Boutique IB Firm Review

I use Pitchbook to pull public company information for comps analysis. I also pull financial information, which has improved significantly over the years that I have used Pitchbook across organizations. I also use the platform for investor research for sell-side transactions. Another incredibly powerful tool that I recently discovered is extracting lists of co-investors when looking at a specific investor. Although it is limited to VCs, I think its great especially when I have identified an investor that is considered a top tier investor (likely to be interested) for a mandate.

Finally, the part that I use the most is the excel plug-in. This is huge to streamline work. However! I am running into issues where this plug-in is significantly slowing down excel. Even switching between excel windows causes a massive lag which in investment banking, leads to a lot of time drained.

Our firm uses Pitchbook primarily to source and qualify potential investors for sell-side mandates. We rely on its private market data to understand fund strategies, check prior deal activity, and map relevant portfolio exposure. Overall, the data quality holds up well for screening and directional analysis, though we routinely verify details through firm websites and direct outreach.