Help: Getting started with PitchBook Navigator

The PitchBook Navigator brings our financial data straight to you, making insights are easier and faster to access. While PitchBook’s screeners offer extensive search criteria for deep diving, PitchBook Navigator allows you to ask questions in plain language and get instant, data-backed answers. This article provides key information on the PitchBook Navigator, where it can be accessed in the platform and other helpful resource.

The PitchBook Navigator is a built-in chat tool in the PitchBook Platform that delivers instant answers to natural language questions. Instead of building screeners or navigating multiple tabs, you can ask questions such as:

• “Summarize the latest analyst research on the HealthTech sector.”
• “Find privately owned AI companies in California with over 200 employees.”
• “Give an overview of Plaid, including investors, latest valuation, and use of capital.”

All answers are backed by PitchBook’s proprietary data. Navigator is designed to simplify data discovery. It pulls from core datasets like company financials, investor activity, deal history, and research reports, and presents the results in context.

Navigator is built for anyone who needs fast insights from PitchBook’s private market data by asking specific questions on the topic of interest. It can be specifically useful for:

• Investors and deal sourcing teams evaluating companies, deals, or market activity.
• Business development professionals identifying partners, competitors, or acquisition targets.
• Analysts and associates surfacing valuation metrics, investor participation, or sector trends.
• New users who want a simpler way to explore PitchBook’s data.

To access the PitchBook Navigator, select Navigator from the top of the platform’s sidebar. From here, you can start exploring PitchBook’s core data with PitchBook Navigator.

You can also access the PitchBook Navigator from the General Search bar found at the top of the PitchBook Platform. Using General Search to access the Navigator works best when typing a company name or a short simple prompt. When you type into the General Search bar, you’ll see example prompts at the bottom of the list, as well as the option to Ask a different question which will take you to the directly Navigator tool.

The PitchBook Navigator currently enables you to utilize these three key workflows:

• Basic companies and deals lists – Generate lists without creating the screener. You can ask targeted questions and receive structured, data-driven responses. A response will also link back to the screener referenced, allowing you to refine results further.
  
• Research themes, sectors, and market trends – Explore insights from PitchBook and Morningstar reports.
  
• Entity-specific questions – Find target entities, such as companies, using natural language in PitchBook Navigator. The tool pulls relevant data points, such as industry, location, deal type, or investor, from PitchBook’s extensive database based on your question.
  
• Definitions of PitchBook data points – Find the definitions of data points relating to companies and deals in the platform.