openapi: 3.2.0
info:
title: OpenAPI definition General API
version: v0
description: General
servers:
- url: https://api.pitchbook.com
tags:
- name: General
description: General
paths:
/search:
get:
tags:
- General
summary: General Search
description: Retrieves business entities matching the specified criteria
operationId: generalSearch
parameters:
- name: query
in: query
description: "Pass some of the parameters:\n- an entity ID (will return results for entities with matching IDs);\n- name (entities can be found by formal, also known as and legal names.\n Exact and partial matches are returned);\n- website (only exact matches are returned for website inputs);\n- ticker (takes entity ticker and searches across all exchanges; results are\n returned for exact matches only);\n- xticker (takes exchange and ticker symbol; results are returned for exact matches only)\n"
required: false
style: form
explode: true
schema:
type: string
example: 11111-11
- name: page
in: query
description: Results are returned so that they can be paged through. Set this parameter to increment the page
required: false
style: form
explode: true
schema:
type: string
example: '1'
- name: perPage
in: query
description: How many returned results show on page
required: false
style: form
explode: true
schema:
type: string
example: '25'
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/GeneralSearchPageDto_SearchView'
example:
stats:
total: 3
perPage: 25
page: 1
lastPage: 1
items:
- pbId: 10377-37
name: Tesla
sandbox: false
website: www.tesla.com
pitchBookProfileLink: https://my.pitchbook.com/profile/10377-37/company/profile
primaryFirmType:
pbId: 10377-37
type: COMPANY
otherFirmTypes:
- pbId: 10377-37
type: INVESTOR
stockTicker: TSLA
- fundId: 10377-37
fundName: Tesla
sandbox: false
- pbId: 1111-11P
name: Peter Parker
sandbox: true
primaryCompanyId: 10377-37
primaryCompanyName: Tesla
security:
- pbToken: []
/{entityType}/search:
get:
tags:
- General
summary: Shared Search
description: 'Extracts the specified entity names and pbIds from an Advanced Search that has been shared from a PitchBook platform user. This endpoint supports the extraction of pbIds for Companies, Deals, Investors, Funds, Limited Partners, Service Providers, People and Entity Management. The Shared Search endpoint can be an easier way to get the names and pbIds for your universe instead of using another search endpoint, such as Company Search. To generate a Shared Search link, click the share icon located in the Advanced Search Results page or Saved Searches/Lists sections.
For example, the following is the generated link for a Shared Search for US PE-Backed Companies:
https://content.pitchbook.com/share/quick-link/search/8e6bd17e-dea5-4eca-8143-dddb2ab623a0?hash=484124ea029982f76ec42f9a53cb3452f2d75eb013d75478a547d542b852e1c7
In the example above, the search ID value is: 8e6bd17e-dea5-4eca-8143-dddb2ab623a0, the hash value is 484124ea029982f76ec42f9a53cb3452f2d75eb013d75478a547d542b852e1c7 and the available entity types include: Companies, Deals, Investors and Entity_Management'
operationId: sharedSearch
parameters:
- name: entityType
in: path
description: Specify the type of entity to be returned from the PitchBook Shared Search. The ENTITY_MANAGEMENT entityType enables users to pull back people information from Companies & Deals, Investors & Funds, and Limited Partners searches. The People entityType is reserved for People screener shared searches
required: true
style: simple
explode: false
schema:
type: string
enum:
- COMPANIES
- DEALS
- INVESTORS
- SERVICE_PROVIDERS
- LIMITED_PARTNERS
- PEOPLE
- ENTITY_MANAGEMENT
- FUNDS
- name: searchId
in: query
description: Pass a search ID found in the generated URL of a PitchBook Shared Search. Note that this is different than copying the URL found in the browser
required: true
style: form
explode: true
schema:
type: string
example: 8e6bd17e-dea5-4eca-8143-dddb2ab623a0
- name: hash
in: query
description: Hash value for shared search
required: false
style: form
explode: true
schema:
type: string
example: 484124ea029982f76ec42f9a53cb3452f2d75eb013d75478a547d542b852e1c7
- name: page
in: query
description: Results are returned so that they can be paged through. Set this parameter to increment the page
required: false
style: form
explode: true
schema:
type: string
example: 1
- name: perPage
in: query
description: How many returned results show on page
required: false
style: form
explode: true
schema:
type: string
example: 25
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/SharedSearchPageDtoObject_SearchView'
examples:
COMPANIES:
value:
stats:
total: 5
perPage: 1
page: 3
lastPage: 5
searchCriteria: 'Deal Size: Min: 1.14M; Max: 57.04M; Deal Options: Search on a full transaction; Ownership Status: Privately Held (backing); Backing Status: Accelerator/Incubator-backed; Locations: United States;'
