CB Insights Financial Transactions API

openapi: 3.2.0
info:
  description: "# Introduction\n\nThe CB Insights API offers market data and insights you won't find anywhere else. Use our API to build trading platforms, media content, and market indexes, or integrate our proprietary scores into your workflows, algorithms, or LLMs. \n\n# CB Insights API v2 compared to v1\n\nThe new CB Insights API v2 offers new datasets and additional data points that were not available in v1. v2 follows the same REST architectural style and has a new structure for you to retrieve the information you need as conveniently as possible.\n\nThis first set of data includes:\n\n- **Firmographics**. Profiles on private companies, public companies, and investors. Includes general information like location, headcount, and industry, as well as proprietary data like business models, Competitor Scores, and Expert Collections.\n- **Financial Transactions**. Funding deals, cap table history, M&As, and IPOs, plus AI-generated insights that extract key themes.\n- **Business Relationships**. Partnerships, clients/vendors, and licensing activity, plus AI-generated insights to predict future M&As and shifts in strategy.\n- **Management and Board**. Leadership teams, board members, and the Management factor of the Mosaic Score — our proprietary algorithm which evaluates leadership teams based on past achievements.\n- **Outlook**. Proprietary data science analysis including Mosaic Score, Commercial Maturity, and Exit Probability. Proven to predict winners better than top VCs.\n- **Scouting Reports**. On-demand, AI-generated insights into business model, market position, strengths, and opportunities for private companies.\n"
  title: CB Insights Financial Transactions API
  contact: {}
  version: '2.0'
  x-logo:
    altText: CB Insights logo
    backgroundColor: '#FFFFFF'
    href: https://api-docs.cbinsights.com/v2/
    url: https://api-docs.cbinsights.com/images/CBI_Logo_Color.svg
servers:
- url: https://api.cbinsights.com
tags:
- description: This dataset contains information about funding deals, cap table history, M&As, IPOs, and CBI-generated insights that extract key themes.
  name: FinancialTransactions
paths:
  /v2/financialtransactions/fundings:
    post:
      security:
      - BearerAuth: []
      description: Returns a list of funding information for organizations based on the Org IDs provided, plus AI-generated insights that extract key themes.
      tags:
      - FinancialTransactions
      summary: List of funding information for one or more organizations
      parameters:
      - description: Authorization
        name: Authorization
        in: header
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/v2FinancialTransactions.FundingsListResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: string
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '424':
          description: Failed Dependency
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/v2FinancialTransactions.FundingsListRequestBody'
        description: Search parameters
        required: true
  /v2/financialtransactions/investments:
    post:
      security:
      - BearerAuth: []
      description: Returns a list of investment rounds in which the requested Org IDs participated in, plus AI-generated insights that extract key themes.
      tags:
      - FinancialTransactions
      summary: List of investments rounds for one or more organizations
      parameters:
      - description: Authorization
        name: Authorization
        in: header
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/v2FinancialTransactions.InvestmentsMultipleResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: string
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '424':
          description: Failed Dependency
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/v2FinancialTransactions.InvestmentsMultipleOrganizationsRequest'
        description: Search parameters
        required: true
  /v2/financialtransactions/portfolioexits:
    post:
      security:
      - BearerAuth: []
      description: Returns a list of exit rounds for companies in which the requested Org IDs invested prior to the exit, plus AI-generated insights that extract key themes.
      tags:
      - FinancialTransactions
      summary: List of portfolio exits for one or more organizations
      parameters:
      - description: Authorization
        name: Authorization
        in: header
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/v2FinancialTransactions.MultiplePortfolioExitsResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: string
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '424':
          description: Failed Dependency
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/v2FinancialTransactions.MultipleOrganizationsPortfolioExitsRequestBody'
        description: Search parameters
        required: true
  /v2/organizations/{orgId}/financialtransactions/fundings:
    post:
      security:
      - BearerAuth: []
      description: Retrieved data includes details about funding received by an organization, plus AI-generated insights that extract key themes.
      tags:
      - FinancialTransactions
      summary: List funding transactions for a single organization.
      parameters:
      - description: Authorization
        name: Authorization
        in: header
        required: true
        schema:
          type: string
      - description: CB Insights organization ID
        name: orgId
        in: path
        required: true
        schema:
          type: integer
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/v2FinancialTransactions.FundingsResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: string
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '424':
          description: Failed Dependency
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/v2FinancialTransactions.ListTransactionsForOrganizationRequest'
        description: Request body
  /v2/organizations/{orgId}/financialtransactions/investments:
    post:
      security:
      - BearerAuth: []
      description: Retrieves all transactions in which the selected organization invested in another organization, plus AI-generated insights that extract key themes.
      tags:
      - FinancialTransactions
      summary: List investment rounds for a single organization.
