openapi: 3.2.0 info: title: OpenAPI definition Investors API version: v0 description: Investors servers: - url: https://api.pitchbook.com tags: - name: Investors description: Investors paths: /investors/search: get: tags: - Investors summary: Investor Search description: Retrieves investors matching the specified criteria operationId: investorSearch parameters: - name: investorNames in: query description: Accepts investor names, pbIds, websites, and tickers. Returns a list of investors that are an exact match. Use a comma to separate multiple values required: false style: form explode: true schema: type: string example: 11111-11, Name - name: investorType in: query description: Investors can be found by their investor type code required: false style: form explode: true schema: type: string example: ACINC - name: aum in: query description: Search for investors by their amount of assets under management. Search for investors with AUM over a certain amount using the > operator, investors with AUM under a certain amount with the < operator or investors within a range using the ^ operator. Amounts in millions required: false style: form explode: true schema: type: string example: 10^15 - name: dryPowder in: query description: Find investors that have a certain amount of dry powder. Search for investors with dry powder more than an amount using the > operator, investors with dry powder less than an amount using the < operator or investors with dry powder within a range using the ^ operator. Amounts in millions required: false style: form explode: true schema: type: string example: 10^15 - name: city in: query description: Search for investors by their city location required: false style: form explode: true schema: type: string example: Seattle - name: stateProvince in: query description: Search for investors by state code or province code required: false style: form explode: true schema: type: string example: AL - name: country in: query description: Search for investors by country code required: false style: form explode: true schema: type: string example: ABW - name: postCode in: query description: Search for investors by their postcode, included to support searching for both US postal code and foreign required: false style: form explode: true schema: type: string example: '98765' - name: locationType in: query description: Search for investors by additional parameter specifying HQ Only (HQ_ONLY), Non-HQ Only (NON_HQ_ONLY) or any office location (ANY) values. Set this parameter in pair with city, stateProvince, country, postCode options required: false style: form explode: true schema: type: string example: ANY - name: fundNames in: query description: Search for investors by their underlying funds with exact match. Accepts fund names, and pbIds. Returns a list of investors associated with that funds. Use a comma to separate multiple values required: false style: form explode: true schema: type: string example: 22222-22F, Name - name: fundStrategy in: query description: Search for investors by the fund strategy of their underlying funds. Pass a fund strategy code required: false style: form explode: true schema: type: string example: AN - name: fundSize in: query description: Search for investors by the fund size of their underlying funds. Search for funds with a larger fund size than an amount using the > operator, funds with a smaller fund size than an amount using the < operator or funds within a range using the ^ operator. Amounts in millions required: false style: form explode: true schema: type: string example: 10^15 - name: fundStatus in: query description: Search for investors by the fund status of their underlying funds. Pass a fund status code required: false style: form explode: true schema: type: string example: CLOS - name: fundDate in: query description: 'Search for investors by the date of the fund status of their underlying funds. Search for funds with a status date after a certain date using the > operator, funds with a status date after a certain date using the < operator and funds with a status date in a range using the ^ operator. Format: YYYY-MM-DD' required: false style: form explode: true schema: type: string example: <2026-09-16 - name: verticalsPreferences in: query description: Find investors by their verticals preferences. Pass a vertical code required: false style: form explode: true schema: type: string example: 3D - name: industryPreferences in: query description: Find investors by their industry preferences. Pass an industry code required: false style: form explode: true schema: type: string example: '10' - name: additionalPreferences in: query description: Find