items:
- companyId: 10695-52
companyName: Facebook
sandbox: true
DEALS:
value:
stats:
total: 5
perPage: 1
page: 3
lastPage: 5
searchCriteria: 'Deal Size: Min: 1.14M; Max: 57.04M; Deal Options: Search on a full transaction; Ownership Status: Privately Held (backing); Backing Status: Accelerator/Incubator-backed; Locations: United States;'
items:
- dealId: 109688-14T
companyId: 164273-95
companyName: Proxy
sandbox: true
INVESTORS:
value:
stats:
total: 5
perPage: 1
page: 3
lastPage: 5
searchCriteria: 'Deal Size: Min: 1.14M; Max: 57.04M; Deal Options: Search on a full transaction; Ownership Status: Privately Held (backing); Backing Status: Accelerator/Incubator-backed; Locations: United States;'
items:
- investorId: 52385-14
investorName: TriGate Capital
sandbox: true
SERVICE_PROVIDERS:
value:
stats:
total: 5
perPage: 1
page: 3
lastPage: 5
searchCriteria: 'Deal Size: Min: 1.14M; Max: 57.04M; Deal Options: Search on a full transaction; Ownership Status: Privately Held (backing); Backing Status: Accelerator/Incubator-backed; Locations: United States;'
items:
- serviceProviderId: 166176-28
serviceProviderName: Maitland Green I
sandbox: true
LIMITED_PARTNERS:
value:
stats:
total: 5
perPage: 1
page: 3
lastPage: 5
searchCriteria: 'Deal Size: Min: 1.14M; Max: 57.04M; Deal Options: Search on a full transaction; Ownership Status: Privately Held (backing); Backing Status: Accelerator/Incubator-backed; Locations: United States;'
items:
- limitedPartnerId: 166176-28
limitedPartnerName: Maitland Green I
sandbox: true
PEOPLE:
value:
stats:
total: 5
perPage: 1
page: 3
lastPage: 5
searchCriteria: 'Deal Size: Min: 1.14M; Max: 57.04M; Deal Options: Search on a full transaction; Ownership Status: Privately Held (backing); Backing Status: Accelerator/Incubator-backed; Locations: United States;'
items:
- personId: 11397-61P
personName: Stephen Neal
firmId: 164076-94
sandbox: true
ENTITY_MANAGEMENT:
value:
stats:
total: 5
perPage: 1
page: 3
lastPage: 5
searchCriteria: 'Deal Size: Min: 1.14M; Max: 57.04M; Deal Options: Search on a full transaction; Ownership Status: Privately Held (backing); Backing Status: Accelerator/Incubator-backed; Locations: United States;'
items:
- personId: 11397-61P
personName: Stephen Neal
firmId: 164076-94
sandbox: true
FUNDS:
value:
stats:
total: 5
perPage: 1
page: 3
lastPage: 5
searchCriteria: 'Deal Size: Min: 1.14M; Max: 57.04M; Deal Options: Search on a full transaction; Ownership Status: Privately Held (backing); Backing Status: Accelerator/Incubator-backed; Locations: United States;'
items:
- fundId: 11119-69F
fundName: Franklin Street Equity Fund
investors:
- investorId: 11193-94
investorName: Franklin Street Equity Partners
sandbox: true
security:
- pbToken: []
/entities/{pbId}/bio:
get:
tags:
- General
summary: Entity Bio
description: Retrieves key data points about primary entity type of specific PBID
operationId: getEntityBio
parameters:
- name: pbId
in: path
description: Entity pbId
required: true
style: simple
explode: false
schema:
type: string
examples:
137127-16:
summary: 137127-16
value: 137127-16
436909-78:
summary: 436909-78
value: 436909-78
158901-40:
summary: 158901-40
value: 158901-40
51538-87:
summary: 51538-87
value: 51538-87
11593-99:
summary: 11593-99
value: 11593-99
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/EntityBioDto'
security:
- pbToken: []
/entities/bio:
post:
tags:
- General
summary: '[Bulk] Entity Bio'
description: Retrieves key data points about primary entity type of specific PBID. This bulk call allows you to send multiple pbIds within a single API call.
operationId: getBulkEntityBio
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/BulkRequestDto'
example:
items:
- id: 11461-51
- id: 11593-99
- id: 437741-92
required: true
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/BulkResultDtoEntityBioDto'
security:
- pbToken: []
/entities/{pbId}/people:
get:
tags:
- General
summary: Entity People
description: Retrieves data about each team member of the specific entity
operationId: getEntityPeople
parameters:
- name: pbId
in: path
description: Entity pbId
required: true
style: simple
explode: false
schema:
type: string
examples:
10352-44:
summary: 10352-44
value: 10352-44
226884-79:
summary: 226884-79
value: 226884-79
178836-04:
summary: 178836-04
value: 178836-04
56069-29:
summary: 56069-29
value: 56069-29
11033-29:
summary: 11033-29
value: 11033-29
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/EntityPeopleDto'
security:
- pbToken: []
/entities/people:
post:
tags:
- General
summary: '[Bulk] Entity People'
description: Retrieves data about each team member of the specific entity. This bulk call allows you to send multiple pbIds within a single API call.
