Private capital markets are moving faster than ever. Firms need timely, accurate information to seize opportunities when they appear and beat the market. That’s why we’re bringing PitchBook’s authoritative private market data directly into Hebbia’s AI-native platform, so your team has the intelligence it needs, exactly when it needs it.
Hebbia pulls institutional knowledge from your internal documents, enriches it with PitchBook’s authoritative private market data, and delivers presentation-ready outputs—all in a single agentic workflow.
This article will explore how Hebbia Skills combine PitchBook’s intelligence with advanced AI workflow tools to deliver expert-grade outputs at scale.
Through the PitchBook Premium Connector, Hebbia’s multi-agent engine simultaneously analyzes PitchBook’s company, deal, investor, and fund data alongside a firm’s internal documents, CRM notes, and prior deal history—delivering cited, board-ready outputs at the speed the market demands.
What are Hebbia Skills and how do they improve efficiency?
Hebbia Skills complement PitchBook’s private capital market intelligence through a set of expert-generated AI instructions that replace the need for manual prompting. Multiple users navigating to the same result no longer have to create bespoke prompts in silos.
The 30+ Skills form a modular AI library of reusable AI skills designed by industry insiders, spanning private equity, credit, investment banking, legal, real estate, and public equities.
When invoked, a Hebbia Skill doesn’t return generic information—it executes the task with the analytical precision of a domain expert. Built with institutional partners and grounded in structured PitchBook data, Hebbia Skills deliver the precision and credibility that finance professionals demand.
How is PitchBook data involved?
When a Skill invokes PitchBook datasets, users aren’t getting raw datapoints; they’re getting benchmarks, nuanced context on developing trends, and built-in analysis. Every output includes citations with links to the PitchBook source, making analyses traceable and defensible.
The Precedent Transactions Skill, for example, was developed by someone who spent years running deal comps at Evercore. It encodes which fields matter, how to handle missing comps, and when to normalize for deal structure—all decisions that aren’t inherent to current LLMs. With PitchBook’s private capital market database behind it, the Skill draws on timely, reliable comps data. This is the power of modular AI skills: expert judgment encoded once, deployed everywhere.
How do PitchBook-enabled Skills accelerate workflows?
Skills are only as good as the data they operate on. Hebbia Skills leverage structured PitchBook data alongside unstructured sources, filings, news, and transcripts, to close the gap between raw intelligence and decision-ready output.
Hours of manual assembly become one Skill. As an example, for credit and PE investors, the Investment Committee (IC) memo is traceable, consistently formatted, and grounded in timely, accurate data, delivered in seconds.
What are examples of PitchBook-enabled Skills?
Initiation coverage starter—Auto-retrieves filings and builds a foundation for a new coverage name‚ thesis, drivers, risks, financials, or sector context.
Precedent transactions— Pulls timely comps from PitchBook’s private capital market database and applies deal-level judgment: which fields matter, how to handle missing data, and when to normalize for structure.
Add-on screener— Given a platform company, surfaces acquisition targets by mapping sector adjacencies—filtering by size, geography, and ownership—and ranking by strategic fit.
Portfolio company monitoring— Delivers a standardized snapshot of financial KPIs, operational highlights, key risks, and management commentary in a consistent format across all portfolio companies.
Industry deep dive— Adaptive sector analysis adjusts depth, framing, and output to the user’s role—whether that’s a PE associate, banking analyst, or equity researcher.
Which use cases are financial document AI workflows built for?
Private equity
Screen acquisition targets with PitchBook data and cross-reference results against prior diligence expert call transcripts and CIM documents in a single Hebbia query.
Private credit
Extract and compare key terms and red flags across credit agreements, and then benchmark deal structures against PitchBook’s private credit comps in real time. Track portfolio companies by combining PitchBook data with internal monitoring documents, earnings summaries, and lender communications in a continuously updated view.
Investment banking
Build buyer universes grounded in PitchBook data, synthesize sector research, public filings, and internal client materials into a structured market overview, and produce presentation-ready outputs with full citations—powered by an AI prompt library tuned for banking workflows.
Hedge funds and alternative managers
Screen and monitor positions at scale by combining PitchBook intelligence with internal monitoring documents, earnings summaries, and lender communications.
How can you use AI built for private capital markets to stay ahead?
PitchBook is the most trusted grounding dataset for financial AI—not just because of volume, but rigor. A PitchBook foundation powers a Hebbia Skill encoded with your firm’s investment frameworks, sector views, and diligence standards, creating a modular AI workflow.The result is that every team member executes to the same standard. What you get isn’t faster guesswork. It’s consistent, cited, decision-ready analysis delivered at a speed no manual workflow can match.
Discover why the best LLMs choose PitchBook—the pulse of private capital markets.
