openapi: 3.2.0 info: description: '# Introduction The CB Insights API offers market data and insights you won''t find anywhere else.' title: CB Insights Financial Transactions API contact: {} version: '2.0' x-logo: altText: CB Insights logo backgroundColor: '#FFFFFF' href: https://api-docs.cbinsights.com/v2/ url: https://api-docs.cbinsights.com/images/CBI_Logo_Color.svg servers: - url: https://api.cbinsights.com tags: - description: This dataset contains information about funding deals, cap table history, M&As, IPOs, and CBI-generated insights that extract key themes. name: Financial Transactions paths: /v2/financialtransactions/fundings: post: security: - BearerAuth: [] description: Returns a list of funding information for organizations based on the Org IDs provided, plus AI-generated insights that extract key themes. tags: - Financial Transactions summary: List of funding information for one or more organizations parameters: - description: Authorization name: Authorization in: header required: true schema: type: string responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.FundingsListResponse' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '401': description: Unauthorized content: application/json: schema: type: string '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '424': description: Failed Dependency content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' requestBody: content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.FundingsListRequestBody' description: Search parameters required: true operationId: postV2FinancialtransactionsFundings x-operation-id-source: derived /v2/financialtransactions/investments: post: security: - BearerAuth: [] description: Returns a list of investment rounds in which the requested Org IDs participated in, plus AI-generated insights that extract key themes. tags: - Financial Transactions summary: List of investments rounds for one or more organizations parameters: - description: Authorization name: Authorization in: header required: true schema: type: string responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.InvestmentsMultipleResponse' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '401': description: Unauthorized content: application/json: schema: type: string '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '424': description: Failed Dependency content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' requestBody: content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.InvestmentsMultipleOrganizationsRequest' description: Search parameters required: true operationId: postV2FinancialtransactionsInvestments x-operation-id-source: derived /v2/financialtransactions/portfolioexits: post: security: - BearerAuth: [] description: Returns a list of exit rounds for companies in which the requested Org IDs invested prior to the exit, plus AI-generated insights that extract key themes. tags: - Financial Transactions summary: List of portfolio exits for one or more organizations parameters: - description: Authorization name: Authorization in: header required: true schema: type: string responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.MultiplePortfolioExitsResponse' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '401': description: Unauthorized content: application/json: schema: type: string '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '424': description: Failed Dependency content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' requestBody: content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.MultipleOrganizationsPortfolioExitsRequestBody' description: Search parameters required: true operationId: postV2FinancialtransactionsPortfolioexits x-operation-id-source: derived /v2/organizations/{orgId}/financialtransactions/fundings: post: security: - BearerAuth: [] description: Retrieved data includes details about funding received by an organization, plus AI-generated insights that extract key themes. tags: - Financial Transactions summary: List funding transactions for a single organization parameters: - description: Authorization name: Authorization in: header required: true schema: type: string - description: CB Insights organization ID name: orgId in: path required: true schema: type: integer responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.FundingsResponse' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '401': description: Unauthorized content: application/json: schema: type: string '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '424': description: Failed Dependency content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' requestBody: content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.ListTransactionsForOrganizationRequest' description: Request body operationId: postV2OrganizationsByOrgIdFinancialtransactionsFundings x-operation-id-source: derived /v2/organizations/{orgId}/financialtransactions/investments: post: security: - BearerAuth: [] description: Retrieves all transactions in which the selected organization invested in another organization, plus AI-generated insights that extract key themes. tags: - Financial Transactions summary: List investment rounds for a single organization parameters: - description: Authorization name: Authorization in: header required: true schema: type: