PitchBook: Augment the quality of any client pitch book
April 04, 2016
PitchBook: Augment the quality of any client pitch book
Score 8 out of 10
Vetted Review
Verified User
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
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.
- Preqin and Capital IQ
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.