Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
PitchBook
Private capital market data and research on companies, deals, investors, funds and limited partners
Seattle, WA, USFounded 2007Part of a larger companypitchbook.comNot yet confirmed by the company
What it does
PitchBook is a data and research service covering the private capital markets: private companies, deals, investors, funds, limited partners, lenders, credit, service providers and the people at each. Its customers include private equity and venture firms, limited partners, investment banks, credit investors, corporates and asset managers, who use it for market intelligence, deal sourcing, due diligence, fundraising, benchmarking, asset allocation and business development.
The core product is the PitchBook Platform, used on desktop, mobile and through a Chrome extension, with analyst research, market maps and private-market indexes. Excel and PowerPoint plug-ins keep models and presentations linked to live data. Direct data feeds and CRM integrations with Salesforce, Microsoft Dynamics, HubSpot, DealCloud and Affinity are sold as paid add-ons.
PitchBook is based in Seattle and was founded there in 2007. Morningstar, which had held a minority stake, bought the rest of the company in December 2016 and runs it as a subsidiary. Pricing is quoted by number of seats and firm type; a free trial is available on request.
Best for
- Serves
- Asset managers
Features
- Private company, deal and investor profiles
- Fund and limited partner data
- Analyst research and market maps
- Excel and PowerPoint plug-ins
- Chrome extension
- CRM integration
- Direct data feeds
- Private market indexes
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- Affinity
- DealCloud
- HubSpot
- Microsoft Dynamics
- Microsoft Excel
- Microsoft PowerPoint
- Salesforce
Coverage from The Daily Network
Full coverage recordInspired Capital closes $450 million fourth venture fund
Coatue's $4.75 billion Anthropic stake is marked at $7.5 billion
Type One Energy raises $200 million with Siemens Energy Ventures backing
Ares Secondaries discloses $500m Sabey deal as continuation vehicles close without prices
AlpInvest registers ninth onshore secondaries fund as three continuation vehicles close unpriced
Ares raises $4.2 billion for debut structured solutions fund, topping $1 billion target
SaaS buyout median falls to 11.7x as three continuation vehicles close unpriced
SaaS buyout multiples fall to 11.7x from 20.4x on $58.8bn of sponsor deals
Deals and milestones
Deal Tracker- Deal announcedPitchBook · Morningstar · Google Cloud
Other Data & research vendors
All alternatives to PitchBook
PreqinIn the news
Private markets data, benchmarks and research on funds, managers, investors and deals
- Asset managers
- Insurance
- Banks and trust companies
Data & researchCustom quote
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat