Nasdaq IR Insight vs PitchBook

Likelihood to Recommend

IR Insight is well suited for tracking investor interactions and basic analytic/reporting needs.

Manager, Investor Relations

BlackbaudComputer Software, 1001-5000 employees

PitchBook is well suited for conducting analyses on private companies of all sizes, industries or the major actors in a particular space. PitchBook, however, is less suited for analysis of public companies, despite its relatively recent integration of public market data from Morningstar. This largely stems from the fact that PitchBook was built around being a company providing private market data focused on venture capital and private equity investing.

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Verified User

Analyst in Finance and Accounting

Venture Capital & Private Equity Company, 201-500 employees

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Pros

User experience (device agnostic)
Innovation/frequent product updates
Responsive customer support

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Steve Hufford

Manager, Investor Relations

BlackbaudComputer Software, 1001-5000 employees

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Extremely well-researched data, critical to any M&A decision.
Customer support: real humans respond, and follow-up diligently.
High trust resource: provides private company information too, which is far more valuable/ harder to access than public.

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Chris McCarthy

Chief Creative Officer

Creating The Future Today - a division of Sealed Speed, Inc.Marketing and Advertising, 11-50 employees

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Cons

Data accuracy
Limited insight into trading activity
Limited email functionality/integration

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Steve Hufford

Manager, Investor Relations

BlackbaudComputer Software, 1001-5000 employees

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Missing functionality: At times the ability to drill down further by transaction type and/or security was not available, and necessitated further data manipulation in Excel to arrive at the desired result.

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Verified User

Analyst in Finance and Accounting

Investment Management Company, 201-500 employees

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Support Rating

No score

No answers yet

No answers on this topic

PitchBook 7.0

Based on 1 answer

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.

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Verified User

Analyst in Finance and Accounting

Venture Capital & Private Equity Company, 201-500 employees

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Alternatives Considered

IR Insight is the most robust mobile friendly cloud-based solution we've seen. The competition is catching up but we've been pleased with the pace of innovation in the product.

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Steve Hufford

Manager, Investor Relations

BlackbaudComputer Software, 1001-5000 employees

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

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Chris McCarthy

Chief Creative Officer

Creating The Future Today - a division of Sealed Speed, Inc.Marketing and Advertising, 11-50 employees

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Return on Investment

Saves us countless hours of events management. Over the last three years we've gone from 2 sell-side analysts to 12 and more than doubled our IR related travel. IR Insight is critical in our day to day operations.
The integration with FactSet was a great addition...saved us $10K that would have been spent on a FactSet subscription.

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Steve Hufford

Manager, Investor Relations

BlackbaudComputer Software, 1001-5000 employees

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Undetermined-- we just didn't see a big enough ROI as a small firm to justify a continued subscription.

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Jason Kraus

CEO (Chief Executive Officer)

EQx FundVenture Capital & Private Equity, 1-10 employees

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Pricing Details

General

Free Trial

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Free/Freemium Version

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Premium Consulting/Integration Services

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Entry-level set up fee?

No

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No