PitchBook vs. UpLead

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.

UpLead is well suited for environments where there is a lot of accurate contact information to research mainly generating sales for a business. On the other hand, businesses that don't require searching up a huge amount of contact data and that doesn't add up to the sales of a business do not need to use this software.

• Historical deal dynamics detailing pricing and financing as well as which parties worked on the transaction
• Initial screenign on public and private comparables
• Breadth of private companie details including descriptions, financials, etc.
• Ability to filter / sort and eventually export details on private companies

Incentivized

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• UpLead is one of the best B2B platforms available in the market which deals in offering the highest quality contacts and different companies’ data.
• It has the best and updated real-time email verification, having contacts worldwide, technology tracking, account-based marketing, and robust API.
• The integration of UpLead with other platforms is up to the mark. It allows users to integrate UpLead with other renowned software to have the best possible workspace to work on.

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Independently Invited by TrustRadius

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• 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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

• More data on small and start-up companies, but this situation is understandable.
• Collecting a long list of contacts, especially of overseas companies, can sometimes take a while as UpLead is verifying the data. But the wait is typically understandable and worth it.
• Sometimes I struggle with translating job functions in a foreign language, but this is easy to overcome.

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

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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 tool is robust, it's powerful, it's accurate, and it's extremely helpful and pivotal in my current banking sales role. I could not succeed without UpLead's accurate data and contact information. I'm thankful that such an incredible service exists at such a fair and reasonable price, thank you for the value that you provide your customers and thank you for making me a very successful salesman and wealthier man

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

Independently Invited by TrustRadius

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 like their support bot.

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did not participate

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

UpLead costs a bit more, but I found the data on UpLead to be well worth it in comparison and it was easier to transfer to our CRM (HubSpot). I like how they also provide useful API integration into UpLead and I hope they begin to offer more automation in the future.

we can give access to anyone interested

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

• It has allowed us to be more targeted in our sales campaigns.
• Great headhunting and market mapping data.
• We have been in a very difficult hiring market so it hasn't given me the ROI I would have hoped, but that isn't PitchBook's fault!

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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 haven't been using UpLead long but I have generated interest in our company with several large accounts. Each one of them can add several million in revenue to our company.
• A huge time saver is to be able to send out email blasts to potential clients I've downloaded from UpLead.
• Securing any one of the prospects I'm working on through UpLead can easily pay for the investment 10 times over.
• Most of the salespeople in our company are asking me where I'm getting my leads from.