Work more efficiently, be more productive with PitchBook's workflow tools.

Combine the PitchBook Platform's powerful data with Excel, CRM software and LinkedIn.

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Our Excel Plugin is an analyst's best friend

Access the PitchBook Platform's data on companies, investors and funds directly from Excel to build and update financial models faster than ever.

Save time

Create financial models

Update data fast

Edit formulas easily

Build custom charts

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Your favorite CRM, enhanced with our data

Integrate data from the PitchBook Platform with Salesforce, Microsoft Dynamics CRM or Dynamo to create new leads and contacts as well as enhance existing accounts with details on people, funds, deals and more.


Go on LinkedIn without ever leaving the Platform

We make it easy for you to network with prospective clients and investors, see professionals' experience and your common connections, plus follow people, companies and firms.

Make your job a little easier