Knowledge Base

A step-by-step guide to finding and winning your next client.

Read: What Form D Actually Tells You

Section 1: Understanding the Data

Foundation: What you're actually looking at

Section 2: Finding Your Opportunities

Strategy: Identifying the right prospects

Section 3: Taking Action

Execution: When and how to reach out

Reading Path:

Article 1 establishes what Form D is and why it matters, Article 2 breaks down exemption types, Articles 3-4 help you identify and score opportunities, and Articles 5-6 show you when and how to take action. The industry-specific insights are woven throughout rather than standalone, keeping the focus on actionable intelligence.

Section 1: Understanding the Data

Article 1Form D Fundamentals: When Companies Must (and Don't) File

Article 2Form D Exemptions: What You're Actually Looking At

Section 2: Finding Your Opportunities

Article 3Reading Between the Lines: What Every Data Point Actually Tells You

Article 4The Lead Scoring System That Actually Works

Section 3: Taking Action

Article 5The 90-Day Opportunity Window: Perfect Timing for Maximum Response

Article 6Contact Intelligence: Getting Past "info@company.com"

Reading Path: