PitchBook

Score8.2 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

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.

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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Macroeconomic News
The quality and completeness of news and information about current macroeconomic events and trends
Category average: 7.6
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: 5.9

Search Tools
The quality and effectiveness of tools to help locate specific and relevant information within the platform
Category average: 8.4
Private Company Data
The ability to access fundamentals, earnings, or other information for companies that are not publicly listed
Category average: 5.2
Independent Research Access
The ability to access third-party analyses, e.g., Morningstar reports
Category average: 8.2

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Revenue is outdated for some companies; 5 years old revenue doesn't help much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

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

Verified User

Director in Professional Services (11-50 employees employees)

Use Cases and Deployment Scope

Pitchbook is used in my organisation to review Venture fundraising activity in specific sectors. Pitchbook allows us to easily identify the transactions that have publicly available information and use this to generate benchmarks for our clients.

Pros

Venture Financing Information
Similar Company Analysis
Financing and deal trends

Cons

Improved coverage of ex-US jurisdictions for financial information
Company classification can be hit-and-miss depending on the analyst that has tagged the company
The search function could be honed to improve clarity on how the search is being performed (ie. it is not always clear how the AND and OR functions are acting)

Return on Investment

Time Savings
Improved business outcomes and project wins
Enhanced proposals and industry information

Usability

Alternatives Considered

DealRoom

Other Software Used

Microsoft 365, Evaluate, Cortellis, S&P Capital IQ

Verified User

Employee (5001-10,000 employees employees)

Use Cases and Deployment Scope

PitchBook is a great took that I use on a daily basis to support our different sectors in North America for lead generation and also to find details on company profiles to understand more about the business and to connect with the right decision makers.

Pros

Lead generation
Company profiles
Customer service

Cons

More filtering options would be good to have.

Return on Investment

Time saving
ROI
Business decisions

Usability

Alternatives Considered

S&P Capital IQ

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

Reviews

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Other Software Used

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Other Software Used

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Other Software Used

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Other Software Used

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