Help: PitchBook Premium Connector Glean setup guide

This article explains the PitchBook Premium Connector and how to integrate it with Glean.

Overview

Accessing PitchBook data often means switching between platforms, interrupting your workflow. The PitchBook Premium Connector lets you securely pull PitchBook data directly within Glean, with no need to leave the tool. This article walks you through the requirements and setup process to enable a direct connection with Glean.

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Access and authentication

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).
  • A Glean Admin who can activate and permission the Premium Connector in the Glean Admin Console.

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Usage

With Premium Connector access, you get:

  • 150 tool calls per hour – In any 60-minute window, you can make up to 150 individual requests to pull PitchBook data.
  • 300 tool calls per day – Across a full 24-hour period, you have 300 total requests to pull PitchBook data.
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“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.”

—Steven Medley, Senior Market Intelligence Manager, Sidley Austin LLP

Source : G2.com

View our G2 reviews »
Admin steps

The admin at your organization must first enable the PitchBook connector in Glean by following these steps:

  1. Go to the Glean Admin Console.
  2. In the left navigation menu, select Tools.
  3. In the Tools gallery, find PitchBook.
  4. Select PitchBook and click Initiate Connection to connect to the server.
  5. Choose which users or groups should have access, and allow access to PitchBook across the relevant products: Chat, Agents, and/or the Glean MCP Server.
Glean admin console.png

User steps

Once an admin has enabled the PitchBook connector using the steps above, you can start using PitchBook in Glean as follows:

  1. Go to Glean Chat and mention PitchBook in your prompt, for example, "@PitchBook”.
  2. If this is your first time doing this process, you’ll be prompted to authenticate.
  3. Sign in to PitchBook from the prompt using your SSO credentials to authorize the connection.
  4. Once authenticated, PitchBook data will be available in your future queries within Glean.
Helpful links

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