      parameters:
      - description: Authorization
        name: Authorization
        in: header
        required: true
        schema:
          type: string
      - description: CB Insights unique identifier of an organization
        name: orgId
        in: path
        required: true
        schema:
          type: integer
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/v2FinancialTransactions.InvestmentsResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: string
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '424':
          description: Failed Dependency
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/v2FinancialTransactions.ListTransactionsForOrganizationRequest'
        description: Request body
  /v2/organizations/{orgId}/financialtransactions/portfolioexits:
    post:
      security:
      - BearerAuth: []
      description: Retrieves exit rounds for companies in which the selected organization invested prior to the exit, plus AI-generated insights that extract key themes.
      tags:
      - FinancialTransactions
      summary: List portfolio exits for a single organization.
      parameters:
      - description: Authorization
        name: Authorization
        in: header
        required: true
        schema:
          type: string
      - description: CB Insights unique identifier of an organization
        name: orgId
        in: path
        required: true
        schema:
          type: integer
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/v2FinancialTransactions.PortfolioExitsResponse'
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                type: string
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '424':
          description: Failed Dependency
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/common.ErrorWithCode'
components:
  schemas:
    v2FinancialTransactions.PortfolioExitTransaction:
      type: object
      properties:
        amountInMillions:
          description: The value of the transaction, in millions of US dollars.
          type: number
          example: 1218.92
        date:
          description: The date when the transaction took place, in the format YYYY-MM-DD.
          type: string
          example: '2025-07-31'
        dealId:
          description: The unique deal ID for this transaction.
          type: integer
          example: 18708
        insights:
          description: CB Insights proprietary AI generated insights about the deal.
          allOf:
          - $ref: '#/components/schemas/v2FinancialTransactions.Insights'
        investors:
          description: Organizations that participated in this transaction as investors.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.Investor'
        isExit:
          description: Whether this transaction is an exit. (IPO, acquisition, etc. Always true for portfolio exits. This field is retained for compatibility.)
          type: boolean
          example: true
        recipient:
          description: The organization that exited (received funding).
          allOf:
          - $ref: '#/components/schemas/v2FinancialTransactions.BasicOrg'
        round:
          description: The name of the funding round type.
          type: string
          example: IPO
        roundCategory:
          description: See https://api-docs.cbinsights.com/docs/reference/funding_types/#funding-round-category
          type: string
          example: IPO
        roundCategoryId:
          description: See https://api-docs.cbinsights.com/docs/reference/funding_types/#funding-round-category
          type: integer
          example: 10
        roundId:
          description: The unique identifier of the funding round type. See https://api-docs.cbinsights.com/docs/reference/funding_types/
          type: integer
          example: 76
        simplifiedRound:
          description: A simplified name of the funding round. For example, "Acquired" and "Acq - Pending" would both be represented as "Acquisition".
          type: string
          example: IPO
        sources:
          description: A list of URLs to articles containing information about this financial transaction.
          type: array
          items:
            type: string
          example:
          - https://www.reuters.com/technology/figma-raises-12-billion-us-ipo-signaling-thaw-tech-listings-2025-07-30/
          - https://www.cnbc.com/2025/07/30/figma-prices-ipo-at-33-above-expected-range.html
        valuationInMillions:
          description: The valuation of the funded organization after this transaction, in millions of US dollars.
          type: number
          example: 16086.21
    v2FinancialTransactions.InvestmentsResponse:
      type: object
      properties:
        investments:
          description: A list of financial transactions in which the selected organization invested in another organization.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.Transaction'
        nextPageToken:
          description: Token to fetch the next page of results. If the value is null, then there are no more results to page through.
          type: string
        totalHits:
          description: Total number of investments for this organization.
          type: integer
          example: 100
        totalHitsRelation:
          description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of investments which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000.
          type: string
          example: gte
    v2FinancialTransactions.PortfolioExitsResponse:
      type: object
      properties:
        portfolioExits:
          description: A list of exit rounds for companies in which the selected organization invested prior to the exit.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.PortfolioExitTransaction'
    v2FinancialTransactions.FundingsOrg:
      type: object
      properties:
        capTableHistory:
          description: Capitalization table history. Lists the funded organization's ownership structure.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.CapTable'
        fundings:
          description: List of financial transactions where the organization received funding.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.Transaction'
        orgId:
          description: CB Insights Organization ID.
          type: integer
          example: 129410
    common.ErrorWithCode:
      type: object
      properties:
        error:
          type: string
    v2FinancialTransactions.Investor:
      type: object
      properties:
        isFollowOn:
          description: Indicates if this organization had previously invested in the company.
          type: boolean
          example: false
        isLead:
          description: Indicates if this organization took charge of the fundraising round (usually indicates that it contributed a substantial portion of the capital).
