at Financial Technnology Year
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PitchBook Platform from Pitchbook
Data and research platform focusing on private markets with detailed information on fund managers, strategies, performance metrics, team backgrounds, and portfolio companies, enabling pension funds to conduct thorough due diligence on private market investment managers.
Product analysis by function
Investment Opportunity Marketplaces for Deal Sourcing and Origination
Platforms connecting startups seeking funding with venture capital firms, providing standardized information formats and initial screening mechanisms.
More Investment Opportunity Marketplaces
More Deal Sourcing and Origination ...
Deal Discovery & Search
(10 Yes /11 Known /13 Possible features)
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Advanced Search & Filters Allows users to search and filter deals by sector, stage, geography, valuation, traction, and other parameters. |
PitchBook supports advanced search and filtering by sector, stage, valuation, and other parameters as highlighted on its platform feature overview. | |
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Saved Searches Enables users to save customized search criteria for quick access in the future. |
PitchBook allows users to save and manage custom search criteria (Saved Searches) based on product documentation. | |
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Automated Deal Alerts Platform notifies users automatically when new deals matching specified criteria are listed. |
PitchBook provides deal alert notifications when new deals matching user criteria are added. | |
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Deal Tagging Ability to tag and categorize deals for efficient organization and retrieval. |
Users can tag and categorize deals within PitchBook to organize workflow. | |
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AI-Driven Recommendations Uses AI or machine learning to suggest relevant deals based on user behavior or preferences. |
PitchBook employs AI-driven recommendation features for investors, according to marketing material. | |
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Keyword Search Full-text search capability within deal descriptions, team bios, etc. |
Full-text/keyword search is a core function in PitchBook for deal and company data. | |
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Saved Favorites Allows users to bookmark or favorite deals for future review or collaboration. |
PitchBook allows bookmarking deals as favorites for easy retrieval. | |
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Watchlists Users can track select deals/companies and receive updates on activity. |
PitchBook includes watchlist and list-tracking for particular deals and companies. | |
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Collaborative Search Spaces Allows teams or syndicates to search, share, and discuss deals collaboratively. |
Not as far as we are aware.* No indication of collaborative search workspaces or syndicate team collaboration directly on search in public documentation. | |
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Map-Based Discovery Displays deals geographically for location-driven discovery. |
PitchBook has map-based geographic discovery of deals. | |
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Filter by Syndicate/Lead Investor Find deals sponsored or led by particular funds, angels, or syndicates. |
Filter by lead investor and syndicate available in advanced search on PitchBook. | |
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Deal Trending Indicators Shows deals with rising interest or activity among other users. |
No information available | |
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Number of Filters Total number of selectable filters to refine and tailor searches. |
No information available |
Data Standardization & Quality
(9 Yes /9 Known /12 Possible features)
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Standard Deal Templates Deals presented using standardized information templates (e.g., team, traction, business model). |
Deal pages use a standardized format with team, deal, metrics, and financials. | |
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Automated Data Validation System checks and flags inconsistent, missing, or invalid data entries automatically. |
PitchBook platform highlights automatic checks for data completeness and alerts for missing information. | |
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Document Upload & Management Ability to upload and store key documents (pitch decks, financials) in standard formats. |
PitchBook users can upload and manage documents (pitch decks, reports) for deals. | |
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Integrated e-Signatures Digital signature integration for NDAs or term sheets. |
No information available | |
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Structured Q&A Template-driven Q&A sections with standardized topics for founders/VCs. |
Structured data request and Q&A workflow available for diligence through PitchBook. | |
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API Data Feeds Supports real-time data feeds for company data, cap tables, or KPIs. |
PitchBook offers API-based real-time data feeds in enterprise packages. | |
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Third-Party Data Enrichment Integrates with external data providers to enhance or verify company data. |
Third-party data enrichment/validation is a key feature (integration with external providers like LinkedIn, Morningstar). | |
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Audit Trail Maintains logs of data changes and accesses for compliance and transparency. |
No information available | |
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Founder/Company Profiles Rich, structured profiles with bios, LinkedIn, and references. |
Extensive founder/company profiles with bios, employment history, and references available on the platform. | |
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Traction Metrics Standardization Revenue, users, and growth metrics are reported using uniform definitions and intervals. |
PitchBook standardizes traction metrics reporting across deals (e.g., revenue, investments, growth). | |
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Team & Advisor Verification Ability to verify team identities and credentials (e.g., via LinkedIn, Clearbit). |
Verification of team members via third-party feeds and LinkedIn is supported. | |
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Field Completeness Indicator Shows what % of required fields are completed for each deal. |
No information available |
Screening & Scoring Tools
(4 Yes /5 Known /10 Possible features)
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Automated Deal Scoring System generates suitability scores for each deal using defined criteria (e.g., fit, traction, team). |
PitchBook automatically generates scores and ratings on deal suitability (Automated Deal Scoring). | |
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Customizable Scoring Models Investors can tweak the weighting of deal attributes to suit thesis. |
Not as far as we are aware.* No evidence of customizable scoring models by users. Scoring is system-generated. | |
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Human/AI Hybrid Screening Supports both automated and manual screening workflows. |
No information available | |
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Multi-Stage Screening Workflow Ability to assign deals to multiple screening stages (e.g., initial review, deep dive). |
No information available | |
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Red Flag Detection Highlights concerns such as missing data, adverse events, or conflicts. |
PitchBook flags missing data and unusual events in deal data. | |
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Screening Custom Checklists Investors can set checklists or qualifying questions per deal stage. |
No information available | |
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Automated Background Checks Background and reference checks can be run via third party integrations. |
Automated background and reference checks available through select integrations. | |
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Ranking & Prioritization Dashboard Visual dashboards for managing deal flow by score, priority, or stage. |
PitchBook dashboards allow ranking, filtering, and prioritizing deal flow. | |
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Screening Turnaround Time Average time taken for initial deal screening. |
No information available | |
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False Positive/Negative Rate Assesses screening efficacy by tracking incorrectly flagged deals. |
No information available |
Collaboration & Workflow
(5 Yes /6 Known /10 Possible features)
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Deal Sharing Ability to share deals securely with colleagues, partners, or LPs. |
Deal sheets/reports and profiles are shareable to internal and external parties (with permissions). | |
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Permissioned Access Controls Granular permissions for who can view, edit, or comment on deals. |
PitchBook provides permissioned access and custom sharing/publishing controls. | |
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Real-Time Messaging & Comments Threaded conversations on deals among team members or external collaborators. |
Not as far as we are aware.* Threaded, real-time comments or chat on deals is not called out in product documentation. | |
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Deal Rooms Virtual rooms for each deal to centralize documents, discussions, and tasks. |
Deal-specific pages and centralized data per opportunity. Some virtual data room coordination. | |
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Task Assignment & Tracking Assign, track, and manage tasks related to specific deals. |
No information available | |
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Calendar Integration Syncs deal milestones, meetings, and deadlines to calendars. |
Calendar integration with Outlook and Google Calendar is available. | |
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Approval Workflows Multi-level approval mechanisms for progressing deals. |
No information available | |
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Group Voting Allows team voting on progression or rejection of opportunities. |
No information available | |
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Deal Timeline Visualization Visual representation of deal progress and key events. |
Deal flow and timeline visualization is a reported feature. | |
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Number of Collaborators per Deal Maximum number of collaborators allowed per deal. |
No information available |
Due Diligence Support
(6 Yes /6 Known /10 Possible features)
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Due Diligence Checklists Pre-configured and customizable checklists for different deal types and stages. |
Due diligence checklist templates can be created and managed within PitchBook. | |
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Document Request & Management Automates requests for due diligence documents and organizes received files. |
Document management features allow diligence document requests and uploads. | |
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Data Room Integration Integration with secure data rooms for sensitive documents. |
No information available | |
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Integration with External Diligence Tools Connectivity to background, legal, or technical analysis services. |
Select integrations with external legal, compliance, and technical diligence services available. | |
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Customizable Reporting Templates Provides templates for investment memos and diligence reports. |
Custom reporting templates for investment memos and diligence reports can be configured. | |
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Red Flag Reporting Automated and manual reporting of identified diligence issues. |
Red flag reporting configurable for diligence workflows. | |
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Automated Reference Checks Requests and tracks founder and customer/reference checks through integrated tools. |
No information available | |
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Track Diligence Progress Visual dashboards showing completeness and outstanding items. |
Diligence progress dashboard and tracking for completeness is present. | |
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External Advisor Access Enables external experts to participate securely in diligence. |
No information available | |
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Time to Complete Diligence Tracks average/expected time to complete diligence per deal. |
No information available |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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CRM Integration Connects with leading CRM systems (Salesforce, Hubspot, Affinity) for data flow. |
PitchBook has CRM integrations (Salesforce, Hubspot, Affinity, etc.) | |
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API Access Provides robust APIs for data extraction, deal flow sync, or workflow automation. |
API access available for enterprise clients for extraction, syncing, and automation. | |
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Calendar Integration Synchronizes with Google, Outlook, or other calendar apps. |
Calendar integration with major providers is explicitly listed. | |
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Email Integration Links with email systems for deal notifications, communication, and updates. |
Email integration for communication and notifications is available. | |
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Slack/Messaging Integrations Ability to post deal updates directly to Slack or similar tools. |
No information available | |
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Document Storage Integration Connects to Box, Dropbox, Google Drive, etc. for document handling. |
Supports integration with document storage providers such as Box and Dropbox. | |
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Analytics & BI Tool Integration Integration with Tableau, Power BI, or similar for custom analytics. |
Integration with leading BI/analytics platforms marketed and referenced on their website. | |
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Syndicate/LP Portal Integration Lets syndicates or LPs access and review deal flow externally. |
Syndicate/LP external portal access available for sharing deal flow. | |
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Third-Party KYC/AML Integration Links with compliance solutions for background verification. |
Third-party KYC and AML verification integrations are offered. | |
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Number of Supported Integrations Count of native, out-of-the-box software integrations. |
No information available |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
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Responsive Web Design Optimized and consistent experience on all device types. |
PitchBook is fully web-based and responsive, supporting mobile/tablet/desktop layouts. | |
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Native Mobile App Availability of full-featured iOS/Android apps. |
Mobile app available for iOS and Android providing most core functions. | |
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Multi-Language Support User interface supports localization into multiple languages. |
No information available | |
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Accessibility Standards Compliance Follows WCAG/ADA accessibility best practices (screen reader, keyboard nav, etc.). |
No information available | |
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User Onboarding Tools Guided tours, training modules, and knowledge base. |
Guided onboarding, user tours, and an extensive knowledge base available online. | |
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Customizable Dashboards Users can configure dashboard views to match their workflow. |
Users can configure dashboard views with widgets for their workflow. | |
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Notifications & Alerts Customizable, real-time notifications on key events or changes. |
Notifications and alerts on deals, changes, and milestones are configurable. | |
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User Roles & Profiles Multiple user types each with tailored permissions and views. |
Multiple user types, custom profiles and permission sets are supported. | |
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Average Page Load Time Speed at which main dashboard or deal pages load. |
No information available | |
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Number of Supported Languages Total different languages available in the user interface. |
No information available |
Security & Compliance
(7 Yes /7 Known /10 Possible features)
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Data Encryption at Rest & in Transit Sensitive data is encrypted both in storage and when transmitted. |
Data encrypted at rest and in transit, explicitly listed in data security documentation. | |
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Multi-Factor Authentication Supports 2FA/MFA for user logins. |
PitchBook supports MFA/2FA for user logins as a security feature. | |
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Role-Based Access Controls Define access rights at granular (field/record) level. |
Granular role-based access controls available for restricting views and actions. | |
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SOC2/ISO Certification Provider is certified for industry standard security compliance. |
PitchBook holds SOC2 Type II certification for security. | |
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Data Residency Options Ability to choose country/territory for data storage to meet local laws. |
Enterprise customers can select country/region for data residency. | |
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Regular Penetration Testing Undergoes periodic penetration tests and provides results. |
No information available | |
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Audit Logging Comprehensive audit logs of user actions available. |
Comprehensive audit logs available for data compliance reasons. | |
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GDPR & CCPA Compliance Tools Tools for subject data access, deletion, and notification. |
GDPR and CCPA compliance features (subject data tools) are provided. | |
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DDoS Protection Built-in mechanisms to protect against attack attempts. |
No information available | |
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Incident Response Time Provider's SLA on detecting and responding to security incidents. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
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Deal Flow Metrics Tracks sourced, reviewed, and invested deals over time. |
PitchBook tracks deal sourcing, reviewing, and investing metrics for analytics. | |
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Custom Reports Builder Users can construct custom dashboards and reports. |
Users can build custom reports/dashboards from the platform. | |
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Export Options Reports and data can be exported in various formats. |
Export of reports/data is supported in several formats. | |
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Conversion Funnel Visualization Shows stage-by-stage deal progression and conversion rates. |
PitchBook visualizes pipeline progress and conversion with funnel analytics. | |
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Portfolio Analytics High-level tracking of portfolio composition and performance. |
Portfolio analytics and performance tracking available. | |
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Time on Market Metrics Track days from deal listing to closure. |
Time-on-market metrics are part of PitchBook analytics suite. | |
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Benchmark Data Comparison Compares deal or portfolio metrics to industry benchmarks. |
Benchmarking with industry data is a key value proposition of PitchBook. | |
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Number of Pre-Built Reports Total pre-configured report templates available. |
No information available | |
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Report Generation Time Average time taken to generate a standard report. |
No information available | |
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Custom Field Support Ability to add and analyze user-defined custom fields. |
PitchBook supports adding custom fields and conducting custom analysis. |
Platform Coverage & Ecosystem
(6 Yes /6 Known /10 Possible features)
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Number of Active Deals How many open deals are currently listed at any time. |
No information available | |
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Startup Diversity Coverage of industries, geographies, stages, and demographics. |
Wide industry, geographic, and stage coverage (diversity) cited in PitchBook marketing. | |
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Investor Network Size Number of verified VC/investor users on the platform. |
No information available | |
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Vetted Advisors & Experts On-platform access to trusted diligence or operating partners. |
Network includes vetted advisors and sector experts accessible for diligence. | |
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Event Hosting & Networking Host and discover virtual or in-person pitch events and webinars. |
Virtual and in-person event hosting and deal webinars are run on the platform. | |
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Marketplace Liquidity Typical time for deals to attract leads or engagement. |
No information available | |
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Syndicate/Angel Investor Participation Ability for syndicates or angels to proactively lead or participate. |
Syndicates, angels, and VCs can lead and participate in deals tracked on PitchBook. | |
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Cross-Border Deal Support Platform supports international deals and legal/compliance needs. |
Cross-border deals, international companies, and relevant legal/compliance data are supported. | |
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Alumni or Portfolio Management Ongoing tracking and engagement with past deals/investments. |
PitchBook tracks portfolio company activity and alumni investments. | |
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Ecosystem Partner Integrations Native integration with law firms, banks, service providers, etc. |
No information available |
Pricing, Billing, & Support
(8 Yes /8 Known /10 Possible features)
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Transparent Pricing Clear, published pricing tiers with no hidden fees. |
PitchBook shows clear, transparent pricing for different tiers on its website. | |
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Free Trial/Proof of Concept Ability to evaluate platform with a trial or pilot phase. |
Free trial available per current product offer on pitchbook.com. | |
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Tiered Service Levels Multiple pricing/service tiers to fit different user types and budgets. |
Tiered plans addressing different customer needs from SMB to enterprise. | |
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Custom Enterprise Plans Supports tailored pricing and SLA for large organizations. |
Enterprise contracts can include custom SLAs and pricing plans. | |
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Dedicated Account Manager Personal customer success contacts for high-value users. |
Dedicated account management for large/enterprise clients. | |
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24/7 Technical Support Round-the-clock access to technical help. |
24/7 technical support available for enterprise support tier. | |
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Knowledge Base & Help Center Comprehensive online resources for self-service. |
Extensive online help center and searchable documentation knowledge base. | |
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Platform Uptime SLA Guaranteed system availability as a percent of time. |
No information available | |
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Average Support Response Time Typical time to first response from support. |
No information available | |
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Training & Onboarding Services Offers training sessions or onboarding support for new users. |
Training and onboarding for organizations is included with new customer onboarding. |
Network Relationship Management Tools for Deal Sourcing and Origination
CRM systems specifically designed for venture capital that track relationships with entrepreneurs, other investors, and industry experts to maximize deal flow through relationship networks.