operationId: getBulkEntityPeople
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/BulkRequestDto'
example:
items:
- id: 10072-27
- id: 51231-25
- id: 62881-48
required: true
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/BulkResultDtoEntityPeopleDto'
security:
- pbToken: []
/entities/{pbId}/locations:
get:
tags:
- General
summary: Entity Locations
description: Retrieves data about locations of HQ and alternate offices of the specific entity
operationId: getEntityLocations
parameters:
- name: pbId
in: path
description: Entity pbId
required: true
style: simple
explode: false
schema:
type: string
examples:
226657-72:
summary: 226657-72
value: 226657-72
122050-54:
summary: 122050-54
value: 122050-54
121367-53:
summary: 121367-53
value: 121367-53
10034-56:
summary: 10034-56
value: 10034-56
63910-36:
summary: 63910-36
value: 63910-36
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/EntityLocationsDto'
security:
- pbToken: []
/entities/locations:
post:
tags:
- General
summary: '[Bulk] Entity Locations'
description: Retrieves data about locations of HQ and alternate offices of the specific entity. This bulk call allows you to send multiple pbIds within a single API call.
operationId: getBulkEntityLocations
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/BulkRequestDto'
example:
items:
- id: 51209-29
- id: 10103-32
- id: 109857-16
required: true
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/BulkResultDtoEntityLocationsDto'
security:
- pbToken: []
/entities/{pbId}/affiliates:
get:
tags:
- General
summary: Entity Affiliates
description: 'Retrieves data about entities affiliated with the specified entity; affiliated entities include: parent company, subsidiaries, and sisters'
operationId: getEntityAffiliates
parameters:
- name: pbId
in: path
description: Entity pbId
required: true
style: simple
explode: false
schema:
type: string
examples:
161109-28:
summary: 161109-28
value: 161109-28
61310-53:
summary: 61310-53
value: 61310-53
224622-37:
summary: 224622-37
value: 224622-37
57384-64:
summary: 57384-64
value: 57384-64
10605-07:
summary: 10605-07
value: 10605-07
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
type: array
items:
$ref: '#/components/schemas/EntityAffiliateDto'
security:
- pbToken: []
/entities/affiliates:
post:
tags:
- General
summary: '[Bulk] Entity Affiliates'
description: Retrieves entities affiliated with the specific entity. This bulk call allows you to send multiple pbIds within a single API call.
operationId: getBulkEntityAffiliate
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/BulkRequestDto'
example:
items:
- id: 62283-07
- id: 89110-45
- id: 11009-35
required: true
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/BulkResultDtoListEntityAffiliateDto'
security:
- pbToken: []
/entities/{pbId}/news:
get:
tags:
- General
summary: Entity News
description: Retrieves news articles for the specific entity for up to the last 30 days
operationId: entityNews
parameters:
- name: pbId
in: path
description: Entity pbId
required: true
style: simple
explode: false
schema:
type: string
examples:
10074-88:
summary: 10074-88
value: 10074-88
52385-14:
summary: 52385-14
value: 52385-14
122050-54:
summary: 122050-54
value: 122050-54
11571-22:
summary: 11571-22
value: 11571-22
10623-25:
summary: 10623-25
value: 10623-25
- name: sinceDate
in: query
description: 'Add this parameter to extract news articles about the entity after a certain date with the > operator, before a certain date with the < operator and between 2 dates with the ^ operator. Set this parameter in pair with pbId. Format: YYYY-MM-DD'
required: false
style: form
explode: true
schema:
type: string
example: <2022-10-20
- name: trailingRange
in: query
description: Add this parameter to extract news articles about the entity during last N days (up to 30). Set this parameter in pair with pbId
required: false
style: form
explode: true
schema:
type: string
example: 20
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
type: array
items:
$ref: '#/components/schemas/EntityNewsDto'
security:
- pbToken: []
/entities/{pbId}/profile-download:
get:
tags:
- General
summary: Entity Profile Download
description: Retrieves PDF file of the specific entity.
