A configurable, scored universe of potential customers, with campaign tracking and success rates built in.
Every SEC filer with five years of revenue history, refreshed on the 5th of every month. Pick your revenue band (most customers start somewhere between $50M and $500M), your industries, and your geographies. Score the list with your own weights. Then work it, one human conversation at a time, and watch what converts.
Why this existsThe top of the funnel is the part everyone still does by hand
Anyone who sells to companies has a list. It came from a conference, a purchased database, a dozen LinkedIn sessions, or a spreadsheet that was accurate the week it was built. Then it rots. Companies grow past the size you serve, get acquired, change their CFO, or report a bad year, and the list does not know. The CRM does not help, because a CRM starts at the wrong end: it manages the conversations you already have, not the question of who you should be talking to next.
Funnel is the layer above the CRM. It keeps the universe of companies current from public filings, scores them against what your customers actually look like, gives you the references you need to research each one in minutes instead of an afternoon, and tracks the handmade outreach that follows. Nothing is automated at the prospect. The machine keeps the list honest; the conversations stay yours.
Public data, not a purchased list
Revenue, growth, industry, headquarters, officers, and filings come from the SEC's own EDGAR feed under its fair-access rules. Nobody scraped a contact database to build this, and nothing here ages behind a vendor's refresh cycle.
Your definition of a good customer
A $50M to $500M band with two-digit growth and a new CFO is a very specific kind of company. You set the band, the filters, and the weights; the list re-ranks live as you change them.
Human outreach, kept in order
Stages, contacts, and a dated touch log for each company. No sequences, no merge blasts, no form fills. It records what you did and shows you what is due.
What you getData, insight, and references for every company in your slice
The data
- Five years of annual revenue and the compound growth rate, from the filings
- Industry (SIC), headquarters city and state, country and region, tickers and exchanges
- Filer type, and whether the company is still filing at all
- Headcount where you know it, as a scoring input you own
The insight
- A score from 0 to 1000 built from fit (where the company sits in your band), growth, size, technology aptitude, warm path, and recent triggers
- Recent 8-K filings decoded into plain words: officer or director change, acquisition, results, change in control, material agreement
- The officers and directors named in the company's own ownership filings, with titles as filed
- Your notes, exclusions, and reasons, kept with the company across every refresh
The references
- Company website, investor relations, leadership page, news, LinkedIn, and the ticker on Yahoo Finance and Perplexity Finance
- SEC: every filing, insider filings, the latest 10-K with interactive financial statements, the latest 10-Q, the proxy statement, the annual report
- Each person with a LinkedIn lookup by name, a web search with the company context, and one click into your contacts
- Your own references per company: the leadership page you found, a deck, a press release
One company, one screen
The people come from Section 16 filings: officers, directors, and 10% holders. Middle management is not in the filings, and Funnel does not pretend otherwise.
TrackingTop-of-funnel engagement, not a CRM
A CRM manages deals. Funnel manages the step before a deal exists: which companies you are researching, who you have reached, when you last touched them, and what came back. Every company moves through the same short set of stages, and the counts at the top of the dashboard are your funnel, live.
Contacts
The people you are actually working, with title and email, added from the filings roster in one click or typed by hand. A contact belongs to the company, and the company belongs to you.
Touches and cadence
Every touch is dated and tagged: email, LinkedIn, call, intro, event; out or in; what you said and what they said. The log is the cadence. A company with a touch three weeks old and no response is the one to work next.
Warm path and aptitude
Whether you have a first- or second-degree path in, and how ready the company is for what you sell, are judgments you record. Both feed the score, so the list ranks the companies you can actually reach above the ones you merely like.
Triggers
A new CIO, an acquisition, a bad quarter. Record the event and the date; the score carries it for ninety days and then lets it go, which is how long a trigger is worth acting on.
Exclusions with reasons
A competitor, a former client, a company that is too far gone. Exclude it and say why, and it stays excluded through every refresh, reason intact.
Conversion
Outreach to conversation, conversation to proposal, proposal to won. The rates fall out of the stage history, per month, with no spreadsheet.
The monthly updateRefreshed on the 5th, with the changes tracked
On the 5th of every month the universe is rebuilt from the newest filings and merged into your account. Your stages, notes, contacts, touches, weights, and exclusions are never touched by a refresh; only the company facts move. Then the refresh report tells you what moved.
- New entrants in your slice, ranked by your score
- Dropouts, with the reason: grew past the band, shrank below it, or stopped filing (usually acquired or delisted)
- New fiscal years reported, and who moved the most
- Your companies first: anything you have staged, noted, or contacted that changed sits at the top of the report
A monthly summary of the refresh, counts and a handful of named examples, is posted here on the public page as well, so anyone can see the universe moving before they sign in.
Refresh report, the shape of it
Who it is for
Anyone who sells to public small- and mid-cap companies: investor relations and board advisers, fractional CFOs and CIOs, governance and compliance consultants, boutique agencies. If your buyers file with the SEC, they are already in here.
Honest limit: the universe is public filers (US-listed companies, including foreign issuers). Private companies are not in the data, though you can add your own by hand and track them alongside.
Pricing
We configure your slice and scoring baseline with you, load your existing pipeline if you have one, and hand you a working list on day one.
The monthly refresh, the tracking, the exports, and the hosting. Cancel any time.
- What happens when I cancel?
- You keep read and export access for 30 days. After that the account goes dormant for 60 more days, during which reactivating restores everything exactly as you left it. After 90 days your campaign data is deleted.
- Where does the data come from?
- The SEC's public EDGAR filings, through their published APIs, under their fair-access rules. No scraped or purchased contact lists.
- Does it send email or automate outreach?
- No. It keeps the universe current and tracks what you do; the outreach stays yours, and human.
- Is this a CRM?
- No. Bring your CRM if you have one. This is the layer above it: who is out there, who fits, and how your campaign is converting.
- Who else sees my stages and notes?
- Nobody outside your account. The universe is shared; everything you write on top of it belongs to your account and is never touched by a refresh.
- What if the band I sell into is not $50M to $500M?
- Set your own. The band, the industries, the geographies, and the weights are all yours; the numbers on this page are the common starting point, not a limit.