Help: Using Workspaces and Analyst Workspaces

Keeping track of your research in PitchBook can get difficult when reports, searches, lists, and Market Maps are scattered across the platform and hard to pick back up later. Workspaces give you a single place to organize that work, so you can move through market research more efficiently and collaborate with your team without losing track of your materials.

The PitchBook Platform contains two types of Workspaces:

• My Workspaces – These are custom Workspaces that allow you to collect a set of reports, searches, lists, Market Maps, and other tools on any topic of interest to you. Learn how to build a custom Workspace in the Create and modify a Workspace section below.
• Analyst Workspaces – These are maintained by PitchBook Analysts on important market topics. Our analysts create and update the Workspaces as new content is produced in their topic areas. With over 60 Analyst Workspaces, the platform provides opportunities to expand your understanding of key areas across the markets. Find a list of the main topics for Analyst Workspaces in the Analyst Workspaces section below.

This article explains how to find and use both Workspaces and Analyst Workspaces.

Click the Workspaces tab in the My PitchBook section of the sidebar.

1. To create a new Workspace, start by clicking the + Create Workspace button.
2. In the pop-up menu, type a name for your new Workspace in the Workspace Name field.
3. Optionally, add a description in the Description box.
4. Finally, press the Save button. You will be directed to your new Workspace.

Once you’ve created your Workspace, you can add information to it.

1. Start by clicking the Add Content button in your Workspace.

2. In the pop-up menu, use the tabs on the left to select from the different content types you can include in a Workspace, such as saved searches, saved lists, Market Maps, research reports, and more.
3. From the list, locate the content you want to add and click the + button. Once selected, the + button transforms into a checkmark.
4. When you’re done selecting items, click the Save button. The content will be added to your Workspace.

As you add material to the Workspace, you may need to add sections to make items easier to find or to highlight key sub-topics.

To add sections:
1. Click the New Section button in the Workspace Summary section or the + New Section button in the sidebar.
2. Type the new section name in the box that appears.
3. When you’re done, click anywhere outside of the text box.
4. Once you have the new section, drag and drop the content you’d like to see in that section. You can also re-order sections to fit your team’s workflow.

Your Workspace Summary also organizes any of the notes and files that are within the content you’ve added. To view them or add them, click on the Notes or Files boxes or select Add Notes or Attach Files in the three-dot menu.

If you’re interested in a PitchBook profile, you can also start a Workspace directly from it. The profile will be saved within a list that is included in this Workspace.

1. Click the Save button in the upper-right corner of the page.
2. In the drop-down menu, navigate to the Workspaces section. A checkmark icon indicates any Workspaces that the entity is already part of. You’ll also be able to see them in the Already In section.
3. Click + Create Workspace to create a new Workspace.

4. After choosing a new or existing Workspace, select which list saved within the Workspace you’d like the entity to be saved in. You can create a new list from this menu by clicking + Create List.
5. In the pop-up menu, create a new list in the Workspace, or add the profile to an existing list.
a. To make a new list, click the Save New List button to make a new list. Type your desired list name in the text box.
b. Click the Add to Existing List button to add the entity to an existing list. Choose which list to add it to from the drop-down menu.
6. After you’ve made your selections, click the Save button at the bottom of the pop-up menu.

Use Workspaces to keep your teammates in the loop about projects. All Workspaces can be shared with other PitchBook users at your organization.

1. To share a Workspace, start by opening the Workspace you want to share.
2. Next, click the Share button in the top right corner of your Workspace.
3. In the pop-up menu, type the email(s) of those you want to share with in the Invite with Email box.
4. Then, select what level of access you’d like each collaborator to have:
a. can edit – The recipient is a fully permissioned collaborator on the Workspace and can add, edit, and delete content, sections, and other settings.
b. can view – The recipient can view the live version of your Workspace, but cannot edit it.
5. You also have the option of adding a message to your invitation.
6. When you’re done, click the Send button.

You can also use the Share button to change the level of access different collaborators have in your Workspace.

1. In the pop-up menu, click Manage Collaborators. Here, you can see every collaborator who has access to that Workspace.
2. Use the drop-down menu across from the person’s name and email to modify their level of access.
3. Click the Done button at the bottom of the pop-up window.

The Manage Collaborators tab also contains the changes made to a Workspace. To see the changes, click the View Activity Log button at the bottom of the pop-up menu. You’ll be directed to a list of every change made to the Workspace, who those changes were made by, and when they were made.

Alternatively, see the number of collaborators in a Workspace and the number of changes made in the Workspace Summary section of your Workspace. The number in the Collaborators box shows the number of people the Workspace is shared with. The number in the Changes made this week box shows how many edits have recently been made to the Workspace.

If you no longer need access to a Workspace, you have the option to either delete and/or leave it, depending on your ownership status. These options, along with other Workspace actions, can be found in the three-dot menu in the top right corner of your Workspace.

• If the Workspace is shared with you, you’ll see the option to Leave Workspace.
• If you are the creator of the Workspace, you’ll see the option to Leave/Delete Workspace, as shown below.

Analyst Workspaces make it easier to find and access our PitchBook analysts’ research. Many Analyst Workspaces also include custom-built platform searches, lists, and other tools grouped into one convenient location for the theme. You can save, share, and modify Analyst Workspaces by duplicating them directly into your own Workspaces.

Analyst Workspaces help you take a deep dive into industry and investment research, grouped into several categories:

• Private Equity, M&A & Private Debt – Understand major trends in private equity dealmaking, fundraising, exits, and more.
• Venture Capital – The latest in venture capital fundraising, valuations, exits, and more.
• Real Estate & Real Assets – Data and analysis for the real estate and real assets space, including analyst research, fund performance, commercial real estate (CRE) tech, and currently open funds.
• Industry and Technology Research – Focused coverage and analysis of key VC-backed emerging technologies by expert PitchBook analysts.
• Asset Allocation & Fundraising – Understand the investment fund landscape with a detailed analysis of institutional investors and fund managers.
• PitchBook Weekly Commentary – Archive of weekly commentaries found on the Funds Dashboard.
• MENA Private Capital – Middle East and Northern Africa region-focused research, platform searches, and resources.
• APAC Private Capital – Asia-Pacific region-focused content, including market updates and analyst notes.
• European Regional Research – Coverage of private market activity across European regions.
• Morningstar Equity Research – A collection of Morningstar research, analyst webinars, and data.

• Morningstar Sector Research – Differentiated sector and company-specific research from Morningstar.

To explore these curated Workspaces, click Analyst Workspaces under the Market Analysis section of the left sidebar.

Or, if you are already within the Workspaces feature, click on the Analyst Workspaces tab at the top.

Using the Duplicate feature, you can save, share, and modify an Analyst Workspace. Once duplicated, a copy lives in the same place and works exactly like a Workspace you create yourself.

1. While you are viewing an Analyst Workspace, click the Duplicate button in the upper-right corner of the page.
2. In the pop-up menu, type your desired name for the copy in the Workspace Name field.
3. When you’re done, press the Create button. You will be directed to your personal copy of the Analyst Workspace. To learn more, refer to the Create and modify a Workspace section above.

To understand how this feature fits into a broader workflow, check out PitchBook Pioneer’s course – Market Analysis.