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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 Diligent Equity?

Diligent Equity is set to become the essential platform for investors looking to effectively oversee their portfolios and cap tables. Enhance your investment management, portfolios, and LP relationships with greater accuracy and insight. Eliminate the frustrations of unreliable data and gain a comprehensive understanding of your fund’s performance. With Diligent Equity's real-time investment performance tracking, you’ll have a singular source of truth for your entire portfolio, independent of the cap table software utilized by your companies. Monitor fund performance through a unified dashboard that displays key metrics such as investment multiples and IRRs. You can swiftly access up-to-date information about your current investments, cap tables, waterfalls, and valuations. Additionally, keep tabs on company KPIs for your portfolio firms throughout the investment journey, from initiation to exit. Diligent Equity also provides managed services that ensure your cap tables and KPIs for portfolio companies are consistently updated and free from errors, giving you peace of mind in your investment management. This comprehensive approach allows investors to focus on strategic decisions rather than administrative burdens.

Media

Media

Integrations Supported

4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Backstop
BlueFlame AI
Cobalt
DealCloud
Intapp DealCloud
Kite
Kushim
Nasdaq eVestment
Navatar
Nucla
RingLead
Salesforce
TFS Manager for Dynamics CRM
Unified.to
eFront

Integrations Supported

4Degrees
Affinity
Allocator
Allvue
AlternativeSoft
Backstop
BlueFlame AI
Cobalt
DealCloud
Intapp DealCloud
Kite
Kushim
Nasdaq eVestment
Navatar
Nucla
RingLead
Salesforce
TFS Manager for Dynamics CRM
Unified.to
eFront

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PitchBook

Date Founded

2007

Company Location

United States

Company Website

pitchbook.com

Company Facts

Organization Name

Diligent

Date Founded

1994

Company Location

United States

Company Website

equityeffect.com

Categories and Features

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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