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.
A Crunchbase alternative for fractional CFO and finance search firms
Every week, the companies in your metro that just filed a Form D listing no finance title, plus the $1M+ SBA loans approved in the latest quarter SBA has published. Houston, Nov 2–6, 2026: 6 new Form Ds.
Type a 5-digit ZIP, a city or a metro name. Matching metros appear as you type; use the arrow keys to pick one.
Who it is for
Built for
- Owners and partners of fractional CFO firms who win clients through bankers, attorneys and audit partners, and want a reason to call this week.
- Small executive search firms that place CFOs and other finance leaders (see the section for search firms below).
Pick another tool for
- Investors who want every funding round in the US, with investor and round history. Crunchbase fits that better.
- Anyone who needs alerts within minutes, or email addresses. Fundz or Apollo fit that better.
Compared, with dated prices
Plan prices and features as each tool's own page showed them on the date in the Source column. We did not test the other products.
| Tool | Price, as published | What it covers | Where it falls short for CFO and search firms | Source |
|---|---|---|---|---|
| newlyraised (this site) |
| New Form D filers and $1M+ SBA loan approvals in one metro, weekly, each linked to its SEC or SBA record. Investment funds, SPVs, real estate, public companies and companies whose Form Ds name a finance officer are removed. One price per metro covers everyone at your firm. | Weekly, no email addresses, and SBA data arrives once a quarter. Where we are weaker | Our pricing page |
| Fundz |
| Funding, executive-move, hiring and secured-lending signals across the US, with a territory filter. It also flags open officer seats from SEC filings. Its page says new Form Ds reach the feed a median of about 6 minutes after the SEC accepts them. | Its pricing page does not mention SBA loans, or dropping companies whose filings already name a finance officer. | fundz.net/pricing (opens in a new tab) |
| Crunchbase |
| Company and funding-round search. Pro is for one person; Business is for teams of 2 or more seats. | Built for funding rounds in general. We have not checked it for SBA loans, a metro cut or a finance-title check. | crunchbase.com/buy/select-product (opens in a new tab) Read in a browser; the page needs JavaScript. |
| LinkedIn Sales Navigator Core |
| People search, with alerts for job changes and new posts. Priced per license. | Its plans page lists no Form D or SBA loan alerts: you find the people, not the reason to call this week. | LinkedIn compare plans (opens in a new tab) |
| Apollo |
| Contact database with email sequences. Priced per seat. | Its pricing page mentions no Form D or SBA loan trigger. | apollo.io/pricing (JSON-LD) (opens in a new tab) |
| Apify Form D scrapers (suresignal, asunoki) |
| Raw Form D rows you run on your own Apify account. Both pages name fractional CFOs as users, and both remove investment funds. | Filter by state, not metro. Neither page mentions a finance-title check, and neither has SBA loans. | apify.com/suresignal/sec-form-d-funding-leads (opens in a new tab) apify.com/asunoki/us-new-funding-monitor (opens in a new tab) |
| Apify SBA loan scraper (scrapesage) |
| Raw SBA 7(a) and 504 rows, filtered by state, city, ZIP or county. | SBA only: no Form Ds and no finance-title check. The same quarterly delay as ours. | apify.com/scrapesage/sba-loan-leads-scraper (opens in a new tab) |
| DIY: EDGAR full-text search and the SBA CSV |
| The same SEC and SBA records we use. | In Nov 2–6, 2026 the SEC listed 1,308 Form Ds; 814 were investment funds. You remove investment funds, SPVs and real-estate deals yourself, and map each ZIP to its metro, every week. | SEC EDGAR full-text search (opens in a new tab) SBA 7(a) & 504 FOIA data (opens in a new tab) |
| Referrals (bankers, audit partners, attorneys) |
| Where fractional CFOs in r/CFO threads say most clients come from. | You hear about a raise or a loan only when someone tells you. | CentsIQ: fractional CFO question log (r/CFO, Aug 4–Sep 3, 2026) (opens in a new tab) |
One subscription for the whole firm
Seats and CRM, as each tool's own page describes them.
- newlyraised: $249 a month per metro covers everyone at your firm. The account owner invites colleagues by email from Team, at no extra charge, and everyone sees the same list. Export it as CSV or PDF (one row per filing or loan, with address, amounts, lender, people and roles, phone as filed and the source link) and load the CSV with your CRM's own import. There is no direct CRM connection.