string - description: CB Insights unique identifier of an organization name: orgId in: path required: true schema: type: integer responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.InvestmentsResponse' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '401': description: Unauthorized content: application/json: schema: type: string '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '424': description: Failed Dependency content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' requestBody: content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.ListTransactionsForOrganizationRequest' description: Request body operationId: postV2OrganizationsByOrgIdFinancialtransactionsInvestments x-operation-id-source: derived /v2/organizations/{orgId}/financialtransactions/portfolioexits: post: security: - BearerAuth: [] description: Retrieves exit rounds for companies in which the selected organization invested prior to the exit, plus AI-generated insights that extract key themes. tags: - Financial Transactions summary: List portfolio exits for a single organization parameters: - description: Authorization name: Authorization in: header required: true schema: type: string - description: CB Insights unique identifier of an organization name: orgId in: path required: true schema: type: integer responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/v2FinancialTransactions.PortfolioExitsResponse' '400': description: Bad Request content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '401': description: Unauthorized content: application/json: schema: type: string '403': description: Forbidden content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '424': description: Failed Dependency content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' '500': description: Internal Server Error content: application/json: schema: $ref: '#/components/schemas/common.ErrorWithCode' operationId: postV2OrganizationsByOrgIdFinancialtransactionsPortfolioexits x-operation-id-source: derived components: schemas: v2FinancialTransactions.FundingsResponse: type: object properties: capTableHistory: description: Capitalization table history. Lists the funded organization's ownership structure. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.CapTable' fundings: description: List of financial transactions in which the selected organization received funding. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.Transaction' nextPageToken: description: Token to fetch the next page of results. If the value is null, then there are no more results to page through. type: string totalHits: description: Total number of fundings for this organization. type: integer example: 100 totalHitsRelation: description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of fundings which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000. type: string example: gte v2FinancialTransactions.FundingsOrg: type: object properties: capTableHistory: description: Capitalization table history. Lists the funded organization's ownership structure. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.CapTable' fundings: description: List of financial transactions where the organization received funding. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.Transaction' orgId: description: CB Insights Organization ID. type: integer example: 129410 v2FinancialTransactions.PortfolioExitsResponse: type: object properties: portfolioExits: description: A list of exit rounds for companies in which the selected organization invested prior to the exit. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.PortfolioExitTransaction' v2FinancialTransactions.ListTransactionsForOrganizationRequest: type: object properties: limit: description: The number of transactions to be returned in a single response. Must be in the range [1, 100]. Defaults to 100. type: integer nextPageToken: description: Token to fetch the next page of results; provided in a previous response. type: string example: '' v2FinancialTransactions.CapTable: type: object properties: coiFilingDate: description: The date of the latest COI filing. This can be null if the date is not available. type: string example: '2013-12-31' conversionPrice: description: Price at which shares can be converted into another security or equity. This can be null if the conversion price is not available. type: number example: 2.21 dealId: description: The unique deal ID for this transaction. This can be null if the deal ID is not available. type: integer example: 854976 dividendRate: description: Dividend rate expressed as a percentage of the par value of the shares. This can be null if the dividend rate is not available. type: number example: 0.004 issuancePrice: description: Original issue price per share at the time of issuance. This can be null if the issuance price is not available. type: number example: 2.21 liquidationMultiple: description: Multiple of the original investment amount that investors can expect to receive upon liquidation. This can be null if the liquidation multiple is not available. type: number example: 1 liquidationPrice: description: Price at which shares can be sold back to the company or liquidated. This can be null if the liquidation price is not available. type: number example: 2.21 parValue: description: Par