PitchBook Reviews & Product Details

I appreciate the vast amount of data that PitchBook offers, which is incredibly valuable for staying updated on private equity transactions and prospecting new accounts. The platform serves as a comprehensive resource, allowing me to view all upcoming and current private equity leveraged buyouts (LBOs) and new financings. This vast data repository aids me in understanding how potential clients might perceive the software I am selling. Additionally, PitchBook provides insightful financial information about companies, which not only enhances my market knowledge but also helps me evaluate the strength of potential employers. The seamless integration with my CRM allows me to easily create and assign myself accounts, streamlining my workflow. Overall, these features collectively boost my productivity and offer strategic insights into market dynamics. Review collected by and hosted on G2.com.

Sometimes the Salesforce integration is messed up, and not all transactions are up to date. Review collected by and hosted on G2.com.

I find the AI feature in PitchBook super helpful because it saves time. I like that the information is gathered from sourced reports. I can just ask for similar accounts in a region who've received funding since a specific date, and they show me several companies to reach out to, along with exact links to the source of the info. The initial setup was really easy, just needed a login. Review collected by and hosted on G2.com.

I’d say more mobile numbers would be better. I’m not sure, increasing and updating data more often for stakeholders in the accounts. Review collected by and hosted on G2.com.

What I like the most about PitchBook is the comprehensive reports on market data. The amount of data you can find on companies and the way all the information is categorized makes it really easy to access and use. The initial setup was really easy, especially because the sales customer team helped us throughout the process, which made it really fun. Review collected by and hosted on G2.com.

I think what could be improved by populating the people that participate in the company beyond the executive C suite profiles. Review collected by and hosted on G2.com.

Lately, I’ve really liked how PitchBook’s advanced filters make it easy to narrow down deals and investor activity by sector, size, or region. The visual dashboards are also super helpful for spotting patterns quickly. Plus, the Excel plug-in has made data handling way smoother and faster. Review collected by and hosted on G2.com.

Lately, I’ve felt that PitchBook could be better with real-time updates—some info feels a bit delayed, especially in fast-moving spaces. The platform’s also packed with features, but the layout can get a little overwhelming at times. It’d be nice if there were more quick summaries or context around the data to make things easier to digest. Review collected by and hosted on G2.com.

The M&A transaction data provided by PitchBook is beyond compare to that which is truly needed by our corporate development team. We have been able to follow individual asset sales and also see the reasons behind complicated carve outs, which aids in us forming better comps. The subsequent search filters also allow us to identify niche technology companies much focused on our strategic diversification criteria very quickly saving us several days of manual market mapping. Review collected by and hosted on G2.com.

There are times where the fine-grained financial measurements of the private held target, and particularly those below a certain revenue level, are less solid than we would desire and we should look elsewhere to obtain additional information. In addition, the alert system may provide even more customized choices of highly specific types of related M&A events than just broad based deals announcements. Review collected by and hosted on G2.com.

PitchBook provides an incredibly comprehensive database of private and public company information, including financials, deal history, and market activity. The platform’s advanced search filters make it easy to narrow down to highly specific criteria, and the integration of news, research reports, and contact data streamlines the process of building target lists or conducting due diligence. The interface is intuitive, and the export functions (especially to Excel) save a huge amount of time when compiling reports. Review collected by and hosted on G2.com.

While the depth of information is impressive, certain niche or smaller companies can have limited or outdated data, meaning supplemental research is sometimes still required. The platform can also feel slow or unresponsive when running very broad searches, and some datasets, such as industry comparables, could benefit from more standardisation to improve consistency. Additionally, given the breadth of features, there is a bit of a learning curve for new users. Review collected by and hosted on G2.com.

The data provided is consistently updated, easy to understand, and presented in a clear, accessible manner. I find that spending just a few minutes on Pitchbook gives me more valuable insights than sifting through press releases and numerous company documents. Review collected by and hosted on G2.com.

While it's possible to customize the newsletters that are sent to my email, I have yet to come across content that truly fits my needs. Review collected by and hosted on G2.com.

I appreciate how PitchBook helps me gain insights into public and private credit markets. The web-based platform simplifies setup and usage, with helpful customer support. The company and deal screener is a powerful tool, allowing me to filter results by sector and receive alerts on new deals. I value the emailed daily reports for understanding major deals and market trends. Review collected by and hosted on G2.com.

I do not believe they have a lot of financial data on private credit markets, and that would be helpful. Review collected by and hosted on G2.com.

PitchBook provides us easy access to alternative and private market data. The platform is fairly intuitive to use and learn. The customer support team is usually easy to reach for more complex features. Review collected by and hosted on G2.com.

There are gaps in the data, particularly for smaller funds or sponsors. Unfortunately, this is just the nature of the market, but coverage could improve here. Review collected by and hosted on G2.com.

Easy to look up companies and get a high level overview of management and business and activity. Review collected by and hosted on G2.com.

Sometimes a little tricky to maneuver all the options when doing a searc. Review collected by and hosted on G2.com.