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Overview

Tools Available12
CategoryFinance

Faster workflows with market intelligence

Available Tools

PitchBook provides 12 tools that can be used to interact with its services.

Get Company Deals from PitchBook

pitchbook_get_company_deals
Full Description

Retrieves complete financing history for a company including all equity rounds, debt financings, and secondary transactions with deal sizes, valuations, and key terms. Returns chronological transaction data.

Parameters

Required
company_pbidstring

The PitchBook ID (PBID) of the company to retrieve deals for

Optional
limitinteger

The maximum number of deals to return. -1 means no limit.

Default: -1
sort_byarray

The field(s) to sort deals by. deal_number: Chronological order of the deals, monotonically increasing. deal_size: The amount raised in the deal.

Default: ['deal_number_desc']

Get Company Financials from PitchBook

pitchbook_get_company_financials
Full Description

Retrieves all of a given company's available financial statements including income statement, balance sheet, and cash flow metrics across multiple fiscal periods.

Parameters

Required
company_pbidstring

The PitchBook ID (PBID) of the company to retrieve financials for

Get Company Investors from PitchBook

pitchbook_get_company_investors
Full Description

Retrieves all investors who have invested in a company, including their investment status and timeline.

Parameters

Required
company_pbidstring

The PitchBook ID (PBID) of the company to retrieve investors for

Optional
limitinteger

The maximum number of investors to return. -1 means no limit.

Default: -1
sort_byarray

The field(s) to sort investors by. investor_name: The name of the investor. investor_status: The current status of the investor (e.g., Current, Former). investor_since: The date the investor first invested in the company. investor_exit: The exit date of the investor, if applicable.

Default: ['investor_since_desc', 'investor_name_asc']

Get Deal Cap Table from PitchBook

pitchbook_get_deal_cap_table
Full Description

Retrieves detailed capitalization table information including share classes, ownership percentages, liquidation preferences, voting rights, and other key terms for each financing round.

Parameters

Required
deal_pbidstring

The PitchBook ID (PBID) of the deal to retrieve cap table for

Get Deal Participants from PitchBook

pitchbook_get_deal_participants
Full Description

Retrieves all participants in a specific deal including investors, lenders, and their roles. Shows investment amounts, lead status, and participation details for comprehensive deal analysis.

Parameters

Required
deal_pbidstring

The PitchBook ID (PBID) of the deal to retrieve participants for

Get Fund Limited Partners from PitchBook

pitchbook_get_fund_lp_commitments
Full Description

Retrieves all limited partners (LPs) who have committed capital to a specific fund.

Parameters

Required
fund_pbidstring

The PitchBook ID (PBID) of the fund to retrieve LP commitments for

Get Investor's Funds from PitchBook

pitchbook_get_investor_funds
Full Description

Retrieves all funds that a specific investor has raised.

Parameters

Required
investor_pbidstring

The PitchBook ID (PBID) of the investor to retrieve funds for

Optional
limitinteger

The maximum number of funds to return. -1 means no limit.

Default: -1
sort_bystring

The field to sort funds by. fund_name: The name of the fund. fund_status: The current status of the fund (e.g., Active, Closed). fund_open_date: The open date of the fund.

Options:fund_name_ascfund_name_descfund_status_ascfund_status_descfund_vintage_ascfund_vintage_desc
Default: fund_vintage_desc

Get Investor's Investments from PitchBook

pitchbook_get_investor_investments
Full Description

Retrieves comprehensive portfolio information for an investor including all current and exited investments. Shows investment timeline and exit outcomes.

Parameters

Required
investor_pbidstring

The PitchBook ID (PBID) of the investor to retrieve investments for

Optional
filter_byobject

Optional filters to apply investments before returning. Currently supports filtering by exit_date with a range in the format 'YYYY-MM-DD to YYYY-MM-DD', or for open-ended ranges 'YYYY-MM-DD to' or 'to YYYY-MM-DD'. Any investments without an exit date will be excluded when using this filter.

