TechValidate Research on PitchBook

70 Charts – Page 1 of 3


PitchBook Customer Research

What part(s) of the PitchBook Daily Pitch newsletter do you find most valuable?

Research reports
65%
Feature articles
61%
Deal announcements
58%
Original news content
45%
Recommended reads
43%
Other
1%

PitchBook Customer Research

How would you best describe your firm?

Corporate
19%
Other Service Provider to Private Markets
13%
Private Equity
10%
Venture Capital
9%
Investment Bank
8%
Law Firm
3%
Limited Partner
3%
Media Outlet
2%
Other
33%

PitchBook Customer Research

In what part of the world do you reside?

US (Eastern time)
36%
Europe, the Middle East and Africa
26%
US (Central)
13%
US (Pacific time)
12%
Asia-Pacific
3%
Canada
3%
Latin America and Mexico
3%
US (Mountain time)
3%
US (Hawaii or Alaska)
0%
Other
3%

PitchBook Customer Research

Why did you choose PitchBook over other data providers you’ve evaluated or used?

Depth of data coverage
45%
Platform functionality/ease of use
45%
Scope of data coverage
45%
Accuracy of data
35%
Access to analysts and analyst reports
13%
Price
13%
Time savings/workflow efficiencies
13%
Subscription model/contract terms
6%
PitchBook Customer Success
3%
Other
13%

PitchBook Customer Research

Which data providers have you worked with or evaluated in the past?

Crunchbase
77%
CB Insights
45%
Capital IQ
32%
Preqin
26%
Tracxn
23%
Dealroom.co
16%
I used to get my data through a consultant
10%
Refinitiv
10%
Cambridge Associates
6%
Burgiss
3%
MAGNiTT
0%
Other
16%

PitchBook Customer Research

Why did you choose PitchBook over other data providers you’ve evaluated or used?

Depth of data coverage
50%
Scope of data coverage
45%
Platform functionality/ease of use
41%
Accuracy of data
35%
Access to analysts and analyst reports
22%
Time savings/workflow efficiencies
18%
PitchBook Customer Success
13%
Price
10%
Subscription model/contract terms
7%

PitchBook Customer Research

Which data providers have you worked with or evaluated in the past?

Crunchbase
57%
Capital IQ
50%
CB Insights
40%
Preqin
28%
Refinitiv
11%
Cambridge Associates
10%
Dealroom.co
10%
Tracxn
10%
I used to get my data through a consultant
5%
Burgiss
4%

PitchBook Customer Research

What do you love about PitchBook’s Custom Benchmarks?

I can select exactly the criteria I need
48%
All of the above
25%
I can view the constituent funds
15%
I can plot a fund on the benchmark
10%

PitchBook Customer Research

When you use fund-level benchmarking functionality, what are you using it for?

Understanding the market landscape
63%
Benchmark a fund
26%
Fund manager evaluation
19%
Benchmarking my portfolio of funds
18%

PitchBook Customer Research

Why did you choose PitchBook over other vendors you’ve evaluated or used?

Depth of data coverage 
60%
Scope of data coverage 
46%
Platform functionality/ease of use 
42%
Accuracy of data 
35%
PitchBook Customer Success (ie: dedicated account team and support) 
21%
Time savings/workflow efficiencies 
18%
Price 
10%
Subscription model/contract terms
7%

PitchBook Customer Research

Thinking about your 1st year as a PitchBook user, what percentage of deals were you able to source using PitchBook data?

0%
38%
25%
21%
50%
19%
75%
17%
100%
5%

PitchBook Customer Research

What improvements would you like to see to our public company profiles?

Comparable company analysis
65%
Additional datasets
37%
Public company search capabilities
34%
Charting capabilities
30%
Expand geographic coverage
28%
Improved layout of profiles
24%

PitchBook Customer Research

Do you currently consume or store data via the following cloud services?

Google Cloud
60%
Microsoft Azure
24%
AWS S3
18%
Snowflake
8%
AWS Redshift
4%
Databricks
1%

PitchBook Customer Research

Thinking of the landing page that you see when you log into PitchBook, what would you like to see or do from here?

Start new searches and workflows
42%
View a news feed of companies in my saved searches/lists
38%
Jump back into where I left off
32%
View PitchBook analyst reports
31%
View a news feed of keywords I'm interested in
26%
See recommended companies for me
23%
Understand how my teammates are using PitchBook
10%
Learn more about PitchBook
5%
Other
4%

PitchBook Customer Research

In addition to PitchBook, which data providers are you currently using?

