In the first half of 2019, we made many updates and improvements to PitchBook. From our Emerging Technology Research reports to email alerts for public financials, we’ve worked diligently to ensure you’re getting what you need and more from the platform.
The latest enhancements and features are designed to help you work smarter, save time and analyze information efficiently. In fact, each enhancement below aligns to at least one of the following:
Advanced search
Updates with this icon improve our advanced search function
Company profiles
Updates with this icon improve our company profiles
Discovery & insights
Updates with this icon help surface information and extract insights
Workflow & efficiency
Updates with this icon are designed to optimize workflow
To start, here are three notable new features released this year:
Meeting Intel
With Meeting Intel on PitchBook Mobile, you can sync your calendars to instantly get powerful insights on who you’re meeting with next and save time on preparation.
Meeting Intel delivers relevant details prior to meetings—including information about attendees’ backgrounds, quick stats on their companies and more. From scanning bios to brushing up on the latest financials, Meeting Intel serves up meaningful business specs when you need it most.
Personalized Dashboard
PitchBook’s new dashboard automatically provides personalized news and analytics all in one place—to help you stay on top of changes happening in the market.
Quickly discover what’s happening in the market, what’s new with a specific company or even when your portfolio companies pop up in the news. Then dive deeper into the details with PitchBook’s comprehensive datasets across the public and private markets.
Emerging Technology Research
Created with investors and advisors in mind, PitchBook’s new premium Emerging Technology Research provides original, comprehensive assessments of disruptive sectors such as fintech, mobility, machine learning, foodtech, and blockchain, among others.
This new research offering is intended to help you better segment and size markets, understand company and investor landscapes, evaluate opportunities and develop conviction around the growth trajectories of emerging industries.
See more product enhancements below
Advanced search
Equity data in public company advanced search
Search for companies with Morningstar equity research in the Public Companies search using criteria including sector, exchange and star rating.
Loan click-through in Debt & Lenders search
See the underlying deals a lender was involved in with click-through functionality on loan columns in the Lenders tab.
Discovery & insights
Fund type improvements
Quickly understand how funds fit into the bigger strategic picture and easily make the connection between PitchBook’s platform and analysis reports.
Personalized dashboard: Aging portfolio tile
Serving up companies in your preferred industries that are approaching the end of their holding period and may be ready for an acquisition or infusion of capital.
Competitors in search results
Quickly see a company’s competitors with expanded competitor data surfaced in search results and suggestions.
Ratios & Multiples improvements
Easily value a public company over time as of a specific date with the improved Ratios & Multiples tab.
Continued calculation transparency
Quickly audit reported values in source filings and understand methodology behind calculated values.
Company profiles
Stock performance indexes
Benchmark a stock’s performance using our Excel Plugin, in addition to the interactive stock chart functionality for quick validation in PitchBook Desktop. Plus, you can easily search for a specific index, view index data points in the formula builder and access a stock price benchmarking template.
Improved public company descriptions
Access more in-depth company descriptions written by Morningstar analysts for all public companies in PitchBook.
Competitor feedback
We’ve made it even easier for you to add suggestions for new competitors not currently listed on a company profile.
Workflow & efficiency
Email alerts for public financials advanced search
Easily stay on top of changes to the public companies you track with email alerts for the public financials advanced search.
Chrome extension entity scan filter
Now you can quickly filter the Chrome Extension’s scan results to find exactly the entities you’re interested in most.
Morningstar equity research in general search
Easily find companies with Morningstar Equity Research coverage anywhere in the platform via the main search bar.
Improved public comps recommendations for public companies
Gain insight on public company profiles with our improved public comps recommendations that leverage correlation of pricing returns, company industry, and other factors.
Want to know more? Contact your CSM and see how you can leverage the latest product enhancements.
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