API documentation

One endpoint returns every scored filing across the five verticals as JSON or CSV. Keys come with the API plan ($999/month, 730-day history) and are shown on your account page, where you can rotate them. Filings are added overnight, after EDGAR's 10pm ET cutoff and the IAPD feeds' morning publication.

Authentication

Pass the key as a query parameter or as a bearer token.

curl "https://www.formdsignal.com/api/leads/feed?key=ld_live_XXXX&since=2026-10-17"

curl -H "Authorization: Bearer ld_live_XXXX" "https://www.formdsignal.com/api/leads/feed?since=2026-10-17"

GET /api/leads/feed

Parameter	Meaning
since, until	Filing-date window, YYYY-MM-DD (ET). Default: last 7 days. History is capped by the plan.
vertical	Comma list of funds, companies, real_estate, advisers, exec_moves. Default: all.
strategy	Fund strategy, comma list: venture, growth_equity, private_equity, secondaries, private_credit, real_estate, infrastructure, hedge_fund, digital_assets, fund_of_funds, opportunistic, other_fund.
state	Issuer / firm / company state, comma list of two-letter codes.
persona	Only filings relevant to these personas (see below).
minScore	Lead-score floor, 0–100. Default 0.
format	json (default) or csv.
limit, offset	Paging; limit up to 500.

Response

Three arrays, one per source. Form D records are in leads, 8-K Item 5.02 filings in execChanges, adviser registrations in advisers. Gated fields (pitch hooks, filing contacts, executive names and evidence) are populated for API keys.

{
  "ok": true,
  "since": "2026-10-17",
  "until": "2026-10-24",
  "count": 3,
  "limit": 200,
  "offset": 0,
  "leads": [
    {
      "accessionNo": "0002156237-26-000001",
      "filedDate": "2026-10-22",
      "kind": "fund_launch",
      "kindLabel": "New fund",
      "score": 88,
      "entityName": "Harbor Credit Fund II LP",
      "sponsorName": "Harbor Capital",
      "headline": "Harbor Capital files a $400M private credit fund",
      "summary": "Harbor Credit Fund II LP filed an original Form D for a $400M 3(c)(7) private credit vehicle; first sale has not yet occurred.",
      "strategy": "private_credit",
      "strategyLabel": "Private credit",
      "stage": "pre_first_close",
      "totalOffering": "$400M",
      "totalSold": null,
      "investorsCount": 0,
      "exemptions": [
        "06b",
        "3C.7"
      ],
      "location": "New York, NY",
      "state": "NY",
      "flags": [
        "3c7_institutional",
        "pre_first_close",
        "new_issuer"
      ],
      "personas": [
        "fund_admin",
        "audit_tax",
        "fund_formation_law",
        "custodian_prime_broker"
      ],
      "firstTimeManager": false,
      "isNewIssuer": true,
      "relatedPersons": [
        {
          "name": "Jane Doe",
          "roles": [
            "Executive Officer"
          ],
          "title": "Managing Partner"
        }
      ],
      "whyNow": [
        {
          "persona": "fund_admin",
          "hook": "Pre-first-close 3(c)(7) credit fund with no administrator on record; the GP signed the filing itself."
        }
      ],
      "contact": {
        "phone": "212-555-0100",
        "street1": "1 Example Plaza",
        "city": "New York",
        "state": "NY",
        "zip": "10001"
      },
      "edgarUrl": "https://www.sec.gov/Archives/edgar/data/2156237/000215623726000001/"
    }
  ],
  "execChanges": [
    {
      "accessionNo": "0001193125-26-250001",
      "filedDate": "2026-10-21",
      "companyName": "Example Corp",
      "ticker": "EXMP",
      "exchange": "Nasdaq",
      "score": 85,
      "recruiterScore": 85,
      "salesScore": 40,
      "vacancy": true,
      "topRole": "CFO",
      "topEventType": "departure",
      "headline": "Example Corp: CFO resigns, interim named, search underway",
      "events": [
        {
          "eventType": "departure",
          "person": "John Roe",
          "role": "CFO",
          "reason": "resignation",
          "effectiveDate": "2026-10-31",
          "successorStatus": "interim",
          "interim": false,
          "evidence": "…resigned as Chief Financial Officer effective October 31, 2026…"
        }
      ],
      "flags": [
        "no_successor_named",
        "interim_in_place",
        "search_underway"
      ],
      "sourceUrl": "https://www.sec.gov/Archives/edgar/data/…/"
    }
  ],
  "advisers": [
    {
      "crd": "123456",
      "kind": "sec_120",
      "kindLabel": "New SEC adviser (120-day rule)",
      "regDate": "2026-10-23",
      "score": 74,
      "name": "Example Wealth Partners LLC",
      "city": "Austin",
      "state": "TX",
      "employees": 6,
      "raum": 0,
      "privateFunds": false,
      "flags": [
        "120_day_rule",
        "no_raum_yet",
        "broker_dealer_affiliate"
      ],
      "phone": "512-555-0100",
      "website": "https://example.com",
      "sourceUrl": "https://adviserinfo.sec.gov/firm/summary/123456"
    }
  ]
}