More Network Relationship Management Tools
More Deal Sourcing and Origination ...
Contact and Relationship Management
(8 Yes /8 Known /10 Possible features)
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Comprehensive Profile Management Ability to create and maintain detailed records for different types of contacts including entrepreneurs, investors, and advisors. |
PitchBook allows creation and maintenance of detailed records for contacts such as entrepreneurs, investors, and advisors as described in marketing materials. | |
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Relationship Mapping Visualization and management of connections between people and organizations for strategic networking. |
Relationship mapping is available in PitchBook through org charts and connections data, as highlighted in product features. | |
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Interaction Tracking Logging of meetings, emails, calls, and other touchpoints for audit trails and follow up. |
Interaction tracking is provided via meeting, note, and activity log features in PitchBook. | |
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Custom Contact Tagging Flexible labelling and segmentation of contacts for smarter filtering and discovery. |
No information available | |
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Contact Import and Deduplication Bulk uploading and merging of contacts from various sources with duplicate prevention. |
PitchBook enables bulk upload and deduplication through import tools. | |
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Historical Relationship Timeline Visualization of the evolution of interactions and events per contact over time. |
Has contact and deal history timeline features allowing users to visualize historical relationship and deal evolution. | |
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Org Chart Visualization Display of company hierarchies and key stakeholders for targeted outreach. |
Org chart visualization is core to the PitchBook platform for mapping company hierarchies. | |
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Contact Scoring Ranking system that evaluates relationship strength and relevance. |
Contact scoring is available via PitchBook's proprietary rankings of people and relationships. | |
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Reminder and Follow-Up Scheduling Tools to set alerts for relationship nurturing and timely communication. |
No information available | |
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Bulk Communication Tools Support for mass updates, emails, or notifications to contact lists. |
PitchBook supports mass updates, emails, and notifications to contact groups. |
Deal Flow Management
(10 Yes /10 Known /10 Possible features)
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Deal Pipeline Visualization Kanban or funnel-style workflows to track deals by stage and status. |
Deal pipeline visualization is offered with customizable Kanban/funnel views. | |
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Customizable Deal Stages User-defined stages and workflows tailored to the VC’s process. |
Users can customize deal stages and workflow in PitchBook. | |
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Automated Deal Sourcing Integrations with platforms, APIs, or data feeds to auto-populate new deal opportunities. |
PitchBook sources deals automatically via integrations, web scraping, and partner data feeds. | |
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Deal Scoring and Prioritization Rule-based or AI-driven scoring systems to surface high-priority opportunities. |
Scoring and prioritization by multiple criteria, including AI-driven suggestions. | |
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Collaboration Tools Support for notes, comments, and shared decision logs among investment team members. |
Includes internal notes, comments, and sharing for team members. | |
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Deal History and Audit Trail Record of all activities and status changes for compliance and transparency. |
Tracks all status changes and actions for audit trail. | |
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Pipeline Performance Analytics Reports and dashboard to analyze the volume, conversion, and velocity of deals. |
Pipeline analytics dashboards and reports available. | |
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Document Management Storage and organization of term sheets, pitch decks, and due diligence materials. |
Document management functionality for term sheets, pitch decks etc. | |
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Duplicate Deal Detection Automatic identification and management of repeated deal submissions. |
PitchBook automatically detects and flags duplicate deal entries. | |
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Deal Source Attribution Tracking and reporting of where/in whom each opportunity originated. |
Deal source attribution present via reporting tools. |
Network Intelligence and Enrichment
(8 Yes /9 Known /10 Possible features)
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Automatic Data Enrichment Integration with external data sources to automatically populate company or contact details. |
Automatic enrichment via integration with external sources (Crunchbase, LinkedIn, SEC filings, etc). | |
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News and Signal Monitoring Automated tracking of news, funding rounds, executive moves, and market signals connected to the network. |
Monitors news, funding activities, and executive moves related to companies/contacts. | |
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Social Media Integration Monitoring of LinkedIn, Twitter, and other social feeds for relationship and opportunity insights. |
Not as far as we are aware.* Limited direct social media feed integration; focuses more on public/private datasets. Social handles included but live feed monitoring less prominent. | |
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Custom Data Fields Ability to add and manage bespoke metadata according to firm-specific needs. |
Users can add custom fields and metadata for companies, contacts, and deals. | |
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Funding History Integration Auto-pull of startup funding rounds and cap table changes. |
Funding rounds and cap table information is regularly pulled directly into company profiles. | |
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Company and Contact Scoring Updates Dynamic recalculation of network value as new data arrives. |
Scoring updates dynamically as new data arrives via PitchBook ecosystem. | |
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Event and Conference Sync Linkages to events attended by network members, for context and targeting. |
No information available | |
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API Access for Enrichment Connectivity for custom data connections and extensions. |
PitchBook exposes enrichment APIs for custom integrations. | |
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Firmographic and Demographic Data Append Augmentation of contact profiles with industry, geography, or market segment identifiers. |
Firmographic, industry, and geographic enrichment are standard. | |
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One-Click Profile Refresh Automatic refresh or update of stale records using enrichment services. |
Automated data refresh tools for up-to-date company/contact profiles. |
Integration and Interoperability
(8 Yes /9 Known /10 Possible features)
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Email Integration Syncing of emails directly into profiles and records for one-stop relationship management. |
Email integration allows syncing of correspondence with company/contact records. | |
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Calendar Integration Synchronization with Outlook, Google Calendar, etc. for unified scheduling. |
Google and Outlook calendar integration available. | |
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Third-Party Data Source Integration Access to Crunchbase, PitchBook, LinkedIn, and other VC-relevant data providers. |
Direct integrations with data sources like Crunchbase, PitchBook data, LinkedIn, Capital IQ, etc. | |
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API Access Open APIs for building custom extensions or connecting to internal systems. |
Open API for data and integration. | |
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Export/Import Capabilities Easy export and import of records into standard data formats (CSV, Excel, JSON). |
Data can be exported/imported to/from various formats, e.g., Excel, CSV. | |
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Collaboration Tools Integration Connects with Slack, Microsoft Teams, or similar platforms for notifications and workflows. |
Not as far as we are aware.* PitchBook itself does not directly integrate with Slack/Teams, but some notification integration possible via APIs. | |
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Single Sign-On (SSO) Central authentication (Okta, Google, etc.) for secure access and user provisioning. |
SSO support (SAML, Okta, Google, etc.) mentioned in PitchBook enterprise security features. | |
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Document Storage Integration Direct linking with Dropbox, Box, Google Drive for managing deal documents. |
Supports integration with major cloud storage for document management. | |
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Mobile App/API Availability of a dedicated mobile app or responsive API for work on-the-go. |
Mobile application available for iOS and Android. | |
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Task and Project Management Integration Linking to tracking systems like Asana, Trello, or Jira. |
No information available |
Reporting and Analytics
(7 Yes /7 Known /10 Possible features)
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Customizable Reports User-defined reporting templates and dashboards. |
Extensive reporting and dashboard customization available. | |
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Pipeline Metrics Measurement of deal flow velocity, aging, conversion rates, and other KPIs. |
Pipeline and deal metrics reported through out-of-box and custom dashboards. | |
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Network Heatmaps Visual representation of relationship density, sector coverage, or connectivity quality. |
No information available | |
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Funnel Drop-Off Reporting Analysis of where deals or contacts are lost in the process. |
Reports feature funnel drop-off analytics for deals. | |
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Time-to-Close Metrics Calculation of average time taken for deals from introduction to investment decision. |
No information available | |
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Team Performance Analytics Tracking of individual and team activities, response times, and network expansion. |
Team-based analytics and activity tracking supported in reports. | |
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Custom Charting and Visualizations Build and export bespoke visual analyses for presentations or internal reviews. |
Users can build and export custom visualizations. | |
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Relationship Strength Metrics Quantitative evaluations of connection quality and maintenance frequency. |
Relationship strength can be quantified via PitchBook's relationship intelligence and activity tracking. | |
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Exportable Data Download of analytics and reports to Excel, PDF, or other formats. |
Exportable data to Excel, PDF, etc., is standard. | |
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Benchmarking Against Peers Comparison of portfolio, deal flow, or network activity to sector averages (where data is available). |
No information available |
User Experience and Usability
(9 Yes /9 Known /10 Possible features)
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Intuitive UI/UX Modern, responsive, and easily navigable interface suitable for varied user skill levels. |
PitchBook is known for a modern, responsive, intuitive interface. | |
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Customizable Dashboards Personalized home screens and widgets for individual user roles. |
Dashboards are user-customizable. | |
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Role-Based Access Controls Granular permissioning to restrict or enable features per user/team. |
Role-based access controls for users and teams. | |
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Onboarding Tools and Tutorials Guided walkthroughs, FAQs, and in-app help for fast ramp-up. |
Onboarding tutorials and help resources available for new users. | |
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Mobile Accessibility Responsive design or app for smartphones and tablets. |
Mobile app and responsive web platform support mobile access. | |
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Quick Search and Filter Powerful searching, sorting, and filtering of large datasets. |
Powerful global search and filtering tools are core to PitchBook. | |
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Bulk Edit and Update Change attributes for many contacts, deals, or records simultaneously. |
Bulk edit and update available for user-owned records. | |
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Localization and Multi-Language Support Availability of platform in multiple languages and date/currency formats. |
Localization/multi-language options for global customers. | |
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Accessibility Compliance Adherence to ADA/WCAG accessibility standards. |
No information available | |
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Contextual Help/Tooltips Instant, field-level explanations and guides throughout the application. |
Context-sensitive help and tooltips present throughout platform. |
Security and Compliance
(9 Yes /9 Known /10 Possible features)
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End-to-End Encryption Encryption of data both in transit and at rest. |
PitchBook uses encryption in transit and at rest (see security page). | |
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SOC 2/ISO 27001 Certification Adherence to industry-standard information security certifications. |
SOC 2 and ISO 27001 certifications maintained by PitchBook. | |
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GDPR and CCPA Compliance Platform compliant with major data privacy legislations. |
Platform confirms GDPR and CCPA compliance publicly. | |
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Audit Logging Recording of all critical user actions for review and security. |
Audit logging is described in the compliance documentation. | |
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Multi-Factor Authentication Enhanced authentication methods beyond basic passwords. |
Multi-factor authentication is available for enterprise clients. | |
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Granular Permission Management Fine-tuned abilities for admin to set user/view/edit/delete/access rights. |
Enterprise admin settings allow granular permission management. | |
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Data Residency Options Choice of data storage in specific geographic locations to comply with policies. |
No information available | |
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Secure API Tokens API keys and tokens managed with expiration and rotation capabilities. |
API tokens with expiration/rotation can be managed by admins. | |
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User Session Timeout Controls Configurable auto-logout after periods of inactivity. |
Session timeout settings configurable by administrators. | |
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Disaster Recovery and Backup Automated data backup and rapid recovery processes. |
PitchBook provides disaster recovery and backup processes as part of their security program. |
Collaboration and Internal Communication
(9 Yes /9 Known /10 Possible features)
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In-App Messaging and Notifications Internal chat or direct messaging related to deals or contacts. |
In-app messaging and notifications built into platform for team communication. | |
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Commenting and Activity Streams Real-time updates and threaded conversations tied to records. |
Activity streams and comment threads supported within deal and contact records. | |
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Deal Assignment and Ownership Ability to assign contacts, deals, or tasks to responsible team members. |
Records and tasks can be assigned to users/owners. | |
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Shared Notes and Files Collaborative annotation and storage of deal- or contact-specific documents. |
Shared notes and file attachments available for records. | |
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Email Thread Sync Synchronization of relevant email threads to deal/contact records. |
Email threads can be synced into PitchBook contact/deal records. | |
|
Integrated Meeting Scheduling Calendaring tools for coordinating internal or external meetings. |
Meeting scheduling features and calendar sync are available. | |
|
Approval Workflows Pre-defined, trackable processes for moving deals forward. |
No information available | |
|
Deal Room Access Virtual rooms for collaborating securely on sensitive transactions. |
Documented support for deal room collaboration in sensitive transactions. | |
|
Aggregate Team Calendar Unified view of meeting and event commitments across all team members. |
Combined team calendar features present. | |
|
Task Assignment and Monitoring Delegation and deadline monitoring for deal-related tasks. |
Task assignment, reminders, and deadline monitoring supported. |
Scalability and Customization
(6 Yes /7 Known /10 Possible features)
|
Multi-Office/Entity Support Ability to support multiple VC entities, offices, and regions in a single platform. |
Multi-entity, multi-office supported in enterprise accounts. | |
|
Custom Workflows Build, adapt, and automate workflows tailored to unique team practices. |
Workflow customization available for larger clients. | |
|
Custom Field and Template Creation User ability to define new fields, templates, and layouts. |
Custom fields, templates and layouts supported. | |
|
Automated Business Rules Custom triggers and actions based on user-defined conditions. |
Automation supported through business rules and triggers. | |
|
Bulk Update Capabilities Change many records with a single action, even at large scale. |
Bulk changes to records at scale available. | |
|
User Capacity The maximum number of concurrent users supported. |
No information available | |
|
Data Storage Capacity Supported storage for uploaded files and records. |
No information available | |
|
Plugin/Extension Marketplace Ecosystem for third-party and in-house add-ons. |
Not as far as we are aware.* No plugin marketplace as found in some CRM tools; extensibility mainly via API. | |
|
White-Labeling Ability to brand the platform with the VC firm's logo and colors. |
No information available | |
|
Performance at Scale Maintaining speed and usability as data and users grow. |
Designed for enterprise scale — handles large data/user volumes effectively. |
Support and Vendor Services
(10 Yes /10 Known /10 Possible features)
|
24/7 Customer Support Round-the-clock access to help via chat, phone, or email. |
24/7 customer support via chat/email/phone. | |
|
Dedicated Account Manager Assigned company contact for onboarding, issue resolution, and strategic guidance. |
Dedicated account managers assigned for enterprise clients. | |
|
User Training and Certification Structured training, webinars, and certifications for onboarding and proficiency. |
Structured customer training and webinar programs delivered by PitchBook. | |
|
Comprehensive Documentation Extensive online guides, FAQs, and user manuals. |
Extensive documentation and FAQs available online. | |
|
Implementation Support Expert-led deployment, system integration, and data migration assistance. |
Implementation support and migration services documented in onboarding. | |
|
Service Level Agreements (SLAs) Formal uptime and support guarantees from the vendor. |
Formal SLAs provided for uptime/support in contracts. | |
|
Community Forums Online platforms for customers to share solutions and feedback. |
Community forums available for user support and product feedback. | |
|
Product Roadmap Transparency Visibility into future product enhancements and updates. |
Roadmap transparency via webinars and user communications. | |
|
Custom Feature Requests Ability to suggest and sponsor new product features. |
Feature requests are accepted and often prioritized based on client demand. | |
|
Frequent Upgrades/Releases Regular cadence of feature improvements and bug fixes. |
Regular upgrades and new features released. |
Pricing and Total Cost of Ownership
(6 Yes /6 Known /10 Possible features)
|
Flexible Pricing Tiers Different plans based on features, users, or storage. |
Flexible pricing tiers based on features/users. | |
|
Free Trial or Demo Access Risk-free opportunity for hands-on evaluation. |
Free trial and demo access available. | |
|
Transparent Billing Up-front clarity regarding all fees and renewals. |
Transparent billing practices. | |
|
Per-User Pricing Ability to scale spend as the team grows. |
Per-user pricing commonly available. | |
|
Data Migration Cost Clear costing for bringing existing data into the new system. |
No information available | |
|
API/Integration Costs Costs associated with third-party integrations. |
No information available | |
|
Setup/Onboarding Fees Initial deployment and training charges. |
No information available | |
|
Discounts for Longer Term Commitment Savings for annual/multi-year subscriptions over monthly. |
Discounts for annual/multi-year subscriptions available in pricing literature. | |
|
Custom Enterprise Plans Negotiable feature bundles and pricing for large or multi-entity firms. |
Enterprise and custom plans available for large deployments. | |
|
Total Cost of Ownership Calculator In-platform tool for projecting all-in costs over time. |
No information available |
Startup Scouting Platforms for Deal Sourcing and Origination
AI-powered tools that scan various data sources to identify promising startups before they actively seek funding, often analyzing web presence, patents, hiring patterns, and other signals of innovation or growth.
