Help: PitchBook Premium Connector Samaya AI setup guide
This article explains the PitchBook Premium Connector and how to integrate it with Samaya.
When you want to use both PitchBook and Samaya, switching between platforms can add unnecessary steps. The PitchBook Premium Connector streamlines this by enabling secure, direct access to PitchBook data within Samaya.
This article outlines the requirements and steps for setting up the connector, enabling Samaya to reference PitchBook data within your workflow.
Not a PitchBook customer?
To connect and use the PitchBook Premium Connector, you need:
- A seat-based, unlimited, or PitchBook trial license.
- Single sign-on (SSO) credentials. For more information about PitchBook’s SSO steps, visit our Help Center article Getting started with single sign-on (SSO).
Ready to get started?
1. Open a chat in Samaya and click your initial in the bottom left corner.
2. Click Connectors.
3. Next, the connectors library opens. Find PitchBook and turn the toggle on.
4. In the pop-up window, click Open Window and log in to PitchBook when prompted. Once you log in, your Samaya account is linked to PitchBook, giving you access to PitchBook data within your workflow.
“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