PitchBook for Private Equity Sales
January 05, 2026

PitchBook for Private Equity Sales

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with PitchBook

Sales uses it to prep for sales meetings and prospecting. Rev Ops uses it to identify TAM. PitchBook is excellent at giving high level firmographic information on PE firms. Its great to see how active they have been and where they are in their fund history.

Pros

  • Shows accurate AUM of private equity firms
  • Consolidates all information from a PE firm website into a one place.
  • Gets alerts for new deals to give reason to reach out.

Cons

  • distill down information from relevant news articles about PE firms - deliver them as insights. Sort of like Linkedin Sales Navigator.
  • Better coinvestor feature. I want to be able to search better on co investors. Or see them ranked by the most common co investors. Its very helpful to see relationships between PE firms.
  • We have been able to accurately map our TAM and score our targets using PitchBooks data. This has been immensely helpful in terms of how we prioritize our time.
  • having PitchBook decreases the amount of time we spend prepping for sales calls by an hour per week.
The one time that i used to chat feature - the response time and help was amazing.
The data quality is very high for Private Equity firms. We use PitchBook to find high quality target prospects. It would be great if we could also have salesforce fields in PitchBook so i can see our internal data next to PitchBook data in the same place.
We mostly use it to search for investors one by one. We mostly use general search.
I have not used other tools for PE data.

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?

Yes

Did implementation of PitchBook go as expected?

Yes

Would you buy PitchBook again?

Yes

I work in sales to PE firms. PitchBook is the gold standard for PE information, but ultimately the information I look at most is AUM, # of investment professionals, deals per year. All the information on the top of the profile. Getting alerts for add on deals isnt that helpful. Alerts on new hires, news mentions, conference attendance, interviews, podcasts. All of that is more personal, than doing a deal.

Its also expensive relative for the very limited way that we use the tool. Still worth it but thats why its not a 10 for us specifically.

PitchBook Feature Ratings

Financial Research
7.5
Public Company Data
8
Private Company Data
9
Industry and Sector Research
9
Industry-Specific Information
7
Independent Research Access
6
M&A Analysis
9
Supply Chain Data
5
ESG Data
5
Credit Ratings Reports
10
Macroeconomic News
7
Search Tools
8

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