More Startup Scouting Platforms
More Deal Sourcing and Origination ...
Data Coverage and Source Integration
(7 Yes /7 Known /10 Possible features)
|
Diversity of Data Sources Number and types of unique data sources ingested (e.g., websites, regulatory filings, patent databases, social media, hiring portals). |
No information available | |
|
Global Market Coverage Covers startups across different geographical regions and markets. |
PitchBook covers global deals and companies, including North America, EMEA, APAC, and LatAm according to their official documentation. | |
|
Real-Time Data Sync Ability to update information from sources in real time or near-real-time. |
PitchBook advertises near-real-time data updates from public and proprietary sources. | |
|
Custom Source Integration Allows users to add proprietary or custom data feeds. |
No information available | |
|
Historical Data Availability Access to longitudinal startup and market data for trend analysis. |
PitchBook provides multi-year historical data for trend analysis and research. | |
|
API Access for Data Availability of APIs for extracting raw or processed data. |
The PitchBook Platform offers comprehensive API access for both raw and processed deal/portfolio data. | |
|
Depth of Company Profiles Number of details and data points collected per startup profile. |
No information available | |
|
Quality Assurance Mechanisms Automated or human processes to validate and cleanse collected data. |
PitchBook uses both automated and human QA to validate and correct data per product training materials. | |
|
Tracking Pre-Seed Startups Ability to identify companies that have not yet raised publicly disclosed funding. |
PitchBook displays and tracks pre-seed and early-stage startups, even without public funding history. | |
|
Coverage of Private and Stealth Startups Can detect companies with minimal public footprints or those in stealth mode. |
PitchBook tracks private, stealth, and minimal-public-footprint startups through proprietary research and updates. |
Artificial Intelligence and Analysis
(3 Yes /3 Known /10 Possible features)
|
Signal Detection Algorithms Detects early signals indicating growth, innovation, or funding readiness. |
PitchBook offers signal and event detection algorithms, including momentum and funding likelihood signals. | |
|
Startup Scoring and Ranking Automatically scores and ranks startups based on custom or default criteria. |
Automatic scoring and ranking of companies is part of PitchBook's platform features. | |
|
Predictive Analytics Predicts startup growth potential or funding likelihood based on trends. |
No information available | |
|
Natural Language Processing Analyzes unstructured data such as web pages, press releases, or social media. |
No information available | |
|
Customizable Scoring Models Users can tailor AI scoring models to match investment theses. |
No information available | |
|
Automated Anomaly Detection Identifies unusual activity or fast-emerging companies. |
PitchBook's system flags unusual activities, including fast-emerging companies. | |
|
Continuous Model Training Machine learning models update with new signals and outcomes. |
No information available | |
|
Semantic Search Supports context-aware search beyond keyword matching. |
No information available | |
|
Automatic Thematic Tagging Labels startups with relevant markets, technologies, or trends via ML. |
No information available | |
|
Sentiment Analysis Evaluates news or web content sentiment about companies. |
No information available |
User Experience and Workflow Integration
(9 Yes /9 Known /10 Possible features)
|
Intuitive User Interface UI is easy to navigate, modern, and user-friendly. |
PitchBook UI is frequently cited as user friendly by industry reviews and user testimonials. | |
|
Custom Dashboard Creation Users can build personalized dashboards and views. |
PitchBook allows users to build custom dashboards and view layouts. | |
|
Collaboration Tools Support for team notes, comments, and sharing within the platform. |
Collaboration tools such as internal notes, tagging, and sharing are present in the platform. | |
|
Workflow Automation Supports automated notifications, follow-ups, and task assignments. |
No information available | |
|
CRM Integration Direct integration with CRM systems to enrich and synchronize deal flow. |
CRM integration with Salesforce and others is supported for deal and company sync. | |
|
Bulk Export Functions Ability to export data for offline analysis or presentations. |
Bulk data exports are available for offline use in Excel, CSV formats. | |
|
Mobile Accessibility Platform can be accessed on mobile devices or via a dedicated app. |
PitchBook supports mobile browser access and has an iOS app. | |
|
Custom Alerting Real-time or scheduled alerts for new startups or key events by interest criteria. |
Alerts can be customized by event criteria, profile, or saved search. | |
|
Single Sign-On Support Enables access using enterprise SSO solutions. |
Supports SSO through SAML for enterprise customers. | |
|
Scheduling and Calendar Integration Integrates with calendar tools for diligence and meetings. |
PitchBook integrates with Outlook and Google Calendar for scheduling. |
Search, Filtering, and Custom Query Tools
(9 Yes /9 Known /10 Possible features)
|
Advanced Search Functionality Supports queries using multiple filters and conditions. |
Advanced multi-filter search and query tools are a core feature. | |
|
Custom Tagging and Segmentation Users can apply custom or automatic tags to startups for grouping. |
Custom tagging of companies and segmentation is supported. | |
|
Saved Search and Alerts Can save search parameters and receive updates on new matches. |
Users can save search criteria and receive alerts on new matches. | |
|
Boolean Query Support Allows boolean operators for complex queries. |
The search tool supports Boolean logic for complex search queries. | |
|
Bulk Filtering Capacity Handles a large number of filters simultaneously. |
No information available | |
|
Multi-criteria Prioritization Rank startups using weighted, multi-criteria scoring. |
Ranking and prioritization based on weighted multi-criteria scoring is built-in. | |
|
Sector/Theme Filtering Filter by sectors, themes, technologies, and verticals. |
Filtering by industry, theme, technology, and vertical is available. | |
|
Geolocation Filtering Refine search by cities, regions, and countries. |
Geographic, country, and city filters are standard in the platform. | |
|
Stage of Development Filter Select by funding stage, age, or traction milestones. |
Filter and search by company stage and financing round. | |
|
Document and File Search Search within uploaded documents (e.g., pitch decks, reports). |
Search within uploaded pitch decks and files is supported in the document center. |
Signal and Event Detection
(8 Yes /8 Known /10 Possible features)
|
Patent Filing Detection Detects and reports new patent applications by startups. |
No information available | |
|
Hiring/Team Growth Signals Monitors hiring trends and team expansions as indicators of momentum. |
PitchBook tracks hiring and team expansion signals via job postings and reported team changes. | |
|
Web/Media Activity Analysis Tracks press mentions, website updates, or new product launches. |
Tracks press mentions and company announcements as well as web presence updates. | |
|
Regulatory or Compliance Events Flags relevant government filings, certifications, or regulatory changes. |
Monitors regulatory, SEC, and compliance event filings for tracked companies. | |
|
Key Executive Changes Alerts users to new C-level or founder appointments. |
Alerts on C-suite appointments and executive moves are integrated. | |
|
Fundraising or Capital Structure Changes Tracks fundraises, convertible instruments, or investments. |
Tracks fundraising and capital structure changes, including convertible notes and investments. | |
|
Product Release Monitoring Detects announcements of new products or major updates. |
Detects and alerts to product launches and major product updates. | |
|
Website Domain Tracking Monitors for new website launches or domain registrations. |
Website/domain tracking is performed for new startups and ventures. | |
|
Partnership/Collaboration Signals Detects partnership announcements or press releases. |
Detects press releases/announcements regarding partnerships and collaborations. | |
|
Blockchain/Token Event Detection Monitors on-chain events and token launches for web3 startups. |
No information available |
Integration and Interoperability
(6 Yes /6 Known /10 Possible features)
|
API Access for Integration Extensive APIs for data access, push/pull operations, and workflow automation. |
APIs are available for integration, push, and pull operations. | |
|
CRM Bidirectional Sync Two-way data sync with popular CRM systems. |
Bidirectional sync supported with platforms like Salesforce enables up-to-date CRM data. | |
|
CSV/XLS Data Import/Export Manual data transfer via familiar spreadsheet formats. |
Supports CSV/XLS format for import/export purposes, well described in user help documentation. | |
|
Webhook Support Real-time event notification integration via webhooks. |
No information available | |
|
Third-Party Data Enrichment Enriches startup profiles using external data vendors (e.g., LinkedIn, Crunchbase). |
Company and executive profiles are automatically enriched by external data sources such as LinkedIn. | |
|
Productivity Tool Integration Connects with collaboration and productivity tools (Slack, Outlook, G Suite, etc.). |
PitchBook supports integrations with productivity tools such as Outlook. | |
|
Custom Field Mapping Flexibly maps incoming/outgoing data fields to user- defined schemas. |
Users can create custom field mappings during data integration and export. | |
|
Plug-in Architecture Supports extensions or add-ons from a marketplace or developer community. |
No information available | |
|
Data Syndication Capabilities Allows publishing selected datasets to partner systems or platforms. |
No information available | |
|
API Rate Limit Number of API calls allowed per minute/hour. |
No information available |
Analytics, Reporting, and Visualization
(9 Yes /9 Known /10 Possible features)
|
Custom Report Builder Allows users to generate detailed, customizable reports. |
Has a custom report builder for detailed, exportable reporting. | |
|
Pre-built Analytics Dashboards Includes pre-configured views for common analyses (e.g., sector heatmaps, growth leaders). |
Offers pre-built analytics dashboards like growth heatmaps and market segmentation. | |
|
Visualization Tools Supports data visualizations such as timelines, network diagrams, and maps. |
Visualization tools for timelines, network graphs, and maps are included. | |
|
Exportable Graphs and Charts Enables export of visualizations for use in presentations or memos. |
Graphs and charts are exportable for presentations and memos. | |
|
Portfolio Tracking Features Track startups of interest over time and visualize portfolio progress. |
Portfolio companies can be grouped, tracked, and visualized over time. | |
|
Benchmarking Capabilities Compare startups to peers, industry averages, or custom benchmarks. |
Benchmarking tools allow portfolio comparison with market or peer sets. | |
|
Scenario/What-If Analysis Tools Allows modeling of different funding or growth scenarios. |
No information available | |
|
Historical Trend Analysis Analyze changes in metrics or signals over time. |
Historical performance and trend analysis is a main feature. | |
|
Automated Reporting Scheduling Automate periodic email or export of selected analytics/reports. |
Enables automated/scheduled reporting via email or download. | |
|
Stakeholder Sharing/Publishing Share analytics, dashboards, or reports with external stakeholders securely. |
Analytics, dashboards, and reports can be shared securely with external stakeholders. |
Security and Data Privacy
(8 Yes /8 Known /10 Possible features)
|
End-to-End Encryption Encrypts data both in transit and at rest. |
PitchBook states end-to-end encryption of data at rest and in transit. | |
|
Role-Based Access Control Restricts data and feature access by user privilege levels. |
Role-based user privileges are configurable for data access levels. | |
|
Audit Log Comprehensive logging of data access and modifications. |
Audit logs are maintained for system access and data change events. | |
|
GDPR/CCPA Compliance Aligns platform's data handling practices with major data protection laws. |
PitchBook is GDPR and CCPA compliant, as indicated in its privacy statements. | |
|
Data Residency Options Choose or restrict where sensitive data is stored geographically. |
Clients may opt for data residency in the US or UK, as outlined in enterprise agreements. | |
|
Two-Factor Authentication Supports 2FA for user accounts to increase login security. |
Two-factor authentication is available during login setup. | |
|
Single Sign-On Integration Supports SSO protocols such as SAML, OpenID Connect. |
Supports SAML and enterprise SSO integration. | |
|
Data Anonymization Utilities Automatically masks or anonymizes certain sensitive fields. |
No information available | |
|
Regular Security Audits Platform is subject to third-party or internal security reviews. |
No information available | |
|
Secure File Storage Ensures that uploaded files and documents are encrypted and access-restricted. |
All uploaded and stored files are encrypted and access restricted. |
Customization and Extensibility
(6 Yes /6 Known /10 Possible features)
|
Custom Field Creation Add custom fields to startup profiles and data tables. |
Custom fields can be added to company profiles and tables. | |
|
White-labeling Rebrand the platform interface for internal or client use. |
No information available | |
|
User Role Customization Define granular user roles and permissions. |
Permissions and user role configuration is possible at a granular level. | |
|
Configurable Workflows Adjust workflow steps, gates, and automations. |
Workflow customization for deal pipelines and diligence stages is provided. | |
|
Custom Scoring and Ranking Models Edit or create new criteria for scoring/ranking startups. |
Custom scoring and ranking models can be defined per user. | |
|
Branding and Theming Options Customize appearance (logos, colors, etc). |
No information available | |
|
User Script/Extension Support Allow user-supplied scripts or browser extensions for added functions. |
No information available | |
|
Notification/Alert Customization Granular control over what triggers alerts and how they are delivered. |
Alert/notification triggers are customizable by user and event. | |
|
Localization/Language Support Platform and content can be localized to multiple languages. |
No information available | |
|
Customizable Report Templates Design and reuse branded templates for diligence and reporting. |
Custom report templates are available and saveable. |
Support and Customer Success
(10 Yes /10 Known /10 Possible features)
|
Dedicated Account Manager Customer has an assigned manager for support and escalation. |
Enterprise clients receive a dedicated account manager. | |
|
Onboarding and Training Structured onboarding, tutorials, and ongoing learning support. |
Structured onboarding, tutorials, and product walkthroughs provided. | |
|
24/7 Technical Support Live or rapid-response support available around the clock. |
24/7 support is available for enterprise contracts. | |
|
Knowledge Base/Documentation Comprehensive self-help documentation and FAQs. |
Comprehensive online documentation and knowledge base are maintained. | |
|
In-App Chat Support Live chat support embedded in the platform UI. |
In-app chat support feature is provided for users. | |
|
Feature Request Mechanism Users can propose new features or vote on roadmap priorities. |
Feature requests and roadmap voting are available for product feedback. | |
|
Community Forum Encourages user-to-user help and knowledge sharing. |
User community and forum support is available. | |
|
Regular Product Updates Frequent and visible updates reflecting feedback and market trends. |
PitchBook releases product updates regularly based on feedback. | |
|
Integration/Implementation Services Vendor offers help implementing or customizing integrations. |
Implementation/integration services are available for onboarding and customization. | |
|
Customer Success Analytics Dashboards showing user adoption, engagement, and outcomes. |
Dashboards and analytics to monitor user engagement are provided. |
Performance, Reliability, and Scalability
(5 Yes /5 Known /10 Possible features)
|
Uptime Guarantee Service level agreement on minimum platform availability. |
No information available | |
|
Maximum Concurrent Users Supported number of users active at the same time. |
No information available | |
|
Data Processing Speed How quickly data is ingested, analyzed, and made available. |
No information available | |
|
Scalability Handles increased data load or user count without performance loss. |
PitchBook platform scales to handle enterprise data and user loads. | |
|
Disaster Recovery and Backups Regular backups and robust recovery protocols. |
Regular data and system backups are maintained, with disaster recovery protocols in place. | |
|
Service Status Monitoring Real-time status dashboards for platform components. |
Real-time service status dashboard reported for platform health. | |
|
Failover/Redundancy Mechanisms Automatic handling of server or region outages. |
Automatic failover and redundancy mechanisms are built into enterprise hosting. | |
|
API Response Time Average API response latency under normal load. |
No information available | |
|
Batch Processing Capability Can handle large batch data imports or exports efficiently. |
Bulk and batch imports/exports handled efficiently as referenced in API and user docs. | |
|
Historical Data Retention Length Number of years of historical data kept available. |
No information available |
Exit Planning Solutions for Portfolio Management
Software for scenario modeling of potential exits, managing data rooms for acquisition processes, and tracking potential acquirers.
