Retrieving US VC Data From SDC
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Retrieving US VC Data From SDC requires SDC platinum, perl scripts and SQL scripts, as well as some manual processing.
Scripts and other info
SDC and Perl Scripts are in:
E:\McNair\Projects\VC Database
This includes:
- NormalizeFixedWidth.pl
- RoundOnOneLine.pl - Needed for round on one line
SQL Scripts and finished data are in:
Z:\VentureCapitalData\SDCVCData
Notes:
- Portfolio companies attributes to be extracted from roundlevel information
- Round-on-one-line processed using RoundOnOneLine.pl and NormalizeFixedWidth.pl
- Firms includes branch office so attributes must be extracted
- Portfolio company descriptions - just the portco name, state, date of first inv, and the long description - has to be custom processed.
The next steps are detailed in VC Database Rebuild.
Some files required some minor post-processing to load into PostgreSQL. Issues included:
- Firm level data didn't normalize correctly - had to adjust headers
- Stray quotation in address line(s)
- Area code had a 1- in it
- Some line counts were off by one or two
- "Firm Capital under Mgmt" column header for VCFirms has a {0mil} which screws up the normalizer. Delete this part of the column title prior to running normalizer and make sure to put in the proper number of spaces.
- VCFirms line 7139 the text 'L"opera' has a stray quotation mark which will prevent the copy into psql table. Remove stray quotation manually.
- VCFirms line 12461 the text '1-8' has a hyphen which creates and import error into psql table. Remove the hyphen manually.
The company long description output from SDC has the description for each company spread over multiple lines. In order to import into the vcdb we want the entire description on one line for each company. First remove the header from the long description file and name this file Process.txt. Next, to move the company long description to one line use the following bash commands in a linux terminal like on the db server.
cat Process.txt | perl -pe 's/^([^ ])/#\1/g' > Out1.txt
cat Out1.txt | perl -pe 's/\s{100,}/ /g' > Out2.txt
cat Out2.txt | perl -pe 's/\n//g' > Out3.txt
cat Out3.txt | perl -pe 's/#/\n/g' > Out4.txt
You will still have an issue running the normalizer on Out4.txt. I appended 100,000 filler characters to the last column header so that the normalizer will space things properly. However, the final output will have some long descriptions split across two lines. This will cause problems copying to a psql table. You will have to manually adjust these lines. Also remove all quotation marks from the text file because these will just cause trouble.
Build Specs
IPOs
Created: 6/19/2017 2:59:33 PM
Core files:
IPO1980-present.rpt IPO1980-present.ssh IPO1980-present.txt IPO1980-present-normal.txt
Session Contents:
Global New Issues Databases Issue Date: 1/1/1980 to 06/19/2017 (Custom) (Calendar) Issuer/Borrower Nation : US Select All IPOs Primary Exchange of Issuer's/Borrower's Stock : A, NM, N
Report Contents:
D I STC AMT RANK1_TOTDOLAMTPRO NAICS_PRIMARY_CODE ZIPL TRANS_STATUS FOUNDED
LoadIPOs.sql
DROP TABLE ipos; CREATE TABLE ipos ( issuedate date, --mm-dd-yy issuer varchar(255), statecode varchar(10), principalamt money, --million proceedsamt money, --sum of all markets in million naiccode varchar(255), --primary NAIC code zipcode varchar(10), status varchar (20), foundeddate date ); \COPY ipos FROM 'IPO1980-present-normal.txt' WITH DELIMITER AS E'\t' HEADER NULL AS CSV --10440
M&As
Created: 6/19/2017 4:16:59 PM
Core files:
MA1980-present.rpt MA1980-present.ssh MA1980-present.txt MA1980-present-normal.txt
Session Contents:
