PitchBook by Morningstar is a financial research software specializing in private market data. It provides information on companies, investors, deals, and funds, helping professionals in venture capital, private equity, and investment banking discover and execute opportunities. PitchBook offers tools for fundraising, sourcing investments, due diligence, business development, and networking through its platform, news, and reports.
Who is PitchBook best for
PitchBook is a leading financial data and research platform ideal for professionals in venture capital, private equity, and M&A. Users praise PitchBook's comprehensive data, user-friendly interface, and helpful customer support. However, some have noted concerns about data accuracy, complex search functionality, and high cost. It's best suited for large firms needing in-depth private market insights.
Best for medium to large businesses, particularly those in venture capital, private equity, and M&A.
Ideal for the financial services industry, including venture capital, private equity, and investment banking.
PitchBook features
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Supported
PitchBook allows tracking deals through various fundraising stages.
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PitchBook allows investor discovery, including filtering by stage and industry.
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PitchBook supports market research with comprehensive data, analytics, and third-party research.
Qualities
We evaluate the sentiment that users express about non-functional aspects of the
software
Value and Pricing Transparency
Rather negative
-0.38
Customer Service
Strongly positive
+0.77
Ease of Use
Strongly positive
+0.77
Reliability and Performance
Neutral
+0.18
Ease of Implementation
Rather negative
-0.6
Scalability
Neutral
+0
PitchBook reviews
We've summarised 139 PitchBook reviews (PitchBook TrustPilot reviews and PitchBook G2 reviews) and
summarised the main points below.
Pros of PitchBook
Comprehensive data on private companies, investors, and deals.
User-friendly interface and easy navigation.
Useful reports, market maps, and benchmarking tools.
Excellent customer support, responsive and helpful.
Valuable insights for market research, due diligence, and deal sourcing.
Cons of PitchBook
Inaccurate or outdated data, especially financials and contact information.
Difficult search and filtering functionality.
High cost and restrictive access (download limits, login restrictions).
Lack of transparency in data sourcing and verification.
The commentary is based on 39 reviews from PitchBook G2 reviews and PitchBook TrustPilot reviews.
PitchBook's pricing is generally considered high, especially for smaller businesses and individuals. Some reviewers find the cost prohibitive, while others acknowledge the high price but consider the comprehensive data and market insights worthwhile. Some users have expressed frustration with pricing structure changes.
Better for those seeking free access to basic company information. A PitchBook competitor and alternative, it offers broader coverage of public and private companies but has less comprehensive data and slower momentum. More suitable for smaller businesses with basic research needs.
Better for venture capital firms seeking portfolio management tools. Aumni, a PitchBook competitor, is growing faster and offers portfolio tracking, document management, and investor reporting. Users love the automated reporting and due diligence features.
Better for due diligence and KYC processes. Easier to use, but slower performance and potentially outdated information. A Pitchbook competitor focused on financials, ownership, and company history.
Better fit for Finance, Banking & Insurance. Not suitable for Healthcare, Wellness & Pharma, or Software, IT & Telecommunications. Has a smaller team but website traffic is growing faster. Higher ratings based on user reviews. Praised for comprehensive private company data and deal sourcing capabilities, but criticized for UI/UX and limited export options. A strong PitchBook competitor for larger financial firms.
PitchBook is a financial data and research platform specializing in private markets. It provides insights into companies, investors, deals, and funds, enabling professionals to discover and execute investment opportunities. PitchBook offers tools for market research, due diligence, deal sourcing, and fundraising.
How does PitchBook integrate with other tools?
How does PitchBook integrate with other tools?
PitchBook integrates with Salesforce, Microsoft Excel, and other CRM and marketing automation tools. This streamlines workflows by syncing data and automating tasks such as list creation and reporting. It improves efficiency for fundraising, deal tracking, and other core PitchBook functions.
What the main competitors of PitchBook?
What the main competitors of PitchBook?
PitchBook's main competitors include Aumni, Orbis, AlphaSense, Sourcescrub, Morningstar Direct, and S&P Capital IQ Pro. These platforms offer similar functionalities such as market research, deal tracking, and investor discovery.
Is PitchBook legit?
Is PitchBook legit?
Yes, PitchBook is a legitimate financial research software specializing in private market data. It's known for its comprehensive data and user-friendly interface, but some users mention data accuracy issues and high costs. Consider exploring alternatives if these are concerns.
How much does PitchBook cost?
How much does PitchBook cost?
PitchBook doesn't publicly disclose its pricing. You'll need to contact their sales team for a customized quote based on your specific needs. This often depends on factors like the number of users and required data access.
Is PitchBook customer service good?
Is PitchBook customer service good?
PitchBook's customer service receives positive feedback, with users describing it as "excellent," "responsive," and "helpful." Support staff are readily available to assist with inquiries and resolve issues effectively. However, some negative reviews mention aggressive sales tactics and misleading free trial claims.
Reviewed by
MK
Michal Kaczor
CEO at Gralio
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.