Help: PitchBook prompt library for Premium Connectors
In this article, learn about how to craft effective prompts that will bring you PitchBook insights through our large language model partners (LLMs).
The PitchBook Premium Connector lets you access PitchBook’s private market data directly in large language models (LLMs) such as Claude and ChatGPT. You can ask natural language questions and get structured, data-backed answers, without switching platforms. It’s not always obvious what to ask or how to phrase your question to get the best result, which can slow you down. This article aims to help with that and give guidance on prompts to help you ask better questions and get more value from PitchBook’s data with our LLM partners.
PitchBook currently partners with the following LLMs:
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Prompts are the instructions you give to the LLM in your question. They guide the model’s response by telling it what you want to know, how to answer, and what context to consider. A well-constructed prompt reduces ambiguity and helps the LLM to deliver results that are relevant to your specific research goals.
To ensure responses are grounded in verified private market data, include the phrase “Using PitchBook as the data source” in your prompt. If you’d prefer the answer to incorporate additional sources, such as news articles or company website content, leave that phrase out.
Strong and clear prompts often include:
- Intent – The objective or problem the prompt is designed to address.
- Context – Relevant details such as company, industry, geography, time frame, funding stage, or investor type.
- Instructions – The expected output or level of detail in the response.
- Audience Fit – The intended use of the output, such as internal analysis, client-facing material, or strategic planning.
- Limits – The boundaries or constraints the model should follow to maintain accuracy and relevance.
Some prompts may take the LLM a few minutes to answer, as it works through multiple steps in real-time. While the response is processing, you can switch to another tab or app. If you’ve enabled notifications, you’ll receive an alert when it’s done; otherwise, check back in a few minutes.
Note: These prompts are provided as guidelines to help include key elements that improve response quality, but results from different LLMs can occasionally produce inaccurate or unexpected outputs. These prompts are universal and work across each LLM.
Deal execution
Prompt objective: Access detailed ownership, financial, and governance information for target companies. This supports validation of deal terms, assessment of investor alignment, and identification of potential risks using PitchBook data.
When to use: These prompts can be used for diligence research, investment memo preparation, cap table validation, and coordinating with service providers to finalize deal terms.
Beginner prompt: “Using PitchBook data, provide a summary of [Company Name] most recent financing round, including round type, valuation, investors, and terms.”
Intermediate prompt: “I’m leading a growth equity investment for [Company Name]. Using PitchBook data, find a detailed breakdown of its historical cap table with ownership percentages and terms. This should include equity and debt rounds, ownership stakes, option pool allocations, and secondary transactions if available. Include leadership tenure and any financial performance trends.”
Advanced prompt: “I’m executing a potential investment in [Company Name]. Using PitchBook data, create a detailed breakdown of its historical cap table with ownership percentages and terms. This should include a historical and current cap table, financial statements over the past five years, all prior investors and ownership stakes, deal participants segmented by role, current and former executive team members, and LPs that are invested in the company.
I’d also like to see comparable deal terms for [Competitor Name] and [Competitor Name], along with investor alignment and potential conflicts.”
Networking
Prompt objective: Use this prompt to identify professionals connected to specific companies, funds, and deals. The tool helps surface shared history and strategic connections using PitchBook data to support networking and relationship-building efforts.
When to use: These prompts can be used for networking, meeting preparation, network-building, deal execution, fundraising, and partnership creation.
Beginner prompt: “Using PitchBook data, who are the key investors and executive leaders associated with [Company Name]? Provide names, roles, and contact information for each participant.”
Intermediate prompt: “I want to connect with professionals who have invested in or advised [Company Name], as well as its competitors. Using PitchBook data, identify relevant people across funds, companies, and service providers — and include their current roles, historical deal involvement, and contact information.”
Advanced prompt: “I need to map out the professional network surrounding [Company Name] and its competitors [Competitor Name] and [Competitor Name] using PitchBook data. Include current and former executives, board members, investors, advisors, and service providers. Focus on shared deal history, fund affiliations, and co-investment patterns.
