Brazil CVM Filings for Private Equity Research

PE associates covering Brazilian targets and public comps need primary Brazil filings private equity inputs — not slide decks alone. apicvm delivers DFP/ITR/FRE over HTTP for memo footnotes and data rooms. It is not a deal database or valuation product.

The persona

  • PE / growth associates building public comps packs
  • Operating partners tracking disclosed contingencies
  • IR-facing teams that need PDF audit trails with stable IDs

The problem

Need Typical CVM source
Audited financials for comps DFP
Fresh quarterly prints ITR
Governance, related parties, risks FRE sections

Portal clicks do not scale across a 15-ticker comps set.

Solution flow

Comp tickers
  → GET /v1/companies/resolve
  → GET /v1/documents (DFP/ITR/FRE + name filters)
  → GET /v1/documents/:id/file
  → optional POST /v1/document-text-extractions (searchable text)
export APICVM_KEY='apicvm_...'
export APICVM_URL='https://apicvm.dev'

curl -H "Authorization: Bearer $APICVM_KEY" \
  "$APICVM_URL/v1/documents?ticker=TOTS3&type=FRE&year=2024&name=Administracao&perPage=20"

What to pull for a comps pack

  1. Latest DFP for each public comp
  2. Last four ITR for trend
  3. FRE sections on governance, related parties, and contingencies (filter with name=)

For broader diligence framing, see Brazil filings due diligence.

Example: comps tickers in one script

import os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}
COMPS = ["TOTS3", "WEGE3", "RENT3"]

for t in COMPS:
    dfp = requests.get(
        f"{BASE}/v1/documents",
        headers=H,
        params={"ticker": t, "type": "DFP", "year": 2024, "perPage": 10},
        timeout=30,
    ).json()["data"]
    print(t, "DFP", [d["id"] for d in dfp[:3]])

Memo footnote pattern

Cite https://apicvm.dev/v1/documents/{id}/file (with auth in your archive copy) so IC packs stay reproducible after portal UI changes.

Current limitations

  • Private targets without CVM filings are out of scope — apicvm covers public company filings in the corpus.
  • No EBITDA bridges or purchase-price accounting models — documents only.
  • Corpus lag: verify critical IDs before IC memo freeze.

Next steps

Ready to integrate?

Get an API key and start querying Brazilian CVM filings programmatically.