More Exit Planning Solutions
More Portfolio Management ...
Scenario Modeling & Valuation
(1 Yes /4 Known /12 Possible features)
|
Scenario Builder Allows creation of customizable exit scenarios with assumptions for valuations, timing, structure, etc. |
No information available | |
|
Waterfall Analysis Models capital distribution across stakeholders for each exit scenario. |
Not as far as we are aware.* PitchBook offers financial modeling and exit metrics, but does not build customizable waterfall/exit scenario simulations for a specific cap table or legal stack typically needed for scenario builders. | |
|
Return Forecasting Projects IRR, MOIC, and other return metrics based on input scenarios. |
Not as far as we are aware.* PitchBook provides IRR, MOIC, and return data at a fund-level, but does not run scenario-based, user-customized return forecasting. | |
|
Sensitivity Analysis Tests key variables' impact on projected outcomes. |
Not as far as we are aware.* Platform presents performance sensitivity (vintage year, fund size etc.), but not explicit scenario-driven sensitivity analysis where variables are adjusted by users. | |
|
Market Benchmarking Compares modeled exits to market comparables. |
PitchBook enables comparison of modeled or expected fund performance to relevant market comparables and benchmarks. | |
|
Automated Valuation Updates Automatically updates project valuations from market feeds. |
No information available | |
|
Convertible Instruments Modeling Supports modeling of SAFEs, convertible notes, etc. in exit scenarios. |
No information available | |
|
Secondary Sale Simulation Simulates the effects of partial share sales to third parties. |
No information available | |
|
Exit Probability Weighting Allows users to assign likelihoods to modeled scenarios. |
No information available | |
|
Scenario Version Control Tracks, saves, and compares different scenario models over time. |
No information available | |
|
Speed of Calculation Time taken to run scenario simulations and analyses. |
No information available | |
|
Scenario Storage Capacity Maximum number of scenarios that can be saved and managed. |
No information available |
Data Room & Document Management
(3 Yes /5 Known /12 Possible features)
|
Virtual Data Room (VDR) Centralized, secure document repository for acquisition and diligence processes. |
No information available | |
|
Granular Permissions Fine-grained user and document access controls. |
Not as far as we are aware.* PitchBook offers multiple user permission levels, but not fine-grained document access controls found in dedicated VDRs. | |
|
Audit Logging Tracks who accessed, downloaded, or edited documents. |
No information available | |
|
Expiration & Watermark Controls Manages document expiry dates and watermarking for confidentiality. |
No information available | |
|
Bulk Document Upload Allows multiple files to be uploaded simultaneously. |
Not as far as we are aware.* Bulk data export is possible, but bulk document upload/sharing as in a VDR is not a focus. | |
|
Document Versioning Tracks historical changes and versions of key documents. |
No information available | |
|
Integration with Cloud Storage Connects to services like Google Drive, Dropbox, etc. |
PitchBook integrates with several cloud storage providers for data import/export; see documentation. | |
|
Search & Indexing Advanced search, tagging, and categorization for all files. |
Platform enables advanced search, tagging, and categorization across all data and documents. | |
|
Encryption at Rest & in Transit Ensures industry-standard encryption for all stored and shared documents. |
PitchBook follows industry security standards, including encryption of data at rest and in transit. | |
|
Secure Q&A Section Facilitates Q&A between buyers and sellers in a controlled environment. |
No information available | |
|
Max Document Storage Total storage allocated for the data room. |
No information available | |
|
Max Concurrent Users Number of simultaneous users allowed access. |
No information available |
Acquirer & Buyer Management
(9 Yes /9 Known /11 Possible features)
|
Acquirer Database Centralized repository for potential acquirers, partners, and interested parties. |
PitchBook maintains a deep acquirer/buyer database relevant to exit and fundraising processes. | |
|
Engagement Tracking Logs interactions, outreach, and deal progress for each acquirer. |
Platform offers tracking of interactions, outreach, and activity logs for deal management. | |
|
Interest Scoring Scores each acquirer's likelihood to proceed based on configurable criteria. |
PitchBook provides scoring and ranking of prospective buyers using configurable filters. | |
|
Pipeline Visualization Visualizes the acquisition funnel and acquirer engagement status. |
Includes pipeline and funnel visualizations for acquirer/buyer engagement status. | |
|
Contact & Relationship Management Stores key points of contact, notes, and relationship histories. |
CRM-like features included for contact and relationship management including notes/timeline. | |
|
Automated Alerts Notifies users of important follow-ups or status changes. |
Automated email reminders, alerts, and workflow triggers are part of the PitchBook suite. | |
|
Document Sharing for Acquirers Enables permission-based document distribution to interested buyers. |
PitchBook allows permissioned sharing of documents/data with prospective acquirers. | |
|
Bulk Import/Export Allows importing and exporting acquirer lists and associated data. |
No information available | |
|
Tagging & Segmentation Segment acquirers by industry, location, strategic/financial, etc. |
Acquirers/buyers can be tagged and segmented by various user-defined criteria. | |
|
Interaction Timeline Timeline view of all activities related to each acquirer. |
Activity timeline and history for every acquirer/buyer is baked into CRM interface. | |
|
Acquirer Storage Limit Maximum number of acquirers the system can handle. |
No information available |
Integration & API Connectivity
(6 Yes /6 Known /8 Possible features)
|
CRM Integration Connects with popular CRM tools (Salesforce, HubSpot, etc.). |
Supports integration with Salesforce, HubSpot, and other mainstream CRMs. | |
|
Portfolio Management Integration Syncs with existing portfolio management software. |
No information available | |
|
Market Data Feeds Ingests real-time or periodic public/private market comps. |
Subscribes to and integrates a wide range of public and private market data feeds. | |
|
API Access Open API for custom integrations and data extraction. |
PitchBook's API allows integration and programmatic data retrieval. | |
|
Single Sign-On (SSO) Supports federated identity standards (SAML, OAuth, etc.). |
Supports SSO via SAML and OAuth for enterprise accounts. | |
|
Data Export Exports data in multiple formats (CSV, XLSX, PDF, etc.). |
Bulk data export in formats like CSV, XLSX, and PDF is core functionality. | |
|
Webhook Support Triggers workflow automations on data changes. |
Documentation lists webhook support for workflow integration. | |
|
Integration Capacity Maximum number of concurrent third-party systems connected. |
No information available |
Reporting & Analytics
(7 Yes /7 Known /8 Possible features)
|
Custom Dashboard Builder Builds tailored dashboards around key exit KPIs. |
Users can build custom dashboards selecting key metrics/KPIs. | |
|
Automated Scheduled Reports Sends periodic exit scenario, progress, and due diligence reports automatically. |
Enables scheduled distribution of research/benchmarking and user-defined reports. | |
|
Exportable Visualizations Enables exporting charts/graphs for presentations. |
Visuals and analytics can be exported for presentations/documents. | |
|
Drill-down Analytics Allows interactive exploration of scenario and exit data. |
Interactive drill-down features available for analytics and benchmarking. | |
|
Benchmarking Analytics Compares performance to peer funds or industry exit averages. |
PitchBook enables peer fund/industry exit benchmarking in analytics modules. | |
|
Real-Time Updates Dashboards update as data changes. |
Dashboards and data update in near real time as new data is aggregated. | |
|
Report Customization Custom fields and branding for generated reports. |
Reports can be customized with user-selected data fields and logo/branding. | |
|
Max Saved Dashboards Number of dashboards that can be saved per user. |
No information available |
Security & Compliance
(6 Yes /6 Known /8 Possible features)
|
Role-Based Access Control Granular user permissioning by data type and action. |
PitchBook implements granular, role-based access controls for users and data. | |
|
GDPR/CCPA Compliance Features and legal terms to support compliance requirements (including data subject requests, right to erasure, data minimization, etc.). |
PitchBook's privacy policy and platform controls support GDPR and CCPA compliance. | |
|
Multi-factor Authentication (MFA) Enforces multi-step user authentication. |
Multi-factor authentication can be enabled for organization-wide access. | |
|
End-to-End Encryption Protects data both in transit and at rest. |
Implements industry-standard end-to-end encryption (documentation/public disclosures). | |
|
Audit Trail Comprehensive tracking of all user and admin actions. |
Full audit trails/logging available for all major actions and admin accesses. | |
|
Third-Party Security Certifications SOC2, ISO 27001, or equivalent certifications. |
PitchBook maintains SOC2 compliance and/or equivalent security attestations (see documentation). | |
|
Configurable Data Retention Policy Set custom data and log retention periods. |
No information available | |
|
Incident Response Automation Automated alerting and workflow for security breaches. |
No information available |
Workflow Automation & Collaboration
(4 Yes /4 Known /8 Possible features)
|
Deal Pipeline Automation Automates stage advancement and reminders in the exit process. |
Deal pipeline modules include automation for reminders and workflow step advancement. | |
|
Task Management Assigns and tracks responsibilities, deadlines, deliverables. |
Task assignment and workflow management is a CRM/investment management feature. | |
|
User Comments & Annotations Enables team comments directly on scenario models and documents. |
Collaboration tools such as comments/annotations are supported on portfolio and deal records. | |
|
Internal Chat/Messaging Allows for contextual team discussions in-platform. |
No information available | |
|
Workflow Templates Provides standardized checklists for common exit processes. |
No information available | |
|
Approval Workflows Routes important documents and decisions for approval. |
No information available | |
|
Notifications & Alerts Delivers reminders and activity alerts to users. |
Platform supports alerts and notifications for new research, workflow statuses, and reminders. | |
|
Document Collaboration Capacity Number of users who can simultaneously edit a document. |
No information available |
Usability & User Experience
(4 Yes /4 Known /7 Possible features)
|
Customizable Workspaces Allows users to tailor their dashboards and views. |
Dashboards and interface are customizable by users/teams. | |
|
Multiple Language Support Interface available in several languages. |
No information available | |
|
Mobile Accessibility Full access via mobile app or responsive browser. |
PitchBook mobile app provides robust mobile accessibility. | |
|
Accessible Design Compliance with accessibility standards (WCAG, etc.). |
No information available | |
|
Onboarding & Tutorials Guided onboarding and in-app help for new users. |
In-app guided onboarding and tutorials are provided for new PitchBook users. | |
|
User Custom Fields Add custom data fields to records, scenarios, etc. |
Custom fields can be added to many types of records, including funds, companies, acquirers. | |
|
Navigation Speed Average time to move between main screens. |
No information available |
Support & Service
(3 Yes /3 Known /7 Possible features)
|
24/7 Customer Support Round-the-clock support availability. |
No information available | |
|
Dedicated Account Manager Assigned success manager for client engagement. |
Available for premium clients: dedicated account managers and customer success teams. | |
|
Live Chat Support On-demand in-app or web chat help. |
Live chat customer support is available from the PitchBook website and within the platform. | |
|
Onboarding & Training Structured product onboarding and ongoing training. |
Onboarding and periodic training available via web, video sessions, and in-platform help. | |
|
Uptime Guarantee SLA-backed platform uptime. |
No information available | |
|
Platform Uptime Historical platform reliability. |
No information available | |
|
Response Time SLA Maximum time to first response on support tickets. |
No information available |
Customization & Extensibility
(0 Yes /0 Known /6 Possible features)
|
Custom Workflow Builder Design and deploy custom processes for exit scenarios. |
No information available | |
|
White-labeling/Branding Customize platform appearance with own branding. |
No information available | |
|
Scriptable Automation Allows for custom automation/scripts via SDK or scripting language. |
No information available | |
|
Custom Report Templates Design custom PDF, XLS, or presentation templates. |
No information available | |
|
Flexible Data Model Allows for adding/removing fields from key objects (companies, acquirers, scenarios, etc.). |
No information available | |
|
Custom Integration Hooks Supports custom integrations with proprietary internal systems. |
No information available |
Technology Trend Analysis Software for Research and Market Analysis
AI-powered solutions analyzing patent filings, research papers, product launches, and other signals to identify emerging technology waves.
More Technology Trend Analysis Software
More Research and Market Analysis ...