investors by additional investment preferences code required: false style: form explode: true schema: type: string example: IGPS - name: geographicalPreferences in: query description: Find investors by their geographical preferences. Pass a state code, area code, province code, territory code, country code or regions code required: false style: form explode: true schema: type: string example: UK_CI - name: preferredInvestmentAmount in: query description: Find investors by their preferred investment amount. Search for investors with preferred investment more than an amount using the > operator, investors with preferred investment less than an amount using the < operator or investors with preferred investment within a range using the ^ operator. Amounts in millions required: false style: form explode: true schema: type: string example: '>10' - name: preferredDealTypes in: query description: Find investors by their preferred deal type code required: false style: form explode: true schema: type: string example: SeedA - name: companyNames in: query description: Find investors by the exact matched companies they have invested in. Accepts company names, pbIds, websites, and tickers. Use a comma to separate multiple values required: false style: form explode: true schema: type: string example: IT - name: onlyMostRecentTransaction in: query description: Find investors by their most recent company transactions. To use this parameter set it as True required: false style: form explode: true schema: type: string example: 'TRUE' - name: dealType in: query description: Find investors by the types of deals and investments they have done. Pass a deal type code required: false style: form explode: true schema: type: string example: SeedA - name: dealStatus in: query description: Find investors by status of their past deals and investments. Distinguish between failed, upcoming, completed deals and more. Pass a deal status code required: false style: form explode: true schema: type: string example: ANNO - name: dealSize in: query description: Find investors who have done a deal of a certain size. Search for investors with a deal larger than an amount using the > operator, investors with a deal smaller than a certain amount using the < operator and investors with a deal size in a range using the ^ operator. Amounts in millions required: false style: form explode: true schema: type: string example: 10^15 - name: includeDealsWithoutDealSize in: query description: Include investors made investments without a known deal size. Set this parameter as True only when Deal Size parameter is applied. False by default required: false style: form explode: true schema: type: string example: 'TRUE' - name: excludeDealsWithoutDealSize in: query description: Exclude investors made investments without a known deal size. Set this parameter as True only when Deal Size parameter is not applied. False by default required: false style: form explode: true schema: type: string example: 'TRUE' - name: dealDate in: query description: 'Find investors who have had a deal within a certain time frame. Search for investors with a deal after a certain date using the > operator, investors with a deal before a certain date using the < operator and investors with a deal between 2 dates using the ^ operator. Format: YYYY-MM-DD' required: false style: form explode: true schema: type: string example: <2026-09-16 - name: dealIndustry in: query description: Find investors by the industry code of companies they have invested in required: false style: form explode: true schema: type: string example: '10' - name: dealVerticals in: query description: Find investors by the vertical code of companies they have invested in required: false style: form explode: true schema: type: string example: 3D - name: dealIndustryAndVertical in: query description: When using both deal industry and deal vertical parameters, "OR" logic is used by default. To use "AND" logic, set this parameter to True required: false style: form explode: true schema: type: string example: 'TRUE' - name: dealKeywords in: query description: Find investors by the keywords of companies they have invested in required: false style: form explode: true schema: type: string example: IT - name: dealCity in: query description: Find investors by the city of the companies they have invested in required: false style: form explode: true schema: type: string example: Seattle - name: dealStateProvince in: query description: Find investors by the state code or province code of the companies they have invested in required: false style: form explode: true schema: type: string example: AL - name: dealCountry