value of the shares. This can be null if the par value is not available. type: number example: 13.32 percentageOwned: description: Percentage of total shares owned by investor(s) in this funding round. This can be null if the percentage owned is not available. type: number example: 0.049 roundType: description: Name of the funding round type as per the CoI filing. This can be null if the round type is not available. type: string example: Angel roundTypeId: description: ID of the funding round type. This can be null if the round type is not available. type: integer example: 9 sharesAuthorized: description: Number of shares authorized. This can be null if the number of shares is not available. type: integer format: int64 example: 20000 terms: description: Additional terms governing the round. This can be null if the terms are not available. allOf: - $ref: '#/components/schemas/v2FinancialTransactions.Terms' v2FinancialTransactions.FundingsListResponse: type: object properties: nextPageToken: description: Token to fetch the next page of results. If the value is null, then there are no more results. type: string orgs: description: List of fundings for the requested Org IDs. If an Org ID has no funding data, it will be excluded from the response. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.FundingsOrg' totalHits: description: Total number of fundings for the requested organizations. type: integer example: 100 totalHitsRelation: description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of fundings which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000. type: string example: eq v2FinancialTransactions.Terms: type: object properties: antiDilutionProvision: description: Anti-dilution provision for the shares issued in this funding round. This can be null if the anti-dilution provision is not available. type: string example: Full Ratchet antiDilutionProvisionId: description: Unique identifier for the anti-dilution provision. This can be null if the anti-dilution provision is not available. type: integer example: 1 dividendPreference: description: Dividend preference for the shares issued in this funding round. This can be null if the dividend preference is not available. type: string example: Cumulative dividendPreferenceId: description: Unique identifier for the dividend preference. This can be null if the dividend preference is not available. type: integer example: 1 hasBoardVotingRights: description: Indicates if the shares issued in this funding round have board voting rights. This can be null if information about board voting rights are not available. type: boolean example: false hasGeneralVotingRights: description: Indicates if the shares issued in this funding round have general voting rights. This can be null if information about general voting rights are not available. type: boolean example: true liquidationPreference: description: Liquidation preference for the shares issued in this funding round. This can be null if the liquidation preference is not available. type: string example: Junior liquidationPreferenceId: description: Unique identifier for the liquidation preference. This can be null if the liquidation preference is not available. type: integer example: 2 participationRights: description: Participation rights for the shares issued in this funding round. This can be null if the participation rights are not available. type: string example: Full Participation participationRightsId: description: Unique identifier for the participation rights. This can be null if the participation rights are not available. type: integer example: 2 v2FinancialTransactions.InvestmentsMultipleResponse: type: object properties: nextPageToken: description: Token to fetch the next page of results. If the value is null, then there are no more results to page through. type: string example: eyJwYWdpbmF0aW9uX3NjaGVtZSI6MiwibmV4dF9wYWdlX3Rva2VuIjoxMjk0MTB9Cg== orgs: description: A list of investments the requested Org ID participated in. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.InvestmentsOrg' totalHits: description: Total number of organizations with Portfolio Exits. type: integer example: 100 totalHitsRelation: description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of organizations with Portfolio Exits which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000. type: string example: eq common.ErrorWithCode: type: object properties: error: type: string v2FinancialTransactions.InvestmentsResponse: type: object properties: investments: description: A list of financial transactions in which the selected organization invested in another organization. