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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 Caltina?

Caltina delivers all-encompassing front-office solutions specifically crafted for private equity, family offices, real estate, secondaries, and fundless sponsors. These solutions, constructed entirely on the Salesforce platform, are meticulously designed to align with the distinct workflows of alternative asset managers, offering flexibility for customization to meet the specific needs of various firms. Understanding that each fund and scenario has unique attributes, Caltina can initiate with a specially configured Salesforce.com setup or modify an existing instance, ensuring a personalized approach that aligns with your fund’s strategic goals. Throughout this customization process, we prioritize the gathering of relevant data and spreadsheets to facilitate their seamless integration into the platform, thereby reducing the cumbersome exchange of email attachments and allowing you to focus on what is essential. You will have the ability to effectively manage your prospective deal pipeline, as the system can be tailored to represent your firm's specific asset class, niche, and operational procedures. Furthermore, our solution meticulously organizes your firm's interactions with deal sources, helping you identify top-quality bankers and lenders while efficiently tracking sell-side and financing activities to bolster your decision-making capabilities. Ultimately, Caltina enhances your firm’s operations by streamlining key processes and boosting overall efficiency in managing relationships and seizing opportunities, thus enabling your team to work more effectively in a competitive market. This emphasis on a tailored experience ensures that you remain agile and responsive in a dynamic investment landscape.

Media

Media

Integrations Supported

Salesforce
4Degrees
Affinity
Allvue
Altvia
Backstop
Bloomflow
Cobalt
Dynamo Software
Edda
Intapp DealCloud
Navatar
Nucla
Raylu
ReubenAI
TFS Manager for Dynamics CRM
Unified.to
eFront

Integrations Supported

Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

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

Caltina

Date Founded

2016

Company Location

United States

Company Website

www.caltina.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

Deal Sourcing

Not specified

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

Private Equity

Not specified

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