operationId: downloadEntityProfile
parameters:
- name: pbId
in: path
description: Entity pbId
required: true
style: simple
explode: false
schema:
type: string
examples:
66153-25:
summary: 66153-25
value: 66153-25
232806-43:
summary: 232806-43
value: 232806-43
89110-45:
summary: 89110-45
value: 89110-45
58572-64:
summary: 58572-64
value: 58572-64
11033-29:
summary: 11033-29
value: 11033-29
- name: entityType
in: query
description: Specify the type of entity to be downloaded into the PDF file. If nothing is specified, information about the entity's primary type is retrieved by default.
required: false
style: form
explode: true
schema:
type: string
enum:
- COMPANY
- INVESTOR
- LIMITED_PARTNER
- SERVICE_PROVIDER
- FUND
- PERSON
- name: includeSections
in: query
description: 'Specify the sections: company, investor, person, fund, limited partner, service provider to be downloaded into a PDF file. Set this parameter to limit the list of downloaded information to the specified sections. Set the value for this parameter only when the Exclude Sections parameter is not applied. All sections will be downloaded by default.'
required: false
style: form
explode: true
schema:
type: string
example: ENTITY_CONTACT_INFO
- name: excludeSections
in: query
description: 'Specify the sections: company, investor, person, fund, limited partner, service provider to be excluded from a PDF file. Set this parameter to exclude sections from the file. Set the value for this parameter only when the Include Sections parameter is not applied. Empty by default'
required: false
style: form
explode: true
schema:
type: string
example: ENTITY_FILINGS
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
default:
description: default response
content:
'*/*':
schema:
type: string
example: Binary file content
security:
- pbToken: []
/entities/{pbId}/updates:
get:
tags:
- General
summary: General Updates
description: Retrieves changes for the specific entity for up to the last 90 days
operationId: getEntityUpdates
parameters:
- name: pbId
in: path
description: Entity pbId. Required to specify time period using 'sinceDate' or 'trailingRange' parameter
required: true
style: simple
explode: false
schema:
type: string
examples:
223975-81:
summary: 223975-81
value: 223975-81
10034-56:
summary: 10034-56
value: 10034-56
56069-29:
summary: 56069-29
value: 56069-29
14145-31:
summary: 14145-31
value: 14145-31
10039-24:
summary: 10039-24
value: 10039-24
- name: sinceDate
in: query
description: 'Add this parameter to extract information about the entity updates after a certain date with the > operator, before a certain date with the < operator and between 2 dates with the ^ operator. Set this parameter in pair with pbId. Format: YYYY-MM-DD'
required: false
style: form
explode: true
schema:
type: string
example: <2026-09-16
- name: trailingRange
in: query
description: Add this parameter to extract information about the entity updates during last N days (up to 90). Set this parameter in pair with pbId
required: false
style: form
explode: true
schema:
type: integer
example: '20'
responses:
'400':
description: Bad Request
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'500':
description: Internal Server Error
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'404':
description: Not Found
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'503':
description: Service Unavailable
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'403':
description: Forbidden
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'504':
description: Gateway Timeout
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'402':
description: Payment Required
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'429':
description: Too Many Requests
content:
'*/*':
schema:
$ref: '#/components/schemas/ErrorDto'
'200':
description: OK
content:
'*/*':
schema:
$ref: '#/components/schemas/UpdateDto'
security:
- pbToken: []
components:
schemas:
RequestItemDto:
type: object
properties:
id:
type: string
FundGeneralSearchResultDto_SearchView:
type: object
allOf:
- $ref: '#/components/schemas/GeneralSearchResultDto_SearchView'
- type: object
properties:
fundId:
type: string
fundName:
type: string
GeneralSearchResultDto_SearchView:
required:
- discriminator
type: object
properties:
sandbox:
type: boolean
pbId:
type: string
name:
type: string
discriminator:
type: string
discriminator:
propertyName: discriminator
FailedItemDto:
type: object
properties:
id:
type: string
example: 420962-68
reason:
type: string
example: 429 TOO_MANY_REQUESTS
enum:
- 400 BAD_REQUEST
- 401 UNAUTHORIZED
- 402 PAYMENT_REQUIRED
- 403 FORBIDDEN
- 404 NOT_FOUND
- 405 METHOD_NOT_ALLOWED
- 415 UNSUPPORTED_MEDIA_TYPE
- 429 TOO_MANY_REQUESTS
- 500 INTERNAL_SERVER_ERROR
- 503 SERVICE_UNAVAILABLE
message:
type: string
example: '{LIMIT_TYPE} rate limit exceeded. Please wait until rate limit period is renewed'
BulkStatsDto:
type: object
properties:
total:
type: integer
format: int32
matched:
type: integer
format: int32
noData:
type: integer
format: int32
unmatched:
type: integer
format: int32
duplicates:
type: integer
format: int32
NoDataItemDto:
type: object
properties:
id:
type: string
BulkResultDtoEntityPeopleDto:
type: object
properties:
stats:
$ref: '#/components/schemas/BulkStatsDto'
matched:
type: array
items:
$ref: '#/components/schemas/EntityPeopleDto'
noData:
type: array
items:
$ref: '#/components/schemas/NoDataItemDto'
unmatched:
type: array
items:
$ref: '#/components/schemas/FailedItemDto'
duplicates:
type: array
items:
$ref: '#/components/schemas/DuplicatedItemDto'
BulkRequestDto:
type: object
properties:
items:
type: array
items:
$ref: '#/components/schemas/RequestItemDto'
CompanyBioDto:
type: object
properties:
companyId:
type: string
example: 54937-90
companyName:
$ref: '#/components/schemas/EntityNameDto'
parentCompanyId:
type: string
example: 62181-28
parentCompanyName:
type: string
example: The We Company
hqLocation:
$ref: '#/components/schemas/HqLocationDto'
description:
type: string
example: Provider of a mobile collaboration platform created to turn simple field updates into game-changing insights. The company's mobile collaboration platform contains a Web/tablet component, providing all stakeholders on a construction job mobile access to job-site data and also issues automated daily reports, job-site tasks and tracks field progress in real time, enabling professionals in the construction industry with a bird's-eye view of every project without stepping on-site.
