BamSEC is a financial research tool designed to transform how the user can work with SEC filings and earnings transcripts.
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PitchBook
Score 8.1 out of 10
Small Businesses (1-50 employees)
PitchBook is a resource for data, research, and insights spanning the global capital markets. Founded in 2007 and acquired by Morningstar in 2016, PitchBook's data on the private and public markets helps business professionals discover and execute opportunities.
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Pricing
BamSEC
PitchBook
Editions & Modules
No answers on this topic
Enterprise
Custom Pricing
Offerings
Pricing Offerings
BamSEC
PitchBook
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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Community Pulse
BamSEC
PitchBook
Features
BamSEC
PitchBook
Financial Research
Comparison of Financial Research features of Product A and Product B
other than being essentially unusable on mobile/tablet, BamSec is second to none when it comes to efficiently searching through filings and transcripts. really like how it pre-sorts all a company's documents into PRs, 8-Ks, proxies, trancripts, 10-K/-Q, et cetera we also like that you can use screening function that enables searches across multiple companies or company lists
Sourcing of companies. Augmenting information about existing companies. MArket research, example AI for cyber security. Using the data for internal data purposes. Researching a particular market segment (example insuretech). You have had pieces on LP environment in the past that I have found to be very interesting as well. THank you
PitchBook provides a very comprehensive database of not just companies and investors but also M&A activity, financials, funds and LPs.
Pitchbook is multi-dimensional it how it can be used. For example, it can help to accomplish various business objectives, including deal sourcing, due diligence, private market intelligence and fundraising.
PitchBook has an easy-to-navigate user interface. It enables the user to quickly find the data and information that he or she needs.
Better use of Generative AI (At this point, I should be able to type in a natural language search and PitchBook should give me that answer without having to go through the old school search of checking boxes and setting parameters)
If possible, include preliminary data on un-funded startups, perhaps by scraping various non-financial filing records.
I personally love the organization structure of PitchBook. I think others like the UI of Crunchbase but I am not a fan of CB. It is too flashy. PitchBook gives you eveyrhign you need and makes it black and white. No need to flash up the data.
The overall support for PitchBook is about average. It is not excellent for two primary reasons. First, PitchBook can run slow from time to time, and I cannot copy and paste from the Chrome extension. I have found neither of those issues to be a function of the computer I am using. However, the PitchBook support team has proved helpful on several occasions.
not even comparable. Koyfin would take much much longer to feed new filings than BamSec the only place this beats BamSec is the mobile website, i really hope BamSec can get their act together on that front
We use Pitchbooks concurrently with HG and ZoomInfo Sales. Pitchbooks primarily brings the funding status and information to the table. However, it's company description that is available in the extract along with the revenue growth figures have also been useful when collating the data. It does not have as much contact information as Zoominfo nor the tech database that HG has but this was made clear when purchasing the solution.
I'll pull ~25 company descriptions on occassion instead of writing them myself. Each time I grab one of those I'm saving myself 2-3 minutes. Easily save an hour+ on this simple / repetitive task related to a daily / weekly work product.
If I want to understand other companies in the industry, PB's search function will save me from skimming the internet for hours. This can result in 4-7 hours of time savings across a more macro or industry-wide project.
Quickly finding who invested in an asset can save sometimes 30-45 minutes of searching the internet. While I wish it provided more details on the specific fund that invested (i.e., Fund IV), it provides sufficient direction for me to begin searching internal databases.