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.Transaction' nextPageToken: description: Token to fetch the next page of results. If the value is null, then there are no more results to page through. type: string totalHits: description: Total number of investments for this organization. type: integer example: 100 totalHitsRelation: description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of investments which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000. type: string example: gte v2FinancialTransactions.Insights: type: object properties: details: description: A list of CB Insights generated insights about the deal. type: array items: type: string example: - The funding round propelled Stripe's valuation to $3.5 billion - ' enhancing its financial leverage in the payments sector. Investment from prominent firms.' headline: description: Headline of CB Insights generated insights about the deal. type: string example: Stripe's valuation swells with latest funding, bolstering its market position sources: description: A list of URLs to articles containing information about these insights. type: array items: type: string example: - http://www.vcnewsdaily.com/stripe/venture-capital-funding/sfbwyyxnvy - http://techcrunch.com/2014/12/04/thrive-capital-bet-big-30-million-to-be-exact-on-stripe/?ncid=rss summary: description: Summary of CB Insights generated insights about the deal. type: string example: Stripe completed a Series C - II funding round, securing $70 million v2FinancialTransactions.PortfolioExitTransaction: type: object properties: amountInMillions: description: The value of the transaction, in millions of US dollars. type: number example: 1218.92 date: description: The date when the transaction took place, in the format YYYY-MM-DD. type: string example: '2025-07-31' dealId: description: The unique deal ID for this transaction. type: integer example: 18708 insights: description: CB Insights proprietary AI generated insights about the deal. allOf: - $ref: '#/components/schemas/v2FinancialTransactions.Insights' investors: description: Organizations that participated in this transaction as investors. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.Investor' isExit: description: Whether this transaction is an exit. (IPO, acquisition, etc. Always true for portfolio exits. This field is retained for compatibility.) type: boolean example: true recipient: description: The organization that exited (received funding). allOf: - $ref: '#/components/schemas/v2FinancialTransactions.BasicOrg' round: description: The name of the funding round type. type: string example: IPO roundCategory: description: See https://api-docs.cbinsights.com/docs/reference/funding_types/#funding-round-category type: string example: IPO roundCategoryId: description: See https://api-docs.cbinsights.com/docs/reference/funding_types/#funding-round-category type: integer example: 10 roundId: description: The unique identifier of the funding round type. See https://api-docs.cbinsights.com/docs/reference/funding_types/ type: integer example: 76 simplifiedRound: description: A simplified name of the funding round. For example, "Acquired" and "Acq - Pending" would both be represented as "Acquisition". type: string example: IPO sources: description: A list of URLs to articles containing information about this financial transaction. type: array items: type: string example: - https://www.reuters.com/technology/figma-raises-12-billion-us-ipo-signaling-thaw-tech-listings-2025-07-30/ - https://www.cnbc.com/2025/07/30/figma-prices-ipo-at-33-above-expected-range.html valuationInMillions: description: The valuation of the funded organization after this transaction, in millions of US dollars. type: number example: 16086.21 v2FinancialTransactions.Transaction: type: object properties: amountInMillions: description: The value of the transaction, in millions of US dollars. type: number example: 2 date: description: The date when the financial transaction took place, in the format YYYY-MM-DD. type: string example: '2011-03-15' dealId: description: The unique deal ID for this transaction. type: integer example: 88456 insights: description: CB Insights proprietary AI generated insights about the deal. allOf: - $ref: '#/components/schemas/v2FinancialTransactions.Insights' investors: description: Organizations that participated in this transaction as investors. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.Investor' isExit: description: Whether this transaction is an exit. (IPO, acquisition, etc.) type: boolean example: false recipient: description: The organization that is receiving the funding. allOf: - $ref: '#/components/schemas/v2FinancialTransactions.BasicOrg' revenueMax: description: The maximum revenue of the funded organization at the time of this transaction, in US dollars. Typically, this value is equal to `revenueMin`. type: number example: 1500000 revenueMin: description: The minimum revenue of the funded organization at the time of this transaction, in US dollars. Typically, this value is equal to `revenueMax`, but it may differ if the available data do not provide an exact number. type: number example: 1500000 revenueMultipleMax: description: The maximum revenue multiple of the funded organization at the time of this transaction. Typically, this value is equal to `revenueMultipleMin`. type: number example: 12 revenueMultipleMin: description: The minimum revenue multiple of the funded organization at the time of this transaction. Typically, this value is equal to `revenueMultipleMax`. type: number example: 12 revenueTimePeriod: description: The time period to which the revenue and revenue multiple values pertain, typically a fiscal year or quarter. type: string example: FY 2024 round: description: The name of the funding round type. type: string example: Seed VC - II roundCategory: description: See https://api-docs.cbinsights.com/docs/reference/funding_types/#funding-round-category type: string example: Seed / Angel