Then, pinpoint high-value contacts based on their board, investment, and fund history and provide contact information, recent activity, and personalized messaging for each person. Find shared connections and past collaborations to enable a warm introduction.”
Due diligence
Prompt objective: Retrieve financial, ownership, and governance data for target companies using this prompt. This supports due diligence workflows by helping users assess risk, validate assumptions, and identify key insights using PitchBook data.
When to use: These prompts can be used for investor due diligence, acquisition evaluation, investment committee material preparation, and data validation before issuing a term sheet.
Beginner prompt: “I work at an investment bank and I’m conducting due diligence on a private company called [Company Name]. Using PitchBook data, give me a high-level overview of the company, financials, and its recent funding history.”
Intermediate prompt: “I work at an investment bank and I’m conducting due diligence on a company called [Company Name]. Using PitchBook data, provide intel on its historical financial performance, growth metrics, operational risks, key competitors, market share estimates, and strategic initiatives using PitchBook data.”
Advanced prompt: I work at an investment bank and I’m conducting due diligence on a company called [Company Name]. Using PitchBook data, find intel on its historical and current cap table, financing history, financial statements, management team, IP and technology ownership, and any red flags, like down rounds, investor exits, and governance changes.
I’d also like to model exit scenarios and understand valuation variables under multiple deal structure options.”
Fundraising
Prompt objective: Use this prompt to identify potential limited partners, analyze co-investment networks, and develop targeted outreach strategies. PitchBook data supports efficient fundraising by helping users find suitable capital partners.
When to use: These prompts can be used for capital raising, finding aligned investors, building pitch lists, and creating personalized outreach strategies for LPs.
Beginner prompt: “I’m a General Partner preparing to raise a new fund. Using PitchBook data, can you give me an overview of the types of Limited Partners that typically invest in private equity funds with a focus on emerging technology, specifically AI?”
Intermediate prompt: “I’m a research analyst at a mid-market private equity fund that focuses on North American growth-stage companies, with a focus on emerging technologies like AI. I’m considering reaching out to [LP Name], [LP Name], and [LP Name] as potential investors. Using PitchBook data, help me analyze each LP to determine their fit with our fund strategy, including recent fund commitments, typical commitment sizes, and geographic focus. Also pull information on their key decision-makers and investment team members for personalized outreach.”
Advanced prompt: “I’m launching a $500 million private equity fund that focuses on emerging technology companies, with a focus on AI, located in North America. I’ve identified 10 potential LPs, including [LP Name], [LP Name], [LP Name], etc. Using PitchBook data, provide a comprehensive analysis comparing these LPs across their recent fund commitments in technology and growth equity. Include historical commitment sizes, re-up rates with previous fund managers, and geographic preferences.
Then, segment these LPs by type (endowments, family offices, pension funds) and help me develop tailored talking points for each segment. Finally, pull contact information and backgrounds for key investment professionals at each LP to help craft personalized outreach.”
Business development
Prompt objective: Use this prompt to identify companies, investors, and professionals relevant to business development efforts. PitchBook data helps uncover recent activity and relationship networks to support outreach and strategic engagement.
When to use: These prompts can be used for new customer research, partner identification, strategic account creation, vendor outreach, go-to-market strategy creation, and general professional networking.
Beginner prompt: “Using PitchBook data, can you analyze these 5 electric vehicle companies and provide their Series B or C round details: [Company Name], [Company Name], [Company Name], [Company Name], and [Company Name]. I’m looking for investor names and a list of similar companies in the same industry in their portfolio.”
Intermediate prompt: “I’m targeting [Company Name] for a strategic partnership. Using PitchBook data, show me its financing history and current valuation, investors and their focus areas, the leadership team and board members, and any deals these people have personally participated in as investors. I want to understand the company’s financial position, strategic priorities, and understand how to contact for partnership opportunities.”
Advanced prompt: “I’m developing a go-to-market strategy for [product/service] targeting growth-stage autonomous vehicle companies. Using PitchBook data, can you analyze these specific companies: [Company Name], [Company Name], [Company Name], and [Company Name]. Provide their financing history, latest funding round, valuation, investors, and employee count.
