Viewing A Company Profile In Pitchbook

A financial and software company that provides comprehensive data, research & analysis on public and private companies

Author: Sid Arora
Sid Arora
Sid Arora
Investment Banking | Hedge Fund | Private Equity

Currently an investment analyst focused on the TMT sector at 1818 Partners (a New York Based Hedge Fund), Sid previously worked in private equity at BV Investment Partners and BBH Capital Partners and prior to that in investment banking at UBS.

Sid holds a BS from The Tepper School of Business at Carnegie Mellon.

Reviewed By: Rohan Arora
Rohan Arora
Rohan Arora
Investment Banking | Private Equity

Mr. Arora is an experienced private equity investment professional, with experience working across multiple markets. Rohan has a focus in particular on consumer and business services transactions and operational growth. Rohan has also worked at Evercore, where he also spent time in private equity advisory.

Rohan holds a BA (Hons., Scholar) in Economics and Management from Oxford University.

Last Updated:March 31, 2024

What Is Pitchbook Data. Inc?

PitchBook Data, Inc. is a financial and software company that provides comprehensive data, research & analysis on public and private companies. The company particularizes in probing M&A worldwide, private equity, and venture capital investments. 

PitchBook helps clients discover and execute opportunities with confidence. It collects data through an extensive research process. 

In addition to the award-winning PitchBook Platform, the company also brings out daily newsletters and periodic reports describing crucial industry activities and trends.

Pitchbook provides capital market data and intelligent solutions that help drive action. Clients need one-click answers, which require reliable and automatic tools. It is the reason Pitchbook built the most versatile financial analysis tools.

Pitchbook is the leading resource for highly detailed and simplified data, providing insights bridging the global capital markets. Its differential strength is its ability to collect, organize and analyze hard-to-find private equity deal data.

It is a financial data and software company with offices in London, New York, San Francisco, and Seattle. It serves clients in 19 languages.

Key Takeaways

  • PitchBook Data, Inc. is a financial and software company specializing in providing comprehensive data, research, and analysis on both public and private companies.
  • The platform specializes in researching and analyzing global M&A, private equity, and venture capital investments, helping clients identify and execute opportunities with confidence.
  • PitchBook Data, Inc. covers a wide range of data categories, including public-traded companies, debt-financed companies, non-backed private companies, startups, venture capital-backed companies, and more.
  • It offers detailed information on companies, investors, advisors, limited partners, and professionals, covering areas such as overview, valuation & funding, comparisons, competitors, board members, service providers, and more.

Pitchbook company products

The Company provides the following products:

Pitchbook Desktop

It is an award-winning software that gives customers access to the database and the logical and coherent tools they need for research or problem-solving. Each feature is designed so that it is not only customer-friendly but also makes customers' work easier.

Advanced search is one feature that leverages highly detailed search criteria to filter and sort the company's database and generate a customized list of companies, deals, investors, or individuals that one is looking for.

Other features include discovery & insights, company profiles, workflow, and efficiency. 

It helps to get details of any company, investor, or fund with information like financing history, valuations, and more. 

Pitchbook Mobile

It provides instant access to observations and understandings of global capital markets, important industry news, and collaboration tools. In addition, it provides a database including the entire venture capital, private equity, and mergers & acquisitions at one's beck and call.

Direct Data

Seamlessly amalgamates the company's data into one's internal systems to match how one works. Direct Data is compatible with every plan. It merges public and private market data into the system.

Excel Plugin

It helps one witness and utilizes the depth of the pitchbook's global public and private market data to streamline workflow and update financial models

Note

It is compatible with Office 365 and Mac.

CRM Integration

It optimizes and simplifies one's sales and marketing efforts. It levels up the CRM game by showing whom to contact and when. With CRM integration, creating new, fully populated records, extending existing accounts, refreshing data, and other things become effortless.

Chrome Extension

The extension reduces the task of opening the Pitchbook, entering details, and accessing details with just a click. The extension is included in Pitchbook's subscription.

Pitchbook Institutional Research Group

It provides details about conventional-grade private market research. This research gives the users unmatched expertise and analysis.

Pitchbook Company Profile

The Pitchbook website offers different tabs for different requirements. Pitchbook, as said above, gives details of companies, investors, advisors, limited partners (LPs), and professionals on its site. It is a loaded pack where one learns everything in detail. 

Let us understand how to get information via Pitchbook one by one. Suppose you have to know the details regarding a company named Price Water Coopers (PWC). The steps, along with images, are shown below:

Step 1: Scroll down on any tab and click on Profile Previews or directly type the given page link. The https://pitchbook.com/profiles page will open. 

