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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 ByAllAccounts?

ByAllAccounts transforms financial data into actionable insights by aggregating information from a wide array of sources. Our platform compiles raw data from over 15,000 distinct origins. We prioritize independence from specific formats and choose only the highest quality, most comprehensive data available, which allows for a transparent overview of clients’ assets, spending habits, and cash flow trends. We then standardize the gathered data into a cohesive, consistent format that aligns with industry benchmarks and incorporates Morningstar’s proprietary identifiers, effectively converting diverse data into its most useful state. Furthermore, ByAllAccounts utilizes an AI-driven approach to quickly deliver client account information across various systems, including portfolio management, reconciliation, compliance, trust accounting, and performance tracking, which significantly reduces both time commitments and operational costs. Our innovative patented techniques enable us to effectively interpret insufficient data sources and bridge gaps using Morningstar data, thus providing enhanced feeds at the firm level to an extensive network of more than 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators. In addition to this, our commitment to continuous improvement ensures that we adapt to changing market needs, further solidifying our role as a pivotal entity in the financial data aggregation space and empowering our clients with superior operational efficiency and informed decision-making capabilities.

Media

Media

Integrations Supported

Allocator
Bloomflow
BlueFlame AI
Cobalt
Dynamo Software
Intapp DealCloud
Midaxo
Nasdaq eVestment
Navatar
Nucla
Raylu
ReubenAI
Salesforce
Unified.to

Integrations Supported

Apiax
Brivo
Teamstack

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

Not specified

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

PitchBook

Date Founded

2007

Company Location

United States

Company Website

pitchbook.com

Company Facts

Organization Name

Morningstar

Date Founded

1984

Company Location

United States

Company Website

www.morningstar.com

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

Financial Reporting

Audit Trail
Cash Management
General Ledger
Profit / Loss Statement

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