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pitchbook Codex Plugin

Author
PitchBook
Category
Finance
Topics
Sales, Marketing & Business Ops · Web Search, Research & Learning · Data Engineering & Analytics
Version
1.0.3
First seen
2026-07-12
Last confirmed
2026-07-13
Explanation last updated
2026-07-12

The explanation below is AI-generated. Please verify it against the sources.

The PitchBook plugin gives an AI agent structured access to PitchBook's private capital market data, covering companies, investors, funds, deals, limited partners, and people. According to the plugin.json manifest, it returns normalized fields such as firmographics, financing rounds, deal terms, ownership information, financials, fund performance metrics (when available), LP commitments, investor portfolios, and team details, along with source metadata. The manifest states it should be used when a query requires factual private market information or retrieval of structured data about private companies, investment activity, or market participants. It also supports identifying entities, summarizing historical activity, and assembling datasets for further analysis. The plugin is categorized under Finance and developed by PitchBook; specific technical implementation details (e.g., API endpoints, authentication) are unknown from the provided sources.

Overview

PitchBook is a provider of private capital market data, per its homepage and the plugin manifest's developer information. This plugin connects an AI agent to PitchBook's structured data on companies, investors, funds, deals, limited partners, and people.

What you can do with pitchbook

  • Retrieve structured data on private companies, investors, funds, deals, limited partners, and people
  • Get normalized fields including firmographics, financing rounds, deal terms, and ownership information
  • Access financials and fund performance metrics when available
  • Look up LP commitments and investor portfolio information
  • Identify entities and summarize historical private market activity
  • Assemble datasets for further analysis, with associated source metadata

Sources

Original description (English)

PitchBook provides structured access to private capital market data across companies, investors, funds, de...

History of pitchbook

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