roundCategoryId: description: See https://api-docs.cbinsights.com/docs/reference/funding_types/#funding-round-category type: integer example: 2 roundId: description: The unique identifier of the funding round type. See https://api-docs.cbinsights.com/docs/reference/funding_types/ type: integer example: 108 simplifiedRound: description: A simplified name of the funding round. For example, funding rounds "Series A" and "Series A - II" would both be represented as "Series A". type: string example: Seed VC sources: description: A list of URLs to articles containing information about this financial transaction. type: array items: type: string example: - http://techcrunch.com/2011/03/28/stealth-payment-startup-stripe-paypal/ - http://venturebeat.com/2011/03/29/stealth-online-payments-startup-stripe-draws-backing-from-paypal-founders/ valuationInMillions: description: The valuation of the funded organization after this transaction, in millions of US dollars. type: number example: 18 v2FinancialTransactions.OrgPortfolioExitsResponse: type: object properties: orgId: description: CB Insights organization ID. type: integer example: 129410 portfolioExits: description: Portfolio exits where the requested org ID invested prior to the exit. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.PortfolioExitTransaction' v2FinancialTransactions.BasicOrg: type: object properties: name: description: The name of the organization. type: string example: Prss orgId: description: The CB Insights unique organization ID of this organization. type: integer example: 2763 v2FinancialTransactions.InvestmentsMultipleOrganizationsRequest: type: object properties: limit: description: The maximum number of results to be returned in a single response. Must be in the range [1, 100]. Defaults to 100. type: integer example: 100 nextPageToken: description: Token to fetch the next page of results; provided in a previous response. type: string example: '' orgIds: description: List of Org IDs to look up, the request must contain 1 - 100 Org IDs. type: array items: type: integer example: - 129410 - 1034157 v2FinancialTransactions.FundingsListRequestBody: description: Search parameters to request available funding information for one or more organizations type: object properties: limit: description: The maximum number of results to be returned in a single response. Must be in the range [1, 100]. Defaults to 100. type: integer example: 100 nextPageToken: description: Token to fetch the next page of results; provided in a previous response. type: string example: '' orgIds: description: List of Org IDs to look up, the request must contain 1 - 100 Org IDs. type: array items: type: integer example: - 129410 - 1034157 v2FinancialTransactions.Investor: type: object properties: isFollowOn: description: Indicates if this organization had previously invested in the company. type: boolean example: false isLead: description: Indicates if this organization took charge of the fundraising round (usually indicates that it contributed a substantial portion of the capital). type: boolean example: false isNew: description: Indicates if this organization invested in the company (recipient) for the first time. type: boolean example: true name: description: The name of the organization that made the investment. type: string example: ABC Financial Group orgId: description: The CB Insights unique organization ID of the organization that made the investment. type: integer example: 19485 v2FinancialTransactions.MultiplePortfolioExitsResponse: type: object properties: nextPageToken: description: Token to fetch the next page of results. If the value is null, then there are no more results to page through. type: string example: eyJwYWdpbmF0aW9uX3NjaGVtZSI6MiwibmV4dF9wYWdlX3Rva2VuIjoxMjk0MTB9Cg== orgs: description: A list of exit rounds where the requested Org ID invested prior to the exit. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.OrgPortfolioExitsResponse' totalHits: description: Total number of organizations with Portfolio Exits. type: integer example: 100 totalHitsRelation: description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of organizations with Portfolio Exits which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000. type: string example: eq v2FinancialTransactions.InvestmentsOrg: type: object properties: investments: description: List of investments the Org ID participated in. type: array items: $ref: '#/components/schemas/v2FinancialTransactions.Transaction' orgId: description: CB Insights Organization ID. type: integer example: 129410 v2FinancialTransactions.MultipleOrganizationsPortfolioExitsRequestBody: type: object properties: limit: description: The maximum number of results to be returned in a single response. Must be in the range [1, 100]. Defaults to 100. type: integer example: 10 nextPageToken: description: Token to fetch the next page of results; provided in a previous response. type: string example: '' orgIds: description: List of Org IDs to look up, the request must contain 1 - 100 Org IDs. type: array items: type: integer example: - 129410 - 1034157 securitySchemes: BearerAuth: description: Type "Bearer" followed by a space and JWT token. type: apiKey name: Authorization in: header externalDocs: description: CBI API v1 reference url: https://api-docs.cbinsights.com/