Default: null
limitinteger

The maximum number of investors to return. -1 means no limit.

Default: -1
sort_bystring

The field to sort investments by. Null values are sorted last. company_name: The name of the company invested in. investor_name: The name of the investor. investor_status: The current status of the investor (e.g., Current, Former). investor_since: The date the investor first invested in the company. exit_date: The exit date of the investor, if applicable. exit_size: The amount realized at exit, if applicable. exit_status: The status of the exit (e.g., Completed, In Progress), if applicable.

Options:company_name_asccompany_name_descinvestor_name_ascinvestor_name_descinvestor_status_ascinvestor_status_descinvestor_since_ascinvestor_since_descexit_date_ascexit_date_descexit_size_ascexit_size_descexit_status_ascexit_status_desc
Default: investor_since_desc

Get PitchBook Profile

pitchbook_get_profile
Full Description

Retrieves comprehensive profile information for a company, investor, fund, person, limited partner, service provider, or deal, including key metrics, descriptions, and attributes as well as primary contact. For companies: business description, ownership status, industry, location, valuation, financing summary. For investors: firm type, AUM, dry powder, investment/fund focus, total investments. For funds: size, vintage, status, performance metrics. For limited partners: investment activity, fund commitments, asset allocation, investment preferences. For people: biography, education, contact info. For deals: transaction details, valuations, parties involved.

Parameters

Required
pbidstring

The PitchBook ID (PBID) of the entity to retrieve

Get Private Market Reports Analysis from PitchBook

pitchbook_get_reports_analysis
Full Description

USE THIS TOOL FOR QUERIES ABOUT:

  • Market trends, performance, and outlook across private markets (VC, PE, private debt, etc.)
  • Sector-specific analysis (AI/GenAI adoption, fintech, biotech, mobility, defense, etc.)
  • Exit environment analysis (IPO trends, M&A activity, distribution rates, liquidity strategies)
  • Fund dynamics (fundraising trends, LP/GP activity, fund performance, maturity challenges)
  • Investment economics (valuations, deal terms, unit economics, pricing trends)
  • Regulatory, monetary policy, or macroeconomic impacts on private markets
  • Forward-looking/speculative questions about private market evolution
  • Questions comparing asset classes or investment strategies

Retrieves analysis and insights from PitchBook research reports. Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources:

  • [Report Title 1](Report Link 1)
  • [Report Title 2](Report Link 2)"

Parameters

Required
querystring

Natural language question about private markets. Be specific about: - Topic (e.g., "GenAI in fintech", "PE exit environment") - Time period if relevant (e.g., "2024", "H1 2024") - Market segment (e.g., "venture capital", "private credit") - Geographic focus if applicable (e.g., "European PE")

Optional
max_datestring

Maximum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Depending on the context, max_date should be used more cautiously and can be left as null, unless explicitly specified or very strongly implied by the query. For example, if the query asks for "performance in 2008" or "financial crisis of 2008", the max_date should be left as null since the reported information could be published after the end of 2008. However, min_date would reasonably be set to "2008-01-01"

Default: null
min_datestring

Minimum date (ISO format: 'YYYY-MM-DD') to filter report relevance. Only use if the user specifies or the query strongly implies a time constraint, (e.g. by using words such as "recent", "latest", "current", "active".

Default: null

Get Team Members from PitchBook

pitchbook_get_team_members
Full Description

Retrieves current and former team members of a company, fund, investor, or service provider, including executives, employees, and their roles.

Parameters

Required
pbidstring

The PitchBook ID (PBID) of the entity to retrieve team members for

Search PitchBook

pitchbook_search
Full Description

Retrieves identifying information for the following named entities matching the search term: business entities (e.g. companies, investors, limited partners, or service providers) , funds, and people. Also returns unique PitchBook identifier (PBID) for all entities for subsequent data retrieval.

Parameters

Required
namestring

Name or ticker to search for

Optional
entity_typesarray

Type of entity to search for

Default: ['business_entity']

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