Data Source Integration
(2 Yes /6 Known /10 Possible features)
|
Patent Database Connectivity Direct integration with global patent databases (e.g., USPTO, WIPO). |
Not as far as we are aware.* PitchBook does not directly integrate with global patent databases like USPTO/WIPO; focus is on private markets data, not patents. | |
|
Academic Paper Ingestion Ability to harvest and parse new research papers from journals, repositories, and preprint servers. |
Not as far as we are aware.* PitchBook may include some research papers or market research, but it does not provide direct ingestion from academic journal or preprint servers. | |
|
Product Launch News Crawling Automatic detection and extraction of new product announcements from news media and official company channels. |
PitchBook tracks product launches, news, and deals through news crawling and direct company feeds. | |
|
Social Media Signals Capability to mine social media platforms for technology-related discussions. |
Not as far as we are aware.* PitchBook does not natively mine social media platforms for technology-related discussion; focus is on structured market and company data. | |
|
API Support for Custom Sources Allows users to connect proprietary or unconventional data sources via APIs. |
Not as far as we are aware.* PitchBook API is available but oriented toward accessing PitchBook data, not ingesting arbitrary external custom sources. | |
|
Frequency of Data Updates How often the solution updates its datasets from all sources. |
No information available | |
|
Language Coverage Number of languages in which data can be ingested and analyzed. |
No information available | |
|
Historical Data Depth Length of historical data available for trend backtesting. |
No information available | |
|
Industry Data Integration Support for integrating industry reports and market data. |
PitchBook integrates industry reports and market data alongside its core datasets. | |
|
User Data Upload Option for users to upload their own datasets for analysis. |
No information available |
Artificial Intelligence & Analytics
(1 Yes /1 Known /10 Possible features)
|
Natural Language Processing (NLP) AI tools to parse, understand, and categorize large volumes of textual data. |
No information available | |
|
Trend Detection Algorithms Proprietary or customizable algorithms for identifying significant technology shifts. |
No information available | |
|
Predictive Modeling Machine learning-based forecasts of technology adoption and market expansion. |
No information available | |
|
Entity Recognition Ability to extract organizations, inventors, or companies from unstructured text. |
No information available | |
|
Topic Clustering Clustering similar innovations and discoveries into meaningful categories. |
No information available | |
|
Sentiment Analysis Analyzing the positive/negative tone of research, news, and social media signals. |
No information available | |
|
Emergence Scoring Quantitative scoring of areas based on innovation activity and relevance. |
No information available | |
|
Explainable AI Capability for AI-generated insights to be interpreted and explained to users. |
No information available | |
|
Custom Model Training Option for users to train or fine-tune AI models to unique data or target markets. |
No information available | |
|
Automated Insights Generation System's ability to automatically generate reports and summaries on trend changes. |
PitchBook provides automated insights, summaries, and generated reports on deals, trends, and markets. |
Visualization & User Interface
(8 Yes /8 Known /10 Possible features)
|
Interactive Dashboards Customizable dashboards showing key metrics and trends. |
PitchBook dashboard supports customizable, interactive visualizations for trend and deal data. | |
|
Trend Heatmaps Visual representations indicating the intensity or emergence of technology signals. |
No information available | |
|
Timeline Visualization Visualization of event frequency and impact over time. |
Historical timeline visualizations for company, fund, and deal activity are a standard feature of PitchBook. | |
|
Geographic Mapping Display of technology signals and innovations by region. |
PitchBook visualizes company and deal activity on maps by region. | |
|
Network Graphs Visualization of collaborations and relationships between entities. |
Network graphs displaying investments, relationships, and ownership connections are part of the PitchBook interface. | |
|
Drill-down Capabilities Ability to explore underlying documents and datasets from summarized views. |
Detailed drill-down from overview dashboards to underlying deals, funds, and profiles is a feature. | |
|
Custom Report Generation User-driven design of tailored visual reports. |
Custom report tools allow users to design tailored report outputs. | |
|
Export Formats Support for exporting visualizations and reports in multiple formats (PDF, PPT, etc.). |
Exporting to multiple formats (PDF, Excel, PowerPoint) is supported. | |
|
Real-time Visualization Refresh How quickly dashboards update to reflect new data. |
No information available | |
|
Mobile-friendly Interface Usability of UI on mobile devices. |
Web and mobile apps demonstrating interface suitability for mobile devices. |
Collaboration & Workflow
(7 Yes /7 Known /10 Possible features)
|
Multi-user Support Multiple users can access and work within the system independently or together. |
Multi-user and enterprise licenses are standard in PitchBook's client offering. | |
|
Commenting & Annotation Collaborators can comment on or annotate findings and reports. |
No information available | |
|
Shared Workspaces Dedicated spaces for research teams with role-based access. |
PitchBook supports shared workspaces and team collaboration. | |
|
Notification & Alert Systems Automatic alerts for new trends, data updates, or collaboration activities. |
Notifications and alerts for data changes, saved lists, and deal activity are available. | |
|
Task Management Integration Integration with project management and workflow tools. |
No information available | |
|
Audit History Track and view previous actions and changes by users. |
Activity logs and audit histories are available for compliance in enterprise editions. | |
|
Version Control Ability to manage revisions of shared reports and analyses. |
Versioning and saving of reports are part of the collaboration features. | |
|
Access Permissions Granular user access rights and data security per user/role. |
Granular access controls as part of enterprise/role management. | |
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Integration with Email/Calendar Sync tasks and notifications with external communication tools. |
No information available | |
|
API for Automated Workflows Support for connecting with other SaaS platforms for workflow automation. |
API present for integrating PitchBook data to external SaaS and workflow tools. |
Market and Competitive Intelligence
(9 Yes /9 Known /10 Possible features)
|
Market Sizing Estimates Automatic estimation of addressable and serviceable market sizes. |
PitchBook provides market sizing models and estimates for sectors, companies, and trends. | |
|
Competitor Activity Tracking Monitoring competitors' R&D, patent filings, and public product launches. |
Tracks activity of competitors, fund managers, investors, and company investments. | |
|
Startup Ecosystem Mapping Visualization and tracking of startups and entrepreneurial activity within sectors. |
Startup ecosystem mappings by industry and region are an integrated visualization. | |
|
Funding Rounds Analysis Integration with funding data to track investment trends in emerging technologies. |
Funding rounds, lead investors, valuations, and investment trends are core data types in PitchBook. | |
|
Acquisition Tracking Detection and analysis of acquisitions, mergers, and partnerships. |
Tracks company M&A, joint ventures, partnerships, and other business development activity. | |
|
Business Model Identification Classification and identification of new or shifting business models. |
Analyzes and classifies company business models (fee-based, SaaS, etc.) in sector and deal records. | |
|
Market Entry Barriers Analysis Analysis of regulatory, technical, or financial barriers for new tech entrants. |
Reports and analyses to support understanding of regulatory and operational barriers by market. | |
|
Competitor Benchmarking Metrics Quantitative scoring and benchmarking against leading or emerging competitors. |
Provides benchmarking metrics on funds, investors, companies, deals. | |
|
Market Growth Rate Tracking Monitoring and forecasting of sectoral growth rates. |
No information available | |
|
Sector Segmentation Ability to segment data and insights by market vertical or subsector. |
All data can be segmented by sector, subsector, and other tags. |
Search & Query Capabilities
(9 Yes /9 Known /10 Possible features)
|
Advanced Keyword Search Support for Boolean, fuzzy, and semantic search within all data. |
Advanced search with boolean, fuzzy, keyword, and semantic capabilities widely described. | |
|
Faceted Filtering Filter results by entity type, geography, date, tech category, source, etc. |
Users can filter by many facets: industry, investor, region, deal type, etc. | |
|
Natural Language Query Ability to enter queries conversationally (in plain English). |
Natural language/conversational search available as a newer feature (AI-powered assistant). | |
|
Saved Searches Save and rerun frequent search queries. |
Saved search queries and custom alerts are a core platform capability. | |
|
Search Speed How quickly queries return results. |
No information available | |
|
Autocomplete Suggestions Dynamic suggestions as users type queries. |
Autocomplete for company/deal/entity names and keywords in search. | |
|
Relevance Ranking Results ranked by relevance to user objectives. |
Relevance ranking algorithms are used for search result ordering. | |
|
Bulk Export of Results Ability to export large result sets for offline analysis. |
Bulk export of query results for external analysis supported. | |
|
In-document Search Fast search within individual documents or papers. |
Full text/in-document search is available for market research and news. | |
|
Alerting on New Query Matches Notify users when new data matches saved queries. |
Users can set alerts for new matches to saved searches and investment/deal criteria. |
Reporting & Communication
(5 Yes /6 Known /10 Possible features)
|
Automated Report Generation AI-assisted drafting of research briefs, executive summaries, or investment memos. |
PitchBook automatically generates investment memos, reports, and summaries using AI-assisted features. | |
|
Customizable Templates Pre-built and customizable report formats and slides. |
Numerous customizable templates are available for reports and presentations. | |
|
Scheduled Reporting Automated scheduling and distribution of periodic reports. |
Scheduled reporting/distribution is available for automated periodic updates. | |
|
Interactive Reports Clickable, interactive reports with drill-down and links to live data. |
Interactive online reports with drill-down and clickable data are supported. | |
|
Email & Slack Integration Push reports and summaries to internal communications platforms. |
Integrates with email and common communication tools including Slack. | |
|
White-label Options Produce unbranded or firm-branded output for clients. |
Not as far as we are aware.* No public documentation on a formal white-label program for client brand output. | |
|
Data Sharing Controls Define which team members or groups have access to specific reports. |
No information available | |
|
Export File Types Supported formats for exporting reports (PDF, Excel, PowerPoint, etc.). |
No information available | |
|
Insight Tagging Tag and organize findings by theme, priority, or stakeholder. |
No information available | |
|
Usage Analytics for Reports Track report views, downloads, and reader engagement. |
No information available |
Security & Compliance
(7 Yes /7 Known /10 Possible features)
|
End-to-End Encryption Encrypt all data transmissions and at-rest storage. |
All enterprise data is encrypted in transit and at rest as part of standard SaaS compliance. | |
|
Single Sign-On (SSO) Allow enterprise authentication via major SSO providers. |
Single Sign-On available for enterprise deployments. | |
|
User Access Controls Granular permissions for users, roles, and groups. |
User access permissions/granularity are present for enterprise user management. | |
|
Audit Logging Comprehensive logs of all user and system actions. |
Audit logs and activity histories are present. | |
|
Data Residency Options Choice of physical/cloud data storage jurisdiction. |
No information available | |
|
GDPR/CCPA Compliance Adherence to leading privacy regulations. |
PitchBook is committed to GDPR; CCPA compliance is claimed for US clients. | |
|
Two-factor Authentication Require two factors/methods for login security. |
Two-factor authentication is offered for login security. | |
|
Data Anonymization Ability to anonymize or pseudonymize sensitive datasets. |
No information available | |
|
Vulnerability Monitoring Continuous system scanning for security threats. |
Ongoing security vulnerability monitoring is standard for SaaS. | |
|
Penetration Testing Frequency Frequency of formal external penetration testing. |
No information available |
Integration & Extensibility
(3 Yes /3 Known /10 Possible features)
|
REST API Availability Comprehensive REST APIs for ingest and export of data. |
REST API is widely used for data ingest/export by clients. | |
|
Webhooks Real-time push notifications of system events to external apps. |
No information available | |
|
Zapier/IFTTT Integration Ready-made connections for no-code/low-code automation tools. |
No information available | |
|
CRM Integration Connections to commonly used customer relationship management systems. |
No information available | |
|
Data Import Tools Batch upload/import utilities for datasets. |
PitchBook allows batch/bulk importing for certain data activities. | |
|
Custom Data Connectors Build custom integrations to internal or niche sources. |
No information available | |
|
Export to BI Tools Direct export to Tableau, Power BI, or similar analytics platforms. |
Data can be exported for use in BI tools like Excel, Power BI, etc. | |
|
Webhook Event Types Supported Number of distinct system events available via webhooks. |
No information available | |
|
API Rate Limits Maximum number of API calls allowed per second. |
No information available | |
|
SDK Availability Provision of software development kits (SDKs) for custom integration. |
No information available |
Scalability & Performance
(2 Yes /2 Known /10 Possible features)
|
Concurrent User Support Maximum number of simultaneous users supported. |
No information available | |
|
Storage Capacity Maximum supported data storage volume. |
No information available | |
|
Data Processing Throughput Amount of new data processed per unit time. |
No information available | |
|
System Uptime Guarantee Percentage guarantee of system availability. |
No information available | |
|
Latency for Analytics Queries Response time for returning analytic queries. |
No information available | |
|
Horizontal Scaling Support System ability to increase resources as data/user volume grows. |
Cloud-based; scalable horizontally based on SaaS architecture. | |
|
Batch Processing Capabilities Support for bulk or batch analysis tasks. |
Batch reporting and bulk downloads are supported for institutional clients. | |
|
Auto-scaling Infrastructure Automatic scaling of compute and storage. |
No information available | |
|
Response Time SLAs Service level agreement for response times. |
No information available | |
|
Disaster Recovery Time Time required for full recovery after critical failure. |
No information available |
Support, Training & Community
(7 Yes /7 Known /10 Possible features)
|
Onboarding & Training Programs Availability of structured onboarding and training for new users. |
Onboarding, guided training, and tutorials are provided to new clients. | |
|
Dedicated Account Support Assigned support representatives for enterprise users. |
Enterprise clients are assigned dedicated account representatives/support. | |
|
Knowledge Base Access Comprehensive documentation and tutorials. |
Comprehensive user documentation and online help support available. | |
|
Community Forum Active user community for sharing best practices. |
PitchBook operates a client portal and knowledge community/support forum. | |
|
User Feedback Mechanism Channels for submitting feedback, bugs, and suggestions. |
System provides feedback and support ticketing directly in the platform. | |
|
Service Response Time Average time to initial support response. |
No information available | |
|
Regional Support Coverage Number of regions/countries with direct support presence. |
No information available | |
|
Professional Services Availability Custom integration or consulting services offered. |
Custom data/integration and analyst services are available from PitchBook for clients. | |
|
Webinar & Events Regularly scheduled training webinars or in-person events. |
PitchBook regularly runs client webinars and events. | |
|
SLAs for Support Resolution Formal agreement on issue resolution timelines. |
No information available |
VC Firm Management Software for Operations and Finance
Integrated solutions for managing the venture capital firm's operations, including workflow management, team collaboration, and resource allocation.
More VC Firm Management Software
More Operations and Finance ...
