PitchBook connector

Use your PitchBook data for reporting, automation and AI.

Data Panda brings your PitchBook companies, deals, funds and investor data together with the data from the rest of your firm. From one place, we turn it into dashboards, automations, AI workflows and custom apps your investment, banking and corporate-development teams use every day.

About PitchBook

The private-market reference book that IC packets are built on.

PitchBook is a private capital markets data provider founded in 2007 in Seattle by John Gabbert. Morningstar acquired the company in 2016 for around 225 million dollars and has run it as a subsidiary since. Today the database tracks several million private companies, hundreds of thousands of funds and tens of thousands of investors, with deal records covering venture capital, private equity, M&A, debt and fund-of-funds activity. The product is delivered through the PitchBook web platform, an Excel plugin used in IB and PE shops, the PitchBook API for warehouse and CRM integration and packaged industry research.

The audience splits along workflow lines. Investment-banking analysts use PitchBook for comp sets, precedent transactions, sponsor coverage and pitch-book material. Private-equity and growth-equity teams use it for sourcing, target screens, fund benchmarking and LP intelligence. Venture associates use it for valuation context, cap-table history and follow-on round tracking. Corporate-development teams use it for buyer and seller mapping in their category. Where Crunchbase wins on breadth and prospecting freshness, PitchBook wins on financial depth: deal terms, valuations at each round, fund performance metrics, debt structures and the people movement between funds.

The point of pulling PitchBook into a warehouse is that an IC packet, a comp set or a coverage map only matters once it sits next to the firm's own deal history, fund admin numbers and CRM coverage. Match a PitchBook company to the Affinity opportunity, the portfolio company KPI feed and the historic deal record, and a target screen turns into a ranked sourcing list with the firm's relationship history attached. Kept inside the PitchBook tab, the same screen is a CSV that an analyst rebuilds every Monday morning.

What your PitchBook data is for

What you get once PitchBook is connected.

Reporting on private-market depth

PitchBook deals, valuations and fund metrics next to your own deal history and CRM coverage.

Comp-set medians per sector and stage, refreshed against the live PitchBook feed
Fund benchmarking by vintage, sector and check size, joined to the firm's own returns
Coverage map of investors active in your category over the last eight quarters

Sourcing and coverage automation

Let PitchBook records drive the deal team's tools instead of being copy-pasted into a deck.

New priced round on a watchlist company writes a note onto the matching Affinity opportunity
Sponsor activity in the firm's category triggers a coverage-list refresh in the CRM
Comp-set updates push into the IC packet template the analyst opens for the next pitch

AI workflows on private-market data

Train sourcing, valuation and forecasting work on the PitchBook graph plus the firm's own outcomes.

Valuation-prediction models trained on PitchBook round history and the firm's win-loss record
Look-alike sourcing of pre-Series-B companies that mirror the firm's strongest portfolio names
Investor-overlap scoring that flags syndication patterns worth a coverage call

Custom apps on private-market data

Internal tools partners and analysts ask for that the PitchBook web app does not stitch together.

IC packet builder pulling PitchBook history, Affinity thread and portfolio overlap onto one page
Sector watchlist showing only the rounds, sponsors and exits that touch active coverage
License-arithmetic dashboard tying PitchBook seat usage to deals and pitches it moved

Use cases

Use cases we deliver with PitchBook data.

A list of concrete reports, automations and AI features we have built on PitchBook data. Pick the one that matches your situation.

Comp-set assemblyMedian revenue, EBITDA and valuation multiples per sector and stage, refreshed against PitchBook.

Precedent-transaction mapPast M&A and PE deals in a category, with size, sponsor and structure on one row.

Fund benchmarkingVintage and sector benchmarks for IRR, TVPI and DPI compared to the firm's own funds.

Coverage list refreshInvestors and sponsors active in the firm's category over the last eight quarters.

Cap-table historyRound-by-round dilution, lead and follow-on investors on a single target company.

Sponsor coverage trackingPE sponsors with portfolio companies in the firm's pipeline or recent advisory work.

People-movement watchPartner and operator moves between funds, surfaced before the next coverage call.

Exit-likelihood rankingPortfolio and watchlist companies ranked on sector-specific exit timing patterns.

Co-investor overlapFunds the firm has syndicated with most often, with check size and follow-on rate.

License arithmeticPitchBook seats and Excel-plugin usage tied to the deals and pitches the seat moved.