DATABASES: Domestic Mergers, 1979-Present (MA, OMA) Date Announced: 1/1/1980 to 06/19/2017 (Custom) (Calendar) Target Public Status : V Percent of Shares Owned after Transaction: 100 to 100 Target Nation : US
Custom Report Contents:
TN DE TST AN ENTVAL ASTC TSTC ATIC AEXCH TNAICP DA VAL YEAREFF TSTR TCITY TZIP
LoadMAs.sql
DROP TABLE mas; CREATE TABLE mas ( targetname varchar(255), effectivedate date, targetstate varchar(255), acquirorname varchar(255), enterpriseval varchar(255), --millions acquirorstatecode varchar(10), targetstatecode varchar(10), acquirorticker varchar(10), acquirorexchange varchar(20), targetnaiccode varchar(10), announceddate date, --mm-dd-yy transactionamt money, --$millions completedyear varchar(4), --yyyy targetaddress varchar(255), targetcity varchar(100), targetzipcode varchar(10) ); \COPY mas FROM 'MA1980-present-normal.txt' WITH DELIMITER AS E'\t' HEADER NULL AS CSV --139013
Portfolio Companies & Rounds
Core files:
USVC1980-present-normal.txt USVC1980-present.rpt USVC1980-present.ssh USVC1980-present.txt
Created: 6/15/2017 5:38:16 PM
Session Contents:
DATABASE: Portfolio Companies (VIPC) Venture Related Deals: Select All Venture Related Deals Company Nation : US Round Date: 1/1/1980 to 06/15/2017 (Custom) (Calendar)
Custom Report Contents:
N RD VI_UPDATE_STAMP VI_YEARFOUND LAST_INV_DATE FIRST_INV_DATE TOTIN VI_CITY VI_BUSDESC_SHORT COMPANY_MSA_DESC COMPANY_MSA_CODE VI_NATION VI_STATE VI_STREET1 VI_STREET2 COMPANY_VEIC1_DESC COMPANY_VEIC6_DESC COMPANY_VEIC3_DESC WEBSITE VI_ZIP STAGE1_DESC STAGE3_DESC VI_XC_ROUND_AMOUNT VI_XC_TOT_KNOWN_AMT VI_FINNO VI_INVNOS
LoadRoundBase.sql
DROP TABLE roundbase; CREATE TABLE roundbase ( coname varchar(255), rounddate date, updateddate date, foundingdate date, datelastinv date, datefirstinv date, investedk real, city varchar(100), description varchar(5000), msa varchar(100), msacode varchar(10), nationcode varchar(10), statecode varchar(10), addr1 varchar(100), addr2 varchar(100), indclass varchar(100), indsubgroup3 varchar(100), indminor varchar(100), url varchar(5000), zip varchar(10), stage1 varchar(100), stage3 varchar(100), rndamtdisck real, rndamtestk real, roundnum integer, numinvestors integer ); \COPY roundbase FROM 'USVC1980-present-normal.txt' WITH DELIMITER AS E'\t' HEADER NULL AS CSV --143348
Round On One Line
Core files:
USVCRound1980-present-NoHead-normal.txt USVCRound1980-present-NoHead.txt USVCRound1980-present-normal.txt USVCRound1980-present-sessiondetails.txt USVCRound1980-present.rpt USVCRound1980-present.ssh USVCRound1980-present.txt
Created: 6/16/2017 4:39:47 PM
Session Contents:
DATABASE: Portfolio Companies (VIPC) Venture Related Deals: Select All Venture Related Deals Company Nation : US Round Date: 1/1/1980 to 06/16/2017 (Custom) (Calendar)
Custom Report Contents:
N VI_STATE LAST_INV_DATE FIRST_INV_DATE COMBINED_ROUND_INFO
LoadRound.sql
DROP TABLE roundline; CREATE TABLE roundline ( coname varchar(255), rounddate date, amountk real, fundname varchar(255) ); \COPY roundline FROM 'USVCRound1980-present-NoHead-normal.txt' WITH DELIMITER AS E'\t' HEADER NULL AS CSV --385753
VC Funds
Core files:
USVCFunds1980-present.ssh VCFund1980-present-normal-NoFoot.txt VCFund1980-present-normal.txt VCFund1980-present-NoFoot.txt VCFund1980-present.txt VCFunds1980-present.rpt
Created: 9/28/2017 3:16:59 PM
Session Contents:
DATABASE: Private Equity Funds (VIFD) Venture Related Deals: Select All Venture Related Deals Fund Portfolio Cos: 1/1/1980 to 06/16/2017 (Custom) (Calendar)
Custom Report Contents:
