PitchBook Platform

PitchBook Platform is a comprehensive private capital market data and analytics tool designed for venture capital and private equity investors, investment bankers, and corporate development teams.

Reviewed by 7wData

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Publisher review

PitchBook Platform is a comprehensive private capital market data and analytics tool designed for venture capital and private equity investors, investment bankers, and corporate development teams. It provides a detailed view of the private capital landscape, covering millions of companies, deals, and people across asset classes, markets, and geographies. The platform is intended for organizations that need deep investment and deal analysis, particularly within private markets, and serves a wide range of users from large institutions to smaller firms, though its pricing and complexity often suit larger teams. With an average contract value of $30,000 per year, PitchBook is a premium solution for those requiring extensive datasets and analytical capabilities.

The platform offers a suite of tools accessible via desktop, mobile, and plugin solutions, including Excel, PowerPoint, and Chrome integrations. It features AI-integrated search, summaries, and predictive tools to streamline workflows, along with extensive datasets, advanced search, and analytical tools for the full investment lifecycle. Paid add-ons like Direct Data (API, Data Feed, CRM integration) and CRM Plugin enhance data accessibility and integration with existing systems. PitchBook also provides tools for sourcing deals, benchmarking funds, and planning exits, with real-time insights available across devices.

In the private market research space, PitchBook competes with Crunchbase, CB Insights, Dealroom, Private Equity List (PEL), Preqin, Tracxn, ZoomInfo, and LinkedIn Sales Navigator. It is recommended for pure data on companies and investors over qualitative content, while CB Insights is noted for qualitative content but is more expensive. PitchBook holds a verified score of 8.7 out of 10 from 178 reviews, reflecting its strong data accuracy and customer support, though it faces competition from lighter alternatives like Crunchbase for simpler tasks.

Honest trade-offs include a steeper learning curve compared to lighter alternatives, as complex datasets can slow down simple tasks. The high subscription cost (average $30,000 per year) is a barrier for small early-stage companies or individuals. Users report that the UI/UX can be clunky at times, and the platform can feel more complex than necessary for fast investor sourcing or shortlist creation. Additionally, some users note obstructive behavior from account executives post-agreement, including attempts to extract additional fees after the initial subscription.

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How it works

  1. Private capital market data

    Covers millions of companies, deals, and people across asset classes, markets, and geographies for comprehensive analysis.

  2. AI-integrated search and summaries

    Uses AI to provide predictive tools, search, and summaries, accessible via desktop, mobile, and plugin solutions.

  3. Desktop and mobile access

    Offers a desktop interface with extensive datasets and a mobile app for on-the-go decision-making.

  4. Plugin integrations

    Integrates with Excel, PowerPoint, and Chrome to elevate workflows within existing systems.

  5. Deal sourcing and benchmarking

    Provides tools for sourcing deals, benchmarking funds, and planning exits with reliable data.

  6. Direct Data add-on

    Includes API, Data Feed, and CRM integration for tracking market trends and managing private market data.

  7. CRM Plugin add-on

    Offers plug-and-play integration with existing CRM systems to enhance proprietary data value.

Strengths and trade-offs

Strengths

  • Comprehensive and robust collection of early-stage investor data, with a verified score of 8.7 out of 10 from 178 reviews.
  • Accurate data compared to Crunchbase, making it valuable for venture capitalists and private equity investors.
  • Strong customer support and responsive account executives, as noted in user reviews on TrustRadius and Capterra.
  • Extensive datasets and analytical tools accessible for a wide range of users, from deal sourcing to fund benchmarking.

Trade-offs

  • Steeper learning curve compared to lighter alternatives like Crunchbase, as complex datasets can slow down simple tasks.
  • High cost of subscription, with an average contract value of $30,000 per year, particularly prohibitive for small early-stage companies or individuals.
  • UI/UX can be clunky at times, and the platform can feel more complex than necessary for fast investor sourcing or shortlist creation.
  • Some users report obstructive behavior from account executives post-agreement, including attempts to extract additional fees after the initial subscription.

Pricing context

Average contract value of $30,000 per year; pricing determined by number of users, data modules, and contract term length; free trial available.

