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Octagon Deals Agent
Model Name: octagon-deals-agent
A specialized database agent for M&A and IPO transaction analysis.
Capabilities
- Retrieve information about mergers and acquisitions
- Track initial public offerings and valuation metrics
- Analyze financial transactions across industries
- Monitor corporate deal activity
- Compare transaction multiples
Use Cases
The Deals Agent is best for:
- Research on corporate transactions
- Analyzing IPO valuations and performance
- Tracking M&A activity in specific sectors
- Understanding acquisition strategies of major companies
- Benchmarking transaction valuations
Example Queries
- "What was the acquisition price when Microsoft acquired GitHub?"
- "List the valuation multiples for AI companies in 2024"
- "List all the acquisitions and price, valuation by Salesforce in 2023?"
Code Examples
Python
response = client.responses.create(
model="octagon-deals-agent",
input="What was the acquisition price when Microsoft acquired GitHub?",
stream=True
)JavaScript
const response = await client.responses.create({
model: "octagon-deals-agent",
input: "What was the acquisition price when Microsoft acquired GitHub?",
stream: true
});cURL
curl -X POST https://api.octagonagents.com/v1/responses \
-H "Content-Type: application/json" \
-H "Authorization: Bearer your-octagon-api-key" \
-d '{
"model": "octagon-deals-agent",
"input": "What was the acquisition price when Microsoft acquired GitHub?",
"stream": true
}' \
--no-bufferAvailable Fields and Descriptions
How to Use These Fields
When querying the Octagon Deals Agent, you can reference these field names to request specific information about M&A and IPO transactions. For example, you can ask "What was the Deal Size for Microsoft's acquisition of GitHub?" or "List all deals with Deal Class of Private Equity where Percent Acquired was over 80%." You can also combine multiple fields for targeted research, such as "Show me technology sector acquisitions with Post Valuation over $1 billion in the last year."
Deal Basic Information
| Field | Description |
|---|---|
| Registration Number | Unique identification number assigned to a security during the registration process for public offerings |
| Deal Type | The type of the deal (IPO, Corporate, Merger/Acquisition, Joint Venture, Merger of Equals, Public Investment 2nd Offering, Reverse Merger) |
| Deal Class | The type of investment deal, categorized as Corporate, Public Investment, Other, Individual, or Private Equity |
| Deal Status | The status of a deal in the IPO process (completed or announced/in progress) |
| Deal Synopsis | Brief descriptions of the IPO deal |
| Deal Date | The column holds dates of IPO deals |
| Announced Date | The column holds the announced date for each IPO deal in variant format |
| Deal Business Status | The status of the deal's business phase |
| Deal Financing Status | The status of financing for the IPO deal |
| Add-on | Indicates whether an additional feature or service is included in the IPO deal |
| Priced | Indicates whether the IPO deal has been priced or not |
| Percent Acquired | The percentage of shares acquired in a private market deal |
| Contains Cross Border | Indicates whether the IPO deal involves cross-border transactions |
Financial Details
| Field | Description |
|---|---|
| Deal Size | The column holds deal sizes represented as JSON objects with an "amount" key and a currency code as a string |
| Deal Size Status | The status of the deal size estimation, either "Estimated" or "Actual" |
| Deal Size Revenue | The size of the deal in revenue |
| Deal Size EBIT | The deal size in ebits (earnings before interest and taxes) |
| Deal Size EBITDA | The deal size measured in EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) |
| Deal Size Net Income | The deal size in net income (dollars) |
| Deal Size Cash Flow | The amount of cash flow generated from a deal |
| Pre-Money Valuation | The column holds the premoney valuation data in various formats |
| Post Valuation | The column holds data representing post-valuation financial information |
| Price Per Share | Prices per share, represented as JSON objects containing an "amount" field and a "asOfLiveCurrency" field |
| Total Invested Equity | The total invested equity in the deal, represented as a JSON object containing the investment amount and its associated currency |
| Total VC Funding | The total amount of venture capital funding in decimal format |
| VC Round | A column holding data representing the series of venture capital financing rounds for a company |
| VC Round Up/Down/Flat | Indicates the round of venture capital investment, with values representing up-round, down-round, or flat financing events |
| Native Currency | Currencies represented in native form |
Company Financial Information
| Field | Description |
|---|---|
| Revenue | The column represents monetary revenue values |