- Fundz: Pro and Strategic include CSV export and Push-to-HubSpot. Team seats and shared accounts are on its custom plan, "priced to your seats". fundz.net/pricing (opens in a new tab) ·
- Crunchbase: Pro is for one person. Business is for teams of 2 or more seats, adds CRM and workflow integrations, and starts at $199 a month billed annually, through sales. crunchbase.com/buy/select-product (opens in a new tab) ·
- Sales Navigator: Priced per license: $119.99 a month for each person on Core. Its plans page lists Salesforce and HubSpot integrations. LinkedIn compare plans (opens in a new tab) ·
- Apollo: Priced per seat, and all seats on an account are on the same plan. Its Basic plan lists CRM integrations. apollo.io/pricing (JSON-LD) (opens in a new tab) ·
Where we are weaker
- Weekly, not within minutes. Fundz says new Form Ds reach its feed a median of about 6 minutes after the SEC accepts them. fundz.net/pricing (opens in a new tab) ·
- SBA data is 1 to 4 months old. SBA publishes its loan file once a quarter, about a month after the quarter ends. The current file is as of Sep 30, 2026 and was published Oct 30, 2026. The SBA part of each weekly list stays the same until SBA publishes its next file (at the same pace, around the end of January 2027). The Form Ds are new each week.
- No email addresses. Fundz and Apollo include contacts. We give the names and roles a Form D lists and the company phone as filed. SBA publishes no people.
- We don't check company websites yet. "Lists no finance title" means the filings list none. The company may still have a CFO the filings don't name.
- Small numbers. New Form Ds in Nov 2–6, 2026: Houston 6, Austin 4, Dallas-Fort Worth 2, Denver 1. A metro with fewer than 3 in a week gets its last 4 weeks instead (Oct 13–Nov 6, 2026: Dallas-Fort Worth 4, Denver 8). Every list also carries the metro's $1M+ SBA loans approved Jul–Sep 2026: Dallas-Fort Worth 136, Houston 105, Denver 60, Austin 24.
- Two kinds of record only. No press-announced rounds, executive moves or hiring signals, and no company profiles beyond what the filing says.
- We cost more. At list price ($249 a month) we cost more than every Fundz plan and Crunchbase Pro ($49–$149 a month). The founding price ($129 a month, first 10 firms) is below Fundz Strategic billed quarterly ($149 a month) and Crunchbase Business billed annually (from $199 a month). Sales Navigator and Apollo charge per person; we charge per metro. For scale: fractional CFO retainers run $3,000 to $12,000 a month, per CentsIQ. A year of one metro at list price ($2,988) costs less than one month at the low end. fundz.net/pricing (opens in a new tab) · crunchbase.com/buy/select-product (opens in a new tab) · CentsIQ: fractional CFO question log (opens in a new tab) ·
What we add
Checked against the other tools' own pages on the dates in the table.
- $1M+ SBA loans next to the Form Ds. Your list also carries the SBA 7(a) and 504 loans of $1M+ approved in your metro in the latest quarter SBA has published, each with its lender: a banker you can call. In Houston, Jul–Sep 2026: 105 loans, 30 of them for a change of ownership (a business bought). Fundz's pricing page does not mention SBA loans. fundz.net/pricing (opens in a new tab) ·
- A finance-title check across every Form D the company has filed. We drop a company when its new filing, or any earlier Form D it filed (SEC records back to 2009), lists a CFO, treasurer, controller or other finance title. What is left lists no finance title. Fundz's pricing page and the two Apify Form D pages do not mention such a check. fundz.net/pricing (opens in a new tab) ·
- Each line says only what its record says. Form D amounts are "sold so far", a running total that can predate the filing. SBA loans are "approved", which is not the same as paid out. Every item links to its SEC filing, or to SBA's loan dataset with the borrower's row named.
- Most of the noise is removed for you. In Oct 13–Nov 6, 2026 the SEC listed 5,034 Form Ds. 3,254 were investment funds. We kept 392 new filings from operating companies with no finance title listed, across all metros.
For executive search firms
Same list, same price ($249 a month per metro). A company that just filed a Form D whose filings list no finance title is one to call about a finance search.
- Each Form D names the company's executive officers and directors, with their roles, so you know who to ask for.
- SBA items carry no names or titles, and many are loans to buy an existing business. In Houston, 30 of the 105 loans approved Jul–Sep 2026 were for a change of ownership. If one fits a search, the lender named on the item is the banker behind the loan.
- Fundz's pricing page also lists open officer seats from SEC filings, labeled "no successor, interim or search announced" (about 18 a week, by its count), and search briefs with ATS ingestion. It says its Strategic plan is built for "capital advisers, search firms and deal professionals". We don't flag open seats: we list companies whose Form Ds name no finance officer at all. fundz.net/pricing (opens in a new tab) ·
- The list is about companies, not candidates. Don't use it to screen people.
What one week looks like: Houston
Houston-Pasadena-The Woodlands, TX. This week's list: 6 new Form Ds filed Nov 2–6, 2026 (SEC EDGAR), plus 105 SBA loans of $1M+ and 1 revolving line of credit approved Jul–Sep 2026 (SBA data as of Sep 30, 2026). The SBA part of each weekly list stays the same until SBA publishes its next file (at the same pace, around the end of January 2027). Below, the first 5 of its 112 items, in the list's own order.
