generated: '2026-08-09' method: derived source: >- openapi/cb-insights-api-v2-openapi.json (115 definitions, $ref graph + id-reference fields), cross-checked against https://api-docs.cbinsights.com/portal/docs/CBI-API/cbi-api-overview summary: >- A single-hub model. CB Insights states it outright in its own overview — "the Organization entity serves as the fundamental building block of our data model, with all other entities linked to it directly or indirectly" — and the contract bears it out: orgId appears in 18 of 115 definitions and is the only identifier accepted by every non-search operation. Every integration therefore has the same shape: resolve your universe to orgIds first (via the free organization-lookup operation), then fan out per data category. Deals and business relationships are the only entities that link organizations to each other. primary_key: name: orgId type: integer description: CB Insights organization identifier. The hub key for the entire model. obtained_from: - POST /v2/organizations (lookup by name, url, or profileUrl — never charges credits) - POST /v2/firmographics (full search) note: >- All other data endpoints except ChatCBI require an orgId that has already been resolved. There is no way to address an organization by domain or name on the category endpoints. entities: - name: Organization schema: v2Firmographics.Org id: orgId description: >- A company, investor, or other entity. Carries summary (name, aliases, legal names, url, additionalUrls, profileUrl, description, foundedYear, status, stage, vcBacked, investorCategory, address), taxonomy, identifiers, financials, headcount, businessModels, expertCollections, competitors, parentOrgs and childOrgs. - name: OrganizationLookup schema: v2OrganizationLookup.Org id: orgId description: Thin projection of Organization — just enough to confirm identity and obtain the orgId. - name: Identifiers schema: v2Firmographics.Identifiers description: >- External security/entity identifiers on an organization — stock tickers and exchanges, CUSIP, ISIN, FIGI (OpenFIGI), LEI, SEC CIK. These are the join keys to outside reference data. - name: FinancialTransaction schema: v2FinancialTransactions.Transaction id: dealId description: >- A funding round, investment, or exit. Carries date, amountInMillions, valuationInMillions, round/roundCategory/roundId, investors, recipient, revenue range and multiple, isExit, sources and AI-generated insights. - name: CapTable schema: v2FinancialTransactions.CapTable description: Capitalization history attached to funding transactions, including preference terms. - name: Terms schema: v2FinancialTransactions.Terms description: >- Deal terms — antiDilutionProvisionId, dividendPreferenceId, liquidationPreferenceId, participationRightsId. - name: Investor schema: v2FinancialTransactions.Investor description: An organization acting in the investor role on a transaction. - name: BusinessRelationship schema: v2BusinessRelationships.BusinessRelationship id: relationshipId description: >- A partnership, client/vendor, or licensing tie between two or more organizations. Carries partners, startDate, lastUpdateTime, news snippets, sources and AI-generated insights. - name: Person schema: v2ManagementAndBoard.Person id: personId description: >- A management-team or board member — givenName, middleName, surname, email, linkedInUrl, workExperience, education, boardAssociations. - name: Outlook schema: v2Outlook.OrgOutlookResponse description: >- The proprietary score bundle for an organization — mosaicScore, commercialMaturity, exitProbability. Each has a history variant and a signals/insights breakdown. - name: MosaicScore schema: v2Outlook.MosaicScore description: Composite health/growth score with sub-scores; only Mosaic v2.1 is served. - name: CommercialMaturity schema: v2Outlook.CommercialMaturity description: Maturity level plus supporting signals. - name: ExitProbability schema: v2Outlook.CurrentExitProbability description: Exit likelihood broken out with exit signals. - name: FundingWindow schema: v2Outlook.FundingWindowOrg description: Predicted funding-window data for an organization. - name: RevenueYear schema: v2Revenue.RevenueYear description: Revenue by year with source metadata; revenueSignalId is deprecated and always null. - name: ScoutingReport schema: v2ScoutingReports.ScoutingReportResponse description: >- On-demand AI-generated report for an organization, returned as both reportJson and reportMarkdown, with an orgInfo header. A streaming variant exists. - name: StrategyMap schema: v2StrategyMap.StrategyMapResponse description: >- Categorised map of an organization's strategy — categories, companies, connections, financial events and business relationships, plus