Help: How to create alerts and subscriptions

After creating a screener of portfolio companies or potential investors, you likely want updates when a company exits or if an investor participates in a new deal. PitchBook alerts deliver these notifications and more: assign them to your saved searches, lists, market maps, or subscriptions to get an email whenever new matching data is added to the platform. This article walks you through setting up alerts so you can stay on top of important changes in your industry.

You can also learn how to manage and edit your created alerts in our article How to edit your alerts and subscriptions.

You have the option to create alerts and subscriptions in multiple locations. The following section outlines and provides instructions for each method. You can then decide which option best aligns with your workflow and meets your needs.

From search results

Use the following instructions to create alerts from search results.

1. Run a screener, and navigate to the search results page.
2. Click the Save button on the top right corner of the search page to prompt the pop-up menu.
3. In the pop-up menu, select Save as search or to Save as list. After making your selection, you have the option to choose to Receive email alerts.
4. Select Continue to open the Email Alerts Setting pop-up menu. Select the type of alerts you’d like to receive and set your desired alert frequency on this menu.
5. Click Save to finalize your choices.

Note: Your alert options change depending on what entity types are included in your saved search or list.

From the Saved Searches & Lists section

You can set up alerts for pre-existing saved searches and lists from the Saved Searches & List section of PitchBook. To sign up for alerts from Saved Searches & Lists, follow these steps.

1. Navigate to Saved Searches & Lists from the My PitchBook section of the PitchBook sidebar.
   
   • Click on the My Searches tab to access all your saved searches.
   • Click on the My Lists tab to access all your saved lists.
2. Click on the bell icon in the Alerts column to prompt the pop-up menu.
3. Select the type of alerts you’d like to receive and set your desired alert frequency on this menu.
4. Click Save to finalize your choices.

From the Alerts & Subscriptions section

Our newsletters and reports let you dive deeper into the PitchBook knowledge you care about. You can subscribe to our newsletters and reports from the Subscriptions tab of the Alerts & Subscriptions section by following these steps.

1. Click on Alerts & Subscriptions from the My PitchBook section of the PitchBook sidebar.
2. Navigate to the Subscriptions tab. This tab lists all of the subscription options as well as research alert categories.
3. Select the checkboxes next to the options you want to subscribe to.
4. Use the field options in the Research section to set alerts for new private market research and equity research reports.
5. Your updated subscription preferences are automatically saved once selected.

From Workspaces

You can set alerts for the saved searches, saved lists, research, or market maps in your Workspaces. Even in a shared Workspace, you can manage your own alerts. Any changes to alerts made by one Workspace collaborator do not affect alerts for other collaborators. To receive alerts on content in your Workspace, carry out the following steps.

1. Navigate to the All Content section of the Workspace and choose which list, search, or market map you’d like to create or edit alerts for.
2. Click on the three dots on the right side of the row, and select Manage Alerts. This brings up the pop-up menu, where you can adjust the frequency and make your alert selections.
3. Click Save to finalize your choices.

From the Conferences tab

Within the Conferences tab, you can access the Alerts button in the top right-hand corner. This option allows you to set alerts for new and updated future conferences that meet your criteria. Once set up, you receive email notifications sent to the email address associated with your PitchBook account.

To set up alerts, select Alerts, then Set Alerts to open the alerts window with the following options:

Set Conference Alert

• Alert Name – Create a name for your alert. This alert name titles the email that you receive containing the conference data.
• Email Frequency – Choose the cadence at which you want to receive conference updates using the Frequency drop-down.
  
  • Daily – Receive a daily summary of conference updates from the previous day (last 24 hours).
  • Weekly – Receive a summary of conference updates from the previous week, delivered on Mondays.

Criteria

• Location – Choose which conference updates you receive based on the location of the conferences.
• Industry – Receive conference alerts based on the industry you select.
• Attending Companies – Filter by specific companies that may be attending a conference.

Note: If you have already applied filters on the Conferences page, those filters automatically populate in the alert window when you set an alert, so you won’t have to re-enter them.

If you want to be alerted when new conferences match your saved criteria, you can also opt in to alerts directly from the Conferences Saved Search feature by using the toggle, which will open the alerts window to complete your setup.

From the Research Center

You can set alerts for new private market research from PitchBook Institutional Research Group (PIRG), as well as equity research from Morningstar Institutional Equity Research (MIERs) and our 3rd-party (Aftermarket Research) contributors, directly from the Research Center. Once set, you receive email notifications whenever new reports that match your chosen criteria and frequency are published. To sign up for alerts from the Research Center, follow these steps.

1. Click on Research Center from the Research section of the PitchBook sidebar.
2. Then, select the Alerts button in the top right corner and click Set Alert from the drop-down menu.

3. From the pop-up window, you can then customize your alert in the following ways:

Set Research Alert

• Alert Name – Create a name for your alert. This alert name titles the email that you receive containing the report.
• Frequency – Choose the cadence at which you want to receive newly published research reports using the Frequency drop-down menu.
  