Crunchbase
44%
S&P Capital IQ or Market Intelligence
31%
CB Insights
25%
Zoominfo
18%
Mergermarket
12%
Preqin
12%
Refinitiv
10%
FactSet
8%
I get my data through a consultant
7%
AlphaSense
6%
Dealroom
5%
Tracxn
5%
Bureau van Dijk
4%
LCD
4%
eVestment
2%
Beauhurst
1%
DiscoverOrg
1%
Magnitt
0%
Unquote
0%
Valu8
0%
Other
20%

PitchBook Customer Research

Please provide your interest level in receiving PitchBook data on a scheduled cadence via one of the following methods:

Very High High Medium Low Not sure

CRM Integration
Data Feed
API

PitchBook Customer Research

What challenges have you solved effectively since using PitchBook?

Map the market and competitive landscape
62%
More effective Benchmarking
44%
Improved due diligence
37%
Identify actionable business development opportunities
27%
Source strong deals
22%
More effective deal execution
13%
Stay ahead of the competition
9%
More effective Manager Sourcing
6%

PitchBook Customer Research

What are the ways you or your organization currently use PitchBook?

Private market intel
67%
Business development
50%
Due diligence
50%
Portfolio analysis
33%
Public market intel
33%
Deal execution (comps + valuation analysis, creating buyers lists)
25%
Deal sourcing
25%
Fundraising (Companies fundraising)
8%
Fundraising (GPs raising a fund)
8%
Networking
8%

PitchBook Customer Research

PitchBook in Australia

What are the ways you or your organization currently use PitchBook?

Private market intel
83%
Due diligence
50%
Deal execution (comps + valuation analysis, creating buyers lists)
33%
Public market intel
33%
Business development
17%
Deal sourcing
17%
Fundraising (Companies fundraising)
17%
Networking
17%
Portfolio analysis
17%

PitchBook Customer Research

PitchBook in Canada

What challenges have you solved effectively since using PitchBook?

Map the market and competitive landscape
75%
Improved due diligence
46%
Identify actionable business development opportunities
39%
More effective Benchmarking
21%
More effective deal execution
18%
Stay ahead of the competition
18%
Source strong deals
14%

PitchBook Customer Research

What challenges have you solved effectively since using PitchBook?

Map the market and competitive landscape
57%
Improved due diligence
35%
More effective Benchmarking
30%
Source strong deals
30%
Identify actionable business development opportunities
26%
More effective deal execution
9%
Stay ahead of the competition
4%

PitchBook Customer Research

PitchBook in the UK

What challenges have you solved effectively since using PitchBook?

Map the market and competitive landscape
69%
Improved due diligence
38%
More effective Benchmarking
31%
Source strong deals
31%
Identify actionable business development opportunities
23%
More effective Manager Sourcing
8%
More effective deal execution
8%
Stay ahead of the competition
8%

PitchBook Customer Research

APRIL 2022 ONBOARDING

Have you had a specialized training session for you and/or your team?

Yes: 74%
No: 26%

PitchBook Customer Research

MAY 2022 ONBOARDING

Have you had a specialized training session for you and/or your team?

Yes: 82%
No: 18%

PitchBook Customer Research

Have you had a specialized training session for you and/or your team?

Yes: 72%
No: 28%

PitchBook Customer Research

When it comes to the collaboration and sharing features within the PitchBook platform, how often are you taking these actions?

Daily Weekly Monthly Quarterly Never

Share your lists
Share your searches
Share workspaces
Share profiles
Share market maps

PitchBook Customer Research

Organizations who use DealCloud as their CRM provider

There are many different charts within the PitchBook platform. How are you using these charts in your role?

To convey information to my team (internally)
50%
To convey information / research outside my firm (externally)
17%
To quickly discover insights
17%
To keep a pulse on a specific space
17%
I do not use charts in the PitchBook platform
33%

PitchBook Customer Research

Why did you choose PitchBook over other vendors you’ve evaluated or used?

Depth of data coverage 
60%
Platform functionality/ease of use 
44%
Scope of data coverage 
43%
Accuracy of data 
35%
PitchBook Customer Success (ie: dedicated account team and support) 
21%
Time savings/workflow efficiencies 
17%
Price 
10%
Subscription model/contract terms
8%

PitchBook Customer Research

How quickly did you see a return on your investment in PitchBook?

87% of users saw ROI with PitchBook within their 1st subscription year (or less).

Within the first month: 27%
Within the first 6 months: 36%
Within the first year: 24%
Within 1-2 years: 13%

PitchBook Customer Research

In addition to PitchBook, which data providers are you currently using?

Crunchbase
36%
S&P Capital IQ or Market Intelligence
33%
CB Insights
17%
Zoominfo
13%
FactSet
12%
Mergermarket
12%
Refinitiv
9%
Preqin
8%
AlphaSense
7%
I get my data through a consultant
5%
Tracxn
5%
Bureau van Dijk
4%
Dealroom
3%
eVestment
2%
Beauhurst
1%
DiscoverOrg
1%
Unquote
1%
Magnitt
0%
Valu8
0%
Other
14%



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