Great for investment and deal tracking
May 09, 2025

Great for investment and deal tracking

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PitchBook

We use PitchBook in our Innovation team for scouting new companies and startups, new cleantech solutions, monitor partners and startups of interest, and get informed overall with the reports. I frequently use the Search & Lists tool, set up alerts for companies and industries of interest, and monitor specific market spaces in strategic geographies.

Pros

  • Large companies and investors database
  • Detailed information about companies, including contacts
  • Deal tracking

Cons

  • I miss TRUE AI features (not just LLM for searches - that doesn't even work well yet)
  • Sometimes I come across niche companies in the database that are out of business
  • I wish I could filter a list of companies by HQ region and not city (in lists where "modify search" is not an option, like Market Maps)
  • Time saving in searching for companies
  • Effectively helped to reach out to companies
  • Improved our internal cleantech database
PitchBook's team is always available for questions and meetings to explain how the product works and how to achieve our goals with the platform.
We utilize PitchBook to conduct searches on specific industries and companies that provide specific types of solutions. We also use it to find email contacts, track companies of interest, deals in the cleantech sector, and monitor startups activities. The search feature is robust, the data is usually relatively up-to-date and reliable.
The usability is very good. The platform is friendly, the lists of companies are highly customizable, and the search feature offers a comprehensive set of fields that allows narrowing down the list to the detail. I installed the Excel plugin, but didn't see much value on it, and never used again - I find it easier to just search on the platform and download the list of companies.
We also tried Foundernest (tried to include it in the list above but looks like it's not on TR's database). PitchBook has a better database and seach features, but Foundernest is AI tool to find similar companies and solutions that can be very useful and much more time effective than PitchBook's manual search.

Do you think PitchBook delivers good value for the price?

Not sure

Are you happy with PitchBook's feature set?

Yes

Did PitchBook live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of PitchBook go as expected?

I wasn't involved with the implementation phase

Would you buy PitchBook again?

Yes

PitchBook is a really good tool if you are an investor looking for opportunities or an analyst that needs market data for decision making. Probably not the best tool in the market if you're looking for promising startups in stealth more, but if your strategy includes investments in companies with more traction, you can easily and reliably use PitchBook for that search. Moderately good to find new solutions for business operations. Very useful if you need names and emails.

PitchBook Feature Ratings

Financial Research
9.0
Public Company Data
10
Private Company Data
9
Industry and Sector Research
9
Industry-Specific Information
6
Independent Research Access
9
M&A Analysis
10
Search Tools
10

Comments

  • Sally Davis | TrustRadius Reviewer
    Sally Davis
    (Vendor Representative) commented 6 months ago
    Thank you for your review Were glad to hear PitchBook has helped your team scout companies and stay informed on the market. We appreciate your feedback regarding data availability on stealth mode startups. We have flagged this feedback in our system. Thanks for being a PitchBook customer

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