FormD Scout

Detect funding rounds before the press release. FormD Scout monitors SEC EDGAR Form D filings to detect companies that have recently raised private funding, giving commercial real estate brokers an early signal to identify companies likely to need office space.

Overview

Form D filings appear on EDGAR 2-3 weeks before press releases. FormD Scout:

1. Ingests Form D filings daily from the free SEC EDGAR API
2. Parses Form D XML documents to extract structured data
3. Enriches filings with AI-generated relevance scores (scored for NYC office leasing)
4. Displays everything in a filterable, sortable dashboard

Tech Stack

• Frontend: Next.js 16, React 19, TypeScript, Tailwind CSS, shadcn/ui, recharts
• Backend: Next.js API Route Handlers, Drizzle ORM, PostgreSQL
• AI: Vercel AI SDK with OpenRouter
• Auth: Better Auth with Google OAuth
• Data: SEC EDGAR EFTS API (free, no auth required)

Quick Setup

# 1. Start PostgreSQL
docker compose up -d

# 2. Install dependencies and start dev server
./init.sh

Or manually:

# Install deps
npm install
npm install fast-xml-parser date-fns recharts

# Apply database schema
npm run db:push

# Start dev server
npm run dev

App available at http://localhost:3000

Environment Variables

Copy .env and configure:

Variable	Description	Required
POSTGRES_URL	PostgreSQL connection string	Yes
BETTER_AUTH_SECRET	Auth secret key	Yes
OPENROUTER_API_KEY	OpenRouter API key (for AI enrichment)	For enrichment
OPENROUTER_MODEL	AI model to use	For enrichment
INGEST_API_KEY	API key for ingestion/enrichment endpoints	Yes
NEXT_PUBLIC_APP_URL	App URL	Yes

Project Structure

src/
├── app/
│   ├── api/
│   │   ├── auth/              # Auth endpoints (DO NOT MODIFY)
│   │   ├── chat/              # AI chat endpoint (DO NOT MODIFY)
│   │   ├── health/            # Health check endpoint
│   │   └── edgar/
│   │       ├── ingest/        # POST - Ingest Form D filings from SEC
│   │       ├── enrich/        # POST - AI enrichment of filings
│   │       ├── filings/       # GET - Query filings with filters
│   │       ├── stats/         # GET - Dashboard statistics
│   │       ├── export/        # GET - CSV export
│   │       └── filters/       # GET/POST/DELETE - Saved filters
│   ├── dashboard/
│   │   ├── page.tsx           # Dashboard home (stats, charts)
│   │   ├── layout.tsx         # Dashboard layout with nav
│   │   └── filings/
│   │       ├── page.tsx       # Filterable filings table
│   │       └── [id]/page.tsx  # Filing detail with AI analysis
│   └── page.tsx               # Landing page
├── components/
│   ├── auth/                  # Auth components
│   └── ui/                    # shadcn/ui components
├── lib/
│   ├── edgar/
│   │   ├── types.ts           # TypeScript interfaces for EDGAR data
│   │   ├── fetcher.ts         # SEC EDGAR API client
│   │   └── parser.ts          # Form D XML parser
│   ├── ai/
│   │   └── enrichment.ts      # AI enrichment service
│   ├── schema.ts              # Drizzle ORM schema
│   ├── db.ts                  # Database connection
│   └── auth.ts                # Auth config
└── scripts/
    └── backfill.ts            # Backfill last 30 days of filings

API Endpoints

Protected by x-api-key (for external automation/n8n)

Method	Endpoint	Description
POST	/api/edgar/ingest	Ingest Form D filings for a date range
POST	/api/edgar/enrich	AI-enrich filings (single or batch)

Protected by authentication

Method	Endpoint	Description
GET	/api/edgar/filings	Query filings with pagination, filters, sorting
GET	/api/edgar/stats	Dashboard statistics
GET	/api/edgar/export	CSV export with filters
GET/POST/DELETE	/api/edgar/filters	Saved filter management

Available Scripts

npm run dev          # Start development server
npm run build        # Build for production
npm run lint         # Run ESLint
npm run typecheck    # TypeScript type check
npm run db:push      # Push schema changes
npm run db:generate  # Generate migrations
npm run db:migrate   # Run migrations
npm run db:studio    # Open Drizzle Studio
npm run backfill     # Backfill last 30 days of filings

SEC EDGAR API Notes

• All SEC EDGAR APIs are free and require no authentication
• A User-Agent header is required: NOCODE-GDN-LLC contact@nocodegdn.com
• Rate limit: max 10 requests/second (150ms delay between requests)
• Accession numbers stored with dashes (e.g., 0001234567-25-000001)
• "Indefinite" offering amounts stored as null