PitchBook

Score8.5 out of 10

188 Reviews and Ratings

What is PitchBook?

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.

Categories & Use Cases

Media

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.

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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.

Private Company Data
The ability to access fundamentals, earnings, or other information for companies that are not publicly listed
Category average: 6.1
M&A Analysis
The quality and completeness of mergers and acquisitions filings, news, rumors, etc.
Category average: 8
Search Tools
The quality and effectiveness of tools to help locate specific and relevant information within the platform
Category average: 8.3

Supply Chain Data
The quality and completeness of information on how a company sources its materials and other production resources
Category average: 7.3
ESG Data
The quality and completeness of data on Environmental, Social, and Governance practices
Category average: 6.3
Credit Ratings Reports
The quality and completeness of information on corporate credit ratings
Category average: 6.3

Most Frequent Users

Top 3 industries using PitchBook.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Finance and Insurance

35.4%

544 installations of 1,538

“Generally, we work with the assumption that the quality is good. In most cases, we haven't come across any major significant issues in data quality but we also dont have comparable data sources to cross check.”
— Associate, Anterra Capital (Small Businesses)

#2 most frequent

Professional, Scientific, and Technical Services

16.8%

258 installations of 1,538

“Revenue”
— Associate, EY-Parthenon (Enterprises)

#3 most frequent

Information

7.1%

109 installations of 1,538

Pros

Extensive private company and deal data
Comprehensive market intelligence
Efficient research and analysis tools

Cons

Inconsistent data accuracy and completeness for smaller entities
Outdated contact and financial information
Limited and complex search and filtering capabilities

Rob Stewart View profile

Director - Impact Investing at Melville Douglas Investment Management (51-200 employees)

Use Cases and Deployment Scope

To access equity research, view key company financial metrics, access earnings transcripts, and access the latest company news. The product allows for key research, financials, news, and company information all in one easy to use place, providing the appropriate information in an efficient manner. The scope of my use case is to assess the financial quality and viability of an investment or potential investment.

Pros

Morningstar equity research portal
Detailed company financials and ratios
Detailed company information

Cons

More flexibility and options for screening companies on financial and non-financial metrics
More readily accessible news articles on companies since many of the articles require a subscription to access
Use AI to generate a detailed summary of all the news articles relating to a company’s most recent earnings, and then publish the summary

Return on Investment

Time saving by having access to company earnings announcements and transcripts
Improved business decisions through being able to screen companies on key financial data
Improved confidence in investment decisions based on the equity research and the company MOAT characteristics

Usability

Alternatives Considered

FactSet Workstation and Bloomberg Terminal

Other Software Used

FactSet Workstation, Bloomberg Terminal

Conal Gallagher View profile

Analyst in Corporate at clearwater (51-200 employees)

Use Cases and Deployment Scope

m&a research, valuations, precedents comps and intel

Pros

good for public listed business info
good for m&a data
good market insight reports

Cons

worse for smaller businesses
often missing ebitda multiples for deals
private uk businsess data isnt always available

Return on Investment

saved time in terms of producitivty from user friendly
more accurate valuation helps to win mandates
discovery of small businesses using 'similar companies' tool can help find new mandates

Usability

Alternatives Considered

FAME, S&P Capital IQ and MergerWare

Other Software Used

FAME, S&P Capital IQ

Conal Gallagher

Senior associate in Professional Services at Clearwater (51-200 employees)

Use Cases and Deployment Scope

Datapoints on listed companies for valuation purposes. Identifying peer groups in specific industries for m&a pitches and winning mandates. Deal origination and identifying / pulling data on uk private businesses

Pros

Very user friendly
24 hour support is good
Account management at our company level is great

Cons

Better coverage of smaller uk businesses would be ideal
The excel plug-ins could be easier / better usage
I can find it difficult to pull the valuation metrics for transactions where other data sources have it available

Return on Investment

Time saving rather than pull data from different sources
Quality / reliability of data
Accuracy of listed comp valuations

Usability

Alternatives Considered

S&P Capital IQ

Other Software Used

Excel Chart Animation, UpSlide

Verified User

Strategist in Finance and Accounting (10,001+ employees)

Use Cases and Deployment Scope

We use PitchBook to access market research across the spectrum of private equity (venture capital and buyout) and, to a lesser extent, private credit. We are a public asset manager, so many of the typical public market data providers we utilize have gaps when it comes to private markets. The research reports PitchBook publishes are instrumental in helping us craft our house opinions on key market trends and using data to support strategic decision-making.

Pros

Their quarterly private equity market roundups
Analyst notes on key market trends in PE (Ex: continuation funds)
Their evergreen fund landscape report is very well written and perhaps the gold standard in the industry for key data in that market segment

Cons

I believe PitchBook could do a better job integrating evergreen solutions into their database alongside traditional closed end funds. It would be nice to isolate that universe for data analytics and screening purposes.

Return on Investment

It has been a timely and trusted source of private markets data. We use this data for our annual private equity outlook and midyear PE update, which are thought leadership pieces we publish for external client use.

Usability

Alternatives Considered

Preqin

Other Software Used

Preqin

Verified User

Analyst in Finance and Accounting (11-50 employees)

Use Cases and Deployment Scope

We use PitchBook to identify potential investors in our syndicated real estate deals. PitchBook helps us find contact information and identify potential clients who have intentionally obscured their internet presence. For these clients, sometimes the fact that you have found them at all helps solidify your credibility as an investment sponsor. In addition to this, we use PitchBook data to vet possible tenants who may be in the market to lease commercial space - having accurate financials easily and accurately aggregated for me without having to comb through SEC filings (or rely on inaccurate AI summaries generated by search engines) helps me do my job more efficiently and provide the best information the first time I need to.

Pros

Excellent UI and intuitive website/iOS app
Continual sourcing of quality leads
Transparent pricing without pay-per-contact structure

Cons

Routine testing to ensure email addresses are currently active
Better flexibility for real estate-oriented searches

Return on Investment

PitchBook has helped us source somewhere between $5MM - 10MM in equity for relatively risky real estate investments, which is a feat for anyone (even with an established investor base).
PitchBook helped me identify contact information for groups or individuals which seemed impossible to find otherwise. Significantly helped me reduce time spent clicking through random websites online hoping to get lucky.

PitchBook

What is PitchBook?

Categories & Use Cases

Media

PitchBook Key Features

Top Performing Features

Private Company Data

M&A Analysis

Search Tools

Areas for Improvement

Supply Chain Data

ESG Data

Credit Ratings Reports

Who Buys & Uses PitchBook

Most Frequent Users

Finance and Insurance

Professional, Scientific, and Technical Services

Information

Most Frequent Users

Small Businesses

Mid-sized Companies

Enterprises

Most Frequent Users

United States of America

United Kingdom of Great Britain and Northern Ireland

Canada

Most Frequent Users

Finance

Marketing

Engineering

PitchBook Reviews

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Alternatives Considered

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Alternatives Considered

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PitchBook Alternatives