#1 most frequent
United States of America
69.5%758 installations of 1,090
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
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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.
Top Performing Features
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
Areas for Improvement
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
Who Buys & Uses PitchBook
#1 most frequent
Finance and Insurance
41.0%448 installations of 1,094
“The Quality of the data is mainly good however some of the private company data could be more up to date.”
#2 most frequent
Professional, Scientific, and Technical Services
20.0%219 installations of 1,094
#3 most frequent
Manufacturing
8.7%95 installations of 1,094
#2 most frequent
Canada
5.9%64 installations of 1,090
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
5.3%58 installations of 1,090
Pros
- Comprehensive database of private company and funding data
- Robust research and analysis tools for report generation
- Effective organization and filtering capabilities for customized searches
Cons
- Inconsistent data accuracy and completeness for private company valuations and financials
- Desire for more advanced generative AI and improved search algorithms
- User interface and navigation could be more intuitive and less cluttered
Usability of Pitchbook for Management Consultants
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
PitchBook review
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
Using PitchBook to monitor fundraising
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
Contributes to cost saving by making our campaigns more targeted
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.
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
PitchBook A for Private Company Data
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