Next, I want to identify which investors appear most frequently across these portfolio companies to use as champions for a warm introduction. Take the 3 most active investors and find five portfolio companies in B2B SaaS.”
Portfolio management
Prompt objective: Use this prompt to track portfolio company performance, leadership changes, and exit indicators. PitchBook data supports portfolio management by helping users monitor risks, identify follow-on opportunities, and compare performance across similar investments.
When to use: These prompts can be used for tracking companies in a specific fund, sector, or strategy; preparing for board meetings, identifying follow-on opportunities, and proactively managing risk across a fund.
Beginner prompt: “Using PitchBook data, show recent funding activity, valuation changes, and executive team updates for companies in CloudTech and DevOps sector that received investment from Sequoia Capital.”
Intermediate prompt: “Using PitchBook data, track the performance of CloudTech and DevOps companies backed by Sequoia Capital over the past 5 years, including revenue growth metrics, follow-on rounds, valuation changes, and exits. Tell me about companies with major capital efficiency concerns or leadership turnover.”
Advanced prompt: “I’m monitoring portfolio companies in the CloudTech and DevOps sector backed by Sequoia Capital. Using PitchBook data, tell me about their revenue and valuation trends, capital efficiency metrics, and runway estimates. In addition, include information on executive and board turnover, identify current exit signals, and benchmark comparisons against non-Sequoia Capital-backed companies in the same funding stage and sector.”
Market intelligence
Prompt objective: Use this prompt to understand complex market relationships using PitchBook’s private capital market data. Identify connections between companies, investors, and professionals, making it easier to visualize industry relationships. The output can also group similar organizations into clusters, supporting competitive analysis and market research.
When to use: These prompts can be used for researching business, investment, and product relationships between companies; deal sourcing; strategic partnerships; investor sourcing; supply chain management, and more.
Beginner prompt: “Using PitchBook data, show me a list of investors in [Company Name], including their fund types, valuations, and rounds.”
Intermediate prompt: “Using PitchBook’s data, show me the major investors (anyone with >10% ownership) in [Company Name], including current and exited investors. I’d like to know more about each investor’s recent deal activity, fund size, and sector focus. Include any successful exits or follow-on investments.”
Advanced Prompt: “Using PitchBook data, break down market relationships for [Company Name] to show the competitive landscape. I’d like to know more about former and active investors, any portfolio overlaps, historical deal participation, and investment trends for these participants.
Include any strategic partnerships between companies, funds, and professionals and insights into investment themes and white space opportunities.”
Asset allocation
Prompt objective: Analyze portfolio construction, assess market-wide allocation trends, benchmark optimal portfolio construction strategies, evaluate new opportunities by sector and region, and understand vintage year performance patterns. The PitchBook Premium Connector enables LPs to make data-driven asset allocation decisions using proprietary market data.
When to use: Portfolio construction planning, allocation strategy development, market opportunity identification, vintage year selection, and diversification benchmarking.
Beginner prompt: Using PitchBook data, pull current portfolio companies for [GP Name]. Show me the GP’s sector distribution so I can understand my potential sector exposure if I commit to their next fund.
Intermediate prompt: Our current portfolio is heavily exposed to the financial technology sector via our existing GP commitments. I’m considering [GP Name] for our next allocation. Using PitchBook data, pull their current portfolio companies and investment history to determine what portion of their investments are in FinTech. Include other major sector focuses so I can determine if this investment will increase or diversify my FinTech concentration.
Advanced prompt: My sovereign wealth fund is currently committed to [GP Name] and [GP Name], both of which are heavily focused on artificial intelligence solutions. I’m considering adding either [GP Name] or [GP Name] to our portfolio. Using PitchBook data, analyze the current portfolio companies for all four GPs, including detailed sector breakdowns—and identify any investment overlap in portfolio companies across all four GPs.
I’d also like to see their sub-sector focus within the artificial intelligence space and other sector exposures for each GP. Determine whether adding [GP Name] or [GP Name] will concentrate my artificial intelligence exposure even further. Finally, tell me whether adding either [GP Name] or [GP Name] to our portfolio will help our fund invest in complementary sub-sectors to balance our portfolio.”
