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What is PitchBook?

Established in 2007 and later acquired by Morningstar in 2016, PitchBook offers extensive data on both private and public markets to assist professionals in identifying and capitalizing on prime opportunities. Users can access PitchBook's rich data and insights through its acclaimed software, the PitchBook Platform, along with a variety of integrated tools, industry updates, and detailed reports. As a wholly-owned subsidiary of Morningstar, PitchBook operates from its headquarters in Seattle, London, and Singapore, while also maintaining offices in New York, San Francisco, and Hong Kong. With PitchBook, you can engage in activities like: - Analyzing private market intelligence - Fundraising initiatives - Investment sourcing - Conducting due diligence - Developing business strategies - Expanding your network - Executing deals The clientele that PitchBook serves includes: - Venture capital firms - Corporate development teams - Investment banks - Private equity firms - Limited partners - Legal practices - Accounting firms - Lenders - Commercial real estate companies - Executive recruitment agencies Discover the impact that comprehensive private market data can have on your operations by requesting a free trial today, and unlock new growth avenues for your business. Don't miss out on the opportunity to enhance your investment strategies with PitchBook's advanced resources.

What is AgenticPM?

AgenticPM is an advanced AI platform specifically designed for the private markets, featuring tailored agents that cater to private equity firms, transaction advisory teams, and investment banking specialists. One of its standout components, Deal Scout, plays a crucial role in pinpointing and evaluating potential targets, mapping market landscapes, and enriching target lists with key insights. The platform's Deal Advisor function meticulously examines deal documents, streamlining due diligence processes and aiding in the creation of investment cases and investment committee memos. Additionally, the Portfolio Monitor actively tracks the performance and risks tied to portfolio companies, while the Exit Advisor supports exit planning and valuation assessments. Furthermore, various agents assist with diverse aspects, including commercial, financial, operational, technology, and restructuring due diligence, as well as managing workflows related to buy-side, sell-side, origination, and capital markets activities. The platform stands out by effectively analyzing crucial company and deal data and can easily integrate enhanced target information into existing CRM systems. Designed to optimize processes surrounding deal sourcing, due diligence, portfolio oversight, and exit strategies, AgenticPM offers users the opportunity to experience a complimentary trial or organize a demonstration to delve into its functionalities. This initiative not only showcases the platform’s capabilities but also empowers potential clients to grasp how AgenticPM can fulfill their unique requirements within the competitive realm of private markets, ensuring they remain ahead in their investment endeavors.

Media

Media

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Integrations Supported

4Degrees
Affinity
Allocator
AlternativeSoft
Backstop
Claude for Financial Services
Cobalt
Dynamo Software
Intapp DealCloud
Midaxo
Nasdaq eVestment
Navatar
Nucla
Raylu
ReubenAI
Salesforce
TFS Manager for Dynamics CRM
eFront

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

PitchBook

Date Founded

2007

Company Location

United States

Company Website

pitchbook.com

Company Facts

Organization Name

Agentic Private Markets

Date Founded

2025

Company Location

United States

Company Website

www.agenticprivatemarkets.ai/

Categories and Features

Data Discovery

Contextual Search
Self Service Data Preparation
Visual Analytics

Data Visualization

Dashboard Creation
Filtered Views
Visual Discovery

Deal Sourcing

Not specified

Executive Search

Not specified

Investment Banking

Not specified

Investment Management

Benchmarking
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

Private Equity

Not specified

Sales Prospecting

Not specified

Categories and Features

Deal Sourcing

Not specified

Due Diligence

Not specified

Private Equity

Not specified

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