Structured capital-markets intelligence, extracted from every SEC filing — so deal teams can find issuers that need capital, see who they're already committed to, and understand exactly how each capital structure is built. Without digging through EDGAR.
Built in-house from primary SEC filings — none of it available anywhere else.
Know which companies are contractually bound to an existing underwriter, the duration and expiration of every ROFR, and any tail-financing obligations — so you know who's open to a new mandate, and exactly when.
Active shelfs, ATM programs, and equity lines — with how much each company can still raise, baby-shelf limits (sub-$75M float), and the agent running the ATM.
A proprietary score for how likely — and how soon — a company needs to raise, backed by quarterly burn, estimated cash, and months of runway left.
Every registered offering, PIPE, private placement, ATM use, and debt deal — with the participating funds and the banks that underwrote them.
Outstanding warrants and convertibles with exercise and conversion prices, remaining balances, price-protection provisions, and the banks and funds on each.
Standstill provisions, restrictions on future share issuances and variable-rate (toxic) financings, and participation rights to join the next raise.
Tracked from every filing — not just quarterlies. Micro-cap float shifts constantly, moving deal terms, offering ability, and baby-shelf capacity.
Surface targets by cash runway, pending S-1s, baby-shelf capacity, float, and share structure across thousands of micro- and small-cap issuers.
Every press release and filing is tagged, categorized, and summarized — turning raw EDGAR and newswire feeds into searchable, screenable data.
An origination workflow run entirely on Ask Edgar data. Click through each step.
Ask for recent biotech shelf filings under $1B. Ask Edgar returns every issuer that filed a new shelf in the last 60 days — with market cap, new shelf size, ATM tranche, and months of cash runway, drawn straight from filings and the latest 10-Q.
Pure-biotech only: the agent drops non-healthcare names that appear in raw S-3 search, so the list is ready to work — not ready to clean.
| Filed | Ticker | Company | Mkt cap | New shelf | ATM tranche |
|---|---|---|---|---|---|
| Jun 1, 2026 | FBRX | Forte Biosciences | $545M | — | — |
| May 31, 2026 | PSTV | Plus Therapeutics | $46M | $100M | $17.4M |
| May 18, 2026 | PEPG | PepGen | $108M | $400M | $100M |
| May 14, 2026 | CBUS | Cibus | $116M | $200M | $50M |
| May 12, 2026 | TARA | Protara Therapeutics | $286M | $300M | $100M |
| May 11, 2026 | XLO | Xilio Therapeutics | $86M | $250M | $17.2M |
| May 6, 2026 | JBIO | Jade Biosciences | $815M | $600M | $200M |
| May 5, 2026 | XFOR | X4 Pharmaceuticals | $379M | $300M | $75M |
Filter to the issuers worth pursuing: 16 of 18 have no active ROFR, so they're free to engage a new underwriter. Ask Edgar then maps the CEO and CFO for each — a ready-to-load contact list.
No exports, no copy-paste, no LinkedIn digging. One question turns a screen into a qualified pipeline.
| Ticker | Company | CEO | CFO |
|---|---|---|---|
| FBRX | Forte Biosciences | Paul A. Wagner (PhD) | Antony A. Riley |
| PSTV | Plus Therapeutics | Marc Hedrick (MD) | Andrew Sims |
| PEPG | PepGen | James McArthur (PhD) | Noel Donnelly |
| TARA | Protara Therapeutics | Jesse Shefferman | Patrick Fabbio |
| XLO | Xilio Therapeutics | Rene Russo (PharmD) | Chris Frankenfield |
| PALI | Palisade Bio | JD Finley (CEO & PFO) | JD Finley (combined role) |
| JBIO | Jade Biosciences | Tom Frohlich | Brad Dahms |
| XFOR | X4 Pharmaceuticals | Adam Craig (Exec Chair) | David Kirske |
| KPTI | Karyopharm Therapeutics | Richard Paulson | Lori Macomber |
Contacts and a follow-up task land directly in HubSpot — each with a drafted outreach email that references the company's shelf, cash runway, quarterly burn, and upcoming catalysts, written in an associate's voice.
The banker reviews, edits, and sends. The research, qualification, and first draft are already done.
Christian,
I noted Autolus's April 10 $150M S-3. With ~$213M cash but a $69M quarterly burn implying ~9 months of runway, AUCATZYL commercial ramp accelerating, and the obe-cel SLE + MS expansion advancing, the company sits at a transition point where capital efficiency and structure are increasingly important. The recent restructuring announcement adds another dimension to the financing conversation.
Our team has executed multiple commercial-stage CAR-T and cell therapy offerings recently. Would welcome 20 minutes on…
AskEdgar gives small-cap investment banks a systematic way to identify financing opportunities, track deal constraints, and engage issuers at exactly the right moment.
