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Best practices for investment and dealmaking due diligence

Learn how you can use PitchBook for best practices when deciding which investments to pursue and who to work with.

As competition throughout the private markets increases, dealmakers across the investment lifecycle must engage in thorough due diligence when vetting deals, investments, and prospects.

Whether you work for a venture capital firm, a private equity group, or an investment bank, navigating this complex landscape requires looking beyond the traditional means of conducting due diligence toward a more data-driven approach. Timely and accurate financial data is crucial for substantiating claims, focusing research efforts, and facilitating informed decision-making.

In this guide, we look at how you can use PitchBook to access granular data to track past performance, financial history, series terms, cap tables, and revenue figures—so you can easily target which investments to pursue and who to work with.

What does our best practice guide cover?

  • Vetting potential investments
  • Accessing timely and accurate data
  • Evaluating a company’s financial and nonfinancial metrics
  • Finding comparable private and public companies
  • Researching executives
  • Researching financial sponsors
  • Creating targeted investors lists
  • Comparing fund returns
  • Looking at comparable funds’ quartiles

How can you leverage PitchBook to target the right deals and stakeholders?

When it comes to understanding how a business or investor operates, every detail and data point counts, from understanding their existing engagements to their customer base and past performance.

Our comprehensive data analysis and market intelligence make it easy to access data on the entire venture capital, private equity, and M&A landscape—so investors can calculate valuations, source deals, and track market trends with ease and simplicity.