in: query description: Find investors by the country code of the companies they have invested in required: false style: form explode: true schema: type: string example: ABW - name: dealPostCode in: query description: Find investors by the post code of the companies they have invested in, included to support searching for both US postal code and foreign required: false style: form explode: true schema: type: string example: '98765' - name: dealLocationType in: query description: Search for investors by additional parameter (related to the companies they have invested in) specifying HQ Only (HQ_ONLY), Non-HQ Only (NON_HQ_ONLY) or any office location (ANY) values. Set this parameter in pair with dealCity, dealStateProvince, dealCountry, dealPostCode options required: false style: form explode: true schema: type: string example: ANY - name: limitedPartnerNames in: query description: Find investors by the exact match of limited partners invested in their funds. Accepts limited partner names, pbIds, websites, and tickers. Use a comma to separate multiple values required: false style: form explode: true schema: type: string example: 11111-11, Name - name: currency in: query description: Specify the currency that your other parameters, such as dealSize, are entered as. It depends on the currency in user preferences required: false style: form explode: true schema: type: string example: AFN - 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/AdvancedSearchPageDtoInvestorEntityAdvancedSearchResultDto_SearchView' security: - pbToken: [] /investors/{pbId}: get: tags: - Investors summary: Investor description: Retrieves all the data points about specific investor operationId: getInvestor parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/InvestorDto' security: - pbToken: [] /investors: post: tags: - Investors summary: '[Bulk] Investor' description: Retrieves all the data points about specific investor. This bulk call allows you to send multiple pbIds within a single API call. operationId: getBulkInvestor requestBody: content: application/json: schema: $ref: '#/components/schemas/BulkRequestDto' example: items: - id: 11193-94 - id: 52385-14 - id: 58377-16 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/BulkResultDtoInvestorDto' security: - pbToken: [] /investors/{pbId}/bio: get: tags: - Investors summary: Investor Bio description: Retrieves key data points about specific investor operationId: getInvestorBio parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/InvestorBioDto' security: - pbToken: [] /investors/bio: post: tags: - Investors summary: '[Bulk] Investor Bio' description: Retrieves key data points about specific investor. This bulk call allows you to send multiple pbIds within a single API call. operationId: getBulkInvestorBio requestBody: content: application/json: schema: $ref: '#/components/schemas/BulkRequestDto' example: items: - id: 11193-94 - id: 52385-14 - id: 58377-16 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/BulkResultDtoInvestorBioDto' security: - pbToken: [] /investors/{pbId}/active-investments: get: tags: - Investors summary: Active Investments description: Retrieves active investments of the specific investor operationId: getActiveInvestments parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/ActiveInvestmentDto' security: - pbToken: [] /investors/active-investments: post: tags: - Investors summary: '[Bulk] Active Investments' description: Retrieves active investments of the specific investor. This bulk call allows you to send multiple pbIds within a single API call. operationId: getBulkActiveInvestments requestBody: content: application/json: schema: $ref: '#/components/schemas/BulkRequestDto' example: items: - id: 11193-94 - id: 52385-14 - id: 58377-16 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/BulkResultDtoListActiveInvestmentDto' security: - pbToken: [] /investors/{pbId}/investments: get: tags: - Investors summary: All Investments description: Retrieves details of completed investments of the specific investor operationId: getAllInvestments parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/AllInvestmentsDto' security: - pbToken: [] /investors/{pbId}/investment-preferences: get: tags: - Investors summary: Investment Preferences description: Retrieves key investment preferences of the specific investor operationId: getInvestmentPreferences parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/InvestorInvestmentPreferenceDto' security: - pbToken: [] /investors/investment-preferences: post: tags: - Investors summary: '[Bulk] Investment Preferences' description: Retrieves key investment preferences of the specific investor. This