✦ Signals Library

Public-filing signals

20 public-filing signals that tell you an account is worth a call, including International Entity Expansion and New ESG & Carbon Pledge Announcements. See
20
Public-filing signals
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International Entity Expansion

Companies establishing new legal entities, with public filings showing subsidiaries in 'Delaware', 'Cayman', 'UK', or 'Singapore' in the las…
Enterprise Software

New ESG & Carbon Pledge Announcements

Companies publishing ESG reports, with news or filings containing terms like "ESG Report", "Carbon Neutral pledge", "Net Zero commitment", o…
Enterprise Software

Withdrawn or Postponed IPO Filings

Companies withdrawing IPOs, with news or SEC filings containing terms like "withdrawn S-1", "postponed IPO", "market conditions", or "delaye…
Enterprise Software

Sales Cycle Pain Point Detection

Public software companies citing sales issues, with earnings transcripts containing terms like "lengthening sales cycles", "deal slippage", …
Fintech

Fintech Regulatory and Compliance Risk Signal

Publicly traded fintechs (>$1B cap) mentioning 'regulatory scrutiny' or 'compliance costs' in 10-K or 10-Q filings in the last 3 months.
Cybersecurity

ESG and Energy Compliance Urgency

Companies mentioning 'Local Law 97', 'Building Performance Standards', or 'carbon emissions fines' in public filings in the last 3 months.
Fintech

Commercial EV Charging Infrastructure Rollout

Permit filings or social posts showing the installation of electric vehicle chargers at multi-family or commercial properties in the last 3 …
Enterprise Software

Multi-State Telehealth Expansion

Medical board filings or Terms of Service updates mentioning telehealth service expansion into 5+ new states in the last 3 months.
Healthtech

New Category Customs Import Expansion

Bill of Lading or customs data showing a retailer importing a 'new category' of goods (e.g., textiles, electronics) for the first time in th…
E-commerce

Commercial Property Rezoning Approval

City council minutes or news mentioning terms like "rezoning approved", "zoning change", "industrial to residential", or "upzoning" in the l…
Commercial Real Estate

Commercial Tenant Fit-Out Permit

City building permits filed with terms like "commercial alteration", "tenant fit-out", "interior renovation", or "office build-out" in the l…
Commercial Real Estate

New Patent Grant Commercialization

USPTO filings showing a "patent granted" to a company with terms like "utility patent", "design patent", or "new technology" in the last 30 …
Enterprise Software

FDA Manufacturing Warning Letter

FDA "Warning Letters" issued to a facility regarding terms like "manufacturing violations", "quality system", "production halt", or "483 obs…
Enterprise Software

Sustainability & ESG Sourcing Initiative

Publication of a "Sustainability Report" with terms like "carbon neutral", "sustainable sourcing", "green materials", or "net zero goals" in…
Enterprise Software

Federal R&D Grant Award

Government databases showing a company was "awarded" terms like "SBIR grant", "STTR grant", "research grant", or "innovation funding" in the…
Enterprise Software

OSHA Safety Violation Penalty

OSHA records showing a "serious violation" or "penalty" issued with terms like "safety citation", "fine", or "workplace safety" in the last …
Enterprise Software

Supply Chain Risk Disclosure

10-K filings citing terms like "supply chain disruption", "material availability", "shortage", or "vendor risk" as a primary risk factor in …
Enterprise Software

Product Recall & Quality Failure

CPSC or FDA announcements of a "recall" or "voluntary recall" of a company's product with terms like "safety hazard", "defect", or "contamin…
Enterprise Software

IPO Proceeds Hiring Allocation

SEC filings (S-1) explicitly mentioning proceeds will be used to "expand sales force", "increase headcount", or "hire talent" in the last 6 …
Enterprise Software

Federal Contract Staffing Award

Government filings (SAM.gov) showing a company was "awarded" a "definitive contract" over $1M with terms like "staffing" or "services" in th…
Enterprise Software