Very helpful for private company data
October 27, 2025

Very helpful for private company data

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with PitchBook

We use it for weekly/daily alerts on our clients and also for general information gathering on clients. It's useful to check ahead of client calls to see where they're invested, who leads each deal, whether they're focused on platform deals or add-ons, and getting a sense of how large & active they are (particularly important for a lot of these MM firms that are less name brand).

Pros

  • Fund level data
  • Investment data
  • Industry reports

Cons

  • People data
  • Missing a lot of company data
  • Saves time on getting smart on clients (reduces that overall research time)
  • Help to better know my book of business
Super helpful and quick whenever I chat in
Sometimes the data is lacking for smaller investment firms or private companies, but most of the time it is there. We use it to better understand our client base (private investment firms).
The screener tool is not always the most intuitive. I find myself needing help creating the appropriate screen and filters.
We use MergerMarket as well, but I prefer PitchBook.

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?

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

Less appropriate for mapping the personal base at companies and firms, very appropriate for gathering fund level data.

PitchBook Feature Ratings

Public Company Data
6
Private Company Data
6
Industry and Sector Research
8
Industry-Specific Information
6
Independent Research Access
8
M&A Analysis
7
ESG Data
5
Credit Ratings Reports
4
Macroeconomic News
4
Search Tools
5

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