Benchmarking
Prompt objective: Evaluate and compare General Partners (GPs) using comprehensive performance data, team analysis, and portfolio metrics. The PitchBook Premium Connector through LLMs enables LPs to conduct due diligence, benchmark GP performance against peer funds, and make data-driven investment decisions.
When to use: GP evaluation, fund selection, re-up decision-making, new manager assessment, co-investment opportunity vetting, and portfolio manager monitoring.
Beginner prompt: “I’m an LP evaluating potential GPs. Using PitchBook data, provide a performance overview for [GP Name] most recent funds, including IRR, TVPI, and DPI.”
Intermediate prompt: “I’m a research analyst at a public pension fund evaluating [GP Name] as a GP for our investments. Using PitchBook data, retrieve performance metrics for all their funds for the last 10 years. Include key data like IRR, TVPI, DPI, and RVPI. Show me how each fund performed relative to its vintage year benchmark and identify any performance trends over time. I’d also like to see fund sizes, capital deployment rates, and current dry powder totals.”
Advanced: “I’m conducting due diligence on [GP Name] as a potential new GP for our endowment. Using PitchBook data to benchmark the firm, find performance metrics for all funds in the past 10 years, including IRR, TVPI, DPI, and RVPI, and compare that data to vintage years and quartile rankings. Include portfolio construction across active funds, deployment rates, and dry powder levels.
I’ll also need to understand exit capabilities with details on exit types, timing, and realization patterns as well as team analysis for the fund with a total headcount. Organize this data in a structured report that I can present to my colleagues.”
Deal sourcing
Prompt objective: Use this prompt to identify potential investment opportunities by analyzing funding activity, investor behavior, and company growth indicators. Claude uses PitchBook’s authoritative data to pinpoint emerging companies, benchmark them against competitors, and uncover aligned co-investors, streamlining the sourcing pipeline from start to finish.
When to use: Identifying new investment targets, benchmarking competitive dynamics, and building a co-investor network.
Beginner prompt: “Using PitchBook data, find companies that would complement [Company Name]’s products. Look for companies that have raised between $10-$50 million and share investors with [Company Name].”
Intermediate prompt: “I’m interested in investing in [Company Name], a [Specific Industry] company. Using PitchBook data, tell me about the company’s funding history, current and exited primary investors, and growth metrics. Benchmark this data against the following competitors: [Competitor Name], [Competitor Name], and [Competitor Name].
Advanced prompt: “I’m evaluating [Company Name] and its competitors [Competitor Name], [Competitor Name], and [Competitor Name] for investment. Using PitchBook data, provide me with a benchmarking analysis of their funding histories, valuation trends, revenue growth, and investors. Identify any overlapping investors and surface their full investment portfolios to help me find aligned co-investors and capital partners.
Include contact information, a summary of recent investment activity, and any signals of intent that I can use to personalize my outreach. Useful signals include fund mandates, new hires, and sector focus shifts.”
PitchBook research reports
Prompt objective: Use these prompts to access macro‑level insights from PitchBook Research Reports. These reports provide narrative analysis across markets, industries, and emerging themes, helping you add context to structured PitchBook data. They support workflows that require market understanding, sector deep‑dives, valuation environments, and thematic trend analysis.
When to use: These prompts can be used for market intelligence, sector research, fundraising strategy, competitive analysis, investment thesis development, and preparing materials that require broader industry or macroeconomic context.
Exclusions:
- Only reports published by PitchBook are included.
- Morningstar and third‑party research reports are not available.
- Only PDF reports are supported; Excel‑based reports are not included in this release.
Beginner prompt: “Using PitchBook Research Reports, provide a high‑level overview of current trends in [market/sector], including recent activity, key drivers, and overall outlook.”Intermediate prompt:“Using PitchBook Research Reports, summarize the latest insights on [sector/theme], including valuation trends, deal activity, geographic differences, and notable risks or opportunities. Include links to relevant reports.
