PitchBook: Augment the quality of any client pitch book
Anonymous | TrustRadius Reviewer
April 04, 2016

PitchBook: Augment the quality of any client pitch book

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with PitchBook

The group I was in specialized in private capital markets and private placements, and needed a specialized source for accessing the latest available data on transactions in the market. PitchBook was used by my group as well as by other groups firmwide.

PitchBook helped us address the following problems:
-Limited sources of reliable information for private capital markets data
-Easily exportable datasets for use in custom analysis related to private capital markets activity
-Research on prospective investors based on investment history for purposes of investor targeting and transaction marketing
  • Voluminous and detailed datasets: PitchBook was a consistently reliable source of information on the most recent private capital markets transactions, as well as the key investors participating in said transactions.
  • Ease of use: PitchBook allowed for easy exporting of screens in Excel for use in our own analyses with minimal friction, and a robust interface ensured a sufficient level of granularity for conducting research.
  • Customer support: PitchBook customer support was extremely helpful and was frequently able to provide answers to any questions that arose.
  • Missing functionality: At times the ability to drill down further by transaction type and/or security was not available, and necessitated further data manipulation in Excel to arrive at the desired result.
PitchBook is more focused on private company statistics such as capital raised, industry focus, investor base analysis, and overall market activity. PitchBook has more robust capabilities in terms of allowing users to manipulate private markets data, but does not have the same level of public markets reporting functionality, and its Excel plugin is a bit limited in scope. Ultimately we chose PitchBook because it is a highly complementary data source to more established public data providers.
PitchBook is well suited for any group/firm interested in private equity, particularly those looking to market private placements as well as track overall levels of activity in the private capital markets. It appears they've since added further functionality around private-equity specific interests such as limited partners, fund performance, etc. PitchBook is less useful for tracking standard market data such as pricing publicly-traded securities or tracking M&A transactions, as more robust alternatives exist.