Driving growth: How PitchBook fuels Tarsadia’s operations, diligence, and outreach

Tarsadia is on a mission to support category-defining companies from idea generation to public ownership. Since becoming a PitchBook customer in 2018, Tarsadia has made high-conviction investments in companies worldwide. Our robust private capital market data has been instrumental in helping their growing team identify targets that ultimately led to successful deals.

Tarsadia’s unique investment approach requires an agile and innovative platform to support its investing thesis. Its philosophy couples in-depth thematic research with decades of operational experience, enabling it to invest across various markets and stages. PitchBook remains Tarsadia’s go-to platform due to its accurate private company database and screening functionalities, among other tools.

Challenge: Scaling diligence and outreach workflows across the firm

Tarsadia has a successful history of investing due to its extensive network of relationships. However, as the firm scaled, it needed an established and reliable data framework that could enable its junior members to efficiently identify and evaluate companies that fit their criteria. This is where PitchBook comes in.

PitchBook’s market intelligence has allowed team members across positions and expertise to quickly screen millions of companies and find the ones that are most likely to succeed while providing insights into financial growth trends. Our screening functionalities are an invaluable resource for Tarsadia, which uses PitchBook to quickly approach the universe of addressable companies within its focus areas and zero in on quality leads.

The walkthrough above illustrates how to quickly access a firm’s investment history and portfolio companies by clicking on the “Investments” tab on their company profile page. Tarsadia Investments used this workflow to successfully find an investment.

_{This is an example workflow for demonstration purposes only. The data and information are for reference and do not constitute investment advice.}

Solution: Data-driven research and insights streamline deal pipelines

Beyond deal generation, VC and PE firms must spend adequate time running due diligence for portfolio companies. PitchBook provides a holistic understanding of the investment landscape for Tarsadia, including how much money a company has raised, its latest valuation, and who the founder is.

PitchBook’s plugins allow for better financial models built on the depth of PitchBook’s global public and private market data.

Screening tools enable the team to filter millions of data points in seconds to find what it is looking for.

Profile Overview Pages quickly surface information about investors, advisors, limited partners, funds, and professional individuals.

Additionally, PitchBook is the only private data platform Tarsadia has seen that effectively provides information on the universe of women founders with our US VC female founders dashboard.

Result: Identifying successful opportunities ahead of the competition

PitchBook provides Tarsadia with the market intelligence it needs to make informed investment decisions so it can streamline its workflow and focus on what matters— finding the next big win.

Last year, the company identified a new prospect by looking at a list of portfolio companies in one of its target’s incumbent investors.

Streamline investment workflows with deeper market insights

For six years, PitchBook’s innovative platform has empowered Tarsadia’s flexible, long-duration investment approach. Our unmatched data analytics and market intelligence continue to help it passionately support its companies with deep industry knowledge and stay ahead of the curve in rapidly changing industries.