| Revenue Growth | The change in revenue from the previous period |
| Gross Profit | The column represents the gross profit as a decimal value |
| EBIT | EBIT values represent earnings before interest and taxes |
| EBITDA | EBITDA: earnings before interest, taxes, depreciation, and amortization |
| EBITDA Margin | The EBITDA margin, a measure of a company's profitability, calculated as EBITDA divided by revenue |
| Net Income | The column represents monetary values of net income or loss |
| Implied EV | The column IMPLIEDEV holds data representing monetary amounts in various currencies |
| Implied EV Revenue | The implied revenue generated from a financial investment or deal |
| Implied EV EBIT | The implied earnings before interest and taxes (EBIT) value |
| Implied EV EBITDA | The implied EBITDA value, represented as a decimal number |
| Implied EV Cash Flow | The implied cash flow, represented as a decimal value |
| Fiscal Year | Fiscal years represented as decimal numbers |
| Valuation Revenue | The column represents the valuation revenue in decimal format |
| Valuation EBIT | The column represents the valuation of a company based on its earnings before interest and taxes (EBIT) |
| Valuation EBITDA | The valuation of a company based on its earnings before interest, taxes, depreciation, and amortization (EBITDA) |
| Valuation Net Income | The net income used in valuation calculations |
| Valuation Cash Flow | The column represents cash flows used in calculating the valuation of an IPO deal |
| Valuation Status | The status of the valuation for an IPO deal |
Debt Information
| Field | Description |
|---|---|
| Debt Raised | The column "DEBTRAISED" holds data representing the amount and currency of debt raised in a variant format |
| Debt Raised EBITDA | The difference between a company's debt and its earnings before interest, taxes, depreciation, and amortization (EBITDA) |
| Debt Raised Equity | The amount by which debt was reduced in the equity financing deal |
| Total Debt | The total amount of debt in decimal format |
| Total Debt Amount | The column holds monetary values in various currencies |
| Debts | A column holding data representing various debt information |
| Debt and Lenders | A column holding data of type VariantType representing the debt and lenders involved in the IPO deals |
| Has Amended Debts | Indicator of the presence or absence of amended debts |
| First Lien Amount | The amount of the first lien on an IPO deal |
| First Lien OID | A column holding data of type DecimalType, potentially serving as a unique identifier for the first line in an IPO deal record |
| First Lien Floor | The price at which a lender is willing to extend the first lien mortgage loan |
| First Lien YTM Primary | A column holding data of type VariantType representing temporary primary keys in first lien IPO deals |
Investment and Funding Information
| Field | Description |
|---|---|
| Investors | A column holding data representing investor information in a variant format |
| Investor Count | The number of investors involved in each IPO deal |
| Investor Funds | A column holding data representing investor funds in a variant format |
| Lead Investor | The identity of the lead investor in the IPO deal |
| First Time Investors | A column holding data indicating whether each entry represents a first-time investment or not |
| First Time Investor Count | Number of first-time investors in a deal |
| Follow-on Investors | A column holding data representing the list of follow-on investors |
| Follow-on Investor Count | The number of investors following a particular IPO deal |
| Financing Status | The financing status of the deal, indicating the current stage of funding |
| Financing Status Note | Notes on the financing status of the deal |
| Lenders | A column holding data representing the names and identifiers of the lenders involved in the IPO deals |
| Contingent Payout | The column holds data representing contingent payout amounts in various currencies |
| Anti-Dilution Provisions | Variants of antidilution provisions in IPO deals |
Company Information
| Field | Description |
|---|---|
| Company Name | The column holds the name of the company represented in the JSON format |
| Company Website | The URL address of the company's official website |
| Business Status | The status of the business, categorized as Generating Revenue, Not Profitable, Profitable, Clinical Trials - Phase 1, Startup, Restart, Out of Business, Bankruptcy: Admin/Reorg, Product Development, or Clinical Trials - Phase 2 |
| Year Founded | The year the IPO deal was founded |
| Current Employees | The number of current employees for each record in the MA_IPO_DEALS table |
| Employee Count | The number of employees associated with each IPO deal |
| Description | Brief descriptions of business services or products offered by the IPO deals |
Industry Classification
| Field | Description |
|---|---|
| Primary Industry Code | The primary industry code representing the main business sector for each deal |
