investor-fit-research

Investor fit research

Access and scope

Set CRAWLORA_API_KEY to your Crawlora key. Prefer the listed Crawlora MCP tools when connected; otherwise use the bundled scripts/crawlora.sh, which sends x-api-key to https://api.crawlora.net/api/v1. Read reference/endpoints.md for exact methods and parameters. Check application code as well as HTTP status; payloads are inside data. Stop on authentication errors, back off on 429, and retry a transient upstream failure once. Bound requests by the requested scope and credit budget. Preserve source IDs, URLs, source dates, and retrieval/crawl times separately.

Build a source-attributed fundraising shortlist for a specified company/round. Establish business model, sector, geography, stage, round size, desired investor type, and explicit exclusions. A shortlist is research evidence for qualification, not confirmation of available capital or willingness to invest.

Discover firms, funds, and relevant portfolio clues

• Discover investor and fund filter values through their dataset facets. Search names/descriptions and exact returned geography/type/strategy/status values. Headquarters geography is not the same as an investment mandate. A full-text match on a sector/stage phrase is a lead, not a verified mandate filter.
• Resolve returned profile IDs and kind before item/live detail. Investors (manager firms), funds, and companies have different namespaces; keep each identity separate. Live profile routes require exactly one of id or url, even though those fields are individually optional in the schema.
• Read stored item records with their crawled_at, then refresh shortlisted investor/fund/company profiles only as needed. A missing stored item does not establish the firm is absent, closed, or unwilling to invest.
• Use public descriptions, overview fields, and visible investment/company rows as attributed evidence. PitchBook tables are public previews: total can exceed the number of visible rows. Blank check sizes, stages, dry powder, performance figures, or relationships stay unknown; do not reconstruct them from profile popularity or aggregate portfolio counts.
• Match company names/IDs and actual relationship rows before inferring a portfolio link. Similar firm names and fund-family branding are not proof that a particular fund made the investment. A past investment does not prove current focus, lead-investor appetite, exclusivity, or conflict policy.

scripts/crawlora.sh /datasets/pitchbook-investors/facets facet=investor_type
scripts/crawlora.sh /datasets/pitchbook-funds/facets facet=fund_strategy
scripts/crawlora.sh /datasets/pitchbook-investors/search q="climate" page=1 page_size=10
# Resolve a returned investor/fund ID and kind before live detail:
# scripts/crawlora.sh /pitchbook/investor id="$INVESTOR_ID"

Qualify fit and present the shortlist

Build a criterion matrix with supported, contradicted, and unknown states for sector/business fit, geography, stage, size, strategy, and relationship clues. Show the source excerpt/field, date, and entity behind each state. Unknown criteria are not silently zero; a critical unknown keeps a candidate conditional. Disclose weights if a numeric ranking is requested. Do not rank by exits or portfolio counts as a proxy for fit or performance.

Return firm/fund identity, evidence-backed fit, relevant visible investments, public business contact channels if supplied, unresolved questions, and a bounded rejected/conditional list. A source's 'active' status or vintage year is not verified current fundraising, uncommitted capital, or an open application process. Preparing a shortlist does not authorise contacting investors, sending company information, registering for paid data, or making investment decisions.