PitchBook

Score8.7 out of 10

183 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
Search Tools
The quality and effectiveness of tools to help locate specific and relevant information within the platform
Category average: 8.4
M&A Analysis
The quality and completeness of mergers and acquisitions filings, news, rumors, etc.
Category average: 7.8

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

41.1%

449 installations of 1,092

“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

#2 most frequent

Professional, Scientific, and Technical Services

20.1%

220 installations of 1,092

“Revenue”
— Associate, EY-Parthenon

#3 most frequent

Manufacturing

8.9%

97 installations of 1,092

Pros

Extensive private market data, including detailed company and deal information
Robust research and analysis tools for comparisons and custom screening
Responsive and expert customer support

Cons

Concerns about data accuracy and completeness, especially for automatically generated content
Outdated specific data points like contact information and revenue figures
Limited search functionality and filtering options for precise firm or service provider identification

Conal Gallagher View profile

Analyst in Corporate at clearwater (51-200 employees 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 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

Vitantonio Santoro View profile

GP in Finance and Accounting at Atlas SGR (1-10 employees employees)

Use Cases and Deployment Scope

We use PitchBook to assess comparable transaction in VC deals, we use it to check the fundraising status of several startups, we use it to evaluate performances of other co-investors and we use it to map new startups coming from relevant accelerator program. Sometime we use it to check the founders of other startups

Pros

Data coverage

Cons

Quality of the data
Startup classification

Usability

Verified User

Analyst in Quality Assurance (501-1000 employees employees)

Use Cases and Deployment Scope

We used to gather data on existing and previous companies that are currently operating. It's vital to know when companies are private or public, and when their initial public offerings (IPOs) occurred. In addition, filling in basic company information in our database. Lastly, there have been occasions when PitchBook has information about a person who may or may not have the LinkedIn profile we are looking for.

Pros

Company information.
Deals
Investor information.

Cons

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.

Return on Investment

Greatly increased my time efficiency.
Prefer using this over Crunchbase.
Many clients love having hard data helpful to their database.

Usability

Other Software Used

RocketReach, Crunchbase, LinkedIn Recruiter

Verified User

Administrator in Finance and Accounting (1-10 employees employees)

Use Cases and Deployment Scope

We are a family office with portfolio companies. We use PitchBook to research investors, competitors, etc., for ourselves and our portfolio companies.

Pros

Provides detailed information about most companies
Provides a great amount of information about private companies
Allows us to obtain specific investor information

Cons

Some of the information seems dated
We have recently added SSO so that we can use Claude and ChatGPT, this was something that was lacking
The valuation doesn't work for all companies

PitchBook

What is PitchBook?

Categories & Use Cases

Media

PitchBook Key Features

Top Performing Features

Private Company Data

Search Tools

M&A Analysis

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

Manufacturing

Most Frequent Users

Small Businesses

Mid-sized Companies

Enterprises

Most Frequent Users

United States of America

Canada

United Kingdom of Great Britain and Northern Ireland

Most Frequent Users

Finance

Marketing

Sales

PitchBook Reviews

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Use Cases and Deployment Scope

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Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Other Software Used

PitchBook Alternatives