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.
Approved, not yet disbursed (SBA status COMMIT as of Sep 30, 2026)
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.)
Industry: Hotels (except Casino Hotels) and Motels (NAICS 721110)
SBA 7(a) & 504 loan data (opens in a new tab) FOIA_7a_FY2020_Present_asof_260930.csv (SBA's CSV file, opens in a new tab), spreadsheet row 397762, BorrName "NABLI HOSPITALITY LLC", BorrZip 77449
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.)
Industry: Gasoline Stations with Convenience Stores (NAICS 457110) · Paid out, at least in part, by Sep 30, 2026
SBA 7(a) & 504 loan data (opens in a new tab) FOIA_7a_FY2020_Present_asof_260930.csv (SBA's CSV file, opens in a new tab), spreadsheet row 395452, BorrName "Trakstar", BorrZip 77096
To check an SBA item, open SBA's loan file from the dataset page and search for the borrower name and ZIP shown under the item.
See your metro
Type a ZIP or a city for this week's list. 14-day free trial, no card.
Type a 5-digit ZIP, a city or a metro name. Matching metros appear as you type; use the arrow keys to pick one.
Questions
Is there a free alternative to Crunchbase for finding newly funded companies?
For Form D filings, yes: SEC EDGAR is free, and it is the record we use. So is the SBA's 7(a) and 504 loan file. You do the filtering yourself: in Nov 2–6, 2026 the SEC listed 1,308 Form Ds, and 814 were investment funds. Crunchbase also has a free account with usage limits, per a third-party reading of its pricing page on Oct 13, 2026. Our trial is 14 days, no card.
SEC EDGAR full-text search (opens in a new tab) () SBA 7(a) & 504 FOIA data (opens in a new tab) () katteb.com: Crunchbase's pricing page as of Oct 13, 2026 (opens in a new tab)
How is newlyraised different from Fundz?
Fundz covers more signals (funding, executive moves, hiring, open officer seats) across the US, with a territory filter, and says new Form Ds reach its feed in about 6 minutes. Per fundz.net/pricing (read Nov 6, 2026), its plans start at $49 a month (billed annually). We send one weekly list per metro, add $1M+ SBA loan approvals, and drop companies whose Form Ds, new or earlier, name a finance officer. Fundz's pricing page mentions neither.
How is it different from Crunchbase?
Crunchbase is a company and funding-round database. Its own plan page (read Nov 7, 2026) lists Pro, for one person, at $99 a month (billed monthly), or $49 a month (billed annually, first year), and Business, for teams of 2 or more, from $199 a month billed annually. We have not tested Crunchbase for SBA loans or a finance-title check. We send a weekly list for one metro, built only from SEC and SBA records.
Can my whole team use one subscription?
Yes. The price is per metro, not per person: the account owner invites colleagues by email from Team, at no extra charge, and everyone sees the same list. Sales Navigator is priced per license and Apollo per seat, by their own pricing pages.
LinkedIn compare plans (opens in a new tab) () apollo.io/pricing (JSON-LD) (opens in a new tab) ()
Does it get into our CRM?
Through a file. Export the list as CSV (one row per filing or loan, with address, amounts, lender, people and roles, phone as filed and the source link) and load it with your CRM's own import. There is no direct CRM connection. Export works during the trial and locks if it ends unpaid; the list stays readable.
How many new companies a week?
New Form Ds in Nov 2–6, 2026: Houston 6, Austin 4, Dallas-Fort Worth 2, Denver 1. Over Oct 13–Nov 6, 2026: Houston 12, Austin 13, Dallas-Fort Worth 4, Denver 8. A metro with fewer than 3 in a week gets its last 4 weeks of Form Ds instead. $1M+ SBA loans approved Jul–Sep 2026: Dallas-Fort Worth 136, Houston 105, Denver 60, Austin 24. SBA loans arrive once a quarter. The SBA part of each weekly list stays the same until SBA publishes its next file (at the same pace, around the end of January 2027).
Do I get email addresses?
No. Form D items name the officers and directors the filing lists, with their roles, and the company phone as filed. SBA items name the business, its address and its lender; SBA publishes no people. We don't use LinkedIn.
How fresh is the list?
Form D: each weekly list covers the past week of SEC EDGAR daily indexes (this build: Nov 2–6, 2026). SBA: published once a quarter; the current file is as of Sep 30, 2026 and was published Oct 30, 2026.
Can executive search firms use it?
Yes. It is the same list at the same price, $249 a month per metro. Use the Form D items: each names the company's officers and directors and lists no finance title. SBA items name no people. The list is about companies, not candidates, so don't use it to screen people.
What does it cost?
$249 a month per metro. Founding firms: $129 a month, locked for 12 months (first 10 firms). 14-day free trial, no card. +$99 a month for each extra metro.