Company Financials

Import guide for key financial metrics of Portfolio Companies

A Portfolio Company needs to implement 5 API endpoints to import its data into AIRR automatically. The Organisation team then adds the URLs of these endpoints in General Settings -> Company Connections. A scheduled process in AIRR downloads the data from these endpoints once a day into AIRR and saves a new record every time a new data comes up.

AIRR supports multiple currencies for that API (the portfolio companies can submit their metrics in any currency they want, and those will be converted into the reporting currency of your Organisation in AIRR).

All API endpoints have to be protected with login and password and support Basic Auth. The response format should be json, in accordance with the endpoints described below. HTTPS is optional.

get
Get Revenue LTM

https://your_portfolio_company_website.com/revenue_ltm
Returns cumulative revenue for your Portfolio Company for the last twelve months.
Request
Response
Request
Headers
Accept
required
string
application/json
Authorization
required
string
Basic HTTP authorisation header
Response
200: OK
{
revenue: 100000000,
date:2020-01-01,
currency: USD
}

get
Get EBITDA LTM

https://your_portfolio_company_website.com/ebitda_ltm
Returns cumulative EBITDA for your Portfolio Company for the last twelve months.
Request
Response
Request
Headers
Authorization
required
string
Basic HTTP authorisation header
Accept
required
string
application/json
Response
200: OK
{
ebitda_ltm: 50000000,
date: 2020-01-01,
currency: USD
}

get
Get Net Income LTM

https://your_portfolio_company_website.com/net_income_ltm
Returns cumulative Net Income for your Portfolio Company for the last twelve months
Request
Response
Request
Headers
Authorization
required
string
Basic HTTP authorisation header
Accept
required
string
application/json
Response
200: OK
{
net_income_ltm: 1000000,
date: 2020-01-01,
currency: USD
}

get
Get Cash on Account

https://your_portfolio_company_website.com/cash
Returns total amount of cash on account for your Portfolio Company.
Request
Response
Request
Headers
Authorization
required
string
Basic HTTP authorisation header
Accept
required
string
application/json
Response
200: OK
{
cash: 4000000,
date: 2020-01-01,
currency: USD
}

get
Get Debt Outstanding

https://your_portfolio_company_website.com/debt
Returns total amount of all outstanding loans of your Portfolio Company.
Request
Response
Request
Headers
Authorization
required
string
Basic HTTP authorisation header
Accept
required
string
application/json
Response
200: OK
{
debt: 500000,
date: 2020-01-01,
currency: USD
}