PitchBook

Score8.7 out of 10

181 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.

Private Company Data
The ability to access fundamentals, earnings, or other information for companies that are not publicly listed
Category average: 6.2
Search Tools
The quality and effectiveness of tools to help locate specific and relevant information within the platform
Category average: 8.4
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: 8.1

Macroeconomic News
The quality and completeness of news and information about current macroeconomic events and trends
Category average: 8
ESG Data
The quality and completeness of data on Environmental, Social, and Governance practices
Category average: 6.4
Credit Ratings Reports
The quality and completeness of information on corporate credit ratings
Category average: 6.4

#1 most frequent

Finance and Insurance

39.6%

468 installations of 1,182

“In my work activities I perform venture capital analysis, deal sourcing, and evaluation of early-stage technology companies.”
— INvestment Manager, ENEA Tech Biomedical (11-50 employees)

#2 most frequent

Professional, Scientific, and Technical Services

19.1%

226 installations of 1,182

“Time savings due to M&As and funding available”
— Associate, EY-Parthenon (10,001+ employees)

#3 most frequent

Manufacturing

7.7%

91 installations of 1,182

Ray Nicholls

Founder in Corporate at Pitch Hill Partners (1-10 employees employees)

Use Cases and Deployment Scope

In our business we need to have access to all of the current market information, and also the people that are making that market work.
On a daily basis we review deal activity, market trends and also reports that are produced that our audience might find useful. Keeping our sales narrative fresh and interesting.
PitchBook levels the playing field for young disruptive independent businesses like ours.

Pros

Accurate and detailed deal descriptions
The ability to compare similar businesses in a given market
Full exec board visibility
Access to financials
News articles

Cons

It would be useful to search by service provider i.e. lawyers or corporate finance advisors by sector/date/deal size
The pricing is high
Contact data could be better

Return on Investment

It has allowed us to be more targeted in our sales campaigns.
Great headhunting and market mapping data.
We have been in a very difficult hiring market so it hasn't given me the ROI I would have hoped, but that isn't PitchBook's fault!

Usability

Alternatives Considered

Crunchbase and Beauhurst

Other Software Used

HubSpot CRM, MailerLite, Voyager Infinity Recruitment Software, Metaview.ai, LinkedIn Recruiter

Conal Gallagher

Senior associate in Professional Services at Clearwater (51-200 employees employees)

Use Cases and Deployment Scope

Datapoints on listed companies for valuation purposes. Identifying peer groups in specific industries for m&a pitches and winning mandates. Deal origination and identifying / pulling data on uk private businesses

Pros

Very user friendly
24 hour support is good
Account management at our company level is great

Cons

Better coverage of smaller uk businesses would be ideal
The excel plug-ins could be easier / better usage
I can find it difficult to pull the valuation metrics for transactions where other data sources have it available

Return on Investment

Time saving rather than pull data from different sources
Quality / reliability of data
Accuracy of listed comp valuations

Usability

Alternatives Considered

S&P Capital IQ

Other Software Used

Excel Chart Animation, UpSlide

Vitantonio Santoro View profile

GP in Finance and Accounting at Atlas SGR (1-10 employees employees)

Use Cases and Deployment Scope

We use PitchBook to assess comparable transaction in VC deals, we use it to check the fundraising status of several startups, we use it to evaluate performances of other co-investors and we use it to map new startups coming from relevant accelerator program. Sometime we use it to check the founders of other startups

Pros

Data coverage

Cons

Quality of the data
Startup classification

Usability

Rob Stewart View profile

Director - Impact Investing at Melville Douglas Investment Management (51-200 employees employees)

Use Cases and Deployment Scope

To access equity research, view key company financial metrics, access earnings transcripts, and access the latest company news. The product allows for key research, financials, news, and company information all in one easy to use place, providing the appropriate information in an efficient manner. The scope of my use case is to assess the financial quality and viability of an investment or potential investment.

Pros

Morningstar equity research portal
Detailed company financials and ratios
Detailed company information

Cons

More flexibility and options for screening companies on financial and non-financial metrics
More readily accessible news articles on companies since many of the articles require a subscription to access
Use AI to generate a detailed summary of all the news articles relating to a company’s most recent earnings, and then publish the summary

Return on Investment

Time saving by having access to company earnings announcements and transcripts
Improved business decisions through being able to screen companies on key financial data
Improved confidence in investment decisions based on the equity research and the company MOAT characteristics

Usability

Alternatives Considered

FactSet Workstation and Bloomberg Terminal

Other Software Used

FactSet Workstation, Bloomberg Terminal

Reuben Saint Juste View profile

Investment Analyst in Finance and Accounting at HIMCO (201-500 employees employees)

Use Cases and Deployment Scope

Pitchbook is great at tracking fund performance for our private investments in the fund finance sector. I was able to create news alerts, build workspaces and more. Pitchbook helps maintain efficiency in data analysis and tracking.

Pros

Track Fund Performance
Industry news and trends
Research

Cons

Tracking certain specific types of loans
PE NAV Lending Tracking
PE Subscription Facility Tracking

Return on Investment

Time Saved
Research Analysis
Performance Reporting

Usability

Other Software Used

BlackRock Aladdin, S&P Capital IQ, Tableau Cloud

PitchBook

What is PitchBook?

Categories & Use Cases

Media

PitchBook Key Features

Top Performing Features

Private Company Data

Search Tools

Industry-Specific Information

Areas for Improvement

Macroeconomic News

ESG Data

Credit Ratings Reports

Most Frequent Users

Finance and Insurance

Professional, Scientific, and Technical Services

Manufacturing

PitchBook Reviews

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Alternatives Considered

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Use Cases and Deployment Scope

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

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Return on Investment

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Other Software Used

PitchBook Alternatives