Last Updated
Overview
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.
Overall Rating
Based on 7 users reviews
4.3
Rating Distribution
Positive
86%
Neutral
14%
Negative
0%
Starting Price
Custom
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:
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
Private Market Intelligence
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.
Business Development
The 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.
Deal Sourcing
The 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.
Fundraising
The 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.
Pros And Cons of PitchBook
Pros
It provides extensive private and public market data
The software offers developer-friendly API/data feed and plugins
The platform’s Excel, PowerPoint, and browser extensions enable workflow integration
The system delivers dedicated customer support and analyst insights
Cons
It occasionally provides inaccurate results
The platform's advanced features are slightly complex
PitchBook Reviews
Total 7 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars43%
4
Stars43%
3
Stars14%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Excellent tool but needs better small business support”
Pros
I really appreciate the extensive network of companies they have in my industry. The filtering options make it super easy to find exactly the targets I'm looking for.
Cons
Doesnt have the structure needed to handle things effectively during crunch time.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
10
Functionality
7
Small Business, 11-50 employees
“Essential Investment Banking Reference Tool”
Pros
I really appreciate how simple this is to use and how thorough the information always is. The research stays current which is huge for me. Support team is incredibly friendly and genuinely helpful whenever I reach out. I am in here constantly throughout the day as its become essential to my workflow.
Cons
The yearly subscription cost is on the higher side. I really wish they offered a more affordable entry level option for smaller businesses like mine.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
10
Mid Market, 101-500 employees
“Highly Informative Tool”
Pros
The PE market reports are really easy to follow and understand. Really convenient!
Cons
Hard to move around and you cant recreate report data from the database. Preqin feels much more user friendly in comparison.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
6
Functionality
5
Frequently Asked Questions
Does PitchBook offer an API?
Yes, PitchBook does offer an API.
What language does PitchBook support?
PitchBook supports English language only.
Does PitchBook have a mobile app?
Yes, PitchBook does offer a mobile app.
Who are the typical users of PitchBook?
The typical users of PitchBook include private equity and venture capital professionals, investment bankers and corporate development teams, fund managers and limited partners, lenders, credit market analysts, and M&A teams.
What level of support does PitchBook offer?
PitchBook offers support through Blog, Webinars, Video Libraries, Press, and Customer Stories.
What other apps does PitchBook integrate with?
PitchBook integrates with Excel, PowerPoint, Salesforce, and Google.
What types of pricing plans does PitchBook offer?
PitchBook cost is available upon request. Get a customized PitchBook cost quotation tailored to your business requirements and budget.