Zero-Click Data Integrity.
Seamlessly integrate regulatory truth into your CRM. Automate enrichment, deduplication, and deal alerts via API.
Built for
Quick Stats
Form D intelligence for Operations & CRM
Use Cases & Workflows
Specific capabilities and workflows powered by Form D intelligence for operations & crm teams.
Automated Enrichment
Match accounts using SEC CIK identifiers and auto-append funding dates and officer names.
Workflows
- Lead Enrichment & Scoring
- Account Data Hygiene
Entity Resolution
Solve duplicate accounts by using federal filings as the 'Golden Record' for legal names.
Workflows
- Duplicate Detection
- Master Data Management
Webhook Alerts
Trigger Slack/Teams notifications or create Salesforce tasks whenever a target account files an Amendment.
Workflows
- Funding-Based Trigger Alerts
- Workflow Automation
Data Hygiene
Eliminate manual entry errors by syncing directly with the EDGAR database.
Workflows
- Data Quality Monitoring
- Compliance Reporting
Integration Capabilities
Key data points and metrics available for operations & crm workflows.
| Platform | Method | Use Case |
|---|---|---|
| Salesforce / HubSpot | Native App | Lead Enrichment |
| Slack / Teams | Webhook | Real-time Deal Alerts |
| Snowflake / BigQuery | Data Share | Bulk Analysis |
Frequently Asked Questions
Common questions about Form D intelligence for operations & crm.
How does CIK matching improve CRM data?
The Central Index Key (CIK) is a unique, immutable identifier assigned by the SEC. Using it as a primary key allows Ops teams to merge duplicate records and track companies even if they change their legal name.
Ready to Get Started?
Join leading operations & crm teams using Form D intelligence to stay ahead.