VI_DISTINCT_FUND_NAME VI_FIRST_CLOSE_DATE FUND_LAST_INV_DATE FUND_FIRST_INV_DATE FUND_NUM_COMPANIES FUND_TOTIN VI_DISTINCT_FUND_CITY FUND_YEAR VI_DISTINCT_FUND_ZIP VI_DISTINCT_FUND_STC VI_FUND_SIZE VCPI_STAGE_DESC FIRMS INVEST_TYPE_DESC FUND_MSA_CODE VI_DISTINCT_FUND_NATC FUND_RAISE_STATUS_DESC VCPI_SEQ_NUM VCPI_SEQ_DESC VI_TOTAL_TARGET FUND_TYPE_DESC_SHORT VI_DISTINCT_FUND_ZIP
LoadFunds.sql
DROP TABLE fundbase; CREATE TABLE fundbase ( fundname varchar(255), closedate date, --mm-dd-yyyy lastinvdate date, --mm-dd-yyyy firstinvdate date, --mm-dd-yyyy numportcos integer, investedk real, city varchar(100), fundyear varchar(4), --yyyy zip varchar(10), statecode varchar(2), fundsizem real, fundstage varchar(100), firmname varchar(255), lastupdated varchar(255), fundnationcode varchar(10), invtype varchar(100), msacode varchar(100), nationcode varchar(10), raisestatus varchar(100), seqnum integer, targetsizem real, seqtype varchar(100) ); \COPY fundbase FROM 'VCFund1980-present-NoFoot-normal.txt' WITH DELIMITER AS E'\t' HEADER NULL AS CSV --27588
VC Firms
Core Files:
USVCFirms1980-Present.rpt USVCFirms1980-Present.ssh USVCFirms1980-Present.txt USVCFirms1980-Present-normal.txt
Created: 9/29/2017 3:46:06 PM
Session Contents:
DATABASE: Private Equity Firms (VIFM) Venture Related Deals: Select All Venture Related Deals Firm Portfolio Cos: Round Date: 01/01/1980 to 09/29/2017 (Custom) (Calendar) Firm Portfolio Cos: Nation : US
Custom Report Contents:
FIRM_NAME VI_YEARFOUND FIRM_FIRST_INV_DATE FIRM_LAST_INV_DATE VI_STREET1 VI_STREET2 VI_STREET3 VI_CITY VI_ZIP FIRM_AREA_CODE FIRM_COUNTY VI_STATE VI_NATION VI_NATION_LONG FIRM_WREG1_DESC FIRM_NUM_COMPANIES FIRM_NUM_ROUNDS FIRM_TOTIN FIRM_CAP_MGT FIRM_STATUS_DESC FIRM_MSA_CODE FIRM_ROLE_DESC FIRM_GEOGRAPHY_PREF_DESC FIRM_INDUSTRY_PREF_DESC FIRM_STAGE_PREF_DESC FIRM_TYPE_DESC
LoadFirms2.sql
DROP TABLE firmbase; CREATE TABLE firmbase( firmname varchar(255), foundingdate date, --mm-dd-yyyy datefirstinv date, --mm-dd-yyyy datelastinv date, --mm-dd-yyyy addr1 varchar(100), addr2 varchar(100), location varchar(100), city varchar(100), zip varchar(10), areacode integer, county varchar(100), state varchar(2), nationcode varchar(10), nation varchar(100), worldregion varchar(100), numportcos integer, numrounds integer, investedk money, capitalundermgmt money, invstatus varchar(100), msacode varchar(10), rolepref varchar(100), geogpref varchar(100), indpref varchar(100), stagepref varchar(100), type varchar(100) ); \COPY firmbase FROM 'USVCFirms1980-Present-normal.txt' WITH DELIMITER AS E'\t' HEADER NULL AS CSV --9734
Branch Offices
Core Files
USVCFirmBranchOffices1980-Present.rpt USVCFirmBranchOffices1980-Present.ssh USVCFirmBranchOffices1980-Present.txt USVCFirmBranchOffices1980-Present-normal.txt
Created: 9/29/2017 3:54:32 PM
Session Contents:
DATABASE: Private Equity Firms (VIFM) Venture Related Deals: Select All Venture Related Deals Firm Portfolio Cos: Round Date: 01/01/1980 to 09/29/2017 (Custom) (Calendar) Firm Portfolio Cos: Nation : US
Custom Report Contents:
FIRM_NAME VI_CAPITAL_CITY VI_CAPITAL_STATE VI_CAPITAL_COUNTRY VI_CAPITAL_NATION VI_POSTAL_CODE VI_ADR_LINE1 VI_ADR_LINE2
LoadBranchOffices.sql
DROP TABLE branchoffices; CREATE TABLE branchoffices ( firmname varchar(255), bocity varchar(100), bostate varchar(2), bocountrycode varchar(2), bonation varchar(100), bozip varchar(10), boaddr1 varchar(100), boaddr2 varchar(100) ); \COPY branchoffices FROM 'USVCFirmBranchOffices1980-Present-normal.txt' WITH DELIMITER AS E'\t' HEADER NULL AS CSV --9734
Company Long Description
DROP TABLE longdescription; CREATE TABLE longdescription (
coname varchar(255), statecode varchar(10), fundingdate date, -- Date Company Received First Investment codescription varchar(10000) --long description
);
\COPY longdescription FROM 'ResultOut.txt' WITH DELIMITER AS E'\t' HEADER NULL AS CSV --44793
