PitchBook Reviews and Ratings

Use Cases and Deployment Scope

Sales uses it to prep for sales meetings and prospecting. Rev Ops uses it to identify TAM. PitchBook is excellent at giving high level firmographic information on PE firms. Its great to see how active they have been and where they are in their fund history.

Likelihood to Recommend

I work in sales to PE firms. PitchBook is the gold standard for PE information, but ultimately the information I look at most is AUM, # of investment professionals, deals per year. All the information on the top of the profile. Getting alerts for add on deals isnt that helpful. Alerts on new hires, news mentions, conference attendance, interviews, podcasts. All of that is more personal, than doing a deal.

Its also expensive relative for the very limited way that we use the tool. Still worth it but thats why its not a 10 for us specifically.

Use Cases and Deployment Scope

We use it to understand the private market offerings in the market, including what asset managers, funds, and asset classes. We also use it to gather information about the general market across private equity, private credit, real estate and infrastructure.

It is also a good way to understand portfolios of investors we are looking to pitch for, where there is limited knowledge of the managers in the general domain.

Likelihood to Recommend

Good for understanding which managers exist in each asset class.

Not great at getting useful information we can do full analysis on.

Use Cases and Deployment Scope

We use PitchBook to gather private company data and also to do screens for things such as: specific investor types, transactions, investments, private companies, etc. We also use PitchBook to get contacts and contact emails for when we launch outreach.

Likelihood to Recommend

Access to private company data is really the most useful aspect. If we want to do BD or find a new universe of potential buyers, that is where I see the value. Less appropriate when you are looking for public company information as I find the other sources are more useful on that front

Use Cases and Deployment Scope

Our team primarily uses PitchBook when preparing company profile reports, as it already contains most of the information we need. In particular, the platform’s comprehensive financial data is extremely valuable. It helps us quickly access company overviews, ownership details, funding history, and key financial metrics, which significantly reduces manual research time.

Likelihood to Recommend

PitchBook is well suited for users who need comprehensive and consolidated company information. It serves as a one-stop shop for accessing financials, ownership structure, key executives, valuation data, and deal history. For example, when our team prepares company profile reports, PitchBook allows us to gather all essential details in one platform instead of checking multiple sources manually. It is also very useful when validating financial information or cross-checking data points for accuracy.

Use Cases and Deployment Scope

I use PitchBook to identify and due diligence potential new clients. Really focused on new business development, critical fundraising/ownership/decision makers info and for stay current on news.

Likelihood to Recommend

Business development and new company prospecting with accurate contact info. Could better with the presales planning and offering tools like SalesNavigator does to help isolate decision makers and entry points into the companies (i.e. mutual connections on LinkedIn).

Use Cases and Deployment Scope

We use PitchBook for various reasons including screening for M&A transactions, learning more about Private Equity firms (specifically fund size, contacts, portfolio, and investment criteria), and researching companies that may be a potential buyer to competitor to the client we are advising in an M&A transaction. Additionally, we use PitchBook to evaluate monthly deal volumes by geography and industry.

Likelihood to Recommend

PitchBook is well-suited to screen for M&A activity and who is buying these assets. It quickly lets me know the number and timing of M&A transactions in a specific industry and has nice features which allow me to customize the list. PitchBook could improve by improving their data and filter options for Private Equity firm portfolio companies. We often make "buyer strips" which highlight relevant portfolio companies a PE firm may have. It often takes awhile to sort through which companies are most accurate.

Use Cases and Deployment Scope

Pitchbook is great at tracking fund performance for our private investments in the fund finance sector. I was able to create news alerts, build workspaces and more. Pitchbook helps maintain efficiency in data analysis and tracking.

Likelihood to Recommend

State of the art research, great news, and capability to build workspaces in-house.

Use Cases and Deployment Scope

I use PitchBook to research stupid startups. Its predicted success closure % score and its deal history information are particularly useful.

Likelihood to Recommend

Very useful in evaluating startups

Use Cases and Deployment Scope

Primarily use Pitchbook for our quarterly valuations, finding deal history of a business, assessing who are investors, lenders, capital providers, service providers, or bankers in a certain space, and finding competitors to the business we're looking at. Likewise, we use it to help us narrow in on valuations for new deals.

Likelihood to Recommend

PitchBook is useful for high-level market mapping, basic comparable sets, and quick checks on ownership or fundraising history. However, data can be stale, incomplete, or inconsistent, making it less reliable for detailed diligence, operational insights, or sizing niche sectors. For anything requiring accuracy or depth, primary research and company-provided materials are still necessary.

Use Cases and Deployment Scope

Deal analysis - looking for comparable transactions and comparable companies, as well as market data for comparable companies

Company research - looking into backgrounds, descriptions, etc for various companies

Valuation work - unique ability to quickly find valuation, funding details (last round raised, historical raise, investors etc)

Research into various funds and their LPs

Likelihood to Recommend

As a VC investor, I frequently look into private companies and their fundraising history to get a sense for their raise amounts and Pitchbook is likely the best platform for that. I work in biotech/pharma so I look into clinical trial stage data - would be helpful to get more granularity on the phase of development (Phase 3 -> Phase 2/3 ongoing)