About newlyraised
newlyraised is a weekly list for fractional CFO firms and executive search firms: the companies in your metro that just filed an SEC Form D, or had a $1M+ SBA loan approved in SBA's latest quarterly file, with no finance title listed.
Updated
What it is
- Built only from government records: SEC EDGAR Form D filings and the SBA 7(a) and 504 loan file. Census files map each ZIP to its metro. Source: Where the data comes from
- We remove funds, SPVs, real-estate and finance deals, public companies, and companies whose Form Ds name a finance officer. What we leave out, with this run's counts, is below.
- Code fills every sentence from the record's own fields, and every item links to its record. You can check any item in one click before you call. Source: How we check
- No email addresses. We don't use LinkedIn. How you reach out is your call: see public records and compliance.
SBA publishes its loan file once a quarter, about a month after the quarter ends. The current file covers approvals Jul 1, 2026 to Sep 30, 2026 (SBA data as of Sep 30, 2026). The next file is expected around the end of January 2027, so by then the oldest SBA items will be about 7 months old. Each SBA item shows its approval date and the file's as-of date. Sources: data.sba.gov, 7(a) & 504 FOIA (opens in a new tab); Where the data comes from: SBA
- Checked before launch: 30 of 30 sampled findings reproduced from the source (Nov 6, 2026). Each one links to its record, so you can redo the check. Source: The 30 sampled findings
- The run behind these lists (Nov 7, 2026) passed 267 of 267 engine tests with 0 verification failures, and 55 of 55 records fetched again from sec.gov and data.sba.gov matched our saved copy. Source: How we check
What we leave out
| Investment fundsThe filing's industry group is Pooled Investment Fund. | 3,254 |
|---|---|
| SPVs, partnerships, trusts and other deal vehiclesSection 3(c) funds, LPs and trusts, numbered series names, issuers run by a manager LLC, mineral and tenant-in-common programs. | 332 |
| Real-estate, banking, insurance and investing dealsBy the industry group the company checked on the filing. | 560 |
| A finance title on this or an earlier Form DCFO, treasurer, controller, finance or accounting in any person's title, on any Form D the company has filed. | 172 |
| Public companiesA ticker or periodic reports (10-K, 10-Q, 8-K) in the company's SEC record. | 12 |
| Serial filers and refilings with nothing soldTen or more original Form Ds from one company, or a new Form D with nothing sold after an earlier one with nothing sold. | 39 |
| Held back: no single US metro, or the filing contradicts itselfAn address outside the US or every metro, a ZIP split between metros, a registered agent's or shared office address, or sales figures that contradict each other. | 111 |
| Other checksThe filing says the amount sold was not a cash raise (an internal reorganisation, for example); the filing says it is void or was filed in error; the same acquisition is already listed through another filing or SBA loan at that address; a sister company at the same address with the same people is already listed; the SEC revoked the company's registration. | 9 |
| Borrower listed under a person's nameHeld for review and never printed. Loans SBA files as made to an individual are dropped before this count. | 26 |
|---|---|
| Accounting, tax and payroll firmsYour peers, not your clients (by the industry code on the loan). | 30 |
| Held back: no single US metroA ZIP outside every metro or split between metros, a registered agent's address, or a project in another state. | 181 |
Counted by the engine run behind this build. The same rules, with examples, are on Form D filings by metro.
Who runs it
newlyraised is built and run by Helios One Oy, a limited company in Espoo, Finland (business ID 3596623-5). Source: Finnish Trade Register (YTJ), Helios One Oy (opens in a new tab)
A person reads every reply, booking and wrong-record report.
- hello@newlyraised.com
- Talk to a person
- Book a call
- US mail
- Helios One Oy, 3075 Clay St, San Francisco, CA 94115
How we handle your data: Security and Privacy. The rules for using the lists: Terms.