CSV

Add format=csv for a flat file: one block per source, RFC 4180 quoting, UTF-8. Suitable for a CRM import.

curl "https://www.formdsignal.com/api/leads/feed?key=ld_live_XXXX&vertical=funds&minScore=60&format=csv" -o funds.csv

Scores and flags

Every record carries a deterministic 0–100 score for its vertical and a set of flags. The rules are on the methodology page. A floor of 40 is the default feed; 70 and above is roughly "call this week". Executive changes also carry separate recruiterScore (open seat) and salesScore (new budget owner).

Personas

fund_admin — Fund administrator
audit_tax — Fund audit & tax
fund_formation_law — Fund-formation counsel
custodian_prime_broker — Custodian / prime broker
compliance — Compliance consultant / RIA registration
placement_agent — Placement agent / capital introduction
recruiting — Executive & technical recruiting
b2b_sales — B2B sales (new budget owner)
banking_treasury — Commercial banking / treasury
insurance_do — D&O and management-liability insurance
accounting — Outsourced accounting / CFO
lender — Real-estate lending
title_escrow — Title, escrow & 1031 services
property_mgmt — Property management
exec_search — Executive search
interim_exec — Interim executive providers
outplacement — Outplacement & career transition
comp_consulting — Compensation consulting
finance_vendors — Finance & accounting vendors
it_security_vendors — IT & security vendors
hr_vendors — HR & people-tech vendors
legal_vendors — Legal-tech & law firms
compliance_consulting — Compliance consulting
custodian — Custodian / clearing
archiving_surveillance — Archiving & surveillance
cyber_msp — Cybersecurity / managed IT
eo_insurance — E&O insurance
ria_tech — RIA software (CRM, portfolio, billing)
fund_services — Fund administration & audit
recruiting_platforms — Recruiting & RIA platforms

Webhook

Pro and API accounts set an HTTPS endpoint on the account page. Each morning's matching records are POSTed as one JSON body with the same shape as the feed response (leads, execChanges, advisers). Every request carries X-FormDSignal-Signature: t=<unix seconds>,v1=<hex> where v1 = HMAC-SHA256(secret, t + "." + raw body); the secret is on the account page, where you can also regenerate it and send a test delivery. Reject requests whose t is older than five minutes. Return 2xx; failures are logged and the records appear again in the next digest.

Limits and conduct

One key per account; 60 requests per minute is plenty for a nightly sync and is the soft limit.
Source data is public SEC EDGAR and IAPD; lead cards are generated and should be verified against the linked filing before you act.
Redistribution of the feed as a competing data product is not permitted; CRM enrichment and internal use are.

Get a key

API plan, 730-day history, all five verticals, 7-day trial.

See plans