driven by the PitchBook Platform
April 29, 2019
In the April 2019 PitchBook Minute, we walk through our latest dashboard updates as well as our new market indexes and templates.
January 13, 2017
This video explains how to leverage the PitchBook Platform’s fund IDs to quickly populate your spreadsheets with key information about a fund—like its mandat, investments, performance and benchmark.
September 7, 2016
Learn how to quickly populate your spreadsheets with the PitchBook Platform’s deal data—including a company’s round-by-round funding history and investor information.
Learn how to analyze data from your PitchBook Platform saved searches directly in Excel.
Learn how to leverage the PitchBook Platform’s relation IDs to quickly populate your spreadsheets with information on professionals.
July 6, 2015
Learn how to use the Formula Builder tool in the PitchBook Plugin for Excel.
Learn how to open a new template from the Template Library within the PitchBook Plugin for Excel.
Learn how to search for specific companies and data fields using the PitchBook Plugin for Excel.
Learn how to install, download, and get started with the PitchBook Plugin for Excel.
Learn how to build and format a chart within the PitchBook Plugin for Excel.
July 2, 2015
Learn how the PitchBook Plugin for Excel allows for seamless integration, as well as direct access to the PitchBook Platform and Plugin Help Center.
Learn how to refresh PitchBook's data from the Platform within your Excel worksheet, providing you with the most up to date information for your workflow.
Learn how to access your saved searches from the PitchBook Platform, and import them directly into your Excel worksheet.
Learn how to unlink your Excel worksheet from PitchBook and disable the formulas, in order to share and pass the document along.
Learn how to customize your settings within the PitchBook Plugin for Excel.
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