PitchBook: Investor Search

Investor Search.

Tool ID: pitchbook_investor_search

Run this action

Use the TypeScript SDK for a single call. Put ctx.tools.execute(...) inside a Play when the call should be durable, scheduled, or run across a CSV.

import { Deepline } from 'deepline';

const deepline = await Deepline.connect();
const result = await deepline.tools.execute(
  'pitchbook_investor_search',
  {
    "investorNames": "example",
    "investorType": "example",
    "aum": "example"
  },
);

console.log(result.toolResponse.raw);

CLI

deepline tools execute pitchbook_investor_search --input '{
  "investorNames": "example",
  "investorType": "example",
  "aum": "example"
}' --json

Example response

The SDK exposes this shape at result.toolResponse.raw. Values below are representative.

{
  "data": {
    "stats": {
      "total": 123,
      "perPage": 123,
      "page": 123
    },
    "items": [
      {
        "investorId": "investor_123",
        "investorName": "Example",
        "sandbox": true
      }
    ]
  }
}

Use deepline tools get pitchbook_investor_search --json for the latest machine-readable contract.

Input reference

Retrieves investors matching the specified criteria

Name	Type	Required	Default	Details
`payload.investorNames`	`string`	No	—	Accepts investor names, pbIds, websites, and tickers. Returns a list of investors that are an exact match. Use a comma to separate multiple values
`payload.investorType`	`string`	No	—	Investors can be found by their investor type code
`payload.aum`	`string`	No	—	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
`payload.dryPowder`	`string`	No	—	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
`payload.city`	`string`	No	—	Search for investors by their city location
`payload.stateProvince`	`string`	No	—	Search for investors by state code or province code
`payload.country`	`string`	No	—	Search for investors by country code
`payload.postCode`	`string`	No	—	Search for investors by their postcode, included to support searching for both US postal code and foreign
`payload.locationType`	`string`	No	—	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
`payload.fundNames`	`string`	No	—	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
`payload.fundStrategy`	`string`	No	—	Search for investors by the fund strategy of their underlying funds. Pass a fund strategy code
`payload.fundSize`	`string`	No	—	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
`payload.fundStatus`	`string`	No	—	Search for investors by the fund status of their underlying funds. Pass a fund status code
`payload.fundDate`	`string`	No	—	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
`payload.verticalsPreferences`	`string`	No	—	Find investors by their verticals preferences. Pass a vertical code
`payload.industryPreferences`	`string`	No	—	Find investors by their industry preferences. Pass an industry code
`payload.additionalPreferences`	`string`	No	—	Find investors by additional investment preferences code
`payload.geographicalPreferences`	`string`	No	—	Find investors by their geographical preferences. Pass a state code , area code , province code , territory code , country code or regions code
`payload.preferredInvestmentAmount`	`string`	No	—	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
`payload.preferredDealTypes`	`string`	No	—	Find investors by their preferred deal type code
`payload.companyNames`	`string`	No	—	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
`payload.onlyMostRecentTransaction`	`string`	No	—	Find investors by their most recent company transactions. To use this parameter set it as True
`payload.dealType`	`string`	No	—	Find investors by the types of deals and investments they have done. Pass a deal type code
`payload.dealStatus`	`string`	No	—	Find investors by status of their past deals and investments. Distinguish between failed, upcoming, completed deals and more. Pass a deal status code
`payload.dealSize`	`string`	No	—	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
`payload.includeDealsWithoutDealSize`	`string`	No	—	Include investors made investments without a known deal size. Set this parameter as True only when Deal Size parameter is applied. False by default
`payload.excludeDealsWithoutDealSize`	`string`	No	—	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
`payload.dealDate`	`string`	No	—	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
`payload.dealIndustry`	`string`	No	—	Find investors by the industry code of companies they have invested in
`payload.dealVerticals`	`string`	No	—	Find investors by the vertical code of companies they have invested in
`payload.dealIndustryAndVertical`	`string`	No	—	When using both deal industry and deal vertical parameters, “OR” logic is used by default. To use “AND” logic, set this parameter to True
`payload.dealKeywords`	`string`	No	—	Find investors by the keywords of companies they have invested in
`payload.dealCity`	`string`	No	—	Find investors by the city of the companies they have invested in
`payload.dealStateProvince`	`string`	No	—	Find investors by the state code or province code of the companies they have invested in
`payload.dealCountry`	`string`	No	—	Find investors by the country code of the companies they have invested in
`payload.dealPostCode`	`string`	No	—	Find investors by the post code of the companies they have invested in, included to support searching for both US postal code and foreign
`payload.dealLocationType`	`string`	No	—	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
`payload.limitedPartnerNames`	`string`	No	—	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
`payload.currency`	`string`	No	—	Specify the currency that your other parameters, such as dealSize, are entered as. It depends on the currency in user preferences
`payload.page`	`string`	No	—	Results are returned so that they can be paged through. Set this parameter to increment the page
`payload.perPage`	`string`	No	—	How many returned results show on page

Output reference

Standard tool result payload.

Name	Type	Required	Default	Details
`result.data`	`object`	Yes	—	Provider response payload.
`result.data.stats`	`object`	No	—	—
`result.data.stats.total`	`integer`	No	—	Format: `int32`.
`result.data.stats.perPage`	`integer`	No	—	Format: `int32`.
`result.data.stats.page`	`integer`	No	—	Format: `int32`.
`result.data.stats.lastPage`	`integer`	No	—	Format: `int32`.
`result.data.items`	`array`	No	—	—
`result.data.items[].investorId`	`string`	No	—	—
`result.data.items[].investorName`	`string`	No	—	—
`result.data.items[].sandbox`	`boolean`	No	—	—
`result.data.items[].website`	`string`	No	—	—
`result.meta`	`object`	No	—	Additional response metadata (status, paging).

Deepline cost

Pricing model: fixed (per call).
Estimated Deepline credits: 0 per pricing unit.
Provider-native pricing may still exist outside Deepline credit billing.

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Reference

PitchBook: Investor Search

Run this action

CLI

Example response

Input reference

Output reference

Deepline cost

​Run this action

​CLI

​Example response

​Input reference

​Output reference

​Deepline cost

​Related documentation

Run this action

CLI

Example response

Input reference

Output reference

Deepline cost

Related documentation