bulk call allows you to send multiple pbIds within a single API call. operationId: getBulkInvestmentPreferences requestBody: content: application/json: schema: $ref: '#/components/schemas/BulkRequestDto' example: items: - id: 11193-94 - id: 52385-14 - id: 58377-16 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/BulkResultDtoInvestorInvestmentPreferenceDto' security: - pbToken: [] /investors/{pbId}/funds: get: tags: - Investors summary: Investor Funds description: Retrieves open and closed funds managed by the specified investor operationId: getInvestorFunds parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/InvestorFundsDto' security: - pbToken: [] /investors/funds: post: tags: - Investors summary: '[Bulk] Investor Funds' description: Retrieves open and closed funds of the specific investor. This bulk call allows you to send multiple pbIds within a single API call. operationId: getBulkInvestorFunds requestBody: content: application/json: schema: $ref: '#/components/schemas/BulkRequestDto' example: items: - id: 11193-94 - id: 52385-14 - id: 58377-16 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/BulkResultDtoInvestorFundsDto' security: - pbToken: [] /investors/{pbId}/last-closed-fund: get: tags: - Investors summary: Investor Last Closed Fund description: Retrieves key data about last closed fund of the specific investor operationId: getInvestorLastClosedFund parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/LastClosedFundDto' security: - pbToken: [] /investors/{pbId}/general-service-providers: get: tags: - Investors summary: Investor General Service Providers description: Retrieves current and former general service providers of the specific investor operationId: getInvestorGeneralServiceProviders parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/InvestorGeneralServiceProvidersDto' security: - pbToken: [] /investors/{pbId}/deal-service-providers: get: tags: - Investors summary: Investor Deal Service Providers description: Retrieves service providers that serviced deals of the specific investor operationId: getCompanyDealServiceProviders_1 parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/InvestorDealServiceProviderDto' security: - pbToken: [] /investors/{pbId}/board-seats: get: tags: - Investors summary: Investor Board Seats description: Retrieves current and former board seats of the specific investor operationId: getInvestorBoardSeats parameters: - name: pbId in: path description: Investor pbId required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 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/InvestorBoardSeatsDto' security: - pbToken: [] /investors/{pbId}/updates: get: tags: - Investors summary: Investor Profile Updates description: Retrieves changes for the specific investor for up to the last 90 days operationId: getInvestorUpdates parameters: - name: pbId in: path description: Investor pbId. Required to specify time period using 'sinceDate' or 'trailingRange' parameter required: true style: simple explode: false schema: type: string examples: 58377-16: summary: 58377-16 value: 58377-16 125461-09: summary: 125461-09 value: 125461-09 62181-28: summary: 62181-28 value: 62181-28 52385-14: summary: 52385-14 value: 52385-14 11193-94: summary: 11193-94 value: 11193-94 - 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: RangeDtoInteger: type: object properties: min: type: integer format: int32 max: type: integer format: int32 example: min: 25 max: 50 RequestItemDto: type: object properties: id: type: string InvestorBoardSeatsDto: type: object properties: investorId: type: string example: 11193-94 current: type: array items: $ref: '#/components/schemas/InvestorBoardSeatDto' former: type: array items: $ref: '#/components/schemas/InvestorBoardSeatDto' 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 BulkResultDtoInvestorBioDto: type: object properties: stats: $ref: '#/components/schemas/BulkStatsDto' matched: type: array items: $ref: '#/components/schemas/InvestorBioDto' noData: type: array items: $ref: '#/components/schemas/NoDataItemDto' unmatched: type: array items: $ref: '#/components/schemas/FailedItemDto' duplicates: type: array items: $ref: '#/components/schemas/DuplicatedItemDto' GeographicalPreferenceDto: type: object properties: regionGroup: $ref: '#/components/schemas/DictionaryDto' regionSegment: $ref: '#/components/schemas/DictionaryDto' regionCode: $ref: '#/components/schemas/DictionaryDto' regionState: $ref: '#/components/schemas/DictionaryDto' BulkRequestDto: type: object properties: items: type: array items: $ref: '#/components/schemas/RequestItemDto' DuplicatedItemDto: type: object properties: id: type: