PitchBook and Harvey: Deal documents and private market data, together in one workspace
Legal and deal teams draft in one system and pull market data from another, and every handoff between them costs time and context. The PitchBook Data Premium Connector brings PitchBook company, deal, and fund data into Harvey, so teams analyze and draft with the data and their own documents side by side.
The PitchBook Data Premium Connector contains PitchBook’s universe of proprietary private capital market intelligence.
Track industry trends, identify new opportunities, and get the insights you need to beat the market.
*Figures include all profiles available in the PitchBook Data Premium Connector and exclude a
limited number of third-party profiles included in the PitchBook Platform.
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Ground every draft in PitchBook data
Harvey retrieves PitchBook company, deal, and fund data when a user asks a question or starts a drafting task. Outputs cite PitchBook and link to the underlying data pages, so reviewers can trace any figure to its source. -
Work in one workspace
PitchBook data sits beside your NDAs, SPAs, LPAs, IMs, and internal memos. Analysis and drafting happen in one place instead of across systems. -
Spend your time on judgment, not assembly
Pull comps, deal history, and fund data without leaving the draft. Your team gets that time back for the calls only it can make.
Ask a complex question, get a cited answer
Ask Harvey in plain English to compare a target to your last three growth equity deals in Europe, and get a response that cites PitchBook. Screen targets, map a sector, or pull company, deal, and fund details with a single prompt.
Put PitchBook data straight into the work product
Draft IC memos with embedded PitchBook charts and tables. Write first-pass legal and commercial diligence that blends deal documents with PitchBook data. Review term sheets and cap tables alongside market data. Outputs link back to PitchBook.
Start with the workflows your team already runs
Diligence, origination and screening, market research, IC and fundraising materials, portfolio monitoring, and comparable analysis all run on prompts written in plain English. Review example prompts to get started.
Mutual PitchBook and Harvey subscribers with SSO-enabled accounts can access the PitchBook Premium Connector in Harvey. Each user authenticates individually, and access follows existing PitchBook entitlements. Users cannot export content in Harvey as standalone PitchBook data, and it stays subject to PitchBook’s terms.
Follow our setup instructions to get started and discover why the best LLMs use PitchBook.
