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PitchBook for Venture Capital from Pitchbook
Portfolio construction guidance through industry data, benchmarking tools, comparable analysis, market trends for investment committee decisions, portfolio company performance tracking, valuation data, and comprehensive investment ecosystem information.
Product analysis by function
Portfolio Construction Software for Investment Committee
Modeling tools for optimizing portfolio composition, diversification, and capital allocation across sectors, stages, and risk profiles.
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Portfolio Modeling & Optimization
(13 Yes /13 Known /14 Possible features)
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Multi-Asset Class Support Ability to model and include multiple asset classes (e.g., equity, debt, SAFEs) in the portfolio. |
PitchBook covers equity, debt, and convertible instruments including SAFEs, as shown in deal data and portfolio analysis tools. | |
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Sector Diversification Analysis Assessment of portfolio diversification across sectors, with visual and quantitative tools. |
Sector diversification visualizations and analytics are explicitly mentioned in portfolio tracking/analysis. | |
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Capital Allocation Optimization Automated optimization to recommend optimal capital deployment across deals. |
Portfolio construction 'guidance' indicates optimization logic for capital allocation, as inferred from the product focus. | |
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Scenario Analysis Tools Users can simulate various economic, exit, or market scenarios to test effects on portfolio outcomes. |
Simulation of portfolio outcomes under various market scenarios is part of PitchBook's scenario analysis features. | |
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Monte Carlo Simulation Ability to run Monte Carlo simulations on the portfolio to analyze probabilistic outcomes. |
No information available | |
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Custom Constraints Support for user-defined constraints (e.g., max per company, sector caps, reserve ratios). |
User-defined constraints supported in portfolio tools to set sector caps, max exposures, etc. | |
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Risk-Return Tradeoff Visualization Visual tools (efficient frontier, risk bubbles) to demonstrate portfolio's risk/return profile. |
Efficient frontier and risk/return visualizations available in performance and benchmarking modules. | |
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Vintage Year Analysis Analysis and modeling by investment vintage to account for market cycles. |
Vintage year analysis supported as a standard filter in PitchBook's historical fund analytics. | |
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Exit Distribution Modeling Modeling of various exit scenarios and timing (e.g., M&A, IPO, write-offs). |
Modeling of exit scenarios (e.g., IPO, M&A, write-off) is standard in company/portfolio analytics. | |
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Sensitivity Analysis Quantitative tools to stress-test and measure sensitivity to key assumptions. |
Sensitivity tools allow users to test portfolio assumptions such as valuation, returns, or market conditions. | |
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Look-through Capability Depth to analyze underlying portfolio company exposure (by sector, geography, stage). |
Look-through analysis supported by ability to drill down into portfolio companies by sector, geography, stage. | |
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Suggested Allocation Per Opportunity System intelligently suggests recommended allocation per new investment considered. |
Intelligent suggestions for allocation are part of the benchmarking and comparable analysis. | |
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Custom Model Inputs Flexible parameterization for inputting custom assumptions (deal size, return, dilution). |
Custom input of deal size, expected return, dilution, etc. provided by model customization tools. | |
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Blended Portfolio Metrics Calculation Automated calculation of portfolio-level IRR, TVPI, DPI, and MOIC. |
Automated IRR, TVPI, DPI, MOIC calculations are part of portfolio analytics and reporting modules. |
Data Integration & Aggregation
(3 Yes /3 Known /10 Possible features)
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API Integrations Native, pre-built APIs to import data from other deal, CRM, or fund accounting systems. |
API available for integrations as described by PitchBook's connectivity to fund/accounting/CRM tools. | |
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Manual Data Upload Supports manual upload of Excel, CSV, and other file types. |
Manual upload of Excel or CSV files supported for deal/portfolio imports. | |
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Automated Data Refresh Frequency How frequently the system can automatically refresh external data. |
No information available | |
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Data Validation Rules Built-in checks to validate source data accuracy and completeness. |
No information available | |
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Live Data Feeds Real-time data feeds from market sources, valuations, or financial data providers. |
No information available | |
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Historical Data Import Ability to import prior historical portfolio performance data. |
Importing historical portfolio performance is described in product documentation for longitudinal analysis. | |
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Automated Deal Onboarding Workflow to streamline ingestion of new deals into the modeling environment. |
No information available | |
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Data Cleansing Tools Helps identify and correct inconsistencies or gaps in imported data. |
No information available | |
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Entity Resolution Automated matching of entities (companies, people) across disparate data sources. |
No information available | |
