PitchBook

Frequently Asked Questions about PitchBook

Who are PitchBook?

PitchBook is a financial data and software company that provides comprehensive information on private and public equity markets, including venture capital, private equity, and M&A transactions. Founded in 2007, it aims to empower professionals in finance and investment with accurate data and analytics.

What are PitchBooks products?

PitchBook offers a robust platform that includes a comprehensive database of financial data, analytics tools, and research reports. Their primary product is the PitchBook Platform, which allows users to access detailed information on companies, investors, deals, and market trends.

What services do PitchBook offer?

PitchBook provides subscription-based access to its financial data platform, along with customer support, training sessions, and webinars to help users maximise the value of their services. Additionally, they offer tailored data solutions for businesses with specific needs.

What type of companies do PitchBooks products suit?

PitchBooks products are suitable for a wide range of companies, including investment firms, corporate finance teams, private equity and venture capital firms, investment banks, and corporate development departments looking for insights into market dynamics and investment opportunities.

How much does PitchBooks product cost?

The cost of PitchBooks services varies based on the subscription plan and the number of users. Pricing details are typically provided upon request, as they tailor their offerings to meet the specific needs of different clients.

Does PitchBook offer a free trial?

Yes, PitchBook offers a free trial for potential customers to explore their platform and understand its features before committing to a subscription.

What discounts does PitchBook offer on their products?

PitchBook occasionally provides discounts for long-term subscriptions or for educational institutions. It is advisable to contact their sales team for specific promotional offers and discounts.

Are there any hidden fees or additional costs with PitchBook?

PitchBooks pricing structure is generally transparent. However, additional costs may arise for custom data solutions or extra user accounts beyond the initial subscription plan. It is recommended to clarify any potential fees with their sales team.

Who uses PitchBooks products?

Users of PitchBooks products include analysts, investment professionals, corporate strategists, and other finance-related roles who require in-depth data and analysis on financial markets and investment opportunities.

What are the main features of PitchBooks products/services?

Main features of PitchBook include extensive financial databases, detailed company profiles, M&A and funding transaction tracking, advanced search capabilities, and analytical tools for market insights and trends.

How does PitchBook compare to its competitors?

PitchBook is often regarded as a leading platform in its field due to its comprehensive data coverage and user-friendly interface. While competitors like Preqin and CB Insights offer similar services, PitchBook is distinguished by its expansive database and customisation options.

Is PitchBooks platform easy to use?

Yes, PitchBooks platform is designed with user experience in mind, featuring an intuitive interface that allows users to navigate easily through data and tools. They also provide resources to help users get accustomed to the platform.

How easy is it to set up PitchBooks product or service?

Setting up PitchBooks product typically involves a straightforward onboarding process. Users receive guidance from the PitchBook team to ensure they can effectively utilise the platform from the outset.

Is PitchBook reliable?

PitchBook is known for its accuracy and reliability in providing financial data, backed by a dedicated research team that regularly updates and verifies the information within its platform.

Does PitchBook offer customer support?

Yes, PitchBook offers customer support through various channels, including email and phone. They also provide a knowledge base and training resources to assist users with inquiries and platform navigation.

How secure is PitchBookÕs platform?

PitchBook employs robust security measures to protect user data, including encryption, secure access protocols, and regular security audits to ensure compliance with industry standards.

Does PitchBook integrate with other tools or platforms?

Yes, PitchBook supports integration with various CRM systems and other financial tools, enhancing workflow efficiency for users who require seamless data synchronisation.

Can I use PitchBook on mobile devices?

Yes, PitchBook offers a mobile app that allows users to access its features and data on-the-go, making it convenient for professionals who need information while away from their desks.

What do users say about PitchBook?

Users generally praise PitchBook for its comprehensive data and user-friendly interface. However, some users have noted the cost as a consideration, especially for smaller firms.

What are the pros and cons of PitchBook?

Pros include a vast database, user-friendly interface, and excellent customer support. Cons may include the high subscription cost and potential learning curve for new users.

How can I purchase PitchBookÕs services?

Interested users can purchase PitchBookÕs services by visiting their website and contacting their sales team for a consultation and subscription options.

What is the cancellation or refund policy for PitchBook?

PitchBook typically operates on a subscription basis, and cancellations must be communicated before the renewal date. For specific details on their cancellation and refund policy, it is best to consult their customer service.

Who uses PitchBook?

PitchBook is used by investment professionals, corporate finance teams, private equity and venture capital firms, as well as academic institutions and researchers needing detailed financial data.

What are the common use cases for PitchBook?

Common use cases for PitchBook include market research, deal sourcing, due diligence, competitive analysis, and tracking industry trends in private and public equity markets.

Why choose PitchBook over other options?

Choosing PitchBook may be advantageous for those seeking a reliable and comprehensive financial data platform that offers extensive market insights and a user-friendly experience, along with excellent customer support.

How easy is it to set up PitchBook?

Setting up PitchBook is generally straightforward, with the onboarding process designed to help users quickly familiarise themselves with the platforms various features and functionalities.

Does PitchBook offer training or tutorials?

Yes, PitchBook provides training sessions, webinars, and tutorial resources to help users maximise the platforms capabilities and ensure they can effectively navigate its features.

What languages does PitchBook support?

PitchBook primarily supports English, but they may provide assistance or resources in other languages depending on user needs and regional operations.

What problems does PitchBook solve?

PitchBook solves the problem of accessing reliable and comprehensive financial data for investment professionals, helping them make informed decisions based on accurate market analysis and trends.

Is PitchBook worth the investment?

For professionals and firms that require in-depth financial data and analytics, PitchBook is often considered a worthwhile investment due to its extensive resources and insights that can enhance decision-making and strategic planning.