Help: Installing the PitchBook Excel Plugin
Learn how to install the Excel Plugin for Windows, Mac, and Office 356.
Bringing PitchBook data into your models can mean switching platforms and rebuilding numbers by hand, which slows you down. The Excel Plugin keeps everything in one place so you can work faster and run the due diligence you need. Use the formula builder to pull PitchBook data directly into Excel, build in-depth models with prebuilt templates, and tap into the plugin’s other features to streamline your workflow.
This article provides the steps to begin using the Excel Plugin, including installing and logging in for Windows, Mac, and Office 365.
Follow the steps below to learn how to install and log in to the Excel Plugin for Windows, Mac, or Office 365.
Not a PitchBook customer?
If you are using a Windows PC with the Excel desktop app, please use the following installation and login instructions. If you use Excel in your web browser, use the instructions for Office 365 instead.
Before beginning to install the PitchBook Excel Plugin for Windows, check if your computer meets the following system requirements:
- Microsoft Windows 8 and newer versions.
- Microsoft Office Excel for Desktop (32/64bit) 2016 and newer versions.
- Administrative rights to install applications on your computer.
- To install, first log in to the PitchBook Platform.
- Next, hover over the Plugins & Apps tab within the My PitchBook section of the left sidebar and select Excel Plugin from the menu.
- Click the Download for Windows button. Selecting this option initiates a file download to your computer. Once it has fully downloaded, open the file.
- A Wizard pop-up window then opens. Follow the simple instructions from the pop-up to complete the installation process. You will know that you have successfully installed the PitchBook Excel Plugin when the PitchBook tab shows in the top ribbon of your Excel program.
Note: When installing the Excel Plugin, a partner program called the PitchBook Plugin Diagnostic Tool also downloads, enabling us to better assist you should issues arise with the plugin.
1. Start by tapping the PitchBook tab on the Excel ribbon.
2. Next, select Log in to PitchBook from the left of your Excel window.
3. Next, a pop-up window appears. From the pop-up, tap the Log in to PitchBook Excel Plugin button. Selecting this option takes you to a web page where you can input your PitchBook login credentials to log in to the Excel Plugin.
Ready to get started?
If you are using a Mac device with the Excel desktop app, check if your computer meets the following system requirements. If you use Excel in your web browser, use the instructions for Office 365 instead.
To install the PitchBook Excel Plugin for Mac, your computer must meet the following system requirements:
- Microsoft Excel for Mac version 16.40 and newer versions.
- Chrome, Mozilla, Edge, or Safari installed.
To install the PitchBook Excel Plugin for your Mac device, start from your Excel desktop app.
1. Click on the Home tab in Excel.
2. Select Add-ins.
3. Search “PitchBook” in the search bar.
4. Click Add.
1. Start by navigating to the PitchBook 365 tab in the Excel menu.
2. Click the All Settings button, then Sign In.
3. Next, a pop-up window appears. From the pop-up, tap the Log in to PitchBook Excel Plugin button. Selecting this option takes you to a web page where you can input your PitchBook login credentials to log in to the Excel Plugin.
“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
If you don’t have the Excel desktop app on your Mac or Windows device, but use Excel online, please use the following Office 365 instructions.
To install the PitchBook Excel Plugin for Office 365, check if your Microsoft account meets the following requirements:
- Office 365 subscription.
1. Click on the Home tab in Excel 365 Online.
2. Select Add-ins.
3. Search “PitchBook” in the search bar.
4. Click Add.
Loggin in
1. Start by navigating to the PitchBook 365 tab in the Excel menu.
2. Click the All Settings button, then Sign In.
3. Next, a pop-up window appears. From the pop-up, tap the Log in to PitchBook Excel Plugin button. Selecting this option takes you to a web page where you can input your PitchBook login credentials to log in to the Excel Plugin.
Our user guides give you a full walkthrough of the Excel Plugin in one PDF. Learn how to create PitchBook-specific formulas, how to create charts, use our built-in templates, and more. Find it at the links below.
To understand how this feature fits into a broader workflow, check out PitchBook Pioneer’s course – Public Comps Analysis.