Private Equity/VC data retrieval through API

Kerem

Hello,

I am trying to download the Private Equity/VC data through the API.

import refinitiv.data as rd
from refinitiv.data.discovery import Screener

rd.open_session(name='platform.rdp',
config_name="./refinitiv-data.config.json")

screenr = "SCREEN(U(IN(Equity(private))), BETWEEN(TR.PEInvestRoundDate,20251225,20251231), CURN=USD)"

fields = [
"TR.PEInvestCompanyName",
"TR.PEInvestFirminvestorName",
"TR.PEInvestRoundFinancingStage"
]

results = rd.get_data(screenr, fields)

results.to_excel("private_equity.xlsx", index=False)

print("finished")

The code above works and saves the data into an excel file. But when I compare the data with the screener from workspace (from the Private Equity/VC section with the default options) nearly 5% of the records are different. Why is there a difference? Am I downloading the same dataset? How can I get the right code for the same data? I checked CODECR and selected the fields in the code above, but it does not show any python code. CODECR seems to be not working.

Thanks for your help in advance.

Kerem

Thank you for your answer. But the issue is Private Equity/VC section does not allow me to import the data into excel, the button is greyed out, so I cannot see the formula. Also in order to be able to use CODECR, I need to know the instrument name, which is the main problem. I have the codes that I want to retrieve but I do not know under which instrument they are. Getting the instrument name was my original question, actually.

Nevertheless I kept playing with my code and discovered that the code below seems to be working.

import refinitiv.data as rd
from refinitiv.data.discovery import Screener

rd.open_session(name='platform.rdp',
config_name="./refinitiv-data.config.json")

screenr = "SCREEN(U(IN(DEALS)), BETWEEN(TR.PEInvestRoundDate,20250901,20251231), CURN=USD)"

fields = [
"TR.PEInvestCompanyName(IncludeNull=True)",
"TR.PEInvestFirminvestorName(IncludeNull=True)",
"TR.PEInvestRoundFinancingStage(IncludeNull=True)"
]

results = rd.get_data(screenr, fields)

results.to_excel("privateequity.xlsx", index=False)

print("finished")


It seems that Private Equity/VC can be accessed from the DEALS instrument (universe) through screener. But you may have to filter with a PE related code such as TR.PEInvestRoundDate.

Hope this helps for other people who are trying to replicate the same thing, since this question has not been properly answered before.