 -
finance_title_listed42 -
vehicle_name27 -
managed_by_entity16 -
entity_partnership_or_trust12 -
finance_title_in_other_filing11 -
held_not_us9 -
held_registered_agent_address8 -
held_ambiguous6 -
held_amount_inconsistent4 -
held_outside_cbsa4 -
serial_filer4 -
amount_sold_not_cash_raise2 -
held_shared_agent_address2 -
public_company2 -
refiled_no_sale2 -
held_care_of_address1 -
held_no_zcta1 -
program_securities1 -
registration_revoked1 -
sponsor_acquisition_vehicle1 -
vehicle_in_other_filing1
| Records removed (Form D filings and SBA rows) | 17 |
|---|---|
| Records held back for review, not guessed | 3 |
| New Form Ds | 6 |
| $1M+ SBA loans, approved Jul–Sep 2026 | 105 |
| $1M+ SBA credit lines, approved Jul–Sep 2026 | 1 |
| On the list | 112 |
6 + 105 + 1 = 112 on the list. Form Ds listed Nov 2–6, 2026; SBA rows from the Jul–Sep 2026 file.
Counted by the engine from this run's records. The SEC's daily index files (opens in a new tab) for those days list every Form D and D/A. How we read each Form D and SBA row
Checkable before you call
- Form D items open their SEC filing in one click. SBA items link SBA's dataset (opens in a new tab) and its CSV file, and name the borrower, the LocationID to search for and the record number. The sample below shows each SBA row as SBA published it.
- We say exactly what the record says: “sold so far”, “lists no finance title”, “SBA approved”. What we say and never say
- Public records, published for reuse. The SEC says information on sec.gov “may be copied or further distributed” (SEC privacy page (opens in a new tab)), and SBA publishes its loan file as “U.S. Government Works” (data.sba.gov (opens in a new tab)). We give no email addresses, so how you reach out is your call.
- Checked before launch (Nov 6, 2026): 30 of 30 sampled findings re-derived by hand from the live sources. The 30 checks, with their records
- The Nov 7, 2026 run: 55 of 55 records fetched again from sec.gov and data.sba.gov matched our saved copy. How we check
- Spot a wrong record? Email hello@newlyraised.com with the company name. A person reads every report.
Sample: the Houston list for Nov 2–6, 2026
Form D filings listed Nov 2–6, 2026: all 6 new
Stealth Critical Metals Inc, Houston: filed Form D on Nov 5, 2026; $6,500,000 sold so far of a $6,500,000 offering, first sale Oct 1, 2026. The filing names Timur Kuru (Executive Officer, Director), Luis Arbulu (Director), Mike Anlin (Director) and Kristi Palmer (Director); it lists no finance title.
Solution Energy, Inc., Houston: filed Form D on Nov 5, 2026; $4,001,487 sold so far of a $4,001,487 offering, first sale Oct 30, 2026. The filing names 5 related persons, including Matthew John Symons (Executive Officer, Director), Darrell Depper (Executive Officer, Director), John Richard Bishop (Director); it lists no finance title.
QuantufAi, Inc, Sugar Land: filed Form D on Nov 5, 2026; $398,000 sold so far of a $500,000 offering, first sale Sep 8, 2026. The filing names 5 related persons, including Thomas J. DeSouza (Executive Officer, Director, Promoter), Raji Khabbaz (Executive Officer), Max Bruckner (Executive Officer); it lists no finance title.
Ictero Medical, Inc., HOUSTON: filed Form D on Nov 5, 2026; $344,404 sold so far of a $695,967 offering, first sale Oct 1, 2026. The filing names Manish Ahuja (Executive Officer, Director), John Fichthorn (Director), Ashok Gowda (Director) and Dr. Raymond Kirk (Director); it lists no finance title.
RadioClash Inc., HOUSTON: filed Form D on Nov 3, 2026; $99,999 sold so far of a $3,500,000 offering, first sale Oct 16, 2026. The filing names Yang Qiao (Executive Officer, Director), Duane Bester (Executive Officer, Director), Damir Ljuboja (Executive Officer, Director) and Ashok Gowda (Director); it lists no finance title.
$1M+ SBA approvals, Jul–Sep 2026: the first 4 of 105 loans and 1 credit line
NABLI HOSPITALITY LLC, Katy: SBA 7(a) loan of $5,000,000 approved Sep 2, 2026 through GBank (Change of Ownership). (SBA data as of Sep 30, 2026.)