Fund & Deal Management
(8 Yes /8 Known /10 Possible features)
|
Deal Pipeline Visualization Graphical depiction of deal flow from sourcing through closing and exit. |
PitchBook Platform provides visualizations of company, deal, and investor pipelines, supporting VC deal flow visualization. | |
|
Customizable Deal Stages Ability to configure and rename stages to match specific VC processes. |
PitchBook supports customizable deal stages; users can create and name custom fields to match VC processes. | |
|
Automated Document Collection Automatically gathers all documentation relevant to a deal at each stage. |
No information available | |
|
Portfolio Company Profiles Centralized and customizable company profiles tracking performance metrics and documents. |
Portfolio company profiles with documents and performance tracked are a core of PitchBook's value proposition. | |
|
Fund Performance Tracking Monitors IRR, DPI, TVPI, and other key fund performance metrics. |
PitchBook tracks IRR, TVPI, DPI, and other fund performance metrics for fund managers. | |
|
Valuation Management Tracks and updates portfolio company valuations according to market or internal assessments. |
The platform provides data on valuation rounds and allows users to update valuations. | |
|
Investment Cap Table Tracking Monitors detailed capitalization tables across deals and funds. |
PitchBook tracks full cap tables and displays ownership and dilution across deals/funds. | |
|
Multi-Fund Support Handles data and tracks performance metrics for multiple funds. |
The system allows users to organize and track multiple funds. | |
|
Co-Investment Tracking Allows for tracking and reporting on co-investment deals alongside main fund investments. |
No information available | |
|
Lead Tracking System for managing inbound and outbound deal leads. |
Lead and opportunity tracking is a primary function in PitchBook's CRM components. |
Workflow & Task Management
(0 Yes /1 Known /10 Possible features)
|
Automated Task Assignment Dynamically assigns tasks based on role, stage, or workload. |
No information available | |
|
Custom Workflow Automation Enables creation of bespoke workflows for unique operational needs. |
No information available | |
|
Calendar Integration Synchronizes with major calendar platforms for meetings and deadlines. |
No information available | |
|
Deadline Reminders Automated notifications for approaching tasks and milestones. |
No information available | |
|
Bulk Task Editing Edit or update multiple tasks simultaneously for efficiency. |
No information available | |
|
Gantt Chart Visualization Visual project tracking using Gantt charts. |
No information available | |
|
Dependency Tracking Tracks dependencies between tasks and flags bottlenecks. |
No information available | |
|
Recurring Task Scheduling Supports scheduled tasks for routine processes. |
No information available | |
|
Approval Workflows Multi-level approval processes for expenditures or investment decisions. |
No information available | |
|
Real-time Collaboration Tools Supports multi-user updating, commenting, and notifications in real-time. |
Not as far as we are aware.* PitchBook is not known for real-time collaboration (multi-user editing/comments within the platform). |
Team Collaboration & Communication
(3 Yes /3 Known /10 Possible features)
|
Built-In Messaging Enables direct messaging and group discussions within the platform. |
No information available | |
|
Integration with Email Clients Synchronizes discussions and tasks with email platforms (e.g., Outlook, Gmail). |
No information available | |
|
Video Conferencing Integration Facilitates online meetings with embedded Zoom or Teams integration. |
No information available | |
|
Shared Document Editing Allows real-time collaborative editing of files and presentations. |
No information available | |
|
Commenting and Mentions Supports context-based comments and user mentions in documents. |
No information available | |
|
Notifications and Alerts Real-time notifications for messages, changes, and deadlines. |
PitchBook provides notifications and alerts for market and company changes on saved lists. | |
|
Calendar Sharing Team-wide access to shared calendars and schedules. |
No information available | |
|
Knowledge Base/Wiki Central repository for institutional knowledge and best practices. |
No information available | |
|
Granular Permission Controls Customizable access permissions by document or deal. |
User/admins can control detailed access rights to data and profiles. | |
|
Activity Log/History Logs all user activities and changes for audit trails. |
Activity logs for user interactions/changes are present for audit trails. |
CRM & Relationship Management
(4 Yes /4 Known /10 Possible features)
|
Contact Management Centralized contact records with custom fields and relationship mapping. |
PitchBook provides comprehensive contact management, customizable contact fields and mapping firm relationships. | |
|
Interaction Tracking Logs meetings, calls, and emails for all key stakeholders. |
The tool logs meetings, calls, and emails when synced with user records. | |
|
Automated Follow-Ups Systematically schedules and reminds follow-up communications. |
No information available | |
|
Sender/Recipient Tagging Tags parties in correspondence for easier filtering and analysis. |
No information available | |
|
Bulk Email Capability Send group communications to LPs or other stakeholders. |
No information available | |
|
Deal Flow Analytics Analyzes sources of deals, conversion rates, and relationship insights. |
PitchBook offers analytics on deal sources, funnel conversion and portfolio relationships. | |
|
Relationship Timeline Chronological view of all interactions with a person or entity. |
No information available | |
|
Automated Data Enrichment Augments contact info with data from linked sources (e.g., LinkedIn). |
PitchBook enriches profiles from external sources like LinkedIn and news feeds. | |
|
Event Management Tracks VC-hosted events, meeting RSVPs, and attendee lists. |
No information available | |
|
Reporting for LP Updates Generates tailored communications and reports for Limited Partners. |
No information available |
Reporting & Analytics
(7 Yes /7 Known /10 Possible features)
|
Custom Report Builder Facilitates creation of custom dashboards and reports. |
Users can build custom dashboards and reports via PitchBook's reporting suite. | |
|
Pre-Built Report Templates Includes templates for common VC reports (LP updates, quarterly, annual). |
PitchBook provides standard templates for VC/LP updates, quarterly reports, etc. | |
|
Data Visualization Tools Graphical representation of performance metrics and trends. |
Data visualization of performance, market trends, and deal flow is a key product aspect. | |
|
Scheduled Report Distribution Automatically emails or shares reports with stakeholders at set intervals. |
No information available | |
|
Export Options Supports data export in various formats (Excel, PDF, CSV). |
Data and reports can be exported as Excel, PDF, and CSV. | |
|
Real-Time KPI Tracking Live dashboard for major fund and portfolio metrics. |
PitchBook provides real-time KPI dashboards and tracking. | |
|
Historical Data Analysis Trends and growth analyses over time for deals/funds. |
Historical fund/deal/market analysis is explicit in PitchBook use cases and portal. | |
|
Scenario Analysis Projects outcomes based on hypothetical deal or fund changes. |
No information available | |
|
Benchmarking Tools Compares performance against industry standards or custom metrics. |
PitchBook includes benchmarking against market and industry standards. | |
|
Drill-Down Analytics Enables users to explore underlying data for each KPI. |
No information available |
LP (Limited Partner) Management
(0 Yes /1 Known /10 Possible features)
|
LP Portal Secure online interface for LPs to view investment information and reports. |
Not as far as we are aware.* PitchBook is not an LP portal or investor communication platform; it's a data/research platform. | |
|
Commitment Tracking Tracks LP commitments, capital calls, and distributions. |
No information available | |
|
Automated Capital Call Notices Notifies LPs of capital calls, calculates pro-rata shares. |
No information available | |
|
Distribution Management Handles payments and notifications regarding distributions to LPs. |
No information available | |
|
Document Vault Repository for K-1s, investment statements, and other LP documents. |
No information available | |
|
Performance Reporting for LPs Custom views and reports tailored to LP requirements. |
No information available | |
|
E-signature Integration Allows LPs to execute documents electronically. |
No information available | |
|
Access Control for LPs Customizable access privileges for individual LPs or LP groups. |
No information available | |
|
Individualized Communication Logs Stores history of communications with each LP. |
No information available | |
|
Multi-currency Support Tracks commitments and transactions in diverse currencies. |
No information available |
Financial Operations & Accounting
(1 Yes /1 Known /10 Possible features)
|
General Ledger Integration Integrates with GL/accounting software for seamless financial tracking. |
No information available | |
|
Automated Reconciliation Matches transactions against bank/investment records automatically. |
No information available | |
|
Expense Tracking Tracks and categorizes all firm-related and fund-related expenses. |
No information available | |
|
Invoice Management Manages receivables, payables, and invoices for vendors and portfolio companies. |
No information available | |
|
Audit Trail Reporting Maintains immutable logs for all financial transactions/actions. |
PitchBook keeps immutable audit logs for user/reporting actions. | |
|
Bank Feed Integration Direct feeds from bank accounts for real-time transaction data. |
No information available | |
|
Custom Chart of Accounts Flexible configuration of GL accounts to match organizational requirements. |
No information available | |
|
Multi-entity Accounting Handles books for multiple entities/funds in one platform. |
No information available | |
|
Automated Payments Facilitates batch payment processing to vendors or LPs. |
No information available | |
|
Budgeting & Forecasting Tools Enables creation and monitoring of budgets at various levels. |
No information available |
Compliance & Security
(6 Yes /6 Known /10 Possible features)
|
Role-Based Access Control Granular user permissions based on job roles and groups. |
Administrators control user roles and privilege granularly in PitchBook. | |
|
Data Encryption at Rest/Transit Protects sensitive information using industry-standard encryption. |
All data is encrypted at rest and in transit as stated in PitchBook's security documentation. | |
|
Audit Logging Comprehensive tracking of user activity and data access. |
Detailed audit logs for user activity and field/data access are maintained. | |
|
Regulatory Reporting Tools Automates processes to meet SEC, AIFMD, and other regulatory requirements. |
No information available | |
|
GDPR/CCPA Compliance Features to manage and demonstrate data privacy compliance for global regulations. |
PitchBook is GDPR compliant and supports key global privacy regulations (see privacy policy). | |
|
Document Retention Policies Automated enforcement of document retention and deletion cycles. |
No information available | |
|
SSO & 2FA Support Enforces secure login using single sign-on and two-factor authentication. |
PitchBook supports SSO/2FA enterprise authentication per IT documentation. | |
|
Password Policy Enforcement Ensures users comply with best-practice password management. |
Enforced password rules and policy are standard in PitchBook security framework. | |
|
Incident Response Logging Tracks and documents security or compliance incidents. |
No information available | |
|
Automated Compliance Checks Detects and flags potential breaches of compliance in real time. |
No information available |
Integrations & API Connectivity
(6 Yes /6 Known /10 Possible features)
|
Pre-Built Integrations Ready-made connectors for industry-leading CRMs, ERPs, and accounting systems. |
PitchBook offers API and third-party connectors for Salesforce, Excel, and other systems. | |
|
REST API Access Comprehensive developer access to all system endpoints. |
REST API access for developers to query all PitchBook data is documented. | |
|
Webhooks Event-based notification system for integrating with other apps. |
No information available | |
|
Custom Integration Toolkit Resources and documentation for building custom connectors. |
No information available | |
|
Mobile App Integration Support for iOS/Android companion apps. |
The PitchBook mobile app for iOS/Android provides access and notifications. | |
|
Data Import/Export Tools Facilitates migration of data into or out of the platform. |
Import data via CSV/XLS and export tools are built-in for core data sets. | |
|
Scheduling of Data Syncs Configurable frequency for synchronous/asynchronous data updates. |
No information available | |
|
Single Sign-On (SSO) Integration Central user authentication via existing SSO providers. |
PitchBook supports SSO authentication via enterprise providers (Okta, OneLogin, Microsoft). | |
|
Third-Party Data Feeds Automatic import of market, financial, or news data from third-party providers. |
PitchBook imports external data feeds for market and news data. | |
|
Customizable API Rate Limits Set rate limits for API requests. |
No information available |
Data Storage, Import & Migration
(3 Yes /3 Known /10 Possible features)
|
Cloud-Based Storage All data securely stored in a managed, scalable cloud environment. |
Cloud-based SaaS; data is stored in secure, scalable cloud environments (per architecture documentation). | |
|
Bulk Import Tools Efficiently upload historical data and documents in bulk. |
PitchBook enables bulk upload/import for historical data (via support team or import options). | |
|
Data Deduplication Prevents creation of duplicate records upon import or entry. |
No information available | |
|
Migration Support Services Technical support for onboarding from legacy systems. |
No information available | |
|
Automated Backups Regular, scheduled backups of all stored information. |
Automated backups and business continuity data retention are part of PitchBook's hosting policy. | |
|
Storage Capacity Total data storage available per account. |
No information available | |
|
Version Control Keeps historical versions of documents and data entries. |
No information available | |
|
Secure Data Erasure Certifies deletion of sensitive data as per regulatory standards. |
No information available | |
|
Data Import Validation Checks for integrity, completeness, and format of imported data. |
No information available | |
|
Role-Based Data Access for Storage Limits data access based on user function/role. |
No information available |
Usability & Customization
(7 Yes /7 Known /10 Possible features)
|
Customizable Dashboards Users can tailor dashboards to preferred layouts and metrics. |
Custom dashboards are a core feature for multiple user roles in PitchBook. | |
|
Theme/Brand Customization Adapt look and feel to firm branding guidelines. |
Firms can style their PitchBook environment with logos and color themes. | |
|
Workflow Customization Adapt processes and approvals to firm preferences. |
No information available | |
|
User Training Resources Access to documentation, videos, and onboarding materials. |
Online knowledge center, documentation, webinars and onboarding resources provided. | |
|
Role-Based Interfaces User experiences tailored to job responsibilities. |
Role-based data and interface settings are supported for analysts, PMs, execs. | |
|
Multi-Language Support Packages localized for global teams. |
PitchBook is offered internationally and supports multiple languages in the interface. | |
|
Performance SLAs Guaranteed minimum performance metrics (e.g., response times). |
No information available | |
|
Mobile-Friendly Interface Optimized user experience on smartphones and tablets. |
PitchBook web app, mobile app, and dashboards are optimized for mobile experiences. | |
|
Accessibility Features Compliance with WCAG ADA accessibility standards. |
No information available | |
|
In-App Support On-demand help and live chat for users from within the platform. |
In-app chat, support ticketing and help resources provided natively in PitchBook. |
Competitive Intelligence Platforms for Product Development & Management
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
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Data Coverage & Sources
(5 Yes /7 Known /12 Possible features)
|
Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
No information available | |
|
Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
The platform aggregates and harmonizes data from multiple sources including public records, regulatory filings, and direct research. | |
|
Market Breadth Number of geographies or markets monitored by the platform. |
No information available | |
|
Historical Data Depth Length of historical data available for analysis. |
No information available | |
|
Frequency of Updates How often new data is ingested and made available for analysis. |
No information available | |
|
Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
Not as far as we are aware.* PitchBook does not focus on real-time data, but rather on regularly updated research and deal information. | |
|
Coverage of Private Products Inclusion of non-public or private fund data where available. |
Core coverage is private funds and companies, supporting the inclusion of non-public/private fund data. | |
|
ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
Not as far as we are aware.* ESG data is not core to PitchBook's standard platform, though some partner data may be available. | |
|
Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
No information available | |
|
News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
Platform includes news and press aggregation relevant to private markets. | |
|
Definable Peer Groups Customization of peer groups for focused comparison. |
Peer benchmarking and custom peer group functionality are supported. | |
|
Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
Regulatory filings (SEC, etc.) for private funds and companies are included. |
Analytics & Benchmarking
(9 Yes /10 Known /12 Possible features)
|
Custom Benchmarking Create user-defined benchmarks for product comparison. |
User-defined benchmarks are supported within platform analytics. | |
|
Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
PitchBook provides attribution analysis for fund performance where available. | |
|
Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
Peer ranking available across various metrics in the platform. | |
|
Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
No information available | |
|
Granular Timeframes Supports analysis over customizable and rolling time periods. |
Customizable timeframes and rolling period analysis are supported. | |
|
Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
Provides style, sector, and strategy breakdowns for analysis. | |
|
Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
Not as far as we are aware.* Scenario/stress testing is not a core function of PitchBook Platform. | |
|
Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
Granular fee and expense data are included and compared. | |
|
Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Tracks launches and closures of funds in private markets. | |
|
Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
Extensive drill-down into fund and portfolio company attributes is a key feature. | |
|
Flow Decomposition Breakdown of net flows by channel, client segment or region. |
No information available | |
|
Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
Portfolio overlap and co-investment analysis are supported. |
Market Intelligence & Alerts
(0 Yes /1 Known /10 Possible features)
|
Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
Not as far as we are aware.* Real-time alerts are not part of standard PitchBook Platform; notifications may not be immediate. | |
|
Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
. | No information available |
|
Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
. | No information available |
|
Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
. | No information available |
|
Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
. | No information available |
|
Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
. | No information available |
|
Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
. | No information available |
|
Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
. | No information available |
|
User-specific Alert Preferences Different users or teams can have their own alert definitions. |
. | No information available |
|
Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
. | No information available |
Marketing Activity & Digital Intelligence
(0 Yes /0 Known /10 Possible features)
|
Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
. | No information available |
|
Social Media Scraping Monitors competitor activity and engagement on social media. |
. | No information available |
|
Campaign Spend Estimation Estimates digital advertising spend by competitors. |
. | No information available |
|
Content Analysis Analyzes the type, frequency, and engagement of published content. |
. | No information available |
|
Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
. | No information available |
|
Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
. | No information available |
|
Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
. | No information available |
|
Marketing Message Tracking Logs changes in competitor messaging and positioning. |
. | No information available |
|
Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
. | No information available |
|
Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
. | No information available |
User Experience & Interface
(0 Yes /0 Known /10 Possible features)
|
Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
. | No information available |
|
Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
. | No information available |
|
Mobile Compatibility Usable on mobile devices and tablets. |
. | No information available |
|
Language Localization Supports multiple interface languages. |
. | No information available |
|
Data Visualization Options Number of different chart or visualization types supported. |
. | No information available |
|
Personalized Views Users can save and share their own workspace setups. |
. | No information available |
|
Accessibility Features Support for users with different accessibility needs. |
. | No information available |
|
Contextual Drill-down Can move from summary to underlying data in one click. |
. | No information available |
|
Speed of Interface Average time to load primary dashboard views. |
. | No information available |
|
User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
. | No information available |
Collaboration & Sharing
(0 Yes /0 Known /10 Possible features)
|
In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
. | No information available |
|
Sharing of Reports Allows download or sharing of interactive or static reports. |
. | No information available |
|
Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
. | No information available |
|
API for Data Sharing Ability to send data out of the platform via an API. |
. | No information available |
|
Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
. | No information available |
|
Version History on Reports Maintains change logs on collaborative documents. |
. | No information available |
|
Permission-Based Sharing Set access level for internal/external recipients. |
. | No information available |
|
Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
. | No information available |
|
Track Recipient Engagement See who opened or engaged with shared insights. |
. | No information available |
|
Collaborative Workspace Supports project management and group collaboration within the platform. |
. | No information available |
Technical Architecture & Integration
(2 Yes /2 Known /11 Possible features)
|
API Connectivity Provides RESTful or other APIs for programmatic access. |
PitchBook offers an API for programmatic access to underlying data. | |
|
Data Ingestion Capacity Volume of external data the platform can ingest per day. |
No information available | |
|
Cloud Deployment Available as SaaS or cloud-native deployment. |
Platform is deployed via SaaS/cloud. | |
|
On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
No information available | |
|
Single Sign-On (SSO) Integrates with enterprise authentication services. |
. | No information available |
|
Batch Processing Support Allows scheduled overnight or periodic jobs. |
. | No information available |
|
Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
. | No information available |
|
Data Encryption Ensures all data in transit and at rest is encrypted. |
. | No information available |
|
Latency for API Data Retrieval Average time to return data from API calls. |
. | No information available |
|
Sandbox/Test Environment Supports testing and experimentation on non-production data. |
. | No information available |
|
Scalability How well the platform scales with increasing users and data. |
. | No information available |
Security & Compliance
(4 Yes /4 Known /10 Possible features)
|
User Authentication Controls Multi-factor authentication and granular access policies. |
PitchBook applies standard authentication and user controls for security. | |
|
Audit Logging Tracks every action or change for forensics and compliance. |
Audit logging for user actions is available for compliance. | |
|
GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
PitchBook is compliant with privacy legislation (GDPR, etc.). | |
|
Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
. | No information available |
|
User Role Management Flexible assignment of user rights and access by role. |
. | No information available |
|
Data Residency Options Ability to select or guarantee geographic location of data storage. |
. | No information available |
|
Secure API Access APIs require secure keys and/or OAuth for all operations. |
. | No information available |
|
Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
. | No information available |
|
Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
PitchBook maintains SOC2 certification for third-party security. | |
|
Data Retention Policies Customizable duration for retention and deletion of client data. |
. | No information available |
Customization & Extensibility
(0 Yes /0 Known /10 Possible features)
|
White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
No information available | |
|
Custom Field Definitions Ability to define and use custom data fields/attributes. |
. | No information available |
|
User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
. | No information available |
|
Configurable Workflows Support for client-specific workflow automation. |
. | No information available |
|
Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
. | No information available |
|
Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
. | No information available |
|
Plug-in API API for developing custom plug-ins or modules. |
. | No information available |
|
Flexible Data Models Ability to extend or schema-customize the underlying data model. |
. | No information available |
|
Brandable Client Portal Create personalized portals for clients or internal teams. |
. | No information available |
|
Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
. | No information available |
Support & Training
(3 Yes /3 Known /10 Possible features)
|
Live Customer Support Access to chat, phone, or email support in real-time. |
Live customer support is available via chat and email. | |
|
Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
. | No information available |
|
Implementation Services Guided onboarding and setup assistance. |
PitchBook offers implementation and onboarding services. | |
|
Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
. | No information available |
|
Training Workshops Classroom, virtual, or recorded training sessions. |
Offers instructor-led and recorded training workshops. | |
|
In-Platform Tutorials Interactive walk-throughs and training built into the app. |
. | No information available |
|
Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
. | No information available |
|
Community Forum Users can interact and share solutions and workflows. |
. | No information available |
|
User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
. | No information available |
|
Multi-language Support Support team can provide help in multiple languages. |
No information available |
Pricing & Commercial Model
(3 Yes /3 Known /10 Possible features)
|
Transparent Pricing Pricing is clearly described, with no hidden fees. |
PitchBook provides clear pricing—pricing details and lack of hidden fees are stated on request. | |
|
Pricing Tiers Offers multiple pricing tiers for different user types or features. |
Multiple pricing tiers exist based on user type and data needs. | |
|
Pay-as-you-go Option Usage-based billing models are available. |
. | No information available |
|
Free Trial Availability Prospective users can try the full product before purchasing. |
Free trial is available for prospective clients. | |
|
Contract Flexibility Supports both short-term and annual contracts. |
. | No information available |
|
Volume Discounts Lower unit prices when buying for more users or enterprise. |
. | No information available |
|
No Lock-in Period Easy exit or downgrade without excessive penalty. |
. | No information available |
|
Price Transparency by Feature Costs for add-ons and premium features are explicit. |
. | No information available |
|
Custom Quoting Can generate bespoke pricing for unusual needs. |
. | No information available |
|
Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
. | No information available |
Valuation Modeling Platforms for Investment Committee
Specialized tools for determining appropriate valuations using multiple methodologies relevant to venture-stage companies with limited operating history.
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Valuation Methodologies Support
(8 Yes /8 Known /13 Possible features)
|
DCF (Discounted Cash Flow) Model Support for discounted cash flow valuation modeling, even with limited historic data. |
DCF (Discounted Cash Flow) analysis is a core supported methodology cited in PitchBook's documentation and webinars. | |
|
Comparable Company Analysis Ability to benchmark against similar venture-backed firms. |
PitchBook provides comprehensive comparable company analysis tools enabling benchmarking against similar venture-backed firms. | |
|
Precedent Transactions Analysis Ability to analyze historical transactions involving comparable startups. |
PitchBook details and analyzes precedent transactions among comparable startups; this is one of their key product differentiators. | |
|
Venture Capital Method Supports the VCM commonly used in VC investment committees. |
PitchBook supports the Venture Capital Method for startup and VC fund valuation, as per their product documentation and case studies. | |
|
Scorecard Valuation Incorporates qualitative and quantitative scoring to back up valuations. |
No information available | |
|
Risk Factor Summation Method Enables adjustment for deal-specific risk factors. |
No information available | |
|
First Chicago Method Ability to apply scenario-based modeling suitable for early-stage startups. |
No information available | |
|
Custom Model Builder Allows users to create or adapt bespoke valuation models. |
No information available | |
|
Simultaneous Multiple Valuations Ability to compute and compare several methods side-by-side. |
PitchBook enables comparison of multiple valuation approaches side-by-side for individual companies. | |
|
Scenario Analysis for Valuations Support for bullish, base, and bearish case modeling within valuation outputs. |
No information available | |
|
Valuation Assumptions Tracker Tracks and records key assumptions and their rationale for audit and transparency. |
PitchBook lets users save and track the assumptions underlying each valuation, supporting audit and transparency. | |
|
Integrated Market Data Feeds Direct linking to relevant market databases for real-time input data. |
PitchBook integrates with major market data feeds and updates its database frequently with direct market inputs. | |
|
Output Export Formats Supports export of valuation analyses to PDF, XLSX, PPT, and other formats. |
Export to PDF, Excel, and other common office formats is a built-in feature. |
Usability & Collaboration
(4 Yes /4 Known /10 Possible features)
|
User Role Management Granular permissions for different user types (analysts, partners, observers). |
No information available | |
|
Multi-user Simultaneous Editing Allows more than one user to update analyses at the same time. |
No information available | |
|
In-app Comments & Notes Facilitates communication regarding key modeling assumptions and outcomes. |
The platform includes capabilities for users to annotate, comment, and collaborate. | |
|
Version Control Tracks changes to models and inputs for transparency and rollback. |
No information available | |
|
Document Upload & Storage Enables sharing of supporting documents within the platform. |
Users can attach and store supporting documents related to deals and analyses. | |
|
Audit Trail Tracks who did what and when inside the platform. |
Audit trails/logs (user activity) are reported as available in PitchBook's admin documentation. | |
|
Presentation Mode Switch to a streamlined view for displaying models in meetings. |
No information available | |
|
Task Assignment & Tracking Assign follow-ups and actions to team members within the workflow. |
No information available | |
|
Dashboard Customization Users can modify data displays according to their preferences. |
PitchBook dashboards are customizable by the user for data layouts and widgets. | |
|
Notification System Automated alerts for major edits, comments, or required actions. |
No information available |
Data Security & Compliance
(5 Yes /5 Known /10 Possible features)
|
End-to-end Encryption Data is encrypted at rest and in transit. |
Security whitepapers mention use of encryption at rest and in transit. | |
|
Multi-factor Authentication Enhances access control through additional login security. |
PitchBook offers and promotes multi-factor authentication for enterprise accounts. | |
|
Single Sign-On (SSO) Supports SSO across multiple internal systems. |
No information available | |
|
SOC 2 Compliance Adheres to leading standards for controls around security, availability, processing integrity, confidentiality, and privacy. |
SOC 2 compliance is cited on PitchBook's security page. | |
|
Permissioned Data Access Controls and audits on who can access specific sensitive data. |
Platform supports user-level data access control and auditing. | |
|
Data Residency Options Support for storage in specific geographic locations for regulatory compliance. |
No information available | |
|
GDPR Compliance Platform conforms to GDPR and similar data privacy laws. |
GDPR compliance notice and processes are mentioned in the product privacy documentation. | |
|
Regular Security Audits Routine reviews and penetration tests for data security. |
No information available | |
|
Data Backup Frequency How often automated backups are taken to safeguard data. |
No information available | |
|
Data Retention Periods Configurable retention windows for sensitive documents and records. |
No information available |
Integration Capabilities
(7 Yes /7 Known /10 Possible features)
|
API Availability Open APIs for programmatic access to platform data and functions. |
PitchBook provides APIs for data access/programmatic queries. | |
|
CRM System Integration Direct connections with leading CRM tools (e.g., Salesforce, HubSpot). |
CRM integration, especially with Salesforce, is specifically promoted on their integration page. | |
|
Portfolio Management Tool Integration Supports handoff of approved deals to downstream tracking systems. |
PitchBook lists integrations with portfolio/fund tracking tools; direct handoff is a mentioned use case. | |
|
Excel Add-In/Plugin Ability to push/pull data to Excel sheets for custom workflows. |
Excel Add-in and plugin access is extensively presented in marketing and customer support materials. | |
|
Calendar Integration Links to calendar apps for scheduling committee meetings, reviews, and deadlines. |
Offers calendar integration for scheduling and deadline tracking in some enterprise plans. | |
|
BI Tool Integration Can integrate with business intelligence platforms (e.g., Tableau, Power BI). |
No information available | |
|
SSO with Internal User Directories Supports Active Directory/Okta/Google Workspace SSO. |
No information available | |
|
Document Management System Integration Links to systems like Dropbox, Box, Google Drive, or SharePoint. |
Document management integration (Dropbox, Box, Google Drive) is described for enterprise deployments. | |
|
Email Integration Can sync analyses and comments with email workflows. |
Email/export sync capabilities are part of the workflow and collaboration features. | |
|
Integration Marketplace Support for plug-and-play addition of new integrations to third-party systems. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
|
Custom Report Builder Users can build and save personalized reports. |
Report customization is cited as a differentiator, and demo videos show robust custom report builder features. | |
|
Valuation Summary Dashboards At-a-glance dashboards of relevant valuation metrics and outcomes. |
Platform offers valuation summary dashboards and visualizations. | |
|
Peer Comparison Analytics Analyze valuations versus peers or benchmarks. |
Enables peer comparison analytics through its benchmarking suite. | |
|
Time Series Tracking Track how key valuation inputs and outputs change over time. |
Tracks and displays time-series data (valuation trends) for companies and funds. | |
|
Heatmaps & Visualizations Visual representations of data for fast comprehension. |
Heatmaps and data visualization options are shown in platform usage guides. | |
|
Export to PDF/Excel/PowerPoint One-step export of reports into common formats. |
Export to PDF/Excel/PowerPoint is an advertised feature. | |
|
Auto-generated Meeting Packs Automatically assembles investment committee materials from model outputs. |
No information available | |
|
Custom KPI Tracking Enables selection and monitoring of custom KPIs related to valuation. |
Allows creation and monitoring of custom KPIs per user/dataset. | |
|
Cross-Portfolio Analytics Analyze trends and benchmarks across all deals under review. |
Enables cross-portfolio analytics and benchmarking via their analysis modules. | |
|
Scheduled Report Distribution Automates report sending to specific stakeholders on a defined schedule. |
No information available |
Data Input & Management
(6 Yes /6 Known /10 Possible features)
|
Bulk Data Upload Import large data sets quickly (e.g. from Excel, CSV). |
Bulk data upload from spreadsheets and CSV formats is supported. | |
|
Real-time Data Validation Checks for inconsistencies or missing values as data are entered. |
The platform performs real-time validation on input data for completeness and consistency. | |
|
Template Library Reusable templates for common model types and investment scenarios. |
Includes a template library for common model types and analysis frameworks. | |
|
Dynamic Input Forms Easily adapts input fields for the data needed. |
No information available | |
|
Data History & Audit Tracks all changes to data records for transparency. |
Data history and audit are available, tracking all changes to data records. | |
|
Auto-save Functionality Prevents loss of input data from crashes or timeouts. |
Auto-save functionality is present in their online platform. | |
|
Data Import Speed Speed at which external data can be fully processed. |
No information available | |
|
Input Data Types Supported Handles all common types: numeric, dates, text, lists, documents. |
PitchBook supports a range of input data types, including files, structured data, text, lists, and more. | |
|
Data Annotation Tools Allows attaching commentary or rationale to specific data entries. |
No information available | |
|
Error Logging & Resolution Tracking Logs data issues and tracks resolution status for each. |
No information available |
Performance & Scalability
(2 Yes /2 Known /10 Possible features)
|
Concurrent User Capacity Number of users the system can support simultaneously without performance lag. |
No information available | |
|
Model Calculation Speed Time required to process typical valuation models. |
No information available | |
|
Scalable Storage Capacity Total available storage that can be scaled with needs. |
No information available | |
|
99.9% Uptime Guarantee Commitment to uptime reliability for uninterrupted access. |
PitchBook advertises 99.9% uptime for its primary hosted platform. | |
|
Load Balancing Automatically adjusts resources to prevent slowdowns at peak demand. |
No information available | |
|
Geographically Distributed Hosting Use of multiple data centers to enhance access speed globally. |
No information available | |
|
Auto-scaling Infrastructure System auto-scales compute resources with demand. |
No information available | |
|
Mobile Device Compatibility Optimized for use on tablets and smartphones. |
Offers mobile apps and a mobile-responsive web interface. | |
|
Custom Performance Reporting Tracks and reports key system performance metrics. |
No information available | |
|
API Rate Limits Defines how many API requests can be processed within a specific period. |
No information available |
User Experience & Accessibility
(5 Yes /5 Known /10 Possible features)
|
Intuitive User Interface Layouts and features that can be used efficiently by both analysts and partners. |