Getting started with PitchBook Platform

  1. Sign up for PitchBook

    Visit the PitchBook website and request a free trial or contact sales to start a subscription. Provide your organization details and select the number of users and data modules that fit your needs.

  2. Install plugin integrations

    Download and install the Excel, PowerPoint, and Chrome plugins from your account settings. These integrations allow you to access PitchBook data directly within your existing workflow tools.

  3. Configure your data modules

    Set up your data modules by selecting the asset classes, markets, and geographies relevant to your analysis. Adjust filters and preferences to tailor the platform to your investment focus.

  4. Search for companies and deals

    Use the AI-integrated search bar to find companies, deals, or investors. Enter keywords or apply advanced filters to narrow results, then review summaries and data points to support your research.

  5. Export data to your tools

    Export selected data to Excel or PowerPoint using the installed plugins. This allows you to incorporate PitchBook insights into reports, presentations, or CRM systems for further analysis.

Frequently Asked Questions

What is PitchBook Platform used for?

PitchBook Platform is a private capital market data and analytics tool for venture capital and private equity investors, investment bankers, and corporate development teams. It provides detailed data on millions of companies, deals, and people for investment analysis and deal sourcing.

How much does PitchBook Platform cost per year?

PitchBook Platform has an average contract value of $30,000 per year. Pricing depends on the number of users, data modules selected, and contract term length. A free trial is available, but the high cost can be a barrier for small early-stage companies or individuals.

What are the main features of PitchBook Platform?

Key features include private capital market data covering millions of companies and deals, AI-integrated search and summaries, desktop and mobile access, plugin integrations with Excel, PowerPoint, and Chrome, and tools for deal sourcing, fund benchmarking, and exit planning.

How does PitchBook compare to Crunchbase?

PitchBook offers more accurate and comprehensive data for private markets, making it ideal for venture capitalists and private equity investors. Crunchbase is a lighter, cheaper alternative for simpler tasks. PitchBook has a steeper learning curve and higher cost, with an average contract value of $30,000 per year.

What are the weaknesses of PitchBook Platform?

Weaknesses include a steeper learning curve compared to lighter alternatives like Crunchbase, a high subscription cost averaging $30,000 per year, a sometimes clunky UI/UX, and reports of obstructive behavior from account executives post-agreement, including attempts to extract additional fees.

Does PitchBook offer CRM integration or API access?

Yes, PitchBook offers paid add-ons including Direct Data with API, Data Feed, and CRM integration, plus a CRM Plugin for plug-and-play integration with existing systems. These enhance data accessibility and help track market trends within proprietary workflows.

Alternatives

How PitchBook Platform compares

Direct head-to-head against 3 competitors. Picked by 7wData.

This tool

PitchBook Platform

Pricing
Average contract value of $30,000 per year; pricing determined by number of users, data modules, and contract term length; free trial available.
Target
PitchBook Platform is a comprehensive private capital market data and analytics tool designed for venture capital and private equity investors, investment bankers, and corporate development
Strength
Comprehensive and robust collection of early-stage investor data, with a verified score of 8.7 out of 10 from 178 reviews.
Watch for
Steeper learning curve compared to lighter alternatives like Crunchbase, as complex datasets can slow down simple tasks.

CB Insights

Pricing
Custom/Contact sales
Target
VC, PE, corporate development
Deployment
Cloud
Strength
Emerging tech trend analysis
Watch for
Limited private company coverage

Preqin

Pricing
Custom/Contact sales
Target
PE, VC, hedge funds
Deployment
Cloud
Strength
Alternative assets data depth
Watch for
High cost for smaller firms

Crunchbase

Pricing
Free tier, $29-$99/user/month
Target
Startups, venture capital
Deployment
Cloud
Strength
Startup funding data
Watch for
Limited private equity coverage

User reviews

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Sources

Reporting on this tool draws on these publicly available sources.

  1. www.reddit.com
  2. pitchbook.com
  3. pitchbook.com
  4. privateequitylist.com
  5. www.vendr.com
  6. www.trustradius.com
  7. www.capterra.com
  8. www.leadloft.com