Discover the

Power of
PitchBook
Everything you ever wanted to know
about VC, PE and M&A
Get ahead with better data Unlock the private markets
Zero in on the right information
The private markets continue to grow in value—and opportunity. To stay Leverage granular search criteria to find
ahead in this competitive, fast-changing landscape, you need insight into exactly what you're looking for in seconds.

the flow of capital across the entire venture capital, private equity and M&A Discover opportunities
ecosystem. Easily stay on top of changes in the market
and activity in your space.
PitchBook provides comprehensive, detailed data on the private and public
Get the real story
markets—including companies, investors, funds, investments, exits and
Access hard-to-find data on companies,
people—to help global business professionals like you discover and execute
deals, investors, funds and professionals.
opportunities with confidence.
See data differently
Our data and analysis are available through our suite of award-winning Use our visualization tools to understand
products (the PitchBook Platform), industry news and in-depth reports. trends like valuations, deal sizes and more.

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Contents
Our products

What you can do with PitchBook

Our clients

What we track

Our research process

On demand analyst access

Customer success

Who we are

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The ICON ICON ICON ICON

PitchBook PitchBook Desktop

Our award-winning
software gives you
PitchBook Mobile
Get the PitchBook Mobile
app to access robust
Excel & PowerPoint
Plugins
Access ourcomprehensive
CRM Integration
Bring our information
into your CRM to create

Platform: access to our data and

the analytical tools you
need to get answers
capital market insights,
vital industry news, and
to collaborate with your
data on the public and
private equity markets
directly within Excel.
new leads. Plus, enhance
your existing accounts
with details on executives,

Our suite of fast, discover promising

opportunities, and more.
team no matter where
you are.
Update financial models
quickly, and seamlessly
link charts and tables to
investors, funds, deals,
and more.

products a working investment

presentation in PowerPoint.

ICON ICON

Direct Data Chrome Extension Leveraged Commentary Morningstar Institutional

Integrate our data with Access our data with your and Data (LCD) Equity Research Services
your existing systems existing systems through Easily access mission- (MIERS)
through a flexible, à a flexible, à la carte critical insights on the Leverage actionable public
la carte solution, or a solution, or a predefined broadly syndicated loan, equity research and data
predefined supply of supply of data points. high-yield bond, and to enhance your workflow,
data points. private credit markets inform your intelligence
using LCD news, research, gathering efforts, and
and data. validate your thesis.

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What you can do with PitchBook
Nearly one-hundred thousand private market professionals use our robust suite of products
to get an edge. See what our game-changing technology can do for you.
Private market intel
Follow the flow of capital across the entire VC, PE,
and M&A landscape—and understand exactly how to
capitalize on the private markets.
Fundraising
Leverage granular fund data to build custom
benchmarks. Prioritize which investors to pursue with
insight into mandates, allocations, commitments,
preferences, and more.
Sourcing investments
Take an active approach to sourcing investments. Our
data helps you discover companies that are a strategic
fit, ready for funding, or primed for acquisition.
Business development
Tap into the private markets to win new clients.
Find growing companies, discerning investors, and
promising industries to grow your business faster
than ever.
pitchbook.com
Due diligence “PitchBook has been instrumental
Quickly vet potential investments and get the in helping us build our knowledge
real story behind financial sponsors. Use data on of the early-stage investment
companies, people, funds, and more to determine what
ecosystem as well as keeping us
opportunities to pursue and who to work with.
up to speed on broader market
Deal execution developments and trends.”
With technology designed to help you work faster and
data that is both comprehensive and granular, you can Nicolas Milerioux
build precise public and private comps, find promising Head of Venture Capital,
Encevo
buyers, and zero in on the right investors.
Networking
Get info that’s more valuable than a resume—like who
led an impressive deal, increased revenue, or facilitated
a big acquisition—and connect with 1.6 million
professionals.
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Our clients
C O R P O R AT I O N S V E N T U R E C A P I TA L P R I VAT E E Q U I T Y FINANCIAL INSTITUTIONAL LENDERS ACCOUNTING AND
ADVISORIES INVESTORS L AW F I R M S

P I T C H B O O K C U S T O M E R S A S O F M AY 2 0 2 3
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Our data: Who and what you can research with PitchBook
Companies Deals Investors Funds

What we track Key data points What we track Key data points What we track Key data points What we track Key data points
Pre-venture Financing history Angel & venture Deal size & multiples Angels AUM Buyout, growth & Investments
companies capital investments venture capital funds
Cap table history Pre- & post-money Accelerators & Dry powder Fund size & target
Venture capital- Private equity valuations incubators Mezzanine &
Financials Investments, Performance (IRR)
backed companies investments & debt funds
Series terms Venture capital firms acquisitions & exits
Filings buyouts Cash flow multiples
Private equity- Infrastructure funds
Stock information Corporate venture Fund information & (DPI, RVPI, TVPI)
backed companies Executives & Mergers &
capital firms performance Real estate funds
board members acquisitions Investors & lenders Dry powder
Mature private
Private equity firms Co-investors Funds of funds
companies Investors IPOs & PIPEs Advisors Benchmark
Strategic acquirers Team & lead partners Energy funds
Public companies Similar companies & Bankruptcies Lead partners Limited partners &
on deals
(with fundamentals, competitors +15 other +20 other fund types commitments
Secondary
analyst reports and investor types Limited partners
Social followers & transactions Investment
consensus estimates)
web traffic Investment preferences
+15 other deal types
preferences