financingStatus:
$ref: '#/components/schemas/DictionaryDto'
businessStatus:
$ref: '#/components/schemas/DictionaryDto'
ownershipStatus:
$ref: '#/components/schemas/DictionaryDto'
universe:
type: array
items:
$ref: '#/components/schemas/DictionaryDto'
website:
type: string
example: www.fieldlens.com
employees:
type: integer
format: int64
example: 25
employeeHistory:
type: array
items:
$ref: '#/components/schemas/EmployeeHistoryDto'
exchange:
type: string
example: PINX
ticker:
type: string
example: BASX
yearFounded:
type: integer
format: int32
example: 2010
financingStatusNote:
$ref: '#/components/schemas/CompanyFinancingNoteDto'
totalMoneyRaised:
$ref: '#/components/schemas/MoneyDto'
sicCodes:
type: array
items:
$ref: '#/components/schemas/DictionaryDto'
morningstarCode:
description: Deprecated. Always empty.
deprecated: true
allOf:
- $ref: '#/components/schemas/DictionaryDto'
cikCode:
type: string
example: '1554436'
companySocialURLs:
$ref: '#/components/schemas/CompanySocialDto'
pitchBookProfileLink:
type: string
DuplicatedItemDto:
type: object
properties:
id:
type: string
example: 420962-68
occurrence:
type: integer
format: int32
example: 1
CompanySocialDto:
type: object
properties:
facebookProfileUrl:
type: string
twitterProfileUrl:
type: string
linkedInProfileUrl:
type: string
EntityTypeDto:
type: object
properties:
type:
$ref: '#/components/schemas/DictionaryDto'
primary:
type: boolean
example: false
example:
type:
code: IB
description: Investment Bank
primary: true
EntityBoardMemberDto:
type: object
properties:
personId:
type: string
example: 204383-98P
personName:
type: string
example: Luke Bagley
fullTitle:
type: string
example: Board Member
boardRepresentingId:
type: string
example: 10377-37
boardRepresentingName:
type: string
example: Max Technologies
roleOnBoard:
type: string
example: Board Member
boardStart:
type: string
format: date
example: '2005-07-29'
boardFinish:
type: string
format: date
example: '2020-05-09'
contactInfoAvailable:
type: boolean
example: true
EntityDescriptionDto:
type: object
properties:
brief:
type: string
example: Franklin Street Equity Partners is a private equity firm investing in middle market companies across a wide range of industries.
full:
type: string
example: Franklin Street Equity Partners is a private equity firm investing in middle market companies across a wide range of industries. FSEP was founded by the principals of Ablum, Brown & Company, a Chicago-based investment banking boutique specializing in leveraged acquisitions. The firm was founded in 1997 and is based in Chicago, Illinois.