Step 2: Type the company's name (here, PWC) you want the details. You will get various options from investors and advisors to the company itself. See the image below:

Step 3: Select from the options which branch or exactly which function you want the detail (here, PWC Capital is selected):

Pitchbook details public-traded companies, debt-financed companies, non-backed private companies, pre-IPO companies, private-equity-backed companies, profitable companies, startups, stealth startups, and venture capital-backed companies.

In addition, it provides details about the companies, from competitors to financing history. Some of the information provided are mentioned below:

  • Overview
  • Valuation & Funding
  • Comparisons
  • Competitors
  • Board Members
  • Service Providers
  • Lenders on Deals
  • Investors
  • Lead Partners on Deals
  • Acquisitions
  • Subsidiaries 
  • Exits

Suppose you want to know about an LP named John Templeton Foundation. Follow the steps given below.

Step 1: Scroll down on any tab and click on Profile Previews or directly type the given page link. The https://pitchbook.com/profiles page will open. See the image below:

Step 2: Type the name of the LP (here, John Templeton) you want the details. You will get options with the title above, if any. Here we got just one chance:

Step 3: Select the option (John Templeton Foundation here) for which you want the detail. See the image below:

The Pitchbook details corporate/public pensions, economic development agencies, family offices, foundations, insurance companies, money/wealth management firms, sovereign wealth funds, and universities & endowments.

In addition, it provides knowledge regarding limited partner directives, benchmarks set & actual allotments, previous & current commitments, and investment choices. Some of the information provided regarding LPs is mentioned below.

  • Overview
  • Commitment Analytics
  • Investment Allocations
  • Team
  • Board Members
  • Commitments
  • Mandates
  • Limited Partner's Funds
  • Direct Investments 
  • Service Providers

Similarly, you can find details regarding any investor, advisor, fund, or professional.

Let us know about the data Pitchbook offers regarding investors, advisors, funds, or professionals one by one.

Profile Previews—Investors

Pitchbook provides details regarding angel investors & angel groups, corporate venture capital firms, corporate development teams, growth equity firms, incubators & accelerators, private equity firms, business development companies & SBICs, and venture capital firms. 

It provides good knowledge & insight into investors' backgrounds, past deals, the performance of funds & more. Some of the information provided regarding investors is mentioned below:

  • Overview
  • Investments
  • Fund Performance
  • Limited Partners
  • Lead Partners on Deals
  • Investments Analytics
  • Board Members
  • Service Providers
  • Investment Preferences

Profile Previews—Advisors

Pitchbook details auditors & accounting firms, investment banks, law firms, LP consultants, placement agencies, recruiting firms, transaction advisors, and valuation firms.

It provides knowledge about advisors' activities in Venture Capital (VC), Private Equity (PE), and Mergers & Acquisitions (M&A). 

It also provides details regarding deals done, clients served, and people on their team. Some of the information provided regarding advisors is mentioned below:

  • Overview
  • Financings
  • Co-lenders
  • Investment Preferences
  • Services to Limited Partners
  • Board Members
  • Funds
  • Lead Partners on Deals
  • Subsidiaries

Profile Previews—Funds

Pitchbook provides data regarding buyout funds, venture capital funds, energy & resources funds, funds of funds, growth & expansion funds, infrastructure funds, mezzanine & debt funds, and real estate funds. 

It provides detailed information on funds from investments & dry powder to IRR and cash flow multiples. Some of the information provided is given below:

  • Overview
  • Investments
  • Investment Strategy & Preferences
  • Limited Partners - Fund Terms & Fees
  • Fund Family
  • Fund Returns
  • Benchmark - Dry Powder

Profile Previews—Professionals

Pitchbook provides data regarding board members & chairpersons, c-level executives, corporate development professionals, founders, fund & portfolio managers, investment & advisory professionals, managing directors, and partners.

It provides in-depth information regarding professionals, from their experience to their LinkedIn profile, phone number & email address. Some of the information provided are listed below:

  • Overview
  • Positions
  • Lead Partners on Deals
  • Board Seats
  • Affiliated Funds
  • Advisory Roles
  • Compensation

In addition to the above information, you can read the latest news & insights and stay ahead of industry news and trends. It provides news and & insights, and reports & analytics about venture capital, private equity, M&A, leveraged loans, and more.

Researched and authored by Shambhavi Himatsingka |  LinkedIn

Reviewed and edited by Parul Gupta | LinkedIn

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