SBA industry: Hotels (except Casino Hotels) and Motels · not yet disbursed as of Sep 30, 2026 (LoanStatus COMMIT) · jobs supported (SBA): 12
SBA 7(a) & 504 loan data (opens in a new tab) · FOIA_7a_FY2020_Present_asof_260930.csv (188 MB) (opens in a new tab) · BorrName "NABLI HOSPITALITY LLC" · BorrZip 77449 · search LocationID 0450833 · record 397,761 (spreadsheet row 397,762)
Show the SBA row, as published (42 fields)
- AsOfDate
- 2026-09-30
- Program
- 7A
- LocationID
- 0450833
- BorrName
- NABLI HOSPITALITY LLC
- BorrStreet
- 21010 Katy Fwy
- BorrCity
- Katy
- BorrState
- TX
- BorrZip
- 77449
- BankName
- GBank
- BankFDICNumber
- 58626
- BankNCUANumber
- (empty)
- BankStreet
- 9115 W Russell Rd, Ste 110
- BankCity
- LAS VEGAS
- BankState
- NV
- BankZip
- 89148
- GrossApproval
- 5000000.0
- SBAGuaranteedApproval
- 3750000.0
- ApprovalDate
- 2026-09-02
- ApprovalFY
- 2026
- FirstDisbursementDate
- (empty)
- ProcessingMethod
- Preferred Lenders Program
- InitialInterestRate
- 7.75
- FixedorVariableInterestInd
- V
- TermInMonths
- 300.0
- NaicsCode
- 721110
- NaicsDescription
- Hotels (except Casino Hotels) and Motels
- FranchiseCode
- S2794
- FranchiseName
- Holiday Inn Express/Holiday Inn Express & Suites
- ProjectCounty
- HARRIS
- ProjectState
- TX
- SBADistrictOffice
- HOUSTON DISTRICT OFFICE
- CongressionalDistrict
- 07
- BusinessType
- CORPORATION
- BusinessAge
- Change of Ownership
- LoanStatus
- COMMIT
- PaidInFullDate
- (empty)
- ChargeOffDate
- (empty)
- GrossChargeOffAmount
- 0.0
- RevolverStatus
- N
- JobsSupported
- 12.0
- CollateralInd
- Y
- SoldSecMrktInd
- Y
Fetched from data.sba.gov when this page was built: bytes 185806023–185806502 of FOIA_7a_FY2020_Present_asof_260930.csv, last modified Oct 30, 2026. The bytes match the copy our engine saved (same sha256). Check it yourself:
curl -r 185806023-185806502 https://data.sba.gov/sites/default/files/uploaded_resources/FOIA_7a_FY2020_Present_asof_260930.csv Trakstar, HOUSTON (borrower name as filed, a franchisee location at 10600 FONDREN RD; SBA franchise: Casey’s Marketing Company (Mobil) Fuel Supply Agreement): SBA 7(a) loan of $5,000,000 approved Aug 19, 2026 through US Metro Bank (Change of Ownership). (SBA data as of Sep 30, 2026.)
SBA industry: Gasoline Stations with Convenience Stores · jobs supported (SBA): 4
SBA 7(a) & 504 loan data (opens in a new tab) · FOIA_7a_FY2020_Present_asof_260930.csv (188 MB) (opens in a new tab) · BorrName "Trakstar" · BorrZip 77096 · search LocationID 0444026 · record 395,451 (spreadsheet row 395,452)
Show the SBA row, as published (42 fields)
- AsOfDate
- 2026-09-30
- Program
- 7A
- LocationID
- 0444026
- BorrName
- Trakstar
- BorrStreet
- 10600 FONDREN RD
- BorrCity
- HOUSTON
- BorrState
- TX
- BorrZip
- 77096
- BankName
- US Metro Bank
- BankFDICNumber
- 58310
- BankNCUANumber
- (empty)
- BankStreet
- 9866 Garden Grove Blvd
- BankCity
- Garden Grove
- BankState
- CA
- BankZip
- 92844
- GrossApproval
- 5000000.0
- SBAGuaranteedApproval
- 3750000.0
- ApprovalDate
- 2026-08-19
- ApprovalFY
- 2026
- FirstDisbursementDate
- 2026-08-21
- ProcessingMethod
- Preferred Lenders Program
- InitialInterestRate
- 7.75
- FixedorVariableInterestInd
- V
- TermInMonths
- 300.0
- NaicsCode
- 457110
- NaicsDescription
- Gasoline Stations with Convenience Stores
- FranchiseCode
- S8896
- FranchiseName
- Casey’s Marketing Company (Mobil) Fuel Supply Agreement
- ProjectCounty
- HARRIS
- ProjectState
- TX
- SBADistrictOffice
- HOUSTON DISTRICT OFFICE
- CongressionalDistrict
- 07
- BusinessType
- CORPORATION
- BusinessAge
- Change of Ownership
- LoanStatus
- EXEMPT
- PaidInFullDate
- (empty)
- ChargeOffDate
- (empty)
- GrossChargeOffAmount
- 0.0
- RevolverStatus
- N
- JobsSupported
- 4.0
- CollateralInd
- Y
- SoldSecMrktInd
- Y
Fetched from data.sba.gov when this page was built: bytes 184746132–184746632 of FOIA_7a_FY2020_Present_asof_260930.csv, last modified Oct 30, 2026. The bytes match the copy our engine saved (same sha256). Check it yourself:
curl -r 184746132-184746632 https://data.sba.gov/sites/default/files/uploaded_resources/FOIA_7a_FY2020_Present_asof_260930.csv HITC Sapphire LLC, TEXAS CITY: SBA 7(a) loan of $5,000,000 approved Jul 1, 2026 through Global One Bank (Change of Ownership). (SBA data as of Sep 30, 2026.)
