Overview
The PitchBook Agent Node provides an intelligent agent for researching companies using the PitchBook database. This node enables you to:- Search for companies, investors, and other entities
- Retrieve comprehensive company information
- Access company bio, industries, and classifications
- View investor relationships and funding history
- Explore service providers and advisors
- Analyze most recent financing details
Configuration Parameters
To set up the PitchBook Agent Node, you need to authenticate with your PitchBook API key. Once authenticated, configure the agent to perform research tasks.Node Configuration
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Prompt:
Define the research task for the agent to perform.
Search for “Acme Corporation” and provide a detailed company overview
Find companies in the fintech sector that received Series A funding in 2024
Get comprehensive information for PitchBook ID 12345, including investors and financing
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Tools
Select which tools the PitchBook Agent can use:
Tool name Description Search Search for entities by name Retrieve Company Get comprehensive company data by PBID
Advanced Settings
Advanced Settings
- System Prompt: Customize the agent’s behavior and guidelines.
- Model: Select the language model for the agent (must support function calling).
- Max Steps: Set the maximum number of steps the agent can take (1-20).
- Enable Model Fallbacks: Allow automatic fallback to alternative models if the primary model fails.
Expected Inputs and Outputs
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Inputs:
- The node accepts text input that can be referenced in the prompt using format strings.
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Outputs:
- output: The final result from the agent’s actions
- conversation: Detailed log of the agent’s reasoning and operations
Use Case Examples
- Automated Company Research: Automatically research companies mentioned in documents or emails, pulling comprehensive PitchBook data for analysis.
- Investment Pipeline Enrichment: Enrich your investment pipeline by automatically retrieving detailed company information, funding history, and investor relationships.
- Market Intelligence: Build market intelligence reports by researching multiple companies and aggregating their industry classifications, investors, and funding data.
Error Handling and Troubleshooting
- Authentication Issues: Ensure you’ve provided a valid PitchBook API key with the necessary access permissions.
- Company Not Found: If a company search returns no results, try variations of the company name or use alternative search terms.
- Rate Limiting: PitchBook API has rate limits. If you encounter rate limit errors, reduce the frequency of requests or contact PitchBook support.