Usability of Pitchbook for Management Consultants
October 21, 2025

Usability of Pitchbook for Management Consultants

saksham Bhardwaj | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with PitchBook

Pitchbook is useful in competitor benchmarking, it's useful in finding revenues and deals made by an unlisted company, moreover you can also find the latest valuation at which they raised money and the name of the investors. Additionally, they have companies listed by industries and you can apply various filters including revenue size, HQ Location, industry, ownership, etc. to narrow down your list

Pros

  • Revenue
  • Ownership
  • Key People to reach out to
  • Deals (Acquisitions or funding)
  • If the company has been rebranded or not?

Cons

  • Revenue is outdated for some companies; 5 years old revenue doesn't help much
  • Ability to filter by company function, for example, there is no filter for GovTech
  • All revenue is automatically converted to USD, would be helpful to get the revenue in company's native currency
  • Used it for business development
  • Useful in finding Key People of large-scale PE firms
  • Time savings due to M&As and funding available
One time, we needed an exhaustive list of industries listed on Pitchbook and it's not publicly available, so we mailed the team, and they responded in an hour with a PDF of all listed industries.

Additionally, when you get pitchbook, one person from their team will reach out to you and explain how to use it
We use it to conduct research on competitors in a particular industry and for researching the deals that have taken place in that industry, pitchbook provides a filter for that. The quality of data on Deals executed is really thorough and top notch, but they don't have the revenue and listing for SMBs and the data is usually not available for SMBs
It stands true to what they advertise, it's useful in finding new acquisition opportunities, you can filter companies based on revenue and target only those companies that fall in your budget. The best part about pitchbook is their deals screener which provides an idea about the current valuation of the company. Deducted 2 points due to low availability of data for SMBs.
  • S&P Capital IQ and D&B Hoovers
Pitchbook is superior to both CapIQ and Hoovers as they provide correct and relevant information. Revenues available in capital IQ are outdated most of the times and D&B has modelled revenues which are long way off the mark a lot of times. While D&B is better for SMBs, pitchbook trumps it when it comes to large and medium companies

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

S&P Capital IQ, D&B Hoovers, Qualtrics XM for Strategy and Research
Pitchbook is excellent in providing details for Medium to Large scale companies and we use it specifically for that purpose. For SMBs, D&B Hoover does a better job in listing them and modelling revenues. Pitchbook can add modelled revenue, if trusted source of revenue is not available, additionally, finding the number of companies in a particular industry is not very intuitive

PitchBook Feature Ratings

Financial Research
7.4
Public Company Data
10
Private Company Data
5
Industry and Sector Research
10
Industry-Specific Information
8
Independent Research Access
3
M&A Analysis
9
ESG Data
6
Credit Ratings Reports
6
Macroeconomic News
7
Search Tools
10

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