# newlyraised

> A weekly list for fractional CFO firms and executive search firms: the companies in their metro that just filed an SEC Form D or got a $1M+ SBA loan approved, with no finance title listed. Every item links to its government record.

newlyraised (https://newlyraised.com/) is built only from public government records: SEC EDGAR Form D filings, the SBA 7(a) and 504 FOIA loan file, and Census files that map each ZIP to its metro. The pipeline is deterministic: every number comes from those records, never from an AI model.

## Who it is for
- Owners and partners of fractional CFO firms who want to know which companies near them just filed a Form D or had an SBA loan approved.
- Small executive search firms, who get the same list. The list is about companies, not candidates; it is not for screening people.

## What a subscriber gets
- Every Monday, the list for one US metro (a Census metro area, picked by ZIP or city).
- Form D items: the company, city and filing date, the amount sold so far and the offering size, the officers and directors the filing names with their roles, the issuer phone as filed, and the SEC filing link.
- SBA items: the business name and city, the loan amount and approval date, the lender and SBA's business-age category, and the SBA dataset row.
- Form D list: we remove funds, SPVs, real-estate and finance deals, public companies, and companies whose Form Ds name a finance officer.
- SBA list: we keep 7(a) and 504 approvals of $1M+ and leave out cancelled loans, borrowers whose SBA business type is individual or blank, borrowers named after a person, and accounting, tax and payroll firms (NAICS 5412). Other finance and insurance businesses can appear on the SBA list.
- Not included: email addresses, LinkedIn data, PPP loans. Form D items are weekly; SBA items come in a quarterly batch.
- Coverage: any US metro in the 2023 Census list except Connecticut.

## Price
- $249 a month per metro.
- Founding firms: $129 a month, locked for 12 months (first 10 firms).
- +$99 a month for each extra metro.
- 14-day free trial, no card. When the trial ends, export locks and the lists stay readable.
- Details: https://newlyraised.com/pricing

## How to describe the data correctly
- A Form D "amount sold" is a running total since the first sale, which can be months before the filing. Say "sold so far"; it is not the amount raised in the filing week.
- "Lists no finance title" means no person on the company's Form D filings carries a finance title. Form D roles are checkboxes and titles are optional, so it says nothing certain about whether the company employs a CFO.
- SBA loans are "approved". SBA status COMMIT (7(a)) or NOT FUNDED (504) means not yet disbursed. For a 504 loan the amount is SBA's part; the bank's loan comes on top.
- SBA publishes the loan file once a quarter, about a month after the quarter ends, so SBA items are 1 to 4 months old.
- An SBA record pointer names the file, BorrName and BorrZip, which find the loan. "Data row N" counts CSV records after the header row, as a CSV reader counts them; some fields contain line breaks, so it is not a text-editor line number. "Lender LocationID" is SBA's ID for the lender, shared by many borrowers.

## Facts as of Nov 7, 2026
From the pipeline run of Nov 7, 2026 (run id 2026-11-07T123113Z, published Nov 7, 2026), printed as the engine wrote them. This file was built on Nov 8, 2026 and is rebuilt every week; numbers here go stale after that.

- Form D week: Nov 2–6, 2026. Newest EDGAR daily index held: Nov 6, 2026.
- Form D 4 weeks: Oct 13–Nov 6, 2026.
- SBA quarter: Jul–Sep 2026. SBA data as of Sep 30, 2026, published Oct 30, 2026.
- Houston-Pasadena-The Woodlands, TX: 6 Houston companies filed a new Form D between Nov 2, 2026 and Nov 6, 2026, none listing a finance title; 105 got a $1M+ SBA loan approved Jul 1, 2026 to Sep 30, 2026 (30 for a change of ownership; SBA data as of Sep 30, 2026); 1 more got a $1M+ SBA revolving line of credit approved.
- Dallas-Fort Worth-Arlington, TX: 2 Dallas-Fort Worth companies filed a new Form D between Nov 2, 2026 and Nov 6, 2026, none listing a finance title; 1 more updated an earlier Form D; 136 got a $1M+ SBA loan approved Jul 1, 2026 to Sep 30, 2026 (40 for a change of ownership; SBA data as of Sep 30, 2026).
- Austin-Round Rock-San Marcos, TX: 4 Austin companies filed a new Form D between Nov 2, 2026 and Nov 6, 2026, none listing a finance title; 1 more updated an earlier Form D; 24 got a $1M+ SBA loan approved Jul 1, 2026 to Sep 30, 2026 (5 for a change of ownership; SBA data as of Sep 30, 2026).
- Denver-Aurora-Centennial, CO: 1 Denver company filed a new Form D between Nov 2, 2026 and Nov 6, 2026, none listing a finance title; 1 more filed a Form D from a mailbox-style address here (metro not confirmed); 60 got a $1M+ SBA loan approved Jul 1, 2026 to Sep 30, 2026 (25 for a change of ownership; SBA data as of Sep 30, 2026).
- All US, Nov 2–6, 2026: the EDGAR daily indexes listed 1,308 Form Ds; 814 were pooled investment funds; 95 new and 19 updated Form Ds from operating companies were kept.
- All US, Oct 13–Nov 6, 2026: the EDGAR daily indexes listed 5,034 Form Ds; 3,254 were pooled investment funds; 392 new and 66 updated Form Ds from operating companies were kept.
- All US, SBA Jul–Sep 2026: 3,206 loans of $1M+ kept (988 for a change of ownership), plus 26 revolving lines of credit.

