Build better financial models
With PitchBook Excel Plugin for Office 365 Online and Mac and PitchBook Excel Plugin for Windows, harness the depth of PitchBook’s global public and private market data to streamline your workflow, create and update financial models quickly, and catalyze confident investment decisions.
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Already a PitchBook customer? The PitchBook Excel Plugin for Office 365 Online and Mac and PitchBook Excel Plugin for Windows are included in your subscription and free to download.
Build better financial models—faster
PitchBook’s prebuilt templates give you immediate access to investor tear sheets, comparables, and valuations—whenever you need them. The data we pipe into our templates is dynamic and always up-to-date, and because variables can be manipulated to evaluate all possible outcomes, you can feel confident in your decision-making.
Create custom charts
The big picture perspective is always at your fingertips with our custom chart functionality. Access a company’s financial summary, stock price history, and price volume in an instant, and benchmark performance against broad-based market and market sector indexes. Easily add a layer to track details like frequency, currency, and time period, too.
Easily update financial models
Ensure efficiency and accuracy in your work by utilizing our formula builder to select the specific data you want populated in your models. Download a full list of data points available with PitchBook’s Excel Plugin for Office 365 Online and Mac and PitchBook’s Excel Plugin for Windows.
Save invaluable time
Pull saved searches from the PitchBook platform directly into your spreadsheets to get the data you need, where you need it. Refresh your models with a single click and spend your time savings on other important priorities.
Keep chart and table data updated in your PowerPoint presentations
Integrate accurate and dynamic Excel charts and tables into your presentations with ease using our PowerPoint plugin. It automatically updates all data inserted from Excel to match any changes made within a workbook. After finalizing edits in Excel, simply refresh all charts and tables in PowerPoint and they will display the most current data without any need to manually cut and paste them.