PitchBook is a resource for data, research, and insights spanning the global capital markets. Founded in 2007 and acquired by Morningstar in 2016, PitchBook's data on the private and public markets helps business professionals discover and execute opportunities.
We use both PitchBook and Preqin. We believe PitchBook's research is superior to other competitors in this space, and I like how they make the Excel file data available for every article/chart they produce... very customer-friendly. I also feel like PitchBook is ahead of many …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
PitchBook has better private market data that CapIQ.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
I think that CapIQ was a better tool for equity research, but the interface is quite clunky / archaic relative to PitchBook
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Verified User
Chose PitchBook
FINTRX is good at identifying family offices and, similar to PitchBook, adding new groups to the site consistently and often. However, the quality of leads on FINTRX was poorer in general, and it was more difficult to identify investment theses and appetites for the family …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
Pitchbook has way better information on private companies, it is more reasonably priced and has better research
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
ChatGPT is a good tool as well and I use it regularly to seek harder to find information or help me understand insurance terms I am not familiar with. PB is more specific to healthcare companies so it is a practical in my research and analysis.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Analyst in Corporate at clearwater (Financial Services, 51-200 employees)
Chose PitchBook
it is by far the most use friendly of the peer group. I think it missesd a lot of private data vs FAME, it misses some transaction data points vs mergermarket
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Senior associate in Professional Services at Clearwater (Financial Services, 51-200 employees)
Chose PitchBook
I think they all have their own strengths. In particular CapIQ I think is more outdated and less user friendly as a platform but I do think it was some better data on valuation multiples of precedent transactions
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
We have not used any other products like PitchBook. It was our first and only choice.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
Compared the FactSet: PitchBook is far superior in providing private company data. On the excel tool front, we use Factset far more often due to the formulas and public company data availability AlphaSense: we use PitchBook as our first source when looking for private company …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Verified User
Chose PitchBook
Compared to D&B Hoovers, PitchBook offers more relevant, detailed, and up-to-date data for our research needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Verified User
Chose PitchBook
PitchBook is superior in terms of aggregating a bunch of different data you would need to get from disparate systems
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
I think PitchBook is the best for private markets compared to these platforms. These platforms may surpass PitchBook for public markets work.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
A bit more robust for public company data - mostly used CapIQ when in banking. Especially the CapIQ excel plug in. As a VC, I need private company data and Pitchbook is better at that
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
I’ve used or evaluated tools like Macabacus and Grata. Macabacus is stronger than Pitchbook in Excel and PowerPoint workflow enhancements, which are critical for banking productivity. However, Pitchbook is far superior to Grata due to its richer public company information, …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
We switched over for Preqin and haven't looked back, Preqin felt as a pay-as-you-go system and as a relatively young alternatives program we kept facing paywalls so not ideal.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
Pitchbook has the most exhaustive coverage of private market data, and that makes it uniquely differentiated against any other data sources mentioned above. As for public data, I dont think it is any unique compared to AlphaSense or CapIQ
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Verified User
Chose PitchBook
Products mentioned have similar but different use cases. First off, PB has better private company data than both of these (for now). I use CapIQ for public company data which PB lacks in many regards. I could see Alpha Sense taking priority over PB as the data offered on that …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
I also use SignalNFX, but it doesn't exist in the dropbox.
Signal is a much more practical tool when it comes to a preliminary search, and when it comes to connecting with the right person. It scrapes your gmail history and linkedin to find who you're really connected to and …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Director - Impact Investing at Melville Douglas Investment Management (Investment Management, 51-200 employees)
Chose PitchBook
PitchBook has a different value proposition in that it offers the Morningstar equity research, which we regard highly. It is also easier to use and navigate than the other terminals. Bloomberg and FactSet have a slightly different use case in that they provide real time market …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Verified User
Chose PitchBook
PitchBook has more accurate information and does a much better job of updating information frequently.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose PitchBook
CB Insights have a better market research functionality, offering pre-defined market definitions and proprietary framework for market analysis. They list all the significant players within a market and classify them into categories, which gives you a sense of who is doing well …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
PitchBook is excellent for building a rolodex of contacts, especially for firms which may be newer and lacking an established reputation within their given industry. I have used it as a tool to identify groups which may be interested in equity investments in one-off real estate deals, though the platform more prominently features groups which are more interested in programmatic/JV fund structures. PitchBook can also be useful as a tool for identifying industry trends, as it tends to capture creation of new funds and their investment appetites at any given time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It would be nice to have the best parts of the deal tab merged into the general information tab for a company.
If possible, gather more information on certain executives. There are use cases where our clients want us to research candidates who may not have much information on LinkedIn or RocketReach.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think its a great platform as is. Its usable and we get most of the information as and when we need. I don't like the landing page after login, so I don't like to go to PitchBook every day to review daily updates on the industry. It's way too cluttered and requires MFA every time
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I also use SignalNFX, but it doesn't exist in the dropbox. Signal is a much more practical tool when it comes to a preliminary search, and when it comes to connecting with the right person. It scrapes your gmail history and linkedin to find who you're really connected to and figures out how to leverage that to get an intro. Sales NAVIGATOR is better for massive outbound, but not very relevant otherwise. PitchBook's real value is in the database. It won't help you reach out, but it sure will find you every single VC firm that could ever invest in your company.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
