Help: PitchBook Premium Connector for Semaverse
This article explains the PitchBook Premium Connector and how to integrate it with Semaverse.
Use the PitchBook Premium Connector to securely access PitchBook data without leaving Semaverse. This article explains the requirements and setup process for enabling a direct connection to PitchBook data within Semaverse.
Not a PitchBook customer?
- To connect and use the PitchBook Premium Connector, you need a seat-based, unlimited, or PitchBook trial license and 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).
- You can access with any Semaverse license.
Ready to get started?
1. Open Semaverse, and click on your workspace name (e.g. Semaverse) in the top left corner.
2. Select Integrations from the dropdown.
3. Find the PitchBook card in the list of available third-party integrations and click Connect.
4. You’ll then be prompted to authenticate using PitchBook’s single sign-on (SSO).
5. Once successful, you will see a “Successfully Connected” message.
6. You will now see the 12 available tools, such as “Get Company Financials” and “Search PitchBook,” under the connection status in the PitchBook card.
7. To begin using PitchBook data in your chat, click the plus sign (+) in your chat window.
8. If there is a checkmark icon next to PitchBook, you are connected. If there isn’t a checkmark icon, click on the PitchBook icon to sign in and connect.
“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
To fully utilize PitchBook’s Model Context Protocol (MCP) for complex research, use Deep Analysis mode. Deep Analysis allows the Semaverse’s AI to systematically use multiple PitchBook tools (e.g., pulling a cap table, then fetching investor funds, then analyzing recent deals) to provide a comprehensive report rather than a simple summary.
1. On the Semaverse chat interface, ensure the PitchBook icon is active.
2. Next, click the Deep Analysis pill in the chat bar.
3. When active, it will have a checkmark icon.
4. Type your request into the chat to begin using PitchBook’s Deep Analysis in your responses.
Tip: Deep Analysis is best used with investment Memo templates and instructions.
For example: Provide a detailed competitive landscape and recent funding rounds for [Company Name] using PitchBook data.
If you need to refresh or disconnect the PitchBook Premium Connector:
1. Click on your workspace name in the top left corner.
2. Select Integrations from the dropdown.
3. On the PitchBook card, click Disconnect.
4. Alternatively, from your chat window, click the plus sign (+), and then click the PitchBook icon to remove the checkmark and disconnect.
5. You will then be prompted to Stay connected or Disconnect.
Warning: Disconnecting will remove access to PitchBook data for new documents. Previous documents will continue to contain PitchBook data. You can reconnect at any time using the steps above.
6. Once you have disconnected, you will see a “Successfully Disconnected” message.