### Sample records, Houston-Pasadena-The Woodlands, TX
- 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. Record: https://www.sec.gov/Archives/edgar/data/1756249/000093583626000556/0000935836-26-000556-index.htm
- 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. Record: https://www.sec.gov/Archives/edgar/data/2163750/000216375026000001/0002163750-26-000001-index.htm
- 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.) Record: https://data.sba.gov/dataset/7a-504-foia (BorrName "NABLI HOSPITALITY LLC", BorrZip 77449, file FOIA_7a_FY2020_Present_asof_260930.csv, lender LocationID 0450833, data row 397761)

## Sources
- [SEC EDGAR daily index](https://www.sec.gov/Archives/edgar/daily-index/): every business day; each Form D and its filing page
- [SEC Form D data sets](https://www.sec.gov/data-research/sec-markets-data/form-d-data-sets): quarterly; each company's earlier Form Ds (a finance officer named in an earlier filing drops the company)
- [SBA 7(a) & 504 FOIA loan data](https://data.sba.gov/dataset/7a-504-foia): quarterly, about a month after the quarter ends; the loan approvals
- [Census ZIP-to-county file (2020)](https://www2.census.gov/geo/docs/maps-data/data/rel2020/zcta520/tab20_zcta520_county20_natl.txt): which counties a ZIP area overlaps
- [Census metro list (2023)](https://www2.census.gov/programs-surveys/metro-micro/geographies/reference-files/2023/delineation-files/list1_2023.xlsx): which metro each county belongs to
- [Delaware registered-agent list](https://corp.delaware.gov/agents/): addresses that belong to a registered agent are held back as metro unknown

## Pages
- [Home](https://newlyraised.com/): Every Monday: companies in your metro with a new SEC Form D or a $1M+ SBA loan approved, no finance title listed. Each links to its government record.
- [Data sources](https://newlyraised.com/data-sources): The government records behind newlyraised: SEC Form D, SBA 7(a) and 504 loan data, Census metro files. How fresh each is and what it proves.
- [Pricing](https://newlyraised.com/pricing): $249 a month per metro for the Form D and $1M+ SBA list, one price for the whole firm. 14-day free trial, no card. Founding firms: $129 a month for 12 months.
- [Book a call](https://newlyraised.com/book): Pick a 30-minute call in your time zone to go through your metro's list with the founder. The founder confirms by email within one business day.
- [Form D filings by metro](https://newlyraised.com/form-d-filings): New SEC Form D filings by metro: type a ZIP or city. Funds, SPVs, real-estate deals and companies listing a finance officer removed. Each links to EDGAR.
- [Finding fractional CFO clients](https://newlyraised.com/fractional-cfo-clients): Fractional CFOs win clients by referral. Each Monday: companies in your metro with a new Form D or a $1M+ SBA loan approved, plus the people or lender to call.
- [Recently funded companies](https://newlyraised.com/recently-funded-companies): Companies in your US metro with a new SEC Form D or a $1M+ SBA loan approved (approved, not always paid out). Funds and SPVs removed. Each links to its record.
- [SBA loan list](https://newlyraised.com/sba-loan-list): 105 Houston businesses got a $1M+ SBA 7(a) or 504 loan approved Jul–Sep 2026. Your metro's list, with lender and SBA file row. Not PPP. Data as of Sep 30, 2026.
- [Crunchbase alternative](https://newlyraised.com/crunchbase-alternative): Weekly list of companies in your metro that filed a Form D or got a $1M+ SBA loan approved. Compared with Crunchbase, Fundz and Apollo, prices dated.
- [About](https://newlyraised.com/about): Who runs newlyraised (Helios One Oy), what it is, what it leaves out, and how to reach a person. Built from SEC Form D filings and SBA $1M+ loan approvals.
- [Security](https://newlyraised.com/security): What we store and where (Convex US East, Fly.io Virginia, PostHog Frankfurt), how session replay is masked, no selling of data, deletion on request.
- [Public records and compliance](https://newlyraised.com/public-records): Can you use SEC Form D and SBA loan records to find clients? The SEC and SBA reuse terms, quoted and linked, plus CAN-SPAM and what we never say.
- [Privacy](https://newlyraised.com/privacy): What newlyraised collects when you visit and use it, why, who processes it and where, how long we keep it, and how to get a copy or have it deleted.
- [Terms](https://newlyraised.com/terms): The terms for using newlyraised: what the lists are, the trial and billing, how you may use the lists, and our part.

## Optional
- [Full text of every page](https://newlyraised.com/llms-full.txt): the pages above as plain text, plus this week's sample list
- [Sitemap](https://newlyraised.com/sitemap.xml)