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Integrate seamlessly with existing systems
Use private capital market data directly from Excel, PowerPoint or your browser without needing to switch platforms. -
Save time and ensure precision
Keep your models and presentations up-to-date with dynamic links and auto-refresh that replaces manual updates. -
Create impactful deliverables, faster
Build better financial models, develop polished presentations, and surface insights faster to deliver more value to clients and stakeholders.
Excel
Update comps and valuations with unmatched private capital market data and pre-built Excel templates, so you can build dynamic models confidently.
Chrome
Quickly vet companies, investors, and deals directly from your browser while syncing our research across desktop, mobile, and Chrome.
PowerPoint
Create client-ready presentations that automatically refresh with the most up-to-date charts and tables by linking PowerPoint to Excel data.
“The first time I interacted with PitchBook Customer Success, they asked me what my team’s pain points were. Based on the Q&A session, they suggested that the Excel plugin can solve many of our daily tasks, and that has really changed our productivity today.”
Discover what you can achieve with PitchBook
Take a guided tour of PitchBook, highlighting common workflows and tools including the Research Center, Market Maps, and Analyst Workspaces.
What’s required to set up the Excel plugin?
Clients can download the Excel Plugin from the PitchBook Platform for use with Microsoft Excel 2016 or higher and/or Office 365 with the ability to download add-ons from the Microsoft Office Store.
Can I integrate PitchBook data with my CRM?
Sync data from PitchBook Desktop with your CRM to eliminate manual data entry and enable automatic updates.
Is there an additional cost for integrations?
Our Excel, PowerPoint, and Chrome integrations are free to all PitchBook clients, while offerings such as Direct Data and CRM integrations are premium additions priced according to seats and firm type. Reach out to a PitchBook representative for more information.