PitchBook integration for AI agents
Look up private market data on companies, deals, investors, funds, and people
PitchBook is a Sim integration in the Analytics category. Sim is the AI workspace where teams build and deploy AI agents. Sim's PitchBook integration provides 91 tools that AI agents can use inside Sim's visual workflow builder. PitchBook connects with an API key. Free to start at sim.ai.
Last updated
What Sim agents can do with PitchBook
Search and pull profiles across companies, deals, investors, people, funds, limited partners, and service providers, including financing history, valuations, cap tables, debt and lenders, fund performance and commitments, patents, and credit analysis news. Retrieve lookup-table codes for search filters and use the usage actions to check API credit consumption.
- Category
- Analytics
- Authentication
- API key
- Tools
- 91
- Triggers
- 0
- Documentation
- PitchBook docs
How to automate PitchBook with Sim
Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a PitchBook block
Open your workspace, drag a PitchBook block onto the workflow builder, and paste in your PitchBook API key.
Configure, connect, and run
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your PitchBook automation is live.
Agent templates
Ready-to-use templates featuring PitchBook. Click any to build it instantly.
PitchBook tools
91 PitchBook tools available to Sim agents.
Search All Entities
Search across every PitchBook entity type at once by name, PitchBook ID, website, or ticker. Use this to resolve a company, investor, or fund to its PitchBook ID before calling a profile operation.
Shared Search
Extract the names and PitchBook IDs behind an Advanced Search shared from the PitchBook platform, using the search ID and hash from the shared link
Get Entity People
Retrieve the people at an entity: primary contact, current and former team, and current and former board members
Get Entity Locations
Retrieve the headquarters and every alternate office on record for an entity
Get Entity Affiliates
Retrieve the affiliated entities linked to an entity and how each is related
Get Entity News
Retrieve recent news articles PitchBook has associated with an entity
Get Entity Updates
Check which entity datasets changed in a window, so a sync only refetches what moved
Search Companies
Search PitchBook for companies by name, location, industry, funding, deal activity, and more
Get Company Bio
Retrieve the core profile of a company: names, description, HQ, status, headcount, total raised, and social links
Get Company Industries
Retrieve the industry classification, verticals, keywords, and emerging spaces assigned to a company
Get Company Investors
Retrieve every investor in a company, current and former, with the type of investor and when they invested
Get Company Active Investors
Retrieve only the investors currently holding a position in a company
Get Company Deals
Retrieve every deal a company has been involved in, in chronological order with its deal type
Get Company Latest Financing
Retrieve a company’s most recent financing round: date, size, type, and last known valuation
Get Company Latest Debt Financing
Retrieve a company’s most recent debt financing, including each debt instrument raised
Get Company Latest Financials
Retrieve the most recent reported financials for a private company: revenue, net income, EBITDA, assets, and debt
Get Company Financials History
Retrieve reported financials for a private company across every available fiscal period. Annual data is returned by default.
Get Similar Companies
Retrieve companies PitchBook scores as similar to a given company, flagging which are direct competitors
Get VC Exit Predictions
Retrieve PitchBook machine-learning exit predictions for a VC-backed company. Requires at least two funding rounds in the past six years.
Get Company Social Analytics
Retrieve web and social growth and size metrics for a company, with percentile ranks
Get Company Service Providers
Retrieve the current and former general service providers engaged by a company
Get Company Deal Service Providers
Retrieve the service providers that worked on a company’s deals, and what each was hired for
Get Company Updates
Check which company datasets changed in a window, so a sync only refetches what moved
Search Company Patents
Search the patents held by a company by status, filing and publication date, authority, and CPC classification
Get Patent Detail
Retrieve the full record for a single patent: title, status, dates, assignees, inventors, citations, and claim counts
Search Deals
Search PitchBook for deals by company, investor, deal type, size, date, and valuation
Get Deal Bio
Retrieve the summary of a deal: company, date, size, status, type, and which detail datasets are available for it
Get Deal Detail
Retrieve the full detail of a deal: synopsis, percent acquired, round, invested capital, ownership, debt, and stock split
Get Deal Valuation
Retrieve the pre-money and post-money valuation recorded for a deal
Get Deal Multiples
Retrieve the valuation multiples for a deal against revenue, EBITDA, EBIT, cash flow, and net income
Get Deal Investors
Retrieve the investors, sellers, and exiting investors on a deal, including who led it
Get Deal Stock Info
Retrieve the share terms of a deal: price per share, shares acquired, and the preference, dividend, and voting rights attached
Get Deal Cap Table
Retrieve the cap table as of a deal, one row per stock series with its terms and ownership
Get Deal Tranches
Retrieve the tranches a deal was funded in, with each tranche’s date, size, and investors
Get Deal Debt and Lenders
Retrieve the debt raised in a deal and the lenders behind it, with rate, maturity, seniority, and covenant terms
Get Deal Service Providers
Retrieve the service providers that worked on a deal and which party each represented
Get Deal Updates
Check which deal datasets changed in a window, so a sync only refetches what moved
Search Investors
Search PitchBook for investors by type, location, assets under management, fund profile, and deal activity
Get Investor Bio
Retrieve the core profile of an investor: names, description, HQ, type, AUM, dry powder, and headcount
Get Investor Investments
Retrieve every investment an investor has made, active and exited, with the deals that opened and closed each position