  • Real-time – Get the report as soon as it is released.
  • Daily – Receive a daily round-up of reports that were published the previous day (last 24 hours). Typically, if you are in the United States, research alerts arrive in the morning, while those in Europe or APAC receive them in the evening.
  • Weekly – Get a round-up of reports published during the previous week, delivered on Mondays.

Criteria

• Company – Type in company name(s) of interest to receive research reports that feature those specific businesses.
• Sector – Choose a specific sector of reports you are interested in. Sectors are categorized by Morningstar.
• Report Type – If you have a specific report type in mind, you can select it from the drop-down menu.
• Publisher – Choose a specific publisher among PitchBook, Morningstar, and our 3rd-party Aftermarket Research providers.

From the News Center

From anywhere in the News Center, you see the Alerts button in the top right-hand corner. This option allows you to create and manage alerts for news articles, choosing the companies and topics you care about and how often you want to receive updates. Once set up, you are emailed the news articles that meet your criteria to your email address linked to PitchBook.

To set up alerts, click the Alerts button, then Set Alerts to open the alerts window with the following options:

Set News Alert

• Alert Name – Create a name for your alert. This alert name titles the email that you receive containing the report.
• Frequency – Choose the cadence at which you want to receive newly published research reports using the Frequency drop-down menu.
  
  • Real-time – Get the report as soon as it is released.
  • Daily – Receive a daily round-up of news that was published the previous day (last 24 hours).
  • Weekly – Get a round-up of reports published during the previous week, delivered on Mondays.

Criteria

• Entity – Add the names of any companies of interest to receive news articles featuring them as they are published.
• Publisher – Filter to show articles by publisher name. There are three publisher options available to you in the News Center.
  
  • PitchBook – Receive news published by PitchBook.
  • LCD – Credit news in PitchBook is written by our LCD team.
  • MT Newswires – A premium news vendor providing coverage of public equity news.
  • 3rd-party news – We collect and display news from other reputable publishers.
• Topic – Use this option to set alerts for specific topics covered in the news article.
• Asset Class – Choose to receive articles based on your specific market area of interest.
• Region – Set which articles to receive based on their primary geographic focus.

From LCD Credit Analysis

You can set alerts for new credit research or credit news from the LCD Credit Analysis section of PitchBook. To sign up for alerts from the LCD Credit Analysis section, follow the steps below:

Credit News alerts

1. Click on Credit News in the PitchBook sidebar.
2. When in Credit News, click the Alerts button in the top right corner.
3. From this menu, you can set specific criteria for your LCD news search. You can also utilize the Entity search bar to type in any particular entity you would like to populate relevant news content for.
   
   • For credit news, you can select criteria for the publisher, topic, asset class, and region.
4. To confirm your selection(s), press the Save button at the bottom of the menu. You receive an email when a report or news article in your selected categories is published.

Set News Alert

• Alert Name – Create a name for your alert. This alert name titles the email that you receive containing the report.
• Frequency – Choose the cadence at which you want to receive newly published research reports using the Frequency drop-down menu.
  
  • Real-time – Get the report as soon as it is released.
  • Daily – Receive a daily round-up of reports that were published the previous day (last 24 hours). Typically, if you are in the United States, research alerts arrive in the morning, while those in Europe or APAC receives them in the evening.
  • Weekly – Get a round-up of reports published during the previous week, delivered on Mondays.

Criteria

• Alert name – Name your alert. This name is displayed in the alert email delivered to your inbox.
• Frequency – Choose how often you want to receive news article alerts.
• Entity – Add the names of any companies of interest to receive news articles featuring them as they are published.
• Region – Set which articles to receive based on their primary geographic focus.
• Topic – Use this option to set alerts for specific topics covered in the news article.
• Publisher – Filter to show articles by publisher name. There are three publisher options available to you in the News Center.
  
  • LCD – Credit news in PitchBook is written by our LCD team. LCD is selected by default when accessing Alerts from the Credit News tab.
  • MT Newswires – A premium news vendor providing coverage of public equity news.
  • 3rd-party news – We collect and display news from other reputable publishers.
  • PitchBook – Private market news published by PitchBook.
• Asset Class – Choose to receive articles based on your specific market area of interest.

Credit Research alerts

1. Click on Credit Research in the PitchBook sidebar.
2. Click the Subscribe button in the top right corner.
3. Use the + symbol to expand any of the collapsed categories, and click the checkboxes for all of the categories that you want to receive alerts for.
   
   • For credit research, you can select from report types within six credit asset classes.
4. To confirm your selection(s), press the Save button at the bottom of the menu. You receive an email when a report or news article in your selected categories is published.

From Market Maps

Creating alerts for companies within your market map follows the same process as creating alerts from screeners.

1. After saving your market map, select Continue to prompt the pop-up menu.
2. Select the type of alerts you’d like to receive and set your desired alert frequency on this menu.
3. Click Save to finalize your choices.

To learn more about how to use our Market Maps feature, check out our article Market Maps overview.

Learn how to edit and manage the alerts you created in the following article:

• How to edit alerts and subscriptions

To understand how this feature fits into a broader workflow, check out PitchBook Pioneer’s course – Wealth Managers: Getting Started.