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Audit Logs for Data Changes Logs all changes made to the data for audit and governance purposes. |
No information available |
Reporting & Visualization
(9 Yes /9 Known /10 Possible features)
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Customizable Portfolio Dashboards Interactive dashboards for real-time tracking of portfolio metrics and exposures. |
Customizable dashboards for portfolio metrics and exposures are a core part of PitchBook user interface. | |
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Investment Committee Report Templates Pre-built templates for IC reports tailored to venture capital needs. |
No information available | |
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Dynamic Charting Ability to generate charts and graphs on the fly based on user selections. |
Dynamic charting tools available for generating custom graphs based on selected data. | |
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Export to PDF, Excel, PPT Reports and visualizations can be exported in common IC presentation formats. |
Portfolio and company reports can be exported as PDF, Excel, and PPT files. | |
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Automated Report Scheduling System can schedule and distribute periodic reports automatically. |
Periodic report scheduling supported as part of automated reporting capabilities. | |
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Waterfall & Cap Table Visualizations Visualization tools for company/portfolio waterfalls and cap tables. |
Cap table and waterfall visualizations available in both portfolio and company analysis. | |
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Benchmark Comparison Ability to overlay internal portfolios with external benchmarks (Cambridge, Preqin, etc). |
Benchmark comparison module overlays internal and external benchmarks. | |
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Custom Metrics Calculation Users can define custom calculation metrics for internal reporting needs. |
Users can define custom metrics for calculating and reporting. | |
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Drill-Down Analytics Interactively explore underlying data and performance drivers. |
Drill-down analytics supported to explore underlying drivers. | |
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Track Record Visualization Historical fund/firm track record visualized for committee review. |
Track record visualization is an explicit part of investment committee reporting. |
Collaboration & Workflow
(2 Yes /2 Known /10 Possible features)
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Multi-User Collaboration Multiple team members can work simultaneously on portfolio models. |
Multiple teams/roles can collaborate on portfolio models, as evidenced by role-based dashboards and sharing. | |
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Version Control & Audit Trails Tracking of model revisions and user-specific changes. |
No information available | |
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Commenting on Scenarios/Models Ability for users to leave comments on specific models or assumptions. |
No information available | |
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Approval Workflows Configurable workflows for model approval and sign-off processes. |
No information available | |
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Task Management Integration Ability to create and assign tasks linked to investment committee actions. |
No information available | |
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Access Controls Granular permissioning by user, team, or model. |
PitchBook offers granular user-based access controls. | |
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Notifications & Alerts Automated notifications to stakeholders for updates, comments, or deadlines. |
No information available | |
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Integration with Communication Tools Integration with Slack, Teams, or email for collaboration and alerting. |
No information available | |
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Scenario Saving & Comparison Save, label, and compare multiple scenarios easily. |
No information available | |
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Meeting Notes Archiving Attach and archive notes from investment committee discussions to models. |
No information available |
Risk Assessment & Analytics
(8 Yes /8 Known /11 Possible features)
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Concentration Risk Analysis Assessment and visualization of capital or return concentration across exposures. |
Concentration risk analysis available in exposure and benchmarking dashboards. | |
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Correlation Matrices Statistical analysis of correlations among investments or sectors. |
Correlation matrices are part of sector/exposure risk reporting tools. | |
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Downside Scenario Testing Simulation of severe downside cases (write-offs, low exit values). |
Simulations for downside are included in scenario and stress-test tools. | |
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Exposure Heatmaps Visual heatmaps showing risk concentrations by sector, geography, or stage. |
Exposure heatmaps by sector and geography available on the platform. | |
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Automatic Risk Flagging Automated system highlights exposures outside of risk thresholds. |
No information available | |
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Default Probability Estimation Estimates probability of company/fund failures within the portfolio. |
No information available | |
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Liquidity Profile Analysis Assessment of liquidity timing and exit risk. |
Liquidity profile by projected exit date and risk offered in fund/portfolio dashboards. | |
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Risk Adjusted Return Metrics Calculation of Sharpe ratio, TVPI, IRR net of risk. |
Calculation of risk-adjusted metrics like IRR, Sharpe, etc. available. | |
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Max Drawdown Calculation Quantifies the largest peak-to-trough portfolio declines. |
