PitchBook delivers extensive global capital markets data, CRM plugins, Excel/PowerPoint support, and mobile access. While the platform’s advanced features are slightly complex, it empowers investment professionals with timely insights, optimized workflows, and smooth CRM integration, leading to sustained growth.
PitchBook Specifications
Contact Management
Lead Management
Deal Pipeline Management
Customer Communication Tracking
What Is PitchBook?
PitchBook software provides comprehensive information on global capital markets, including private and public companies, investors, deals, mergers and acquisitions (M&A) activity, and fund performance. It supports professionals in venture capital, private equity, and investment banking by offering tools for deal sourcing, due diligence, fundraising, and market intelligence. The platform transforms complex financial data into actionable insights, enabling users to make informed business and investment decisions.
PitchBook Pricing
PitchBook Integrations
PitchBook integrates with:
- Microsoft Excel Software
- Microsoft PowerPoint Software
- Salesforce
Who Is PitchBook For?
PitchBook is suitable for the following industries:
- Private equity and venture capital professionals
- Investment bankers
- Corporate development teams
- Fund managers and limited partners
- Lenders
- Credit market analysts
- M&A teams
Is PitchBook Right For You?
PitchBook software is designed for professionals, investors, and lenders seeking reliable market intelligence across public, private, and credit markets. It offers CRM integration, API/data feeds, Excel and PowerPoint plugins, and mobile access, supporting workflows across fundraising, deal sourcing, due diligence, benchmarking, and asset allocation.
Still not sure if PitchBook is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
PitchBook Features
PitchBook provides comprehensive insights into private equity, venture capital, and M&A activity to help users understand capital flow and market shifts. The platform supports both macro and micro-level analysis, including valuations and comparative studies between sectors and public markets.
See How It WorksThe software empowers business development teams to discover new market opportunities and high-growth companies using private-market data. It helps identify emerging industries, expanding companies, and investors actively deploying capital.
See How It WorksThe platform optimizes deal sourcing by enabling users to filter companies based on criteria like valuation, funding history, and revenue. The platform supports the creation and management of target lists, with alerts for changes in key metrics and funding events.
See How It WorksThe system assists fund managers and limited partners by providing data-driven benchmarking and investor targeting tools. It allows users to create custom peer groups, analyze fund performance, and track investor preferences, mandates, and allocations.
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