Advanced prompt: “Using PitchBook Research Reports, analyze the current state of [market/sector/theme], including macroeconomic drivers, deal and valuation trends, fundraising dynamics, and geographic comparisons. Then synthesize the implications for investors or operators in this space and provide links to the underlying reports.”
Morningstar research
Prompt objective: Use these prompts to access analysis and insights from Morningstar equity, fund, ETF, and market research reports. These prompts help you surface public company valuations, economic moat ratings, earnings outlooks, sector trends, and macroeconomic impacts on public markets.
When to use: Public company research, competitive positioning, sector analysis, and macroeconomic context for investment decisions.
Beginner prompt: “What’s Morningstar’s investment thesis on [Company Name]?”
Intermediate prompt: “Using Morningstar research, what is [Company Name]'s economic moat rating and how does its competitive position compare to [Competitor Name]? Include any recent changes to the rating and the key factors driving the assessment.”
Advanced prompt: “Using Morningstar research, provide a comprehensive analysis of [Company Name], including its valuation, economic moat rating, and earnings outlook. Compare this against [Competitor Name] and [Competitor Name], and summarize the macroeconomic or sector-level factors that could impact all three heading into [year].”
News
Prompt objective: Use these prompts to retrieve and summarize recent developments across PitchBook News (private markets), PitchBook Credit News (leveraged loans, CLOs, defaults, and deal terms), and Third Party News (broad business news, press releases, partnerships, and regulatory changes). These prompts support event-driven coverage and market monitoring across public, private, and credit markets.
When to use: Monitoring recent developments on a company or investor, tracking market trends, and staying current on credit market activity. Note: MT Newswire content is not included.
Beginner prompt: “What’s the latest news on [Company Name]?”
Intermediate prompt: “Using PitchBook news sources, summarize the most recent developments for [Company Name], including any funding activity, partnerships, or regulatory changes. Highlight anything that could be relevant to an investor evaluating the company.”
Advanced prompt: “Using PitchBook News and Third Party News, give me a comprehensive market update on [sector/market], covering recent deal activity, regulatory changes, and any macroeconomic developments. Identify the key themes emerging across these sources and flag any signals that could impact investment strategy in this space.”
Earnings Call Transcripts
Prompt objective: Use these prompts to retrieve excerpts and summaries from earnings calls, investor conferences, AGMs, and other management events. These prompts help you understand what management has communicated on financial results, guidance, strategy, capital allocation, and operational challenges, including comparisons across quarters or between companies.
When to use: Earnings analysis, management commentary tracking, quarter-over-quarter comparisons, and competitive benchmarking of public company strategy.
Beginner prompt: “What did [Company Name] management say about [topic] on their most recent earnings call?”
Intermediate prompt: “Using earnings call transcripts, summarize [Company Name]'s most recent commentary on [topic], such as revenue guidance, margin outlook, or capital allocation strategy. Note any changes in tone or direction compared to the previous quarter.”
Advanced prompt: “Using earnings call transcripts, compare what [Company Name] and [Competitor Name] have said about [topic] over the past [X] quarters. Identify any divergence in strategy, shifts in guidance, or contrasting views on market conditions, and summarize the implications for investors evaluating both companies.”
Help Center content
Prompt objective: Use these prompts to retrieve explanations and instructions from PitchBook Help Center documentation. These prompts help you quickly find definitions for financial terminology, understand how PitchBook calculates or classifies specific metrics, and get guidance on platform workflows.
When to use: Looking up PitchBook-specific definitions, understanding methodology behind metrics, and navigating platform functionality. Note: For account-specific issues, this tool will surface the relevant Help Center article and direct you to support. This tool cannot take action on your account.
Beginner prompt: “How does PitchBook define [term]?”
Intermediate prompt: “How does PitchBook calculate [metric], and what data inputs does it use? Include any methodology notes or known limitations I should be aware of when using this figure in analysis.”
Advanced prompt: “I’m trying to understand how PitchBook classifies [deal type / metric / category]. Walk me through the methodology, explain how edge cases are handled, and point me to any relevant Help Center articles I can reference for further detail.”
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Source : G2.com