PitchBook

Score8.1 out of 10

70 Reviews and Ratings

What is PitchBook?

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.

Categories & Use Cases

Media

Screenshot of where PitchBook provides the critical insights needed to navigate complex decisions, from small asset allocation adjustments to multi-billion-dollar investments. PitchBook lets users stay informed on private and public market trends as well as company and deal updates specific to any focus.

Screenshot of where to customize and visualize PitchBook data. Through the iOS or Android PitchBook app, users have the breadth and depth of private market data at their fingertips.

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Screenshot of where PitchBook provides the critical insights needed to navigate complex decisions, from small asset allocation adjustments to multi-billion-dollar investments. PitchBook lets users stay informed on private and public market trends as well as company and deal updates specific to any focus.

Macroeconomic News
The quality and completeness of news and information about current macroeconomic events and trends
Category average: 7.5
Industry-Specific Information
The quality and completeness of industry-specific information, e.g., the progress or success of clinical trials in the pharmaceutical industry
Category average: 7.4
M&A Analysis
The quality and completeness of mergers and acquisitions filings, news, rumors, etc.
Category average: 5.8

Search Tools
The quality and effectiveness of tools to help locate specific and relevant information within the platform
Category average: 8.3
Private Company Data
The ability to access fundamentals, earnings, or other information for companies that are not publicly listed
Category average: 5.3
Independent Research Access
The ability to access third-party analyses, e.g., Morningstar reports
Category average: 8.3

#1 most frequent

Finance and Insurance

41.5%

464 installations of 1,119

“The Quality of the data is mainly good however some of the private company data could be more up to date.”
— Managing Director, Kensington Park Capital (11-50 employees)

#2 most frequent

Professional, Scientific, and Technical Services

19.8%

222 installations of 1,119

#3 most frequent

Manufacturing

7.7%

86 installations of 1,119

saksham Bhardwaj

Associate in Professional Services at EY-Parthenon (10,001+ employees employees)

Use Cases and Deployment Scope

Pitchbook is useful in competitor benchmarking, it's useful in finding revenues and deals made by an unlisted company, moreover you can also find the latest valuation at which they raised money and the name of the investors. Additionally, they have companies listed by industries and you can apply various filters including revenue size, HQ Location, industry, ownership, etc. to narrow down your list

Pros

Revenue
Ownership
Key People to reach out to
Deals (Acquisitions or funding)
If the company has been rebranded or not?

Cons

Revenue is outdated for some companies; 5 years old revenue doesn't help much
Ability to filter by company function, for example, there is no filter for GovTech
All revenue is automatically converted to USD, would be helpful to get the revenue in company's native currency

Return on Investment

Used it for business development
Useful in finding Key People of large-scale PE firms
Time savings due to M&As and funding available

Usability

Alternatives Considered

S&P Capital IQ and D&B Hoovers

Other Software Used

S&P Capital IQ, D&B Hoovers, Qualtrics XM for Strategy and Research

Ariel Leong View profile

Commercialization Fellow at JHTV (51-200 employees employees)

Use Cases and Deployment Scope

Searches for funds investing in certain spaces, searches for startups in certain spaces. Looking up the amount and kinds of funding startups have received. PitchBook is generally my first stop when looking up a company. Their customer service is very fast too.

Pros

customer service responsiveness
comprehensiveness; it has information on most companies I look at

Cons

market sizing, industry reports
improved searching for specific industries - I have to spend a lot of time crafting the right and/or combination of keywords
sometimes it has no information on a company

Return on Investment

More time efficient than looking up the information on other sources

Usability

Alternatives Considered

Bloomberg Terminal, AngelList Venture, CB Insights and Crunchbase

Other Software Used

Crunchbase, Gartner Peer Insights, S&P Capital IQ

Mike Arazyan View profile

Director in Information Technology at TD (10,001+ employees employees)

Use Cases and Deployment Scope

Monitoring fundraising activities of tech companies in Canada. Review alerts and Saved Searches weekly and sharing findings with my team.

Pros

Timely updating of fundraising
Shows historical fundraising data
Provides many other data points, news, contact details, legal name of the company and so much more

Cons

Easier way of downloading and sorting the data points
Providing more details on company valuations by applying various multiples based on relevant comparables

Return on Investment

Weekly reviewing of fundraising activity provides timely actionable items for our relationship team

Usability

Verified User

Manager (51-200 employees employees)

Use Cases and Deployment Scope

We run full funnel marketing campaigns on behalf major IT and Software vendors.
Part of the process is knowing how to prioritise accounts to target.
Several of the metrics we use to help us with this are Revenue Growth & Funding Status.
We also use the funding notes and company description provided to analyse the the top priorities within an account.
These data points are accumulated and contribute to a propensity score.
We also are able to use the funding status to find other IT Vendors for us to approach directly about new marketing campaigns.

Pros

Details Funding Information
Revenue Growth
Account Description
Account Classification

Cons

Company Revenue is often blank
Sometimes there's discrepancy between revenue and funding that doesn't make sense

Return on Investment

Contributes to cost saving by making our campaigns more targeted
Fit's happily in our data budget
Helps to pull in new clients for us to work on

Usability

Alternatives Considered

HG Insights Platform, ZoomInfo Sales, 6sense and Aberdeen

Other Software Used

HG Insights Platform, ZoomInfo Sales, Lusha

Verified User

Advisor in Finance and Accounting (51-200 employees employees)

Use Cases and Deployment Scope

It’s our go-to for quick valuation work... public comps, precedent transactions, deal multiples, and who paid what in similar situations. For market work, we track sector trends, build benchmarks, and slice the universe by size, geography, and business model. Screening is helpful: we can find a list of strategic and PE buyers, then grab real contact info (emails and phone numbers)

Pros

Private company data
customer support
Contact info

Cons

Data source
Verified contacts
Public market data

Return on Investment

This is impossible to quantify in our business. The data is excellent and I haven't seen a replacement

Usability

Alternatives Considered

AlphaSense, ZoomInfo Sales, RocketReach, S&P Capital IQ, FactSet Irwin, CB Insights and Crunchbase

Other Software Used

Dealogic, S&P Capital IQ, Global Database Sales & Marketing Platform

PitchBook

What is PitchBook?

Categories & Use Cases

Media

Key Features

Top Performing Features

Macroeconomic News

Industry-Specific Information

M&A Analysis

Areas for Improvement

Search Tools

Private Company Data

Independent Research Access

Most Frequent Users

Finance and Insurance

Professional, Scientific, and Technical Services

Manufacturing

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

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