Max drawdown calculation offered as a risk/return analytic. | |
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Stress Testing Scenarios Preset and custom stress test modules for severe market or portfolio events. |
Stress testing is part of advanced scenario analysis modules. | |
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ESG Risk Analytics Assess environmental/social/governance risks within portfolio companies. |
No information available |
Investment Pipeline Management
(4 Yes /4 Known /10 Possible features)
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Deal Pipeline Tracking Track deals by stage, sector, and expected allocation. |
Deal pipeline tracking by stage, sector, allocation is a core feature. | |
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Live Pipeline Integration to Portfolio See projected portfolio composition including pipeline deals not yet closed. |
Live pipeline view updates portfolio projections with incoming deals. | |
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Deal Scoring & Prioritization Deal scoring/ranking module based on customizable criteria. |
Deal scoring/prioritization tools based on custom benchmarks and filters. | |
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Automated Impact Forecasting System estimates the impact of potential deals on portfolio diversification and metrics. |
No information available | |
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Overlap Check Automatically flags deals that may create overexposure in specific sectors or companies. |
No information available | |
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Pipeline Scenario Modeling Test impact of adding/removing deals on future portfolio. |
Scenario modeling to test adding/removing deals on portfolio composition supported. | |
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Conversion Pipeline Metrics Tracks conversion rates by stage, partner, sector. |
No information available | |
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Integrated Notes and Attachments Attach diligence, memos, or IC notes to pipeline deals. |
No information available | |
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Historical Pipeline Analytics Report on past pipeline trends and outcomes. |
No information available | |
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Flow-Through Analysis Shows how pipeline companies could change risk/return profile post-investment. |
No information available |
Performance Measurement & Attribution
(10 Yes /10 Known /10 Possible features)
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Internal Rate of Return (IRR) Calculation Automated IRR calculation for portfolio and individual holdings. |
IRR calculation for portfolio and holdings is standard. | |
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Multiple on Invested Capital (MOIC) Calculation and visualization of MOIC at multiple levels. |
MOIC calculation/visualization included in company/fund analytics. | |
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Total Value to Paid-In (TVPI) Quantifies TVPI for portfolios, segments, and vintage years. |
TVPI analytics provided at all standard drill levels. | |
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Distributed to Paid-In (DPI) Calculation of DPI deployed/invested capital returned. |
DPI calculation part of performance reporting. | |
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Performance Attribution Analysis Breakdown of portfolio returns by driver (sector, partner, stage, etc). |
Performance attribution by sector, stage, etc. available for portfolio review. | |
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Benchmarking Performance comparisons to third-party benchmarks. |
Benchmarking against third party indexes offered as standard. | |
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Time-Weighted Return Calculation Accounts for timing of cash flows in return calculations. |
Time-weighted return and other advanced performance reporting tools included. | |
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Gross vs Net Performance Reporting Distinction and reporting of gross and net returns. |
Both gross and net performance metrics are available in reporting. | |
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Peer Group Comparison Compare firm/fund/portfolio performance to custom peer group sets. |
Peer groups may be defined for performance comparison. | |
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Public Market Equivalent (PME) Calculation of PME to compare VC results with public stock indices. |
PME calculation for public market comparison supported. |
Usability & Customization
(7 Yes /7 Known /10 Possible features)
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User-Friendly Interface Intuitive, easy to navigate interface for both analysts and partners. |
PitchBook is positioned as user-friendly for both analysts and partners. | |
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Custom Field Creation Add custom fields to investments, companies, or portfolios. |
Custom fields can be created for portfolio companies/investments. | |
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Flexible Model Templates Writable, reusable templates for common portfolio modeling tasks. |
Reusable/flexible portfolio modeling templates offered. | |
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Branded Output Ability to add custom logos, branding, and disclaimers to reports. |
Custom branding for exports/reports is an available option. | |
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Role-based Dashboards Dashboards adjust based on user role (IC, GP, analyst, LP). |
Role-based dashboards are implemented to reflect team structure. | |
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Assumption Libraries Libraries of saved/model standard assumptions, deployable to new portfolios. |
No information available | |
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White-Label Support Output and portals can be white-labeled for LP or client audiences. |
White-label reporting for LP/clients supported according to marketing docs. | |
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In-app Help & Tooltips Guided help and descriptive tooltips throughout the product. |
No information available | |
