Spot Small-Cap Financing Opportunities Before the Competition
Stop chasing filings. Start originating deals. Automatically surface financing windows, constraint expirations, and capital need signals across your small-cap coverage universe.
Core Workflows
Track Financing Constraints & Windows in Real Time
Identify when restrictions lift and financing flexibility changes, without manually parsing filings or missing narrow origination windows.
- Receive instant alerts when ROFRs, tails, and participation rights expire
- Monitor constraint changes that open the door to new equity, PIPEs, or structured deals
- Track historical and active deal restrictions directly from source filings
- Stay current across your entire coverage universe automatically
Identify Companies with Imminent Capital Needs
Surface early warning signals that indicate upcoming financings, before companies formally announce transactions.
- Detect cash runway stress, burn-rate warnings, and liquidity disclosures
- Monitor going-concern language and financing risk signals in 10-Qs and 8-Ks
- Prioritize issuers most likely to raise capital in the near term
- Build proactive outreach lists driven by filing-based signals, not headlines
Analyze Investor & Underwriter Participation History
Understand who has supported deals historically, and tailor pitches with precision.
- See which funds, investors, and underwriters participated in past financings
- Track repeat participation patterns across issuers and sectors
- Identify the most relevant partners for new deals
- Strengthen pitch credibility with verifiable, filing-backed deal history
Stay Ahead of Shelf Registrations & Financing Flexibility
Monitor registration activity and structural changes that directly impact deal execution.
- Get real-time alerts on new shelf registrations and amendments
- Track increases, reductions, or shifts in financing capacity
- Identify issuers quietly preparing for future raises
- Maintain a live view of financing readiness across coverage
Core Workflows
Track Financing Constraints & Windows in Real Time
Identify when restrictions lift and financing flexibility changes, without manually parsing filings or missing narrow origination windows.
- Receive instant alerts when ROFRs, tails, and participation rights expire
- Monitor constraint changes that open the door to new equity, PIPEs, or structured deals
- Track historical and active deal restrictions directly from source filings
- Stay current across your entire coverage universe automatically
Identify Companies with Imminent Capital Needs
Surface early warning signals that indicate upcoming financings, before companies formally announce transactions.
- Detect cash runway stress, burn-rate warnings, and liquidity disclosures
- Monitor going-concern language and financing risk signals in 10-Qs and 8-Ks
- Prioritize issuers most likely to raise capital in the near term
- Build proactive outreach lists driven by filing-based signals, not headlines
TestimonialTestimonial
“Ask Edgar is now my go to over both FactSet and Bloomberg Terminal”
- Isaac L Eide, Head of Investment Banking, Aegis Capital
