Morningstar Direct vs. PitchBook

Morningstar Direct is great for classifying funds in order of performance and has a huge database to check against. Pretty much every category you can imagine is covered. It is best for research and analyzing before making big decisions. The interface is fairly clean and relatively simple to use.

Incentivized

If you are a company or an individual that needs reliable information about SMEs or startups, this is the best platform for you to get this information in a very efficient way. If you are just doing a basic due diligence to see active VC funds, figuring out valuations or companies in one industry, or just getting general information about an industry, it is probably better to get it from somewhere else on the internet. The reasoning behind it is that PitchBook is very expensive as opposed to other options out there.

Incentivized

• Best for research.
• Analyst reporting is fantastic.
• The ability to look at a wide variety of assets is great.

Incentivized

• Tools for data analysis, idea generation, and workflow management.
• Easy access to trusted news, data, analytics and insights.
• Industry sector specific metrics and analytics to inform decision-making.

Incentivized

• The system is sometimes slow.
• Glitchy and sometimes hard to use.

Incentivized

• Can be glitchy when loading
• Contact information can be inaccurate
• Typically a day or two late to real time news and deals

Incentivized

The overall support for PitchBook is about average. It is not excellent for two primary reasons. First, PitchBook can run slow from time to time, and I cannot copy and paste from the Chrome extension. I have found neither of those issues to be a function of the computer I am using. However, the PitchBook support team has proved helpful on several occasions.

Incentivized

Morningstar is slightly more buggy and laggy. But includes far more data and is more trusted.

Incentivized

We actually use both. CBInsights we use more regularly for market capture, and PitchBook when we are actively seeking acquisitions.

Incentivized

• Returns not yet realised.

Incentivized

• Saved us from investing with an incorrect valuation (multiple times)
• You need to pay per license per user. It is definitely expensive for a small accelerator.

Incentivized