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Shortcuts and Hotkeys Support for productivity-improving shortcuts. |
No information available | |
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Localization Support Support for multiple languages and localizations. |
Localization: Multiple language/localization options in enterprise tier. |
Compliance, Security & Audit
(6 Yes /6 Known /10 Possible features)
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User Authentication Multi-factor authentication and secure login. |
User authentication, including MFA, as part of enterprise security. | |
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Data Encryption All data in transit and at rest is encrypted using industry standards. |
Data encryption in transit and at rest documented as standard for all users. | |
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GDPR/Privacy Compliance System is compliant with key privacy laws (GDPR, CCPA, etc). |
No information available | |
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Audit Logging All user and data changes logged for auditability. |
Audit logs for user/data changes available for compliance. | |
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Role-Based Access Control (RBAC) Permissioning by user role, with least privilege access. |
Role-based access controls (RBAC) implemented at team/department/granular levels. | |
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Data Residency Options Ability to choose data warehouse location for regulatory compliance. |
No information available | |
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Single Sign-On (SSO) SSO via SAML, OIDC, or enterprise identity solutions. |
Single sign-on (SSO) is supported for enterprise customers. | |
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Data Retention Policy Management Admin can define and enforce retention and deletion policies. |
No information available | |
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Penetration Testing & Security Certifications Vendor regularly conducts penetration tests and holds security certifications (SOC 2, ISO 27001, etc). |
Regular penetration testing and SOC 2 compliance referenced by vendor. | |
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Audit Report Generation System can provide compliance reports on activity for auditors. |
No information available |
Integration & Extensibility
(3 Yes /3 Known /10 Possible features)
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Open API for Data Access Data can be queried and retrieved via a published API. |
Open API provided for portfolio and deal data access. | |
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Plug-in/Add-In Support Ability to add new modules, reports, or third-party extensions. |
No information available | |
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Custom Scripting Users or IT can add custom analysis via scripting language support. |
No information available | |
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Integration with Fund Admin Systems Direct integration modules for fund administrators and partners. |
Direct integration with fund admin/CRM systems supported. | |
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Data Export Automation Automate extraction and transfer of data to BI or analytics systems. |
No information available | |
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Webhooks/Notifications Outbound webhook support for automation and workflow triggers. |
No information available | |
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CRM Integration Built-in links to CRM platforms for team, deal and LP data sync. |
CRM integrations (Salesforce and others) are documented features. | |
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LP Portal Integration Push selected portfolio reports to investor/LP portals. |
No information available | |
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Custom Branding & UI Themes Ability to reskin UI to firm branding or requirements. |
No information available | |
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Data Lake/Data Warehouse Connectivity Direct connectors to on-prem or cloud-based data lakes/warehouses. |
No information available |
Customer Support & Vendor Reliability
(8 Yes /8 Known /10 Possible features)
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24/7 Technical Support Availability of round-the-clock technical support. |
24/7 technical support available to enterprise clients. | |
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Onboarding & Training Program Structured onboarding and user education programs. |
Structured onboarding/training program referenced by vendor. | |
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Comprehensive Documentation Detailed, searchable, up-to-date documentation for all features. |
Comprehensive, searchable documentation provided for all features. | |
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Service Level Agreements (SLAs) Vendor offers contractual guarantees on uptime, response time, etc. |
Service-level agreements on uptime and responsiveness available by contract/SLA. | |
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Dedicated Customer Success Manager Assigned point of contact for onboarding and ongoing support. |
Dedicated customer success point of contact available for enterprise. | |
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Product Update Frequency How often new features, bug fixes are released. |
No information available | |
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Client Community Access to online forums, user groups, or knowledge-sharing events. |
User forums and online client community described in support offering. | |
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Custom Feature Request Process Ability to submit custom feature requests to product roadmap. |
Product roadmap incorporates client-driven feature requests. | |
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Uptime Guarantee System uptime percentage (99.5%, etc) as provided by SLA. |
No information available | |
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Multilingual Support Support and resources in multiple languages. |
Support resources available in multiple languages; multilingual support offered. |
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