Help: Navigating the platform log in dashboards

Overview

Research starts with finding the right data for your focus area, and PitchBook dashboards make that easy with customizable landing pages you see at login. There are four types available: Private Markets, Public Equity, Funds, and Credit, each surfacing the tools most relevant to that area. This article covers each dashboard type and links to in-depth guides for each.

Navigating the dashboards

When you log in to the PitchBook Platform, you automatically land on the dashboards. The different dashboards are found along the top ribbon of the screen. The dashboard you were last on when visiting the platform is the default dashboard when you next open PitchBook. The data on the dashboards refreshes every hour. To load more recent data, simply refresh your browser.

Private Markets

The Private Markets dashboard focuses on data from the private sector. It includes filtering options by asset class and industry, allowing you to narrow results to your customers, competitors, or industry of interest. Tools available include deal multiples, analyst research, and deal-sourcing functions.

Public Equity

The Public Equity dashboard covers the largest publicly traded companies within a selected industry. It’s suited to financial comparisons, industry benchmarking, and valuation analysis, giving quick access to financial data and market comparisons for public companies.

Funds

The Funds dashboard supports evaluating and comparing funds, including fund benchmarking and identifying capital allocation opportunities for limited partners. It can also be used to assess your own funds.

Credit

The Credit dashboard provides an overview of credit news and loan market movements, including a summary of key developments relevant to credit investors. It also includes visuals showing index levels, offering a snapshot of market performance.