          type: boolean
          example: false
        isNew:
          description: Indicates if this organization invested in the company (recipient) for the first time.
          type: boolean
          example: true
        name:
          description: The name of the organization that made the investment.
          type: string
          example: ABC Financial Group
        orgId:
          description: The CB Insights unique organization ID of the organization that made the investment.
          type: integer
          example: 19485
    v2FinancialTransactions.ListTransactionsForOrganizationRequest:
      type: object
      properties:
        limit:
          description: The number of transactions to be returned in a single response. Must be in the range [1, 100]. Defaults to 100.
          type: integer
        nextPageToken:
          description: Token to fetch the next page of results; provided in a previous response.
          type: string
          example: ''
    v2FinancialTransactions.OrgPortfolioExitsResponse:
      type: object
      properties:
        orgId:
          description: CB Insights organization ID.
          type: integer
          example: 129410
        portfolioExits:
          description: Portfolio exits where the requested org ID invested prior to the exit.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.PortfolioExitTransaction'
    v2FinancialTransactions.InvestmentsMultipleOrganizationsRequest:
      type: object
      properties:
        limit:
          description: The maximum number of results to be returned in a single response. Must be in the range [1, 100]. Defaults to 100.
          type: integer
          example: 100
        nextPageToken:
          description: Token to fetch the next page of results; provided in a previous response.
          type: string
          example: ''
        orgIds:
          description: List of Org IDs to look up, the request must contain 1 - 100 Org IDs.
          type: array
          items:
            type: integer
          example:
          - 129410
          - 1034157
    v2FinancialTransactions.CapTable:
      type: object
      properties:
        coiFilingDate:
          description: The date of the latest COI filing. This can be null if the date is not available.
          type: string
          example: '2013-12-31'
        conversionPrice:
          description: Price at which shares can be converted into another security or equity. This can be null if the conversion price is not available.
          type: number
          example: 2.21
        dealId:
          description: The unique deal ID for this transaction. This can be null if the deal ID is not available.
          type: integer
          example: 854976
        dividendRate:
          description: Dividend rate expressed as a percentage of the par value of the shares. This can be null if the dividend rate is not available.
          type: number
          example: 0.004
        issuancePrice:
          description: Original issue price per share at the time of issuance. This can be null if the issuance price is not available.
          type: number
          example: 2.21
        liquidationMultiple:
          description: Multiple of the original investment amount that investors can expect to receive upon liquidation. This can be null if the liquidation multiple is not available.
          type: number
          example: 1
        liquidationPrice:
          description: Price at which shares can be sold back to the company or liquidated. This can be null if the liquidation price is not available.
          type: number
          example: 2.21
        parValue:
          description: Par value of the shares. This can be null if the par value is not available.
          type: number
          example: 13.32
        percentageOwned:
          description: Percentage of total shares owned by investor(s) in this funding round. This can be null if the percentage owned is not available.
          type: number
          example: 0.049
        roundType:
          description: Name of the funding round type as per the CoI filing. This can be null if the round type is not available.
          type: string
          example: Angel
        roundTypeId:
          description: ID of the funding round type. This can be null if the round type is not available.
          type: integer
          example: 9
        sharesAuthorized:
          description: Number of shares authorized. This can be null if the number of shares is not available.
          type: integer
          format: int64
          example: 20000
        terms:
          description: Additional terms governing the round. This can be null if the terms are not available.
          allOf:
          - $ref: '#/components/schemas/v2FinancialTransactions.Terms'
    v2FinancialTransactions.InvestmentsMultipleResponse:
      type: object
      properties:
        nextPageToken:
          description: Token to fetch the next page of results. If the value is null, then there are no more results to page through.
          type: string
          example: eyJwYWdpbmF0aW9uX3NjaGVtZSI6MiwibmV4dF9wYWdlX3Rva2VuIjoxMjk0MTB9Cg==
        orgs:
          description: A list of investments the requested Org ID participated in.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.InvestmentsOrg'
        totalHits:
          description: Total number of organizations with Portfolio Exits.
          type: integer
          example: 100
        totalHitsRelation:
          description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of organizations with Portfolio Exits which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000.
          type: string
          example: eq
    v2FinancialTransactions.MultipleOrganizationsPortfolioExitsRequestBody:
      type: object
      properties:
        limit:
          description: The maximum number of results to be returned in a single response. Must be in the range [1, 100]. Defaults to 100.
          type: integer
          example: 10
        nextPageToken:
          description: Token to fetch the next page of results; provided in a previous response.
          type: string
          example: ''
        orgIds:
          description: List of Org IDs to look up, the request must contain 1 - 100 Org IDs.
