Help: Navigating the PitchBook sidebar

As you work throughout the PitchBook Platform, you’ll always find a navigation sidebar on the left side of the page. This sidebar helps you locate the various features available in PitchBook. In this article, we’ll walk you through what you’ll find in each section of the sidebar and show you where to learn more about our features.

Depending on your preference, you can view the sidebar in either an expanded or collapsed view. Simply tap Collapse at the top to minimize the sidebar, then tap the arrow to fully open it again.

When the sidebar is expanded, tap the down caret to explore all the tools available in each section. We’ll remember your preferences for next time, meaning you can configure your sidebar to show the sections you use and minimize those you don’t.

This section lets you manage your activity in the PitchBook platform with the following options.

• Saved Searches & Lists – Quickly access relevant data from prior searches without having to build a screener from scratch each time.
• Workspaces – Find and organize your work within PitchBook. Use this feature to collect materials for market research, save projects, and collaborate with your team.
• Upload a List – Upload a list of entities from outside the platform and match them with PitchBook profiles.
• Alerts & Subscriptions – Set alerts for your saved searches, lists, market maps, or subscriptions to receive emails when new data is added. You can also set up research subscriptions and news alerts to be delivered to your inbox.
• My Fields & Notes – Create custom fields and columns using My Fields for content such as statuses, tags, or meeting notes that can be accessed from entity profiles and screeners.
• Plugins & Apps – Access PitchBook’s Plugins & Apps.
• History – View your platform history, including profiles you have viewed and screeners you have run.
• Update Profile – Securely enter any new data about your firm and upload any supporting files. The information you provide is reviewed by our Data Operations team using this tool. Information is then updated on your profile on PitchBook.

The Data section houses the different search types that help you screen for the data that is most relevant to you. You can find ten types of data tools on the sidebar and a Search Tools page that guides you through using our advanced search. Visit the pages linked below to find the full set of criteria available for each screener.

• Search Tools
• Companies*
• Deals*
• Investors*
• Funds*
• Debt & Lenders
• Public Companies
• Limited Partners
• People
• Service Providers

*Each of these screener types is displayed separately on the sidebar. However, when building the screener the entities are combined. For example, tapping Companies will take you to a Companies & Deals screener.

When you hover over any search type in the sidebar, a flyout will appear. The flyouts include pre-built, popular searches such as investors who are currently fundraising, unicorn companies, hedge funds, and more. Read our Learn the basics of creating a screener article to learn how to get started with screeners.

The Research section is home to the Research Center, which provides access to reports on markets, companies, funds, and more, from PitchBook, Morningstar, and 3rd-party contributors.

The LCD Credit Analysis section contains LCD’s credit market news and research, along with summary data and returns for leveraged loan indexes.

• Credit News – Use the Credit News tab to access the latest activity in the leveraged finance market. The Credit News tab is updated frequently throughout the day.
• Credit Research – Use the Credit Research tab to download reports and market updates. Filter by credit asset class, region, debt purpose, and more.
• Loan & Bond Indexes – Use the Loan & Bond Indexes tab to compare index levels for leveraged loan indexes and to access index statistics on returns, bid prices, and more.

The Market Analysis section helps you explore, understand, and evaluate markets. There are five market analysis tools available in this section.

• Analyst Workspaces – Access research content produced by PitchBook analysts including custom-built platform searches, lists, and more.
• Market Maps – Use the Market Maps tab to visualize markets, monitor competitors, and identify opportunities or threats. You can also access market maps created by the PitchBook analyst team on this tab.
• Indexes Overview – Use the Indexes Overview page to view and compare indexes across all private market asset classes and review trailing returns.
• Emerging Spaces – Use the Emerging Spaces tool to gather an overview of new spaces and analyze their growth metrics.
• Market Size Estimates – Use the Market Size Estimates tool to get the full picture of estimates available for the investment opportunities you are researching.
• Analyst-Curated Verticals – Access subsets of the most relevant companies in broader verticals curated by PitchBook’s Emerging Tech Analyst team.

The Funds Analysis section allows you to benchmark funds against each other, forecast cash flow, and pace commitments. There are four fund analysis tools available in this section.

• Funds Overview – Use the Funds Overview tool to evaluate and visualize fund data at the macro level for broad insight into the fund landscape.
• Benchmarks – Utilize PitchBook Benchmarks to filter and explore trusted fund performance data.
• Portfolio Forecasting – Accurately and efficiently manage cash flow models, pace commitments, hit allocation targets, and plan for liquidity events directly within the PitchBook platform.
• Manager Scoring – Simplify your fund manager evaluation by using PitchBook’s Manager Scores framework to quickly identify top-performing fund managers with similar investment strategies.