Help: Market Maps overview

Overview

Understanding a market space and presenting its competitive landscape can take time, especially when you need to identify the key players and organize them into a clear visual. Our market maps feature makes it easy for you to learn about a market space and create a presentation-ready deliverable. Whether you create a fully custom market map or start with one of our PitchBook analyst market maps, you can generate a strong supporting graphic to accompany your competitive analysis. This article introduces the market map feature to help you get started with creating and sharing market maps in PitchBook.

Get started with market maps

To get started, click Market Maps in the Market Analysis section of the PitchBook sidebar.

At the top of the market maps homepage, you can:

• Use the Search Market Maps field to find market maps matching specific keywords.
• Select View All Market Maps to navigate through PitchBook market maps and your saved market maps.
• Click on Create Market Map to create a brand-new market map.
  

PitchBook analyst market maps

Our PitchBook analyst team builds market maps based on their research, analysis, and findings. These are hand-curated, proprietary market maps that are updated on a quarterly basis and are built by industry experts. Find market maps that accompany PitchBook’s Emerging Tech Research reports, as well as market maps that our analysts have built for other novel market spaces.

To find a list of all PitchBook analyst market maps, start on the market maps homepage and click on View All Market Maps to the right of the search box. Alternatively, click View All Maps under Your Recently Viewed. Or thirdly, click View All PitchBook Maps in the Most Popular On PitchBook and Recently Added by PitchBook sections.

View the underlying data

Within a market map, you can view the full list of underlying company data, make changes, and save your custom map for later use.

Click View All in the ribbon above the company table to see all companies included in a market map in a search results format. Or, you can select the individual segment names to the right of View All to see all companies within that particular segment.

Once you have clicked View All or a segment, continue to use the ribbon above the table to access additional tools.

• Click Notes on the right side of the ribbon to view notes on the companies in your search.
• To add or remove columns, click Edit table, then Edit Columns. The columns available in this view align with the options in company search results.

• Click Download in the ribbon to download the company data.

You can also adjust many features of the market map, such as the companies included, segment display, and sorting.

Save market maps

Once you have created your market map, you have the option to save it as a search or as a list so that you can refer to it later. There are two different ways to do this: from the search criteria and from the market map.

After you save a market map, you can find it on the Market Maps homepage or within the Saved Searches & Lists section under My PitchBook in the PitchBook sidebar.

If you’re curious about the difference between searches and lists, we address this in the question What is the difference between a saved search and a saved list?

From the search criteria

Once you’ve applied your market map criteria, you have the option to select Save in the upper right corner of the screener before you run the market map. A pop-up window appears, prompting you to name and save your content.

From the market map

You also have the option to Save in the upper right corner of a market map. A pop-up window appears, prompting you to name and save your content.

Share market maps

You can share a market map with your team so they can view and edit it. There are two sharing pathways to choose from, both located in the upper right corner of the page: the Share button and the Link icon.

To share with the Share button:

1. Click the Share button. If you haven’t already saved your market map, you are prompted to save it as a search or list first.
2. After saving, you’re brought to the Share menu, where you can Invite with Email or Invite with Link.

To share with the Link icon:

1. Click the Link icon to the right of the Share button.
2. Your market map link is copied to your clipboard and is immediately ready for you to paste and share. This function is similar to Invite with Link, but the sharing options depend on whether your market map is saved or unsaved.
   

Each method of sharing a market map supports sharing with users within your own PitchBook license. Some options also support sharing with other types of users.

Sharing and collaborator permissions

There are three levels of permission access available when sharing a market map.

Note: The permission levels only apply to users within your PitchBook license. See the table above to learn about sharing with other users.

Sharing with the Share menu

When you use the Share menu to share via email or a link, you need to select a permission level before sharing.

• can edit: Your colleague is added as a collaborator on your market map and is able to edit the market map, such as adding or removing companies.
• can view: Your colleague is added as a collaborator on your market map with view-only permissions. They are not able to edit the market map.
• receives a copy: Your colleague receives a copy of your market map, in the form of an identical market map. They can save this market map to their own account, but they cannot be added as a collaborator to your market map.
  

Sharing with the Link icon

When you use the Link icon, the default access allowed to users on your PitchBook license depends on whether you are sharing a saved or unsaved search.

• If your market map is saved: Your colleague is added as a collaborator on your market map and is able to edit the market map, including adding or removing companies. To change the permission level, open the Share menu and change the access level to can view or receives a copy.
• If your market map is not saved: Your colleague receives a copy of your market map.

Manage collaborators

There are two access points to manage your collaborators after sharing your market map. You can click the Share button and then navigate over to the Manage Collaborators tab, or you can click the people icons featured in the upper right corner of your page.

Each of these access points leads you to the Manage Collaborators tab of the Share menu.

Download market maps

To begin downloading, select Download from the upper right corner of your map and choose a download option.

You can download a market map as a PNG, PDF, or PPT file. To download only the logos in the market map, choose the PNG logo option. If you need company data, rather than the map itself, you can download an Excel file of the underlying data.

Downloads of the market map or logos do not count toward your PitchBook downloads. However, the Excel file of underlying data does count toward your download limits.

Helpful links

To understand how this feature fits into a broader workflow, check out PitchBook Pioneer’s course - PitchBook for Business Development.