EntityAffiliateDto:
type: object
properties:
entityId:
type: string
example: 54937-90
affiliateId:
type: string
example: 41349-37
affiliateName:
type: string
example: Max Technologies
affiliateType:
type: string
example: Subsidiary
MoneyDto:
type: object
properties:
amount:
type: number
example: 17039.27
currency:
type: string
example: USD
nativeAmount:
type: number
example: 15689
nativeCurrency:
type: string
example: EUR
estimated:
type: boolean
example: false
EntityBioDto:
type: object
properties:
primaryFirmType:
type: string
companyBio:
$ref: '#/components/schemas/CompanyBioDto'
investorBio:
$ref: '#/components/schemas/InvestorBioDto'
limitedPartnerBio:
$ref: '#/components/schemas/LimitedPartnerBioDto'
serviceProviderBio:
$ref: '#/components/schemas/ServiceProviderBioDto'
EntityOfficeDto:
type: object
properties:
location:
type: string
example: Chicago, IL
addressLine1:
type: string
example: 69 West Monroe Street
addressLine2:
type: string
example: Suite 190
city:
type: string
example: Chicago
stateProvince:
type: string
example: IL
postCode:
type: string
example: '60661'
country:
type: string
example: United States
phone:
type: string
example: +1 (312) 902-6655
fax:
type: string
example: +1 (312) 902-5655
email:
type: string
example: office.email@gmail.com
globalRegion:
type: string
example: Americas
globalSubRegion:
type: string
example: North America
ErrorDto:
type: object
properties:
reason:
type: string
enum:
- 100 CONTINUE
- 101 SWITCHING_PROTOCOLS
- 102 PROCESSING
- 103 EARLY_HINTS
- 103 CHECKPOINT
- 200 OK
- 201 CREATED
- 202 ACCEPTED
- 203 NON_AUTHORITATIVE_INFORMATION
- 204 NO_CONTENT
- 205 RESET_CONTENT
- 206 PARTIAL_CONTENT
- 207 MULTI_STATUS
- 208 ALREADY_REPORTED
- 226 IM_USED
- 300 MULTIPLE_CHOICES
- 301 MOVED_PERMANENTLY
- 302 FOUND
- 302 MOVED_TEMPORARILY
- 303 SEE_OTHER
- 304 NOT_MODIFIED
- 305 USE_PROXY
- 307 TEMPORARY_REDIRECT
- 308 PERMANENT_REDIRECT
- 400 BAD_REQUEST
- 401 UNAUTHORIZED
- 402 PAYMENT_REQUIRED
- 403 FORBIDDEN
- 404 NOT_FOUND
- 405 METHOD_NOT_ALLOWED
- 406 NOT_ACCEPTABLE
- 407 PROXY_AUTHENTICATION_REQUIRED
- 408 REQUEST_TIMEOUT
- 409 CONFLICT
- 410 GONE
- 411 LENGTH_REQUIRED
- 412 PRECONDITION_FAILED
- 413 PAYLOAD_TOO_LARGE
- 413 REQUEST_ENTITY_TOO_LARGE
- 414 URI_TOO_LONG
- 414 REQUEST_URI_TOO_LONG
- 415 UNSUPPORTED_MEDIA_TYPE
- 416 REQUESTED_RANGE_NOT_SATISFIABLE
- 417 EXPECTATION_FAILED
- 418 I_AM_A_TEAPOT
- 419 INSUFFICIENT_SPACE_ON_RESOURCE
- 420 METHOD_FAILURE
- 421 DESTINATION_LOCKED
- 422 UNPROCESSABLE_ENTITY
- 423 LOCKED
- 424 FAILED_DEPENDENCY
- 425 TOO_EARLY
- 426 UPGRADE_REQUIRED
- 428 PRECONDITION_REQUIRED
- 429 TOO_MANY_REQUESTS
- 431 REQUEST_HEADER_FIELDS_TOO_LARGE
- 451 UNAVAILABLE_FOR_LEGAL_REASONS
- 500 INTERNAL_SERVER_ERROR
- 501 NOT_IMPLEMENTED
- 502 BAD_GATEWAY
- 503 SERVICE_UNAVAILABLE
- 504 GATEWAY_TIMEOUT
- 505 HTTP_VERSION_NOT_SUPPORTED
- 506 VARIANT_ALSO_NEGOTIATES
- 507 INSUFFICIENT_STORAGE
- 508 LOOP_DETECTED
- 509 BANDWIDTH_LIMIT_EXCEEDED
- 510 NOT_EXTENDED
- 511 NETWORK_AUTHENTICATION_REQUIRED
message:
type: string
ServiceProviderBioDto:
type: object
properties:
serviceProviderId:
type: string
example: 11356-75
serviceProviderName:
$ref: '#/components/schemas/EntityNameDto'
serviceProviderTypes:
type: array
example:
type:
code: IB
description: Investment Bank
primary: true
items:
$ref: '#/components/schemas/EntityTypeDto'
hqLocation:
$ref: '#/components/schemas/HqLocationDto'
description:
type: string
example: Collins Stewart was an independent investment banking group with offices in London, New York, Jersey, Guernsey, Isle of Man, Dublin, Paris, Geneva, Singapore, Tel Aviv, Mumbai, and Tokyo. The company was a fundraiser on London's Alternative, Investment Market. the firm's services included fixed income credit trading, corporate broking, corporate finance advisory services, debt capital markets advice, restructuring and debt advisory services. The firm was founded in 1991 and was based in London, England.
