A key tool in any investors arsenal
March 28, 2025

A key tool in any investors arsenal

Rich Julien | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PitchBook

Pitchbook is my go to resource for doing rapid background on companies from their basic information to their funding, leadership (including Boards), investors, and status.
In addition their market and segment analysis is always valuable and useful, especially for sharing with others who do not track this arena as closely as I do. This helps others understand macro trends as presented by recognized industry experts.
Finally, the ability that Pitchbook provides that allows me to track my own interest areas and perform analytics on it is invaluable to me as I create, refine, persist and share my own views on the domain.

Pros

  • Market, segment and domain analytical papers and reports.
  • Accurate and up to date information on companies and status.
  • Portfolio tracking via lists and saved data.
  • Detailed analytics

Cons

  • More data is better.
  • Better tracking of company leadership
  • Cleanup of data tools, the ability to select and grab data from within profiles for analysis would be nice.
  • Pitchbook is key for rapid initial analytics prior to engaging with companies or other investors.
  • Pitchbook is a key tool that supports our diligence efforts. It helps us to focus on areas of interest and/or concern.
  • I estimate that having Pitchbook saves us the cost of two support analysts who I would otherwise have to hire to provide this data to us.
Very proud of the fact that when we joined Pitchbook I stated to our account rep that I felt Pitchbook was missing an entire Market Segment in their analytics. Our account rep not only listened but put me in touch with the Analytics team.
After I explained my reasoning to them, and we discussed the rapidly growing market segment and its sharpening focus for investors, they took the feedback seriously and promised to look into it.
I am very proud that these discussions (and others that followed) led to the publication of the first Pitchbook Aerospace and Defense report, and to the creation of Aerospace and Defense as a tracked industry.
This is exceptional Customer Obsession!!

While the data within Pitchbook is not perfect (it is from publicly disclosed data), it is more than sufficient for conducting initial analysis and first level diligence on companies. When we actually dig into data rooms of companies and look at their books their are differences, but the majority are not that different to where the analytics and statistical models are significantly impacted.
I have used Pitchbook long enough that it is easy for me to navigate and find data that I am looking for. However, it can be confusing for others when I share information with them and they then try to find it within Pitchbook.
While the UI has definitely improved since I first started using Pitchbook, there is clearly room for further refinement and improvement.
The strength of Pitchbook is its consistency. While many of the competitors do one aspect better than Pitchbook, Pitchbook does each aspect I am looking for well. In other words, while Pitchbook might not be the #1 in a specific category, they are always at least #2 so that across all the functions I look for they score right at the top when I do comparisons.

Do you think PitchBook delivers good value for the price?

Yes

Are you happy with PitchBook's feature set?

Yes

Did PitchBook live up to sales and marketing promises?

Yes

Did implementation of PitchBook go as expected?

Yes

Would you buy PitchBook again?

Yes

If you are a serious and professional investor Pitchbook is an absolute must. The ability to rapidly access data critical to investor analysis and diligence is critical.
However, if you are just dabbling in this arena, then it is probably to heavy for your needs, and you would be better served by some of the other tools that provide the basic features that you need.

PitchBook Feature Ratings

Public Company Data
6
Private Company Data
10
Industry and Sector Research
8
Industry-Specific Information
9
Independent Research Access
8
M&A Analysis
7
Supply Chain Data
6
ESG Data
6
Credit Ratings Reports
7
Macroeconomic News
8
Search Tools
6

Comments

  • Sally Davis | TrustRadius Reviewer
    Thank you for your review Rich Were glad to hear PitchBook is a comprehensive tool that provides valuable insights quickly. We appreciate your feedback regarding data on company leadership and UI. We have flagged this feedback in our system. Thanks for being a PitchBook customer

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