#1 most frequent
United States of America
69.5%758 installations of 1,090
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
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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.
Top Performing Features
Private Company Data
The ability to access fundamentals, earnings, or other information for companies that are not publicly listed
Category average: 6.2
Search Tools
The quality and effectiveness of tools to help locate specific and relevant information within the platform
Category average: 8.4
Industry-Specific Information
The quality and completeness of industry-specific information, e.g., the progress or success of clinical trials in the pharmaceutical industry
Category average: 8.1
Areas for Improvement
Macroeconomic News
The quality and completeness of news and information about current macroeconomic events and trends
Category average: 8.1
ESG Data
The quality and completeness of data on Environmental, Social, and Governance practices
Category average: 6.4
Credit Ratings Reports
The quality and completeness of information on corporate credit ratings
Category average: 6.4
Who Buys & Uses PitchBook
#1 most frequent
Finance and Insurance
41.0%448 installations of 1,094
“In my work activities I perform venture capital analysis, deal sourcing, and evaluation of early-stage technology companies.”
#2 most frequent
Professional, Scientific, and Technical Services
20.0%219 installations of 1,094
“Time savings due to M&As and funding available”
#3 most frequent
Manufacturing
8.7%95 installations of 1,094
#2 most frequent
Canada
5.9%64 installations of 1,090
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
5.3%58 installations of 1,090
Pros
- Comprehensive and accurate company and deal data for private markets
- Robust Excel plugin for data integration and automation
- Responsive and skilled customer support
Cons
- Data accuracy and completeness issues, particularly outdated or missing information
- Search and filtering capabilities can be challenging and unintuitive
- Lack of advanced AI integration for data discovery and analysis
PitchBook Review
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
Great tool for VC
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
Great product I am happy our management chose this over other competitors.
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
Very happy with PitchBook
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
Return on Investment
- We have saved time
- It has made it easier for our portfolio companies
- Research can now be done by one person
Usability
Other Software Used
Microsoft 365 Business Premium, QuickBooks Desktop Enterprise, Constant Contact
PitchBook for Niche Industries.
Use Cases and Deployment Scope
My department uses PitchBook to conduct competitive landscape research and analysis. We review key company news, updates, financial changes, and other relevant information to understand our competitors' moves. The scope of our use case is limited to a rudimentary understanding of M&A and other key business information that is typically handled by senior analysts.
Pros
- Documenting key business intelligence.
- Connecting the dots between competitors/buyers/similar.
- Providing breadcrumbs and insights that can be further researched.
- Detailed reports and predictions backed by industry evidence.
Cons
- Company updates are often missing.
- Company information can be missing entirely or is outdated.
- Some companies are mistakenly linked together.
Return on Investment
- Business decisions.
- Research objectives.
- Competitive landscaping.
