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PitchBook Desktop

Efficiently keep tabs on the companies, markets or people you care about

Save time and streamline your workflow with tools that alert you to any changes.

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Stay on top of any changes in the market

Get customized email alerts when things change within the companies or markets you care about. If a new company pops up that fits your investment preferences, a professional connection changes jobs, or a competitor makes an acquisition, you’ll be the first to know.

Stay on top of any changes in the market

Follow the activity in your space closely with custom alerts

Saved lists

Save a static list of entities from an advanced search and set custom email alerts so you're notified when they undergo changes.

Saved searches

Save a set of search criteria and set custom alerts to see when new companies enter your market or when a competitor closes a deal, for example.

History tab

Find a complete list of your recent activity, from advanced searches to company profiles, and seamlessly pick up where you left off right from the left-hand sidebar.

Securely store your notes and files—from pitch decks to contracts

Our notes tool lets you easily review internal docs or jot down thoughts on companies, people and deals right within PitchBook profiles. Notes and files are visible across teams, enabling you to share your work, get up to speed or see if coworkers have made headway on a transaction.

Securely store your notes and files—from pitch decks to contracts

Integrate PitchBook into your workflow

Excel plugin

Leverage one of our 30 pre-built templates to build models faster, create custom charts and update them quickly.

Learn more about Excel plugin.

CRM Integration

Take your existing CRM to the next level by integrating our data. Identify new leads or refresh existing accounts with ease.

Learn more about CRM Integration.

Direct data

Seamlessly integrate our data into your internal systems—whether it's a database you build in-house or a name brand CRM.

Learn more about direct data.

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