Overview
ProductRatingMost Used ByProduct SummaryStarting Price
PitchBook
Score 8.6 out of 10
Small Businesses (1-50 employees)
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.N/A
YCharts
Score 9.4 out of 10
N/A
YCharts is an investment research platform from the company of the same name in Chicago, that drives smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals.N/A
Pricing
PitchBookYCharts
Editions & Modules
Enterprise
Custom Pricing
No answers on this topic
Offerings
Pricing Offerings
PitchBookYCharts
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
PitchBookYCharts
Features
PitchBookYCharts
Financial Research
Comparison of Financial Research features of Product A and Product B
PitchBook
6.5
45 Ratings
12% below category average
YCharts
10.0
1 Ratings
30% above category average
Private Company Data8.045 Ratings00 Ratings
Industry-Specific Information6.842 Ratings10.01 Ratings
Independent Research Access6.338 Ratings10.01 Ratings
M&A Analysis6.642 Ratings00 Ratings
Supply Chain Data5.321 Ratings00 Ratings
ESG Data5.726 Ratings10.01 Ratings
Credit Ratings Reports5.325 Ratings10.01 Ratings
Macroeconomic News6.434 Ratings10.01 Ratings
Search Tools7.639 Ratings10.01 Ratings
Best Alternatives
PitchBookYCharts
Small Businesses

No answers on this topic

No answers on this topic

Medium-sized Companies
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
Enterprises
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PitchBookYCharts
Likelihood to Recommend
8.8
(53 ratings)
10.0
(1 ratings)
Usability
8.2
(44 ratings)
-
(0 ratings)
Support Rating
7.0
(1 ratings)
-
(0 ratings)
User Testimonials
PitchBookYCharts
Likelihood to Recommend
PitchBook
Finding a list of largest PE buyout firms and breaking it down. There's some good categories to break data into which makes it useful for some searches, so for example if we were looking for European focused large PE firms, it can create a really strong list we can use, because the data is there.
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YCharts
I use YCharts to perform my client reviews. It helps me demonstrate the performance and decision making process. It helps me show the deep dive of investment selection, and clients can see the thought process that goes into investment decision making.
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Pros
PitchBook
  • PitchBook provides a very comprehensive database of not just companies and investors but also M&A activity, financials, funds and LPs.
  • Pitchbook is multi-dimensional it how it can be used. For example, it can help to accomplish various business objectives, including deal sourcing, due diligence, private market intelligence and fundraising.
  • PitchBook has an easy-to-navigate user interface. It enables the user to quickly find the data and information that he or she needs.
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YCharts
  • Reporting
  • Investment research
  • Review capabilities with clients
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Cons
PitchBook
  • more accurate information about valuation
  • If you can get PPS that would be amazing for further analysis
  • Send me alerts
  • I have had to change my profile quite frequently as it is in accurate so I imagine that is the case for others
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YCharts
  • Sandbox approach to models
  • Branding
  • Alacart reports
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Usability
PitchBook
The matching process is fairly simple and comprehensive. The search and filter functions are clear and easy to use. We are able to export all information so that we do not miss any details when consuming the information. The layout of the extracts is sensible and the data easy to consume.
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YCharts
No answers on this topic
Support Rating
PitchBook
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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YCharts
No answers on this topic
Alternatives Considered
PitchBook
Certain regards, such as comprehensiveness and ability to store and export searches and data related to searches PitchBook performs better than the above and remains our go to tool. However we also use DealRoom to supplement some of that data to ensure comprehensiveness and accuracy. Crunchbase appears less sophisticated and hence less relevant for us
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YCharts
No answers on this topic
Return on Investment
PitchBook
  • I'll pull ~25 company descriptions on occassion instead of writing them myself. Each time I grab one of those I'm saving myself 2-3 minutes. Easily save an hour+ on this simple / repetitive task related to a daily / weekly work product.
  • If I want to understand other companies in the industry, PB's search function will save me from skimming the internet for hours. This can result in 4-7 hours of time savings across a more macro or industry-wide project.
  • Quickly finding who invested in an asset can save sometimes 30-45 minutes of searching the internet. While I wish it provided more details on the specific fund that invested (i.e., Fund IV), it provides sufficient direction for me to begin searching internal databases.
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YCharts
  • Shows the high caliber of research by my firm
  • User interface is great
  • Research is amazing
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ScreenShots

PitchBook Screenshots

Screenshot of where PitchBook provides the critical insights needed to navigate complex decisions, from small asset allocation adjustments to multi-billion-dollar investments. PitchBook lets users stay informed on private and public market trends as well as company and deal updates specific to any focus.Screenshot of where to customize and visualize PitchBook data. Through the iOS or Android PitchBook app, users have the breadth and depth of private market data at their fingertips.