SBA industry: Hotels (except Casino Hotels) and Motels · jobs supported (SBA): 14
SBA 7(a) & 504 loan data (opens in a new tab) · FOIA_7a_FY2020_Present_asof_260930.csv (188 MB) (opens in a new tab) · BorrName "HITC Sapphire LLC" · BorrZip 77591 · search LocationID 0069162 · record 388,423 (spreadsheet row 388,424)
Show the SBA row, as published (42 fields)
- AsOfDate
- 2026-09-30
- Program
- 7A
- LocationID
- 0069162
- BorrName
- HITC Sapphire LLC
- BorrStreet
- 2440 GULF FWY
- BorrCity
- TEXAS CITY
- BorrState
- TX
- BorrZip
- 77591
- BankName
- Global One Bank
- BankFDICNumber
- 11570
- BankNCUANumber
- (empty)
- BankStreet
- 1400 Blalock Rd, Ste A
- BankCity
- Houston
- BankState
- TX
- BankZip
- 77055
- GrossApproval
- 5000000.0
- SBAGuaranteedApproval
- 3750000.0
- ApprovalDate
- 2026-07-01
- ApprovalFY
- 2026
- FirstDisbursementDate
- 2026-08-18
- ProcessingMethod
- Preferred Lenders Program
- InitialInterestRate
- 7.75
- FixedorVariableInterestInd
- V
- TermInMonths
- 300.0
- NaicsCode
- 721110
- NaicsDescription
- Hotels (except Casino Hotels) and Motels
- FranchiseCode
- S2794
- FranchiseName
- Holiday Inn Express/Holiday Inn Express & Suites
- ProjectCounty
- GALVESTON
- ProjectState
- TX
- SBADistrictOffice
- HOUSTON DISTRICT OFFICE
- CongressionalDistrict
- 14
- BusinessType
- CORPORATION
- BusinessAge
- Change of Ownership
- LoanStatus
- EXEMPT
- PaidInFullDate
- (empty)
- ChargeOffDate
- (empty)
- GrossChargeOffAmount
- 0.0
- RevolverStatus
- N
- JobsSupported
- 14.0
- CollateralInd
- Y
- SoldSecMrktInd
- Y
Fetched from data.sba.gov when this page was built: bytes 181495699–181496198 of FOIA_7a_FY2020_Present_asof_260930.csv, last modified Oct 30, 2026. The bytes match the copy our engine saved (same sha256). Check it yourself:
curl -r 181495699-181496198 https://data.sba.gov/sites/default/files/uploaded_resources/FOIA_7a_FY2020_Present_asof_260930.csv MCDM CFG LLC, HOUSTON: SBA 7(a) loan of $4,280,000 approved Sep 17, 2026 through Hancock Whitney Bank (Change of Ownership). (SBA data as of Sep 30, 2026.)