Get Investor Active Investments
Retrieve only the positions an investor still holds
Get Investor Funds
Retrieve the funds an investor manages, with open and closed counts and the min, median, and max fund size
Get Investor Last Closed Fund
Retrieve the most recently closed fund raised by an investor, with its size, type, and vintage
Get Investor Preferences
Retrieve what an investor targets: check size, deal size, valuation, revenue, geography, industry, and deal type preferences
Get Investor Board Seats
Retrieve the board seats an investor holds and previously held across its portfolio
Get Investor Service Providers
Retrieve the current and former general service providers engaged by an investor
Get Investor Deal Service Providers
Retrieve the service providers that worked on an investor’s deals, and what each was hired for
Get Investor Updates
Check which investor datasets changed in a window, so a sync only refetches what moved
Search People
Search PitchBook for people by name, employer, position, education, and location
Get Person Bio
Retrieve the profile of a person: name, biography, LinkedIn, primary employer, position, and office
Get Person Contact
Retrieve the direct contact details on file for a person
Get Person History
Retrieve a person’s full history: education, company roles, board seats, deal roles, and fund roles
Search Funds
Search PitchBook for funds by manager, type, size, vintage, and performance
Get Fund Bio
Retrieve the profile of a fund: managers, vintage, status, type, size, target, location, and team
Get Fund Performance
Retrieve the most recent reported returns for a fund: IRR, DPI, RVPI, TVPI, NAV, and benchmark quartile
Get Fund Benchmark
Retrieve the peer benchmark for a fund: benchmark IRR, DPI, TVPI, RVPI, and the funds it is drawn from
Get Fund Cash Flows
Retrieve contributed, distributed, and remaining value for a fund as of a specific quarter
Get Fund Investments
Retrieve every investment a fund has made, active and exited, with the deals that opened and closed each position
Get Fund Active Investments
Retrieve only the portfolio positions a fund still holds
Get Fund Commitments
Retrieve the limited partners committed to a fund, with commitment date, size, status, and type
Get Fund Preferences
Retrieve what a fund targets: check size, valuation, geography, industry, vertical, and deal type preferences
Get Fund Team
Retrieve the active and former people on a fund’s team
Get Fund Updates
Check which fund datasets changed in a window, so a sync only refetches what moved
Search Limited Partners
Search PitchBook for limited partners by type, location, assets under management, and commitment activity
Get Limited Partner Bio
Retrieve the profile of a limited partner: names, description, type, assets under management, and staff
Get LP Commitments
Retrieve every fund commitment a limited partner has made, with date, size, status, and the managers behind each fund
Get LP Commitment Totals
Retrieve a limited partner’s commitments rolled up by fund type, both active and all-time
Get LP Commitment Preferences
Retrieve what a limited partner commits to: preferred commitment size, fund types, and geographies
Get LP Actual Allocations
Retrieve a limited partner’s reported asset allocation across cash, equities, fixed income, private equity, real estate, and alternatives
Get LP Target Allocations
Retrieve a limited partner’s target allocation ranges per asset class, in both value and percentage terms
Get LP Service Providers
Retrieve the current and former service providers engaged by a limited partner
Get LP Updates
Check which limited partner datasets changed in a window, so a sync only refetches what moved
Search Service Providers
Search PitchBook for service providers by type, location, and the deals they have worked on
Get Service Provider Bio
Retrieve the profile of a service provider: names, types, description, and how many companies, deals, investors, funds, and limited partners it has serviced
Get Serviced Companies
Retrieve the companies a service provider currently and formerly serves
Get Serviced Deals
Retrieve the deals a service provider worked on and what it was hired for on each
Get Serviced Investors
Retrieve the investors a service provider currently and formerly serves
Get Serviced Funds
Retrieve the funds a service provider has worked with and the service provided to each
Get Serviced Limited Partners
Retrieve the limited partners a service provider currently and formerly serves
Get Service Provider Updates
Check which service provider datasets changed in a window, so a sync only refetches what moved
Search Credit News
Search PitchBook credit analysis news by author, region, asset class, topic, issuer, lender, sponsor, and date
Get Recent Credit News
Retrieve the most recently published credit analysis articles and their descriptions, without article bodies
Get Credit News Article
Retrieve one credit analysis article in full, including its body text, authors, topics, and the issuer, lender, and sponsor it covers
Get Credit News Articles in Bulk
Retrieve many credit analysis articles in full in a single call, reporting which IDs were found, missing, or duplicated
Get Contracts History
Retrieve the API contracts on the account with their pricing model, term, and credit balances
Get Credit History
Retrieve API credit usage and remaining balance per contract, for up to the last 90 days
Get Usage Report
Retrieve how many API calls were made and how many credits they charged, for up to the last 90 days
Get Cost of Calls
Retrieve the credit cost of every API endpoint under a given pricing model, for first-time and refresh calls
List Lookup Tables
List the lookup tables backing the search endpoints. Use this to find which table holds the codes a search filter expects.
Get Lookup Table Codes
Retrieve the codes in one or more lookup tables. These are the codes the search filters expect, such as INDUSTRY or VERTICAL.
List Sandbox Entities
List the entities a sandbox API key is allowed to query, so test workflows have real IDs to run against
Frequently asked questions
Sim's PitchBook integration adds 91 tools to the AI agents you build in Sim's visual workflow builder. Look up private market data on companies, deals, investors, funds, and people.