insights. - name: Taxonomy schema: v2Firmographics.Taxonomy description: Sector > Industry > Sub-industry classification, plus markets and technologies. - name: BusinessModel schema: v2Firmographics.BusinessModel id: businessModelId description: Controlled business-model classification. - name: ExpertCollection schema: v2Firmographics.ExpertCollection id: collectionId description: Analyst-curated list an organization belongs to. - name: Address schema: v2Firmographics.Address description: Geographic location keyed by continentId, countryId, stateProvinceId, cityId. - name: Competitor schema: v2Firmographics.Competitor description: A related organization with a Competitor Score. - name: ChatCBIConversation schema: v2ChatCBI.ChatCBIResponse id: chatID description: >- A conversation with the ChatCBI research LLM. Carries message, sources, relatedContent, suggestions and title. The only stateful entity in the API — chatID threads turns together. relationships: - from: Organization to: Organization type: has_many via: parentOrgs label: parent organizations - from: Organization to: Organization type: has_many via: childOrgs label: subsidiaries - from: Organization to: Competitor type: has_many via: competitors - from: Organization to: Taxonomy type: has_one via: taxonomy - from: Organization to: BusinessModel type: has_many via: businessModels - from: Organization to: ExpertCollection type: has_many via: expertCollections - from: Organization to: Identifiers type: has_one via: identifiers - from: Organization to: Address type: has_one via: summary.address - from: Organization to: FinancialTransaction type: has_many via: orgId (POST /v2/organizations/{orgId}/financialtransactions/*) label: fundings received, investments made, portfolio exits - from: FinancialTransaction to: Organization type: belongs_to via: recipient - from: FinancialTransaction to: Investor type: has_many via: investors label: investors are themselves Organizations - from: FinancialTransaction to: CapTable type: has_one via: capTable - from: Organization to: BusinessRelationship type: has_many via: orgId (POST /v2/organizations/{orgId}/businessrelationships) - from: BusinessRelationship to: Organization type: has_many via: partners label: the many-to-many edge between organizations - from: Organization to: Person type: has_many via: orgId (POST /v2/organizations/{orgId}/managementandboard) - from: Person to: Organization type: has_many via: workExperience / boardAssociations - from: Organization to: Outlook type: has_one via: orgId (POST /v2/organizations/{orgId}/outlook) - from: Outlook to: MosaicScore type: has_one via: mosaicScore - from: Outlook to: CommercialMaturity type: has_one via: commercialMaturity - from: Outlook to: ExitProbability type: has_one via: exitProbability - from: Organization to: RevenueYear type: has_many via: orgId (POST /v2/organizations/{orgId}/revenuebyyear) - from: Organization to: FundingWindow type: has_one via: orgId (POST /v2/organizations/{orgId}/fundingwindow) - from: Organization to: ScoutingReport type: has_many via: orgId (POST /v2/organizations/{orgId}/scoutingreport) - from: Organization to: StrategyMap type: has_one via: orgId (POST /v2/organizations/{orgId}/strategymap) id_domains: orgId: CB Insights organization identifier (integer) dealId: financial transaction identifier relationshipId: business relationship identifier personId: management/board person identifier roundId / roundCategoryId / roundTypeId: funding round vocabulary businessModelId: business model vocabulary collectionId: Expert Collection identifier sectorId / industryId / subindustryId: taxonomy hierarchy marketIds / technologyIds: market and technology taxonomies continentId / regionId / countryId / stateProvinceId / cityId: geography vocabulary investorTypeId / investorCategoryId: investor classification statusId / orgStatusIds: organization status vocabulary titleIds: person title vocabulary awardsAndSpotlightsId: awards and spotlights vocabulary chatID: ChatCBI conversation identifier (string) see: vocabulary/cb-insights-vocabulary.yml notes: - >- Every *Id filter resolves against a published reference vocabulary rather than free text — the data model is only usable in combination with the taxonomy reference pages. - >- No entity carries a created/updated timestamp except BusinessRelationship (lastUpdateTime); v1 exposed lastUpdateTime across organizations, deals, people and business relationships as the incremental-sync mechanism. - >- The contract declares no operationIds, so entity operations can only be referenced by METHOD+PATH. cross_links: openapi: openapi/cb-insights-api-v2-openapi.json conventions: conventions/cb-insights-conventions.yml vocabulary: vocabulary/cb-insights-vocabulary.yml