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.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.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.Transaction:
type: object
properties:
amountInMillions:
description: The value of the transaction, in millions of US dollars.
type: number
example: 2
date:
description: The date when the financial transaction took place, in the format YYYY-MM-DD.
type: string
example: '2011-03-15'
dealId:
description: The unique deal ID for this transaction.
type: integer
example: 88456
insights:
description: CB Insights proprietary AI generated insights about the deal.
allOf:
- $ref: '#/components/schemas/v2FinancialTransactions.Insights'
investors:
description: Organizations that participated in this transaction as investors.
type: array
items:
$ref: '#/components/schemas/v2FinancialTransactions.Investor'
isExit:
description: Whether this transaction is an exit. (IPO, acquisition, etc.)
type: boolean
example: false
recipient:
description: The organization that is receiving the funding.
allOf:
- $ref: '#/components/schemas/v2FinancialTransactions.BasicOrg'
revenueMax:
description: The maximum revenue of the funded organization at the time of this transaction, in US dollars. Typically, this value is equal to `revenueMin`.
type: number
example: 1500000
revenueMin:
description: The minimum revenue of the funded organization at the time of this transaction, in US dollars. Typically, this value is equal to `revenueMax`, but it may differ if the available data do not provide an exact number.
type: number
example: 1500000
revenueMultipleMax:
description: The maximum revenue multiple of the funded organization at the time of this transaction. Typically, this value is equal to `revenueMultipleMin`.
type: number
example: 12
revenueMultipleMin:
description: The minimum revenue multiple of the funded organization at the time of this transaction. Typically, this value is equal to `revenueMultipleMax`.
type: number
example: 12
revenueTimePeriod:
description: The time period to which the revenue and revenue multiple values pertain, typically a fiscal year or quarter.
type: string
example: FY 2024
round:
description: The name of the funding round type.
type: string
example: Seed VC - II
roundCategory:
description: See https://api-docs.cbinsights.com/docs/reference/funding_types/#funding-round-category
type: string
example: Seed / Angel
roundCategoryId:
description: See https://api-docs.cbinsights.com/docs/reference/funding_types/#funding-round-category
type: integer
example: 2
roundId:
description: The unique identifier of the funding round type. See https://api-docs.cbinsights.com/docs/reference/funding_types/
type: integer
example: 108
simplifiedRound:
description: A simplified name of the funding round. For example, funding rounds "Series A" and "Series A - II" would both be represented as "Series A".
type: string
example: Seed VC
sources:
description: A list of URLs to articles containing information about this financial transaction.
type: array
items:
type: string
example:
- http://techcrunch.com/2011/03/28/stealth-payment-startup-stripe-paypal/
- http://venturebeat.com/2011/03/29/stealth-online-payments-startup-stripe-draws-backing-from-paypal-founders/
valuationInMillions:
description: The valuation of the funded organization after this transaction, in millions of US dollars.
type: number
example: 18
v2FinancialTransactions.OrgPortfolioExitsResponse:
type: object
properties:
orgId:
description: CB Insights organization ID.
type: integer
example: 129410
portfolioExits:
description: Portfolio exits where the requested org ID invested prior to the exit.
type: array
items:
$ref: '#/components/schemas/v2FinancialTransactions.PortfolioExitTransaction'
v2FinancialTransactions.BasicOrg:
type: object
properties:
name:
description: The name of the organization.
type: string
example: Prss
orgId:
description: The CB Insights unique organization ID of this organization.
type: integer
example: 2763
v2FinancialTransactions.CapTable:
type: object
properties:
coiFilingDate:
description: The date of the latest COI filing. This can be null if the date is not available.
type: string
example: '2013-12-31'
conversionPrice:
description: Price at which shares can be converted into another security or equity. This can be null if the conversion price is not available.
type: number
example: 2.21
dealId:
description: The unique deal ID for this transaction. This can be null if the deal ID is not available.
type: integer
example: 854976
dividendRate:
description: Dividend rate expressed as a percentage of the par value of the shares. This can be null if the dividend rate is not available.
type: number
example: 0.004
issuancePrice:
description: Original issue price per share at the time of issuance. This can be null if the issuance price is not available.
type: number
example: 2.21
liquidationMultiple:
description: Multiple of the original investment amount that investors can expect to receive upon liquidation. This can be null if the liquidation multiple is not available.
type: number
example: 1
liquidationPrice:
description: Price at which shares can be sold back to the company or liquidated. This can be null if the liquidation price is not available.
type: number
example: 2.21
parValue:
description: Par value of the shares. This can be null if the par value is not available.
type: number
example: 13.32
percentageOwned:
description: Percentage of total shares owned by investor(s) in this funding round. This can be null if the percentage owned is not available.
type: number
example: 0.049
roundType:
description: Name of the funding round type as per the CoI filing. This can be null if the round type is not available.
type: string
example: Angel
roundTypeId:
description: ID of the funding round type. This can be null if the round type is not available.
type: integer
example: 9
sharesAuthorized:
description: Number of shares authorized. This can be null if the number of shares is not available.
type: integer
format: int64
example: 20000
terms:
description: Additional terms governing the round. This can be null if the terms are not available.
allOf:
- $ref: '#/components/schemas/v2FinancialTransactions.Terms'
v2FinancialTransactions.FundingsListResponse:
type: object
properties:
nextPageToken:
description: Token to fetch the next page of results. If the value is null, then there are no more results.
type: string
orgs:
description: List of fundings for the requested Org IDs. If an Org ID has no funding data, it will be excluded from the response.
type: array
items:
$ref: '#/components/schemas/v2FinancialTransactions.FundingsOrg'
totalHits:
description: Total number of fundings for the requested organizations.
type: integer
example: 100
totalHitsRelation:
description: Indicates whether totalHits is equal to ('eq'), or greater than or equal to ('gte') the number of fundings which can be fetched. Will be set to 'gte' in the rare case where totalHits exceeds 10,000.
type: string
example: eq
v2FinancialTransactions.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.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.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.FundingsOrg:
type: object
properties:
capTableHistory:
description: Capitalization table history. Lists the funded organization's ownership structure.
type: array
items:
$ref: '#/components/schemas/v2FinancialTransactions.CapTable'
fundings:
description: List of financial transactions where the organization received funding.
type: array
items:
$ref: '#/components/schemas/v2FinancialTransactions.Transaction'
orgId:
description: CB Insights Organization ID.
type: integer
example: 129410
v2FinancialTransactions.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
common.ErrorWithCode:
type: object
properties:
error:
type: string
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.Terms:
type: object
properties:
antiDilutionProvision:
description: Anti-dilution provision for the shares issued in this funding round. This can be null if the anti-dilution provision is not available.
type: string
example: Full Ratchet
antiDilutionProvisionId:
description: Unique identifier for the anti-dilution provision. This can be null if the anti-dilution provision is not available.
type: integer
example: 1
dividendPreference:
description: Dividend preference for the shares issued in this funding round. This can be null if the dividend preference is not available.
type: string
example: Cumulative
dividendPreferenceId:
description: Unique identifier for the dividend preference. This can be null if the dividend preference is not available.
type: integer
example: 1
hasBoardVotingRights:
description: Indicates if the shares issued in this funding round have board voting rights. This can be null if information about board voting rights are not available.
type: boolean
example: false
hasGeneralVotingRights:
description: Indicates if the shares issued in this funding round have general voting rights. This can be null if information about general voting rights are not available.
type: boolean
example: true
liquidationPreference:
# --- truncated at 32 KB (37 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/cb-insights/refs/heads/main/openapi/cb-insights-financialtransactions-api-openapi.yml