string example: 420962-68 occurrence: type: integer format: int32 example: 1 BulkResultDtoInvestorFundsDto: type: object properties: stats: $ref: '#/components/schemas/BulkStatsDto' matched: type: array items: $ref: '#/components/schemas/InvestorFundsDto' noData: type: array items: $ref: '#/components/schemas/NoDataItemDto' unmatched: type: array items: $ref: '#/components/schemas/FailedItemDto' duplicates: type: array items: $ref: '#/components/schemas/DuplicatedItemDto' GeneralServiceProviderDto: type: object properties: serviceProviderId: type: string example: 11356-75 serviceProviderName: type: string example: Wilson Sonsini Goodrich & Rosati serviceProviderTypes: type: array example: type: code: IB description: Investment Bank primary: true items: $ref: '#/components/schemas/EntityTypeDto' serviceProvided: $ref: '#/components/schemas/DictionaryDto' EntityTypeDto: type: object properties: type: $ref: '#/components/schemas/DictionaryDto' primary: type: boolean example: false example: type: code: IB description: Investment Bank primary: true InvestorInvestmentPreferenceDto: type: object properties: investorId: type: string example: 11193-94 investorName: type: string example: Franklin Street Equity Partners preferredInvestmentAmount: $ref: '#/components/schemas/RangeDtoMoneyDto' preferredDealSize: $ref: '#/components/schemas/RangeDtoMoneyDto' preferredCompanyValuation: $ref: '#/components/schemas/RangeDtoMoneyDto' preferredEbitda: $ref: '#/components/schemas/RangeDtoMoneyDto' preferredEbit: $ref: '#/components/schemas/RangeDtoMoneyDto' preferredRevenue: $ref: '#/components/schemas/RangeDtoMoneyDto' preferredInvestmentHorizon: $ref: '#/components/schemas/RangeDtoInteger' geographicalPreferences: type: array items: $ref: '#/components/schemas/GeographicalPreferenceDto' otherInvestmentPreferences: type: array items: $ref: '#/components/schemas/DictionaryDto' preferredIndustry: type: array items: $ref: '#/components/schemas/IndustryPreferenceDto' preferredDealTypes: type: array items: $ref: '#/components/schemas/DictionaryDto' preferredVerticals: type: array items: $ref: '#/components/schemas/DictionaryDto' assetPreferences: type: array items: $ref: '#/components/schemas/AssetPreferencesDto' InvestorGeneralServiceProvidersDto: type: object properties: investorId: type: string example: 54937-90 currentGeneralServices: type: array items: $ref: '#/components/schemas/GeneralServiceProviderDto' formerGeneralServices: type: array items: $ref: '#/components/schemas/GeneralServiceProviderDto' BulkResultDtoInvestorDto: type: object properties: stats: $ref: '#/components/schemas/BulkStatsDto' matched: type: array items: $ref: '#/components/schemas/InvestorDto' noData: type: array items: $ref: '#/components/schemas/NoDataItemDto' unmatched: type: array items: $ref: '#/components/schemas/FailedItemDto' duplicates: type: array items: $ref: '#/components/schemas/DuplicatedItemDto' 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. 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 FundInfoDto: type: object properties: fundId: type: string example: 11119-69F fundName: type: string example: Franklin Street Equity Fund fundType: description: Deprecated. Always empty deprecated: true allOf: - $ref: '#/components/schemas/DictionaryDto' fundStrategy: type: string example: Buyout InvestorDto: type: object properties: investorId: type: string example: 11193-94 investorBio: $ref: '#/components/schemas/InvestorBioDto' activeInvestments: type: array items: $ref: '#/components/schemas/ActiveInvestmentDto' investmentPreference: $ref: '#/components/schemas/InvestorInvestmentPreferenceDto' investorFunds: $ref: '#/components/schemas/InvestorFundsDto' ActiveInvestmentDto: type: object properties: investorId: type: string example: 11193-94 companyId: type: string example: 164273-95 companyName: type: string example: Proxy investorSince: type: string format: date example: '2005-04-03' investmentDealId: type: string example: 111009-52T investmentDate: type: string format: date example: '2005-04-03' RangeDtoMoneyDto: type: object properties: min: $ref: '#/components/schemas/MoneyDto' max: $ref: '#/components/schemas/MoneyDto' 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 IndustryPreferenceDto: type: object properties: industryCode: $ref: '#/components/schemas/DictionaryDto' industrySector: $ref: '#/components/schemas/DictionaryDto' industryGroup: $ref: '#/components/schemas/DictionaryDto' primary: type: boolean 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' 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 BulkResultDtoListActiveInvestmentDto: type: object properties: stats: $ref: '#/components/schemas/BulkStatsDto' matched: type: array items: type: array items: $ref: '#/components/schemas/ActiveInvestmentDto' noData: type: array items: $ref: '#/components/schemas/NoDataItemDto' unmatched: type: array items: $ref: '#/components/schemas/FailedItemDto' duplicates: type: array items: $ref: '#/components/schemas/DuplicatedItemDto' LastClosedFundDto: type: object properties: investorId: type: string example: 11193-94 fundId: type: string example: 11119-69F fundName: type: string example: Franklin Street Equity Fund fundVintage: type: integer format: int32 example: 2020 fundSize: $ref: '#/components/schemas/MoneyDto' fundType: description: Deprecated. Always empty deprecated: true allOf: - $ref: '#/components/schemas/DictionaryDto' fundStrategy: type: string example: Buyout fundCloseDate: type: string format: date example: '2020-05-04' fundOpenDate: type: string format: date example: '2020-01-01' EntityNameDto: type: object properties: formalName: type: string alsoKnownAs: type: string legalName: type: string formerlyKnownAs: type: string 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 InvestorFundsDto: type: object properties: investorId: type: string example: 11193-94 stats: $ref: '#/components/schemas/FundStatsDto' minFundSize: $ref: '#/components/schemas/MoneyDto' medianFundSize: $ref: '#/components/schemas/MoneyDto' maxFundSize: $ref: '#/components/schemas/MoneyDto' fundInfo: type: array items: $ref: '#/components/schemas/FundInfoDto' UpdateDto: type: object properties: updates: type: object additionalProperties: type: string example: '{"Endpoint name":"Update Status (true/false)"}' example: Endpoint name: Update Status (true/false) AllInvestmentsDto: type: object properties: investorId: type: string example: 11193-94 companyId: type: string example: 164273-95 companyName: type: string example: Proxy investorStatus: type: string example: Active Investor investmentDate: type: string format: date example: '2005-04-03' investmentDealId: type: string example: 111009-52T exitDate: type: string format: date example: 20010-12-05 exitDealId: type: string example: 118126-90T InvestorEntityAdvancedSearchResultDto_SearchView: type: object properties: investorId: type: string example: 52385-14 investorName: type: string example: TriGate Capital sandbox: type: boolean example: false website: type: string example: www.trigate.com AdvancedSearchPageDtoInvestorEntityAdvancedSearchResultDto_SearchView: type: object properties: stats: $ref: '#/components/schemas/SearchPageStatsDto_SearchView' items: type: array items: $ref: '#/components/schemas/InvestorEntityAdvancedSearchResultDto_SearchView' FundStatsDto: type: object properties: totalFundsOpen: type: integer format: int32 example: 5 totalFundsClosed: type: integer format: int32 example: 7 InvestorBoardSeatDto: type: object properties: personId: type: string example: 35524-99P personName: type: string example: David McClure boardCompanyId: type: string example: 54960-67 boardCompanyName: type: string example: Keen Systems onBoard: type: boolean example: false boardStartDate: type: string format: date example: '2012-08-09' boardEndDate: type: string format: date example: '2015-09-14' role: type: string example: Board Member InvestorDealServiceProviderDto: type: object properties: investorId: type: string example: 54937-90 serviceProviderId: type: string example: 11356-75 serviceProviderName: type: string example: Wilson Sonsini Goodrich & Rosati serviceProviderTypes: type: array example: type: code: IB description: Investment Bank primary: true items: $ref: '#/components/schemas/EntityTypeDto' serviceProvided: $ref: '#/components/schemas/DictionaryDto' dealIdServiceProvided: type: string example: 13359-95T AssetPreferencesDto: type: object properties: assetClass: $ref: '#/components/schemas/DictionaryDto' subcategory: $ref: '#/components/schemas/DictionaryDto' DictionaryDto: type: object properties: code: type: string example: Dictionary code description: type: string example: Dictionary Code Description InvestorTradeAssociationDto: type: object properties: name: type: string example: Evergreen Venture Capital Association BulkResultDtoInvestorInvestmentPreferenceDto: type: object properties: stats: $ref: '#/components/schemas/BulkStatsDto' matched: type: array items: $ref: '#/components/schemas/InvestorInvestmentPreferenceDto' noData: type: array items: $ref: '#/components/schemas/NoDataItemDto' unmatched: type: array items: $ref: '#/components/schemas/FailedItemDto' duplicates: type: array items: $ref: '#/components/schemas/DuplicatedItemDto' securitySchemes: pbToken: type: apiKey name: Authorization in: header scheme: bearer bearerFormat: JWT