Limited Partners Advisors Professionals Debt & Lenders

What we track Key data points What we track Key data points What we track Key data points What we track Key data points
Pensions Mandates Investment banks Deals & clients C-level executives Affiliated deals & Last Month of PE Lending preferences
funds financing
Foundations Allocations Law firms Industry expertise Founders Debt facilities
Current & Maturity date
Family offices Commitments Auditors Regional focus Partners Loan types
past positions approaching
Endowments Returns Lenders League table ranking Managing directors Debt amount per
Board seats Buyout deals
round
+20 other limited Direct investments Placement agents Team & lead partners Corporate
Industry expertise Traditional lenders
partner types on deals development officers Maturity date
Investment Valuation firms
Biography Private-debt-backed
preferences Affiliates & Investment & Rate types
+15 other companies
subsidiaries advisory professionals Education
Teams advisor types Spread reference
Refinancing
Contact information
opportunities Spread/interest rate

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Researching the capital markets
is hard—PitchBook makes it easy
Our team of associates and rigorous information infrastructure combine to produce
detailed, hard-to-find data and insights on opaque global capital markets.

How we gather insights from a global stream of data

Highly specialized professionals
The PitchBook Data Operations Team consists of over
2,100 people with an average tenure of 3+ years who
verify every detail and provide a human touch to our
information before putting it in front of the world.
A complex information infrastructure
Fragmented, complex and hard-to-manage
information from around the world is turned into
actionable insights after being sourced, organized
and integrated through the application of over 100
proprietary processes.
Global breadth and depth
Our human-centered approach and information
infrastructure results in an unparalleled breadth
of insight into market activity around the world.
Organized across 25 discrete datasets, we provide
a detailed view into companies, investors, funds,
management teams and more.

Trigger Event Secondary Data Primary Data Complete

News events, client requests,
800,000+ web crawlers
and more
Quality Assurance
Operations Team Operations Team
Create comprehensive Check to ensure accuracy Make direct contact to confirm Continue to maintain profiles
profiles using data analysis and rigor accuracy and acquire nonpublic and ensure accuracy on an
and evaluation information ongoing basis

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Gain an information advantage to
ensure success with analyst access
At PitchBook, we provide our customers access to our deep bench of analysts by offering
informal conversations on-demand.
Custom analysis
Utilize quarterly custom analysis s
​ ervices to understand
industry trends, e
​ vents, key players, and issues across t​ he
private markets. Our analysts will ​quickly create and deliver
custom ​cuts of raw data in the form of charts, ​graphs, and
more—helping you save t​ ime and resources and understand ​
the markets you’re considering.
Unmatched subject matter expertise
Comprised of former business ​operators, investors,
consultants, a​ nd more, harness direct access to o​ ur
analyst team to unpack the current ​state of various
verticals, understand i​ndustry drivers, evaluate
prospective ​and live transactions, and identify ​market
opportunities across the ​technology sectors we cover. ​
“As we develop the future-economies
thesis and ​investment rubric for the
fund, I’m leaning on data, r​ esearch
reports, and a host of value-add
information ​from PitchBook. We
couldn’t do it without this tool.”
Ben Zarrour
Senior Investment
Associate, Dubai Future
District Fund (DFDF) ​

​
Candid conversations
Engage in candid, private conversations ​about current
industry dynamics ​and developments that might not ​be
found in our published research. ​Plus, leverage analyst
access to t​ ake a deep dive into the finding’s o
​ ur analysts
have published in their r​ eports and notes.

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 Your success is our success
Customer success “The PitchBook Customer Success Team
members are always very responsive and
As a client, you get a dedicated customer success manager who understands your helpful with both specific requests for
business and the goals you want to achieve. They’re your go-to contact at PitchBook. data, reports, or onboarding and training
Have a question? They have the answer. where they are happy to help and tailor the
approach to meet the business needs.”
Research assistance
Our research team is your research team. Our analysts will find the data you need James Windsor
fast, build custom reports and save you a ton of time.
Senior Vice President,
Campbell Lutyens & Co.
Live chat
Need answers ASAP? Use our live chat feature to connect directly from PitchBook
Desktop. A member of our customer success team will be there to help.

Personalized onboarding
To get you started, we’ll guide you through an onboarding process that’s tailored to
your needs.

Unlimited training
We provide one-on-one training whenever you need it—whether you’re new to
PitchBook or just need a refresher.

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7
Who we are
In 2007, PitchBook Founder and CEO John Gabbert knew that his idea for
an actionable, extensive database for private equity-focused intelligence
was worth pursuing. He and seven others set up shop in a 200-square-
foot, windowless office, and the rest is PitchBook history.

Since those early days, PitchBook has expanded its coverage areas to
include the entirety of the public and private markets. We’ve added
thousands of datasets and millions of individual insights to the platform,
and we’ve pioneered new features and products that surface the
information our clients need to win. We look at every day as a new
opportunity to meet and exceed our customers’ expectations through
helping them make informed decisions that propel their firms forward.

Now part of Morningstar, PitchBook is headquartered in Seattle, London

and Hong Kong with additional offices in New York and San Francisco.

John Gabbert, founder and CEO of

PitchBook, has more than 17 years
of experience building technology
for professionals who work in the
private markets.
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Learn more
To see a demo and learn more about PitchBook,
contact a PitchBook representative.

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