Help: Data Feed, API, and CRM: Direct Data solutions
Direct Data solutions give you access to PitchBook’s data, integrated into your daily business systems. With PitchBook’s public and private market data, you can easily track important trends and patterns within your own tech stack, boosting workflow efficiency and saving you time and effort.
This article explains PitchBook’s Data Feed, API, and CRM solutions, which together form Direct Data.
Not a PitchBook customer?
If you require raw data with specific parameters at regular intervals, then the Data Feed solution is perfect for you. With PitchBook’s data feed, you choose the exact data points you need for each company and specify the frequency at which you want the data fed into your internal business system.
The Data Feed is delivered via Secure File Transfer Protocol (SFTP), AWSS3, Azure or to a specific cloud service which are all secure methods of receiving large amounts of data. Once you set up the Data Feed, you can sit back and let the information you need be delivered to you.
What data points are available with the Data Feed?
The Data Feed solution offers hundreds of data points on the different entities including deal history, financials and contact details. Check out the document Data Feed Dictionary for the full list of data points available with PitchBook’s Data Feed.
Ready to get started?
PitchBook’s API solution allows you to call specific PitchBook data into your internal business systems on demand. This flexible solution means you have access to PitchBook’s database.
It’s the ideal integration for CRM enrichment which allows you to extract the data on an ad-hoc basis that meets the needs of your business. Not only can you look at a specific entity and pull valuable data, but the API solution allows you to apply specific criteria, such as location and industry, to drill down into the businesses you discover.
The API solution offers a number of relational end points, including financing details, deal stock information, as well as AI powered VC exit predictor data. Check out the document API End Points for the extensive list of data points available with PitchBook’s API.
To become comfortable using the PitchBook API, a test “sandbox” environment can be created for developers within your business to practice making API calls and understand how the API integrates with your systems.
“PitchBook is the gold standard for data on privately-backed companies and the VC and PE ecosystem. Over the years they have expanded their coverage to provide excellent data on public companies and M&A as well, and have vastly increased the coverage on international companies. The platform is intuitive and easy-to-use and customer service is top-notch.”
Source : G2.com
PitchBook offers different CRM (Customer Relationship Management) integrations that aim to enhance your outreach. The CRM solution automatically sends PitchBook data directly to your CRM application, helping you prospect data, track customer interactions, and share this information with colleagues.
PitchBook supports the following CRM integrations. Follow the links below to learn more about each of the CRM offerings:
If you are keen to install any of the solutions we’ve covered, set up the API sandbox, or simply want to learn more, we have a dedicated Direct Data team ready to talk you through the whole process.
To begin that conversation, head to the PitchBook Platform, select Plugins & Apps from the left-hand sidebar, tap the Direct Data solution you are looking for.
The select Contact your account manager. A member of the PitchBook team will shortly be in touch by email with the next steps.
If you are not a PitchBook user, get in touch with our team and discover which solutions are best for you.