          type: array
          items:
            type: integer
          example:
          - 129410
          - 1034157
    v2FinancialTransactions.MultiplePortfolioExitsResponse:
      type: object
      properties:
        nextPageToken:
          description: Token to fetch the next page of results. If the value is null, then there are no more results to page through.
          type: string
          example: eyJwYWdpbmF0aW9uX3NjaGVtZSI6MiwibmV4dF9wYWdlX3Rva2VuIjoxMjk0MTB9Cg==
        orgs:
          description: A list of exit rounds where the requested Org ID invested prior to the exit.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.OrgPortfolioExitsResponse'
        totalHits:
          description: Total number of organizations with Portfolio Exits.
          type: integer
          example: 100
        totalHitsRelation:
          description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of organizations with Portfolio Exits which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000.
          type: string
          example: eq
    v2FinancialTransactions.BasicOrg:
      type: object
      properties:
        name:
          description: The name of the organization.
          type: string
          example: Prss
        orgId:
          description: The CB Insights unique organization ID of this organization.
          type: integer
          example: 2763
    v2FinancialTransactions.Insights:
      type: object
      properties:
        details:
          description: A list of CB Insights generated insights about the deal.
          type: array
          items:
            type: string
          example:
          - The funding round propelled Stripe's valuation to $3.5 billion
          - ' enhancing its financial leverage in the payments sector. Investment from prominent firms.'
        headline:
          description: Headline of CB Insights generated insights about the deal.
          type: string
          example: Stripe's valuation swells with latest funding, bolstering its market position
        sources:
          description: A list of URLs to articles containing information about these insights.
          type: array
          items:
            type: string
          example:
          - http://www.vcnewsdaily.com/stripe/venture-capital-funding/sfbwyyxnvy
          - http://techcrunch.com/2014/12/04/thrive-capital-bet-big-30-million-to-be-exact-on-stripe/?ncid=rss
        summary:
          description: Summary of CB Insights generated insights about the deal.
          type: string
          example: Stripe completed a Series C - II funding round, securing $70 million
    v2FinancialTransactions.InvestmentsOrg:
      type: object
      properties:
        investments:
          description: List of investments the Org ID participated in.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.Transaction'
        orgId:
          description: CB Insights Organization ID.
          type: integer
          example: 129410
    v2FinancialTransactions.FundingsListRequestBody:
      description: Search parameters to request available funding information for one or more organizations
      type: object
      properties:
        limit:
          description: The maximum number of results to be returned in a single response. Must be in the range [1, 100]. Defaults to 100.
          type: integer
          example: 100
        nextPageToken:
          description: Token to fetch the next page of results; provided in a previous response.
          type: string
          example: ''
        orgIds:
          description: List of Org IDs to look up, the request must contain 1 - 100 Org IDs.
          type: array
          items:
            type: integer
          example:
          - 129410
          - 1034157
    v2FinancialTransactions.FundingsResponse:
      type: object
      properties:
        capTableHistory:
          description: Capitalization table history. Lists the funded organization's ownership structure.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.CapTable'
        fundings:
          description: List of financial transactions in which the selected organization received funding.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.Transaction'
        nextPageToken:
          description: Token to fetch the next page of results. If the value is null, then there are no more results to page through.
          type: string
        totalHits:
          description: Total number of fundings for this organization.
          type: integer
          example: 100
        totalHitsRelation:
          description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of fundings which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000.
          type: string
          example: gte
    v2FinancialTransactions.FundingsListResponse:
      type: object
      properties:
        nextPageToken:
          description: Token to fetch the next page of results. If the value is null, then there are no more results.
          type: string
        orgs:
          description: List of fundings for the requested Org IDs. If an Org ID has no funding data, it will be excluded from the response.
          type: array
          items:
            $ref: '#/components/schemas/v2FinancialTransactions.FundingsOrg'
        totalHits:
          description: Total number of fundings for the requested organizations.
          type: integer
          example: 100
        totalHitsRelation:
          description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of fundings which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000.
          type: string
          example: eq
    v2FinancialTransactions.Transaction:
      type: object
      properties:
        amountInMillions:
          description: The value of the transaction, in millions of US dollars.
          type: number
          example: 2
        date:
          description: The date when the financial transaction took place, in the format YYYY-MM-DD.
          type: string
          example: '2011-03-15'
        dealId:
          description: The unique deal ID for this transaction.
          type: integer
          example: 88456
        insights:
          description: CB Insights proprietary AI generated insights about the deal.
          allOf:
          - $ref: '#/components/schemas/v2FinancialTransactions.Insights'
        investors:
          description: Organizations that participated in this transac

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# Full source: https://raw.githubusercontent.com/api-evangelist/cb-insights/refs/heads/main/openapi/cb-insights-financialtransactions-api-openapi.yml