A great resource to understand clients and potential clients
December 15, 2025

A great resource to understand clients and potential clients

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

Overall Satisfaction with PitchBook

I often use PitchBook to help me understand the business and background of companies before I meet with their teams. It is a great resource for information regarding where they sit vis-a-vis competitors and where they are in their growth strategy.

Pros

  • Analysis of past and current funding rounds
  • Description of key executives and board members
  • Comparison of the company to its competitors
  • Relevant news and updates

Cons

  • More summaries of the company's line of business
  • Links to recent news about the company or news that is relevant to the company's industry
  • Connections between the company's executives and board members and other relevant companies in the same industry
  • PitchBook helps me ask better, more thoughtful questions of clients
  • It helps me understand the competitive landscape the company faces
  • It improves my ability to spot connections across my network
I have not interacted with customer service as our membership is managed at the firm level.
We utilize PitchBook to better understand our clients, to tailor our promotional materials to the specific context and trajectory of the client, and to analyze connections that may exist across clients, especially at the executive and board levels.
I consider PitchBook to be one of the most valuable resources to help me understand clients' and potential clients' growth trajectories. I consult it before other resources in order to give me context surrounding a company and identify opportunities for connections.

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

I always recommend to my team that before meeting an executive of any new client they request a PitchBook report and use it to learn as much as possible in advance.

PitchBook Feature Ratings

Financial Research
7.1
Public Company Data
8
Private Company Data
8
Industry and Sector Research
7
Industry-Specific Information
5
Independent Research Access
7
M&A Analysis
8
Supply Chain Data
7
ESG Data
Not Rated
Credit Ratings Reports
Not Rated
Macroeconomic News
Not Rated
Search Tools
Not Rated

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