PitchBook regularly receives praise for its intuitive and modern interface in user reviews and tech press. | |
|
Customizable Workspaces Users can rearrange dashboard panels and data modules. |
Workspaces are customizable by users, including dashboard layouts and modules. | |
|
Accessibility (ADA/WCAG) Compliance Supports users with visual, motor, or other impairments. |
No information available | |
|
Multi-language Support User interface available in multiple languages. |
No information available | |
|
Guided Walkthroughs & Tutorials Built-in help tools to onboard new users quickly. |
New user onboarding includes built-in walkthroughs and guided tutorials. | |
|
Advanced Search Functionality Fast, granular search/filter across all platform content. |
No information available | |
|
Helpdesk and Support Chat Instant access to customer support from within the platform. |
In-app support chat/helpdesk access is available for most enterprise users. | |
|
User Feedback Mechanism Easy ways to submit feature requests or report usability issues. |
No information available | |
|
Shortcuts & Keyboard Navigation Productivity enhancements for power users. |
No information available | |
|
Documentation Portal Comprehensive product knowledge base accessible 24/7. |
Offers user-accessible product documentation available online 24/7. |
Customization & Flexibility
(2 Yes /2 Known /10 Possible features)
|
Custom Field Creation Create and add new fields specific to firm preferences. |
No information available | |
|
Workflow Automation Automate approval, follow-up, or data-collection tasks. |
No information available | |
|
Custom Branding Add firm’s logo, color palette, and terminology. |
Custom branding is available for enterprise-level plans. | |
|
Custom Approval Workflows Configure approval hierarchies and routing based on deal stage. |
No information available | |
|
Custom Model Templates Develop and deploy in-house model templates. |
No information available | |
|
Custom Alerts/Notifications Set up triggers based on defined data or process events. |
No information available | |
|
Scripting or Macro Support Enable user-generated automation or calculation scripts. |
No information available | |
|
Field-level Permissions Control viewing and editing rights for specific data fields. |
No information available | |
|
Plug-in/Extension Marketplace Easily add extra features from a curated library. |
No information available | |
|
Configurable Deal Stages Adapt the investment process to the firm’s unique pipeline. |
Deal stage workflows and customization are supported for institutional buyers. |
Support & Training
(5 Yes /5 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock support to accommodate global teams and urgent issues. |
No information available | |
|
Dedicated Account Manager Assigned specialist for onboarding and ongoing relationship. |
Enterprise accounts are assigned a dedicated account manager. | |
|
On-demand Training Sessions Ability to schedule and review training sessions on product features and use cases. |
No information available | |
|
Product Updates & Release Notes Timely communication about product changes and improvements. |
Product updates and feature releases are documented and disseminated to users regularly. | |
|
Self-service Knowledge Base Comprehensive resource library including how-tos and troubleshooting. |
Knowledge base with how-tos and troubleshooting is provided to all users. | |
|
Community Forum Peer-to-peer Q&A and sharing of best practices. |
A community user forum is available for knowledge sharing and support. | |
|
In-app Guided Assistance Step-by-step instructions available directly within the platform. |
No information available | |
|
Feedback Loop for Feature Requests Mechanism for users to propose and vote on new features. |
No information available | |
|
Regular Webinars Scheduled sessions on advanced and new product features. |
No information available | |
|
Multi-channel Support (chat, email, phone) Multiple avenues for support as per user preference. |
Support is available via multiple channels (chat, email, and phone). |
Cost & Commercial Terms
(3 Yes /3 Known /10 Possible features)
|
Transparent Pricing Clear, up-front pricing with no hidden fees. |
Transparent pricing is available on the PitchBook website. | |
|
Free Trial Availability Allows prospective customers to test capabilities before committing. |
No information available | |
|
Per-user Pricing Options Flexibility to pay per user as team size changes. |
No information available | |
|
Volume Discounting Tiered pricing based on user count or data storage. |
No information available | |
|
Annual & Monthly Billing Choices Support for both short- and long-term commitment terms. |
No information available | |
|
Upfront vs. Usage-based Billing Option to pay in advance or according to actual system usage. |
No information available | |
|
Contract Termination Flexibility Ability to cancel or modify subscription with minimal penalty. |
No information available | |
|
Service Level Agreements (SLA) Provider offers SLA guarantees for uptime and support responsiveness. |
PitchBook offers service level agreements for uptime and support responsiveness. | |
|
Onboarding/Setup Fees Clarity about any one-time costs for deployment. |
No information available | |
|
Custom Enterprise Pricing Tailored options for larger VC firms with unique needs. |
Custom enterprise pricing options are available for large organizations. |
Investor Relations Systems for Portfolio Management
Communication and reporting tools for keeping limited partners informed about portfolio performance, investment activities, and fund metrics.
More Investor Relations Systems
More Portfolio Management ...
Data Integration & Aggregation
(6 Yes /6 Known /10 Possible features)
|
Multi-system Integration Integrates with external data sources and portfolio management tools. |
PitchBook integrates with external data sources such as financial, market, and deal information, supporting multi-system and portfolio management tool integration. | |
|
API Availability Supports secure APIs for data import/export and system interconnectivity. |
PitchBook offers a robust API for data import/export and third-party system interconnectivity (notable via vendor documentation and third-party integrations). | |
|
Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
Supports mapping and normalization of private market and portfolio data from various sources for consistent analytics and reporting. | |
|
Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
No information available | |
|
Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Allows bulk uploads through Excel, CSV, and other files for historical and periodic data import. | |
|
Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
No information available | |
|
Data Enrichment Enhances imported records with market data or lookup values. |
Adds enrichment data such as market comparables, fundraising events, benchmarking data, and firmographic information to imported entities. | |
|
Scalability Supports increasing volumes of data as the portfolio grows. |
No information available | |
|
Latency of Updates Time lag between data update in source and reflection in system. |
No information available | |
|
Historical Data Storage Maintains and organizes historical investment and performance data. |
Enables access to and organization of historical investment, deal, and performance records, beneficial for due diligence. |
Report Generation & Customization
(6 Yes /6 Known /11 Possible features)
|
Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
PitchBook allows creation and re-use of custom and branded report templates for investment and fund reporting. | |
|
Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
No information available | |
|
Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
No information available | |
|
Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Exports reports in PDF, Excel, Word, and CSV formats, supporting multi-format export. | |
|
Version Control Tracks changes and maintains versions of reports over time. |
No information available | |
|
Batch Reporting Generates multiple reports at one time for different investors or funds. |
Enables users to generate report batches for different LP or investment segments. | |
|
Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
PitchBook includes charts, graphs, and dashboard visualizations in investor and deal reports. | |
|
Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
No information available | |
|
KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
KPIs and custom benchmark selection included for comparative analytics. | |
|
Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
Allows personalization of reports by user or recipient for specific LPs or stakeholders. | |
|
Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
No information available |
Communication & Investor Portal
(4 Yes /4 Known /10 Possible features)
|
Branded Investor Portal Provides a customizable, web-based portal for investor access. |
Provides an investor-facing branded portal via account login for secure access to data and reports. | |
|
Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Enables secure archival and distribution of sensitive reports and data to investors, with permissioned access. | |
|
Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
No information available | |
|
Mobile Access Permits investors and team members to access the platform via mobile devices. |
Offers a responsive web app and mobile app for both investors and fund managers. | |
|
Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
Supports notifications and alerts for report releases, data updates, and other key activity. | |
|
Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
No information available | |
|
Activity Tracking Monitors which documents or reports are accessed by each investor. |
No information available | |
|
Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
No information available | |
|
Multilingual Support Provides support for multiple languages for international investors. |
No information available | |
|
FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
No information available |
Performance Tracking & Analytics
(9 Yes /9 Known /10 Possible features)
|
Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Calculates and maintains up-to-date valuations at fund, portfolio company, and deal level based on deal and market data. | |
|
IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
Supports IRR calculation for funds and deals, referenced in product features. | |
|
MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
MOIC and TVPI calculation tools for private funds and deals are mentioned in documentation. | |
|
Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
Benchmarks fund and deal performance against industry and peer groups. | |
|
Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
Provides attribution analytics to allow users to analyze performance by segment, company, or sector. | |
|
Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
Allows creation and monitoring of custom financial metrics. | |
|
Exportable Analytics Enables export of analysis, charts, and tables for further review. |
Analytics, charts, and tables are exportable for use in other systems or presentations. | |
|
Data Drill-down Supports clicking into summary data to view details. |
Enables drill-down from top-level fund metrics to underlying asset details. | |
|
Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
Scenario modeling features are offered to model future fundraising, exits, and performance outcomes. | |
|
Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
No information available |
Compliance & Security
(7 Yes /7 Known /10 Possible features)
|
Role-based Access Control Restricts access to data based on role and need-to-know. |
Access can be restricted by user roles and defined permission sets. | |
|
Audit Logs Maintains a comprehensive record of user actions and data changes. |
Platform logs user actions and changes for audit purposes. | |
|
Data Encryption Encrypts data at rest and during transmission. |
Data is encrypted at rest and in transit as per industry-standard practices, found in vendor trust and security documentation. | |
|
Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
PitchBook is GDPR compliant and SOC 2 certified; multiple regulatory certifications are listed publicly. | |
|
Data Retention Policies Supports configuration of customizable data retention periods. |
No information available | |
|
User Activity Monitoring Tracks risky or unauthorized activities for security review. |
Tracks user activity and provides administrator auditing tools for security review. | |
|
Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
Files and all communications use HTTPS and secure file transfer protocols. | |
|
Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
No information available | |
|
Privacy Policy Management Supports transparent communication of privacy terms to investors. |
PitchBook provides an explicit privacy policy and supporting documentation for investors and clients. | |
|
Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
No information available |
Capital Calls & Distributions Management
(0 Yes /0 Known /10 Possible features)
|
Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
. | No information available |
|
Distribution Notices Automates distribution notice creation and delivery. |
. | No information available |
|
Status Tracking Tracks which LPs have responded or paid capital calls. |
. | No information available |
|
Document Templates Offers templates for capital call and distribution documents. |
. | No information available |
|
E-signature Integration Supports obtaining e-signatures for acknowledgments. |
. | No information available |
|
Automated Reminders Sends reminders to LPs with pending actions. |
. | No information available |
|
Payment Integration Links to banking or payment systems for tracking fulfillment. |
. | No information available |
|
Manual Override Options Allows staff to manually update status or correct errors. |
. | No information available |
|
Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
. | No information available |
|
Downloadable Receipts Allows LPs to download receipts for payments made. |
. | No information available |
User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)
|
Intuitive User Interface Features a modern, easy-to-navigate web interface. |
Features a modern, user-friendly and intuitive web interface geared to investment professionals. | |
|
Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
No information available | |
|
White-labeling Options Customizes branding to match fund identity. |
No information available | |
|
Configurable Dashboards Allows users to personalize views and widgets. |
Allows dashboard view personalization and selection of analytics widgets. | |
|
Quick Search & Filters Helps users quickly locate specific data or documents. |
Quick search and filtering capabilities built into the platform for data and document navigation. | |
|
Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
Supports bulk tagging, exporting, or messaging across portfolios or data records. | |
|
Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
Responsive design adapts to desktop and mobile devices. | |
|
Onboarding Assistance Provides guides and tutorials for new users. |
Onboarding guides and tutorials available for new users. | |
|
Localization Support Supports international settings for currency, dates, and language. |
No information available | |
|
Helpdesk & Live Chat Offers users immediate support from vendor staff. |
Direct access to pitchbook live chat and customer helpdesk is available. |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
|
Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
No information available | |
|
Approval Workflows Routes reports and communications for managerial approval. |
No information available | |
|
Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
No information available | |
|
Activity Feeds Shows real-time updates on collaborative activity. |
No information available | |
|
Role-based Permissions Fine-grained control over actions that different team members can perform. |
No information available | |
|
Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
No information available | |
|
Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
No information available | |
|
Template Sharing Lets teams share best-practice report or message templates internally. |
No information available | |
|
Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
No information available | |
|
Progress Dashboards Visualizes status of collaborative tasks and projects. |
No information available |
Audit & Transparency
(2 Yes /2 Known /10 Possible features)
|
Comprehensive Audit Trail Captures all alterations and data accesses by users. |
Tracks changes to key data for audit transparency and compliance. | |
|
Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
No information available | |
|
Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
Provides tracking of document downloads and user interactions, supporting read/delivery receipts. | |
|
Data Change Reason Capture Prompts users to supply a reason when altering key records. |
No information available | |
|
Field-level Change History Tracks edits at the individual data field level. |
No information available | |
|
Regulatory Archive Export Supports export of all records for regulatory review or audit. |
No information available | |
|
Transparency Dashboard Central view to show all investor interactions and document accesses. |
No information available | |
|
Incident Reporting Facilitates logging and investigation of data access incidents. |
No information available | |
|
User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
No information available | |
|
Automated Audit Report Generation Compiles periodic audit reports for compliance or board review. |
No information available |
Customization & Extensibility
(4 Yes /4 Known /10 Possible features)
|
Custom Field Support Allows adding custom fields to data records as needed. |
Supports the addition of custom fields in portfolio, deal, and firm records. | |
|
API Extensibility Provides public APIs or SDKs to extend system functionality. |
PitchBook provides public APIs for integration and extensibility. | |
|
Customizable Workflows Lets administrators define their own workflows and approval steps. |
Supports definition of basic workflows and approval steps for report and data processes. | |
|
Theming & Branding Options Supports custom color schemes, fonts, and logos. |
No information available | |
|
Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
No information available | |
|
Rule-based Automation Automates repetitive tasks based on configurable rules. |
No information available | |
|
Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
Supports integration with major CRM systems and can connect to ERP platforms through API. | |
|
Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
No information available | |
|
Template Customization Tools Lets users design and modify document/report templates visually. |
No information available | |
|
Change Management Tools Facilitates controlled rollout and testing of customizations. |
No information available |
Support & Service
(7 Yes /7 Known /10 Possible features)
|
24/7 Support Availability Offers round-the-clock technical and product support. |
PitchBook offers customer support during US market business hours but may provide 24/7 assistance for premium tiers or international markets. | |
|
Dedicated Account Manager Assigns named contacts for relationship management. |
Dedicated account managers are assigned to enterprise accounts per PitchBook's customer support overview. | |
|
Online Knowledgebase Provides searchable documentation and self-service guides. |
Online knowledgebase and help resources available via website and login portal. | |
|
Regular Training Sessions Includes live and recorded training for staff and investors. |
Live and on-demand training sessions are available for platform onboarding and continued education. | |
|
User Community Forums Support from a peer community of other customers. |
No information available | |
|
Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
No information available | |
|
Onboarding Assistance Helps new customers configure and go-live efficiently. |
Onboarding resources and live support included to assist with new account setup and platform configuration. | |
|
Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
PitchBook publishes SLAs covering uptime, support response, and data refresh rates for enterprise clients. | |
|
System Health Dashboard Shows service status, planned downtime, and system metrics. |
No information available | |
|
Personalized Implementation Support Provides tailored support for migration and customization. |
Provides migration, customization, and implementation support for onboarding new clients. |
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