Efficient collaboration is key to getting any project across the finish line. With Workspaces, teams and individuals can get and stay organized, communicate more effectively, create hubs for project-relevant files and reports and gather insights from PitchBook analysts—all from within the platform.
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.
Save a static list of entities from an advanced search and set custom email alerts so you're notified when they undergo changes.
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.
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.
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.
Share and collaborate on saved lists, searches and custom market maps so you and your team can work more efficiently. Invite any user on your account and control how they interact with shared resources, including edit and view permissions.
Spend less time scouring search engines and more time understanding the markets you’re researching. Access 120K+ unique estimates across 30K+ markets, curate lists based on geography, source or publish date and download presentation-ready visuals.
Leverage one of our 30 pre-built templates to build models faster, create custom charts and update them quickly.
Learn more about Excel plugin.
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.
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.
Save time and keep presentations fresh with best-in-class data seamlessly piped between PitchBook, Excel and PowerPoint.
Learn more about PowerPoint integration.