What is PitchBook’s research process?

Our research is based on public and self-reported data. First, our research process starts with web crawlers scanning the internet to capture information from secondary sources such as news articles, regulatory filings, websites, and press releases. Natural language processing and machine learning technology organize the data and filter out irrelevant information. Next, specialized data teams collect, calculate, and confirm key information to build in-depth datasets. Our Quality Assurance Team uses preventative validation and manual reviews. The Primary Data Operations team communicates directly with a firm’s management and gathers additional key details, on a quarterly basis.

Where is information about your firm published?

Information about your firm is published on the PitchBook Platform—a leading financial data provider that features detailed profiles on corporates, investors, service providers, and limited partners.

This data is accessible to PitchBook subscribers, who use the platform for research, analysis, and strategic decision-making. In some cases, a limited public preview of a profile may also be available via search engines or directly through our Profile Previews page. These previews offer a basic snapshot of the firm but do not include comprehensive or sensitive information.

What’s the value in updating your firm’s PitchBook profile?

Keeping your profile current ensures your firm is accurately represented and well-positioned within the private market’s ecosystem. Most firms choose to update their profiles for the following reasons:

  • Fair representation:
    Ensure your firm’s track record, deal activity, and strategic focus are reflected correctly so others understand your capabilities and positioning.
  • Enhanced brand exposure:
    Increase your visibility among thousands of private market professionals who rely on PitchBook for deal sourcing, benchmarking, and relationship-building.
  • Showcase recent successes:
    Highlight your latest achievements, transactions, or milestones to stay top-of-mind with potential partners and clients.

Updating your profile is free and can be done at any time using the methods listed below.

How can you update or correct the information on your firm’s PitchBook profile? Is there a cost involved?

Updating or correcting your firm’s profile is quick, easy—and completely free of charge. There are several ways to submit updates:

  • Via Public Profile Preview:
    Visit our Profile Previews page and search for your firm. If a preview exists, you’ll see an “Update this profile” button in the top-right corner. Click it, complete the verification process, and you’ll be able to submit updates directly.
  • Request Access:
    If you don’t see the update option, you can request access to begin the update process.
  • Contact Us Directly:
    You can also email us at [email protected], and a member of our team will assist you.

Please note: While updating your firm’s profile is free, access to the full PitchBook Platform is available only to subscribers. If you’re interested in learning more about a subscription, we’d be happy to connect you with our Sales team.

How long does it take for updates to appear on your PitchBook profile?

Typically, it takes 2–4 business days for our Data Entry Team to review and process submitted updates. However, this timeline may vary depending on a few factors, such as:

  • The size and complexity of the updates
  • Whether additional clarification is needed
  • Overall workflow volume at the time of submission

If you haven’t seen your updates reflected after a few business days, feel free to reach out to us, and we’ll be happy to check on the status for you.

How often can you update your firm’s PitchBook profile?

You’re welcome to update your profile at any time—there’s no limit or restriction on how frequently you can submit changes.

In addition to on-demand updates, our Primary Data Operations Team conduct outreach on a quarterly basis inviting firms to review and refresh their information. We also reach out to companies in 48 hours of a new deal round being published on their profile. Whether you prefer to wait for our outreach or take the initiative yourself, you can use any of the update methods listed above to ensure your profile stays accurate and up to date.

We highly recommend that firms update their profiles as regularly as possible to ensure consistent accuracy.

Why is your firm categorized under a specific entity type (e.g., investor, service provider, limited partner, company)? This doesn’t reflect what it does.

Firm classifications on the PitchBook Platform are determined by our Secondary Data Operations Team, based on our internal methodology and verified secondary sources. These categories help ensure consistency and comparability across the platform.

However, we understand that business models can be nuanced. If you believe your firm has been misclassified, we encourage you to reach out to us at [email protected]. Our team will be happy to review your profile in context and make any necessary adjustments.

Why weren’t the updates you submitted via the survey reflected on your PitchBook profile?

While our Data Entry Team successfully processes most submitted updates, there are instances where updates may be partially applied or not reflected at all. This is typically due to our PitchBook platform methodology—a set of internal guidelines designed to ensure consistency, reliability, and comparability across all data on the platform. If a requested update doesn’t align with these standards, it may not be incorporated.

Another possible reason is that your firm’s profile may include multiple sub-sections (e.g., both a company and an investor section). In such cases, updates may have been applied to a different section than the one you’re currently viewing.

If you’d like clarification on a specific update or believe something was missed, please contact us at [email protected]. A member of our team will be happy to investigate and provide further insight.

Can PitchBook send you one link to update all sections of your firm’s profile at once?

If your firm’s profile includes multiple sub-sections—such as company, investor, service provider, or limited partner—each section is managed separately and has its own unique profile editor link. As a result, we’re unable to provide a single link to update all sections at once.

If you’d like to update multiple sub-sections, just let us know which ones apply, and we’ll be happy to send you the appropriate links for each.

Does PitchBook exchange data for data?

No, PitchBook does not engage in data-for-data exchanges or offer incentives in return for profile updates. This approach aligns with our internal policies, which are designed to maintain the integrity, objectivity, and consistency of our data collection process.

We welcome and encourage voluntary updates to ensure your firm is fairly represented, but participation is entirely optional and not tied to any form of compensation.

Can your firm’s profile be removed from the PitchBook Platform?

PitchBook does not typically remove firm profiles if the information presented is fair and publicly available. Our goal is to provide our clients with a comprehensive view of the private markets landscape, and removing profiles would compromise the completeness and reliability of our platform.

We understand that not every firm wishes to be listed, but we hope you can appreciate this policy. If any of the information on your profile is inaccurate or outdated, we encourage you to contact us at [email protected], and we’ll be happy to review and correct it.

How does PitchBook handle confidential information?

PitchBook does not publish confidential information under any circumstances. Our data collection process is grounded in publicly available sources and verified submissions.

If you believe that any information on your firm’s profile is confidential or has been shared in error, please contact us immediately at [email protected]. Our team will promptly review the content and take appropriate action to ensure your confidentiality is respected.

Please view our privacy policy here.

Why is PitchBook reaching out, and why does your firm have a profile on PitchBook? (You never created one.)

PitchBook profiles are created as part of our independent research process. We build profiles on a wide range of entities—including companies, investors, service providers, and limited partners—using publicly available information and verified self-reported data.

You may receive outreach from us because your firm has a profile on our platform, and we’re offering you the opportunity to review and update the information to ensure its accurate and up to date. Participation is entirely optional, but we welcome your input to help maintain the quality and accuracy of our data.

What are the League Tables, and how can my firm be listed?

PitchBook’s Global League Tables are widely recognized industry rankings that highlight the most active investors, advisors, lenders and service providers across various private market segments.

To be considered for inclusion, we recommend:

Regularly updating your firm’s profile to ensure your activity is accurately reflected.

Submitting deal information for transactions your firm has participated in.

If you have a file listing your firm’s deals, you can send it directly to [email protected].

PitchBook follows a strict and transparent methodology for compiling these rankings. You can review the full methodology here.

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