Crunchbase reconciliationPitchBook and Crunchbase records on the same organisation, with the deltas highlighted.

IC packet refreshComp set, valuation context and sponsor map updated the morning of the IC, not the week before.

Real business questions

Answers you will finally get.

Which PitchBook comps predict where our next deal prices?

PitchBook comp medians per sector and stage joined to the firm's own closed-deal valuations, with the gap between predicted and realised price tracked over time. Partners see which comp baskets the firm consistently beats or misses, instead of running every IC packet against a generic peer group that does not match how the firm prices in practice.

Which of our PitchBook seats are paying their way?

PitchBook seat usage and Excel-plugin activity tied to the deals, pitches and IC packets that the seat moved forward. Operations sees which analysts and partners turn the subscription into pipeline and which seats are dormant, so license renewal becomes an arithmetic exercise rather than a budget reflex.

Where do PitchBook and Crunchbase disagree on the same company?

PitchBook and Crunchbase organisation records reconciled on the same entity id, with deltas in last priced round, valuation, investor list and headcount highlighted. The deal team sees which source is the more reliable for their category, instead of trusting whichever tab they opened first.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

PitchBook subscription spend tied to the deals, pitches and IC packets each seat moved forward, with seat-level usage on the same dashboard. Finance puts a number on what the platform delivers per quarter and goes into renewal with a coverage map, not a vendor pitch.

For sales leaders

Comp sets, sponsor activity and investor coverage on every account or target the team is working, routed by sector and partner. Analysts stop rebuilding the same comp basket every Monday, and partners see live valuation context next to the firm's own deal history when they walk into the IC.

For operations

Match rate between PitchBook organisations and the firm's CRM, parent-subsidiary handling and refresh-cadence drift on one dashboard. Data ops fixes the segments where the API pull is silently going stale, not whichever spreadsheet shouted loudest in Slack last week.

Ideas

What you can automate with PitchBook.

Pair with Affinity

Layer PitchBook valuations and deal terms onto Affinity opportunities

PitchBook round history, valuations, cap-table movement and sponsor activity match onto the Affinity organisation and opportunity. Partners see the latest priced round, the lead investor and the comp-set median next to the firm's own thread with the founder, so the IC conversation starts from a current valuation picture instead of a comp basket the analyst pulled three weeks ago.

Pair with Salesforce

Enrich Salesforce accounts with PitchBook deal and investor context

PitchBook organisations, valuations, sponsors and recent deal activity sync onto the matching Salesforce account as fields and timeline events. AEs covering investor or corporate-development buyers open an account and see the latest priced round, the active sponsor and the firm's own ARR exposure on one record, instead of pivoting between PitchBook, Salesforce and a stale internal sheet.

Pair with HubSpot

Push PitchBook valuation context into HubSpot companies

PitchBook company data, last priced round, investor list and exit signals land on HubSpot company and contact records, with new rounds posting to the deal timeline. Marketing builds workflows that fire only when valuation context confirms ICP fit, and SDRs covering investor-backed accounts stop chasing companies whose last round priced below the threshold.

Pair with Crunchbase

Reconcile PitchBook and Crunchbase records on the same organisation

PitchBook and Crunchbase rows for the same company sit on a shared warehouse key, with differences in last round, valuation, investor list and headcount surfaced as a delta report. The deal team sees which source is more reliable for their category and stage, and the IC packet quotes the field that the firm's own track record says holds up best instead of whichever number the analyst found first.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your PitchBook data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From PitchBook to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

PitchBook connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Which PitchBook contract do we need for the warehouse pull?

Bulk warehouse extraction runs against the PitchBook API, which is contracted on top of the platform subscription rather than included in the standard seat pricing. We help size the contract by mapping which entity types you need (companies, deals, funds, investors, people, exits) and at what refresh cadence, so the API spend lines up with the IC, coverage and benchmarking workflows that justify it.

Where does PitchBook stop and Crunchbase start in our stack?

PitchBook wins on financial depth: deal terms, round-by-round valuations, fund performance metrics and analyst-grade research. Crunchbase wins on breadth of company coverage and freshness of round announcements for sales prospecting. Many investment firms run both, with PitchBook feeding IC packets, comp sets and fund benchmarking and Crunchbase feeding GTM watchlists, and the warehouse is where the two graphs reconcile on the same organisation id.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your PitchBook setup and the systems around it. Together we pick the first thing worth building.

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