website:
type: string
example: www.collins-stewart.com
employees:
type: integer
format: int32
example: 68
servicedCompanies:
type: integer
format: int32
example: 36
servicedDeals:
type: integer
format: int32
example: 38
servicedInvestors:
type: integer
format: int32
example: 14
servicedFunds:
type: integer
format: int32
example: 0
servicedLimitedPartners:
type: integer
format: int32
example: 0
LimitedPartnerBioDto:
type: object
properties:
limitedPartnerId:
type: string
example: 11231-47
limitedPartnerName:
$ref: '#/components/schemas/EntityNameDto'
hqLocation:
$ref: '#/components/schemas/HqLocationDto'
description:
type: string
example: Landmark Partners is a private equity, real estate and infrastructure investment company specializing in secondary funds. The firm invests primarily as a fund of funds, purchasing interests in various investment funds, typically structured as limited partnerships. Landmark acquires limited partnership interests and direct investments in real asset, venture, mezzanine, and buyout assets. Founded in 1989, Landmark is headquartered in Simsbury, Connecticut, and has offices in Boston, Dallas, New York, and London.
limitedPartnerTypes:
type: array
example:
type:
code: F
description: Founded
primary: true
items:
$ref: '#/components/schemas/EntityTypeDto'
assetsUnderManagement:
$ref: '#/components/schemas/MoneyDto'
yearFounded:
type: integer
format: int32
example: 1989
website:
type: string
example: www.landmarkpartners.com
managementStaff:
type: integer
format: int32
GeneralSearchPageDto_SearchView:
type: object
properties:
stats:
$ref: '#/components/schemas/SearchPageStatsDto_SearchView'
items:
type: array
items:
oneOf:
- $ref: '#/components/schemas/GeneralSearchResultDto_SearchView'
- $ref: '#/components/schemas/EntityGeneralSearchResultDto_SearchView'
- $ref: '#/components/schemas/FundGeneralSearchResultDto_SearchView'
- $ref: '#/components/schemas/PersonGeneralSearchResultDto_SearchView'
HqLocationDto:
type: object
properties:
city:
type: string
example: Chicago
stateProvince:
type: string
example: IL
postCode:
type: string
example: '60661'
country:
type: string
example: United States
InvestorBioDto:
type: object
properties:
investorId:
type: string
example: 11193-94
investorName:
$ref: '#/components/schemas/EntityNameDto'
hqLocation:
$ref: '#/components/schemas/HqLocationDto'
description:
$ref: '#/components/schemas/EntityDescriptionDto'
investorStatus:
$ref: '#/components/schemas/DictionaryDto'
investorType:
type: array
items:
$ref: '#/components/schemas/EntityTypeDto'
assetsUnderManagement:
$ref: '#/components/schemas/MoneyDto'
dryPowder:
$ref: '#/components/schemas/MoneyDto'
yearFounded:
type: integer
format: int32
example: 1997
website:
type: string
example: www.franklinstreetequity.com
countInvestmentProfessionals:
type: integer
format: int32
example: 1
tradeAssociations:
type: array
items:
$ref: '#/components/schemas/InvestorTradeAssociationDto'
BulkResultDtoEntityBioDto:
type: object
properties:
stats:
$ref: '#/components/schemas/BulkStatsDto'
matched:
type: array
items:
$ref: '#/components/schemas/EntityBioDto'
noData:
type: array
items:
$ref: '#/components/schemas/NoDataItemDto'
unmatched:
type: array
items:
$ref: '#/components/schemas/FailedItemDto'
duplicates:
type: array
items:
$ref: '#/components/schemas/DuplicatedItemDto'
CompanyFinancingNoteDto:
type: object
properties:
note:
type: string
example: The company was acquired by WeWork for an undisclosed amount on June 7, 2017.