| Primary Industry Group | The primary industry group classification |
| Primary Industry Sector | The primary industry sector classification of the IPO deals |
| All Industries | An array of industry sectors represented as text strings |
| Verticals | The vertical industries represented in the MA_IPO_DEals table |
| Keywords | An array of keywords describing the business sectors or industries associated with each IPO deal |
| Universe | An array of deal universe categories |
| Emerging Spaces | A column holding data representing the emerging technology spaces |
Patent Information
| Field | Description |
|---|---|
| Active Patents | A column holding data representing the number of active patents |
| Inactive Patents | A column holding data representing the status of patents, with values indicating inactive patents |
| Pending Patents | A column holding data representing the number of pending patents |
| Total Patent Documents | The number of patent documents associated with each IPO deal |
| Total Patent Families | The number of patent families associated with each IPO deal |
| Patents Expiring in Next 12 Months | Indicators for patents expiring within the next 12 months |
Location Information
| Field | Description |
|---|---|
| HQ Location | The headquarters location of the IPO deals |
| HQ City | The city where the headquarters of the IPO companies are located |
| HQ State/Province | The two-letter abbreviation for the headquarters' state or province |
| HQ Country | The country where the headquarters of the IPO deal is located |
| HQ Region | The region where the headquarters of the IPO company is located |
| HQ Subregion | The sub-region where the company headquarters is located |
| HQ Zip Code | Postal codes of headquarters locations |
Contacts and People
| Field | Description |
|---|---|
| Full Name | A column holding data representing the full name of individuals, in a JSON format |
| Biography | Brief descriptions of individuals involved in MA IPO deals |
| Education | Information about an individual's educational background, including degree, field of study, and year of graduation |
| Email addresses | |
| Phone | Phone numbers in various international formats |
Sellers and Exiters
| Field | Description |
|---|---|
| Sellers | An array of seller names or entities involved in the IPO deals |
| Exiters | Names of individuals or entities that have previously exited (sold or IPO'd) from companies represented in this table |
Service Providers
| Field | Description |
|---|---|
| Service Providers | A column holding data representing various service providers involved in IPO deals |
| Sell-Side SPs | Array of strings, each containing an advisor's role and name in the IPO deal |
| Buy-Side SPs | A column holding data representing the identities of buy-side firms participating in IPO deals |
| Sell-Side Inter SPs | Array of strings representing the names of sell-side intermediaries involved in the IPO deals |
Other Financial Fields
| Field | Description |
|---|---|
| US Amount | The column holds monetary values in US dollars |
| EUR Amount | A column holding data of type VariantType representing monetary amounts in Euros |
| TLB Amount | A column holding data of type VariantType representing the total amount invested in a private market IPO deal |
| RC Amount | A column holding data of type VariantType representing the amount invested in private market IPO deals |
| HY Bond Amount | The amount of hybrid bonds issued |
| US First Lien New Money | The column holds data representing the amount of new money invested by US first lien investors in IPO deals |
| US First Lien Institutional New Money | A column holding data of type VariantType representing institutional new money investments in US first lien positions |
| US Total Institutional New Money | Total amount of new institutional investment in US dollars |
| Total New Money | The total amount of new money raised during the IPO deal |
| Total First Lien Institutional New Money | The total amount of new institutional money invested as the first lien in the IPO deals |
| New Institutional Amount | The column holds data representing the new institutional investment amount |
| Total New Inst Amount | The total net investment amount in the IPO deals |
| Contains Cov Lite | Indicates whether the IPO deal contains confidential information |
| Cov Lite Amount | A column holding data representing the coverage team's allocated amount for IPO deals |
| LCD Issuer IDs | Unique identifiers for the underwriting syndicate members involved in the IPO deals |
| LCD Super Transaction ID | A column holding data of type DecimalType, potentially representing unique identifiers for large-scale financial transactions |
| STLaunch Date | The date when a private market IPO deal was launched |
Note: Not all fields will be populated for every transaction, and some fields may only apply to certain types of deals (M&A, IPO, Private Equity, etc.).