How to get SEC Form D Startup Funding Leads in Excel

Pull recent SEC Form D private-placement filings: issuer company, industry, offering amounts sold/remaining, exemptions, and EDGAR links. A run saves one row per result.

Set up the Apify actor

Apify is where this run is collected. An actor is the program that collects the rows. A task is that program saved with your settings, so the next section can ask for the latest rows. You need a free Apify account.

01
Open SEC Form D Startup Funding Leads and click Try for free. Create an Apify account if you do not have one. The Free plan does not ask for a card.

You are on the input form. Keep the sample for this first run.

{
    "daysBack": 14,
    "enrichDetails": true,
    "maxItems": 5
}

03
Leave the proxy setting as it is. Click Start and wait until the run says Succeeded.
04
Open Storage, then Dataset. You should see accessionNumber, fileDate, cik, issuerCity.
05
When you want the real list, raise maxItems. The sample cap is only there so the first run stays small.
06
Go back to the input and choose Save as a new task. Name it after this list.
07
Open the task. Copy the task ID from the address bar. Excel, Sheets, Power BI, and the other guides ask for this ID.
08
On the task, open Schedules and add a weekly run if you want fresh rows. Each run pays the start charge and the charge for the rows. The amounts are in the price list on this page.
09
Open Settings, then API & Integrations, and copy an API token. Excel, Sheets, and the other guides put this token in a download link. Anyone with that link can download the rows, so treat it like a password.

How to set up in Excel

Use the task ID and the API token from Set up the Apify actor, above.

01
On a finished run, open the dataset, choose Export, then Excel.

To download the newest successful run later, open this address. Replace TASK_ID and YOUR_TOKEN.

https://api.apify.com/v2/actor-tasks/TASK_ID/runs/last/dataset/items?format=xlsx&clean=true&status=SUCCEEDED&token=YOUR_TOKEN

03
Excel opens that file as a table.

Schema

Examples come from the actor sample, not a live result.

Name	Description	Example
`accessionNumber`	Accession Number	`0002155060-26-000001`
`fileDate`	File Date	`2026-09-20`
`cik`	Cik	`0002155060`
`issuerCity`	Issuer City	`Budapest`
`issuerState`	Issuer State	`CA`
`industryGroupType`	Industry Group Type	`Pooled Investment Fund`
`isAmendment`	Is Amendment	`true`
`totalOfferingAmount`	Total Offering Amount	`5000000`
`totalAmountSold`	Total Amount Sold	`1000000`
`investorCount`	Investor Count	`128`
`scrapedAt`	Scraped At	`2026-09-24T12:00:00.000Z`
`sourceUrl`	Source Url	`https://www.sec.gov/Archives/edgar/data/2155060/000215506026000001/0002155060-26-000001-index.htm`

accessionNumberAccession Number0002155060-26-000001
fileDateFile Date2026-09-20
cikCik0002155060
issuerCityIssuer CityBudapest
issuerStateIssuer StateCA
industryGroupTypeIndustry Group TypePooled Investment Fund
isAmendmentIs Amendmenttrue
totalOfferingAmountTotal Offering Amount5000000
totalAmountSoldTotal Amount Sold1000000
investorCountInvestor Count128
scrapedAtScraped At2026-09-24T12:00:00.000Z
sourceUrlSource Urlhttps://www.sec.gov/Archives/edgar/data/2155060/000215506026000001/0002155060-26-000001-index.htm