Did you know that you can literally copy lists from Excel and paste them into PitchBook?
If not, read on, my friends.
Our dev team has built an awesome list upload tool that everyone should know how to use because it’s a game changer. I’m going to show you how to upload lists of companies you track in Excel (or Word, a Google doc and even your email) directly into the PitchBook Platform.
The back story: PitchBook’s Customer Success team and our clients used to spend hours manually entering company names to view their underlying data. I know someone who spent an entire Sunday on this. That couldn’t have been fun.
Now, instead of typing out PEG after PEG or VC after VC (you get the gist), you can upload lists in mere seconds.
Here’s the lowdown in four quick steps:
1. Get your list ready. The box where you’ll be pasting this data will accept up to 5,000 characters, so you can add anywhere from a handful to a few hundred names at a time. This list can come from whatever doc you have it stored in, just make sure you remove any commas and have your entities on separate lines like so:
2. Copy the cells from your list and paste them into the name section in PitchBook. We can accept company, investor and LP names by entity name, stock symbol, website URL or pbID, our own unique entity identifier you might have noticed on a PitchBook export. You can also upload lists of people (pbID is best for these to avoid mismatches).
3. Here’s where the magic happens—we’ll list our entity matches, along with names that require validation or investors not found. From here, it’s a simple matter of validating the correct entity and adding the investor not found. You can click on the investor name for a drop-down of suggestions and select the correct entity.
4. Hit “search” and you’ll have the full portfolios of those firms to work with in the Companies and Deals tabs.You can now work with the full dataset and see all kinds of granular information on recent investments, valuations and exits, plus run analytics and create charts. Lots of possibilities here!
Even more things you can now do:
Add additional search criteria to review the Mobile investments in these portfolios by filtering for Mobile only in the industry vertical column or modifying the industry criteria in your original search
Review the number of total exits next to the number of total investments in the Investors tab
Save your search and get alerted every time one of the names on your list does something new
Share custom searches with other PitchBook users at your firm
You can probably think of even more things to add—feel free to comment below!