asOfDate:
type: string
format: date
example: '2017-06-08'
EntityNameDto:
type: object
properties:
formalName:
type: string
alsoKnownAs:
type: string
legalName:
type: string
formerlyKnownAs:
type: string
BulkResultDtoEntityLocationsDto:
type: object
properties:
stats:
$ref: '#/components/schemas/BulkStatsDto'
matched:
type: array
items:
$ref: '#/components/schemas/EntityLocationsDto'
noData:
type: array
items:
$ref: '#/components/schemas/NoDataItemDto'
unmatched:
type: array
items:
$ref: '#/components/schemas/FailedItemDto'
duplicates:
type: array
items:
$ref: '#/components/schemas/DuplicatedItemDto'
TeamMemberDto:
type: object
properties:
id:
type: string
example: 204383-98P
name:
type: string
example: Luke Bagley
title:
type: string
example: Board Member
positionStart:
type: string
format: date
example: '2005-07-29'
positionFinish:
type: string
format: date
example: '2020-05-09'
infoAvailable:
type: boolean
example: true
SearchPageStatsDto_SearchView:
type: object
properties:
total:
type: integer
format: int32
example: 1
perPage:
type: integer
format: int32
example: 25
page:
type: integer
format: int32
example: 1
lastPage:
type: integer
format: int32
example: 1
PrimaryContactDto:
type: object
properties:
personId:
type: string
example: 195066-01P
fullName:
type: string
example: John Taylor
title:
type: string
example: Board Member
phone:
type: string
example: +44 (0)20 7466 2430
fax:
type: string
example: +44 (0)20 7374 0888
email:
type: string
example: john.taylor@hsf.com
EntityLocationsDto:
type: object
properties:
entityId:
type: string
example: 54937-90
hqOffice:
$ref: '#/components/schemas/EntityOfficeDto'
alternateOffices:
type: array
items:
$ref: '#/components/schemas/EntityOfficeDto'
alternateOfficesCount:
type: integer
format: int32
example: 1
SharedSearchPageDtoObject_SearchView:
type: object
properties:
stats:
$ref: '#/components/schemas/SearchPageStatsDto_SearchView'
searchCriteria:
type: string
items:
type: array
items:
type: object
BulkResultDtoListEntityAffiliateDto:
type: object
properties:
stats:
$ref: '#/components/schemas/BulkStatsDto'
matched:
type: array
items:
type: array
items:
$ref: '#/components/schemas/EntityAffiliateDto'
noData:
type: array
items:
$ref: '#/components/schemas/NoDataItemDto'
unmatched:
type: array
items:
$ref: '#/components/schemas/FailedItemDto'
duplicates:
type: array
items:
$ref: '#/components/schemas/DuplicatedItemDto'
EntityGeneralSearchResultDto_SearchView:
type: object
allOf:
- $ref: '#/components/schemas/GeneralSearchResultDto_SearchView'
- type: object
properties:
website:
type: string
pitchBookProfileLink:
type: string
primaryFirmType:
$ref: '#/components/schemas/FirmTypeDto_SearchView'
otherFirmTypes:
type: array
items:
$ref: '#/components/schemas/FirmTypeDto_SearchView'
stockTicker:
type: string
EntityPeopleDto:
type: object
properties:
entityId:
type: string
example: 54937-90
primaryContact:
$ref: '#/components/schemas/PrimaryContactDto'
currentTeam:
type: array
items:
$ref: '#/components/schemas/TeamMemberDto'
formerTeam:
type: array
items:
$ref: '#/components/schemas/TeamMemberDto'
currentBoardMembersAndObservers:
type: array
items:
$ref: '#/components/schemas/EntityBoardMemberDto'
formerBoardMembersAndObservers:
type: array
items:
$ref: '#/components/schemas/EntityBoardMemberDto'
UpdateDto:
type: object
properties:
updates:
type: object
additionalProperties:
type: string
example: '{"Endpoint name":"Update Status (true/false)"}'
example:
Endpoint name: Update Status (true/false)
FirmTypeDto_SearchView:
type: object
properties:
pbId:
type: string
example: 10377-37
type:
type: string
enum:
- GENERAL
- COMPANY
- INVESTOR
- LIMITED_PARTNER
- SERVICE_PROVIDER
- PERSON
- DEAL
- FUND
DictionaryDto:
type: object
properties:
code:
type: string
example: Dictionary code
description:
type: string
example: Dictionary Code Description
EmployeeHistoryDto:
type: object
properties:
asOfDate:
type: string
format: date
employeeCount:
type: integer
format: int64
EntityNewsDto:
type: object
properties:
entityId:
type: string
example: 41082-40
title:
type: string
example: 'Apple: Airpods Pro work with Find My Network'
byline:
type: string
example: The annual Worldwide Developers Conference also shows off new WatchOS 8, Apple Wallet, iMessage, Apple Maps and AirPods tricks.
source:
type: string
example: Bollyinside
publishDate:
type: string
format: date-time
url:
type: string
example: https://www.bollyinside.com/news/all-apples-big-announcements-at-wwdc-2021-ios-15-facetime-for-android-macos-monterey-and-more
InvestorTradeAssociationDto:
type: object
properties:
name:
type: string
example: Evergreen Venture Capital Association
PersonGeneralSearchResultDto_SearchView:
type: object
allOf:
- $ref: '#/components/schemas/GeneralSearchResultDto_SearchView'
- type: object
properties:
primaryCompanyId:
type: string
example: 10377-37
primaryCompanyName:
type: string
example: Tesla
securitySchemes:
pbToken:
type: apiKey
name: Authorization
in: header
scheme: bearer
bearerFormat: JWT