SBA industry: Office Furniture (except Wood) Manufacturing · not yet disbursed as of Sep 30, 2026 (LoanStatus COMMIT) · jobs supported (SBA): 2
SBA 7(a) & 504 loan data (opens in a new tab) · FOIA_7a_FY2020_Present_asof_260930.csv (188 MB) (opens in a new tab) · BorrName "MCDM CFG LLC" · BorrZip 77024 · search LocationID 0039232 · record 400,060 (spreadsheet row 400,061)
Show the SBA row, as published (42 fields)
- AsOfDate
- 2026-09-30
- Program
- 7A
- LocationID
- 0039232
- BorrName
- MCDM CFG LLC
- BorrStreet
- 7026 OLD KATY RD
- BorrCity
- HOUSTON
- BorrState
- TX
- BorrZip
- 77024
- BankName
- Hancock Whitney Bank
- BankFDICNumber
- 12441
- BankNCUANumber
- (empty)
- BankStreet
- 2510 14th St
- BankCity
- GULFPORT
- BankState
- MS
- BankZip
- 39501
- GrossApproval
- 4280000.0
- SBAGuaranteedApproval
- 3210000.0
- ApprovalDate
- 2026-09-17
- ApprovalFY
- 2026
- FirstDisbursementDate
- (empty)
- ProcessingMethod
- Preferred Lenders Program
- InitialInterestRate
- 9.0
- FixedorVariableInterestInd
- V
- TermInMonths
- 120.0
- NaicsCode
- 337214
- NaicsDescription
- Office Furniture (except Wood) Manufacturing
- FranchiseCode
- (empty)
- FranchiseName
- (empty)
- ProjectCounty
- HARRIS
- ProjectState
- TX
- SBADistrictOffice
- HOUSTON DISTRICT OFFICE
- CongressionalDistrict
- 02
- BusinessType
- CORPORATION
- BusinessAge
- Change of Ownership
- LoanStatus
- COMMIT
- PaidInFullDate
- (empty)
- ChargeOffDate
- (empty)
- GrossChargeOffAmount
- 0.0
- RevolverStatus
- N
- JobsSupported
- 2.0
- CollateralInd
- Y
- SoldSecMrktInd
- (empty)
Fetched from data.sba.gov when this page was built: bytes 186852324–186852741 of FOIA_7a_FY2020_Present_asof_260930.csv, last modified Oct 30, 2026. The bytes match the copy our engine saved (same sha256). Check it yourself:
curl -r 186852324-186852741 https://data.sba.gov/sites/default/files/uploaded_resources/FOIA_7a_FY2020_Present_asof_260930.csv See all 112 Houston items Another metro? Type its ZIP or city
Price
$249 a month per metro. Founding firms: $129 a month, locked for 12 months (first 10 firms). 14-day free trial, no card.
- Invite your whole team: the price is per metro, not per seat.
- Fundz is faster on new Form Ds and costs less than our list price, and Sales Navigator finds the people. We add $1M+ SBA approvals, cut to your metro, and drop companies whose Form Ds name a finance officer. How it compares
Questions
Where does the data come from?
From two government sources. SEC EDGAR has the Form D filings. SBA's 7(a) and 504 FOIA file has the loans. Census files map each ZIP to its metro. Where the data comes from shows each source and what it does not prove.
How fresh is it?
Form D: we read every EDGAR daily index (opens in a new tab). The current list covers Form Ds listed Nov 2–6, 2026; the newest index in it is Nov 6, 2026. SBA: updated quarterly, typically a month after the quarter ends (opens in a new tab). The current file is as of Sep 30, 2026 and was published Oct 30, 2026.
“Lists no finance title”: does that mean they have no CFO?
No. Form D roles are checkboxes, and titles are optional (opens in a new tab) (Item 3). What we can say is narrower: no finance title appears on this filing or on any earlier Form D from the same company. Otherwise we drop it.
“Sold so far”: did they raise that this week?
No. It is a running total as of the filing date (opens in a new tab) (Item 13), and the first sale can be months earlier. A Form D is due 15 days after the first sale (opens in a new tab).
Did the SBA borrower get the money?
Not always. We say “approved”. In SBA's data dictionary (opens in a new tab), LoanStatus COMMIT (7(a)) and NOT FUNDED (504) mean not yet disbursed, and a 504 loan's amount is SBA's part; the bank's loan comes on top.
Is it legal to use?
Yes. Both sources are public records published for reuse. The SEC says “Information presented on sec.gov is considered public information and may be copied or further distributed by users of the web site without the SEC’s permission” (SEC privacy page (opens in a new tab)). SBA publishes its loan file as “U.S. Government Works” (data.sba.gov (opens in a new tab)). We give no email addresses; how you contact a company is up to you and the law (for email, CAN-SPAM (opens in a new tab)). The list is about companies: don't use it to make credit, job, insurance or housing decisions about a person.
Which areas do you cover?
Any US metro or micro area in the 2023 Census list, except Connecticut (opens in a new tab) for now. Records outside every metro and micro area, or with a ZIP split between metros, are held back. Volume varies. New Form Ds listed Nov 2–6, 2026: Houston 6, Dallas-Fort Worth 2, Austin 4, Denver 1. $1M+ SBA loans approved Jul–Sep 2026: Houston 105, Dallas-Fort Worth 136, Austin 24, Denver 60.
Do I get contact details?
Form D: the officers and directors the filing names, with their roles, and the issuer phone as filed. SBA: the business name, address and lender; SBA publishes no people. No email addresses, and we don't use LinkedIn.
Do other firms in my metro see the same companies?
Yes. These are public records, and every subscriber to a metro gets the same list. We don't show anyone who else subscribes.
Can my team use one account?
Yes. The account owner invites teammates in the app, and each gets the Monday list. The price is per metro, not per seat.
Can I cancel?
Yes, monthly. The trial is 14 days with no card. When it ends, export locks and your lists stay readable. Pricing