All integrationsMarket Data

PitchBook

Research private markets with PitchBook: search companies, deals, investors and people, read company profiles, financing, investors, financials and news, and find who to contact.

actions
24
trigger
1

Triggers

Start a workflow when something happens in PitchBook.

  • New PitchBook dealTriggers when PitchBook records a new deal (a funding round, acquisition or IPO) that matches your filters. Fill in at least one.

Actions

Steps a workflow can run in PitchBook.

  • Search PitchBookFind companies, investors and funds in PitchBook by name, website or stock ticker, with each one's PitchBook ID for the other PitchBook steps. Free: searches use no PitchBook credits.
  • Search companiesFind companies by industry, place, ownership, funding, size, founding date, deals or backers. Returns one page of names, websites and PitchBook IDs. Free: searches use no PitchBook credits.
  • Search dealsFind deals by company, investor, industry, place, type, status, date or size. Returns one page of deal IDs with each deal's company; 'Get deal' has the details. Free: searches use no PitchBook credits.
  • Search investorsFind investors by type, place, preferred industries and deal types, size, or the companies they backed. Returns one page of names, websites and PitchBook IDs. Free: searches use no PitchBook credits.
  • Search peopleFind people by name, email, where they work, job title, level or country. Returns one page of names and PitchBook IDs; 'Get person' has the details. Free: searches use no PitchBook credits.
  • Get companyGet a company's PitchBook profile: names, headquarters, description, ownership and financing status, total raised, employees, year founded and social links. Uses 1 PitchBook credit the first time for each company.
  • Get latest financingGet a company's most recent financing (type, date, size, valuation) and its latest known valuation. Empty when it has had none. Uses 1 PitchBook credit the first time for each company.
  • Get company dealsList every deal a company has had (funding rounds, acquisitions, IPOs) with its date and type, oldest first. Uses 1 PitchBook credit the first time for each company.
  • Get company investorsList a company's investors with when each first invested, its stake and whether it has exited. Current investors by default. Uses 1 PitchBook credit the first time for each company.
  • Get company financialsGet a private company's revenue, EBITDA, net income, enterprise value, assets and debt, one entry per fiscal period. Empty when PitchBook has none. Uses 1 PitchBook credit the first time for each company.
  • Get similar companiesList the companies PitchBook rates as most like a company, with a similarity score and which are competitors. Uses 1 PitchBook credit the first time for each company.
  • Check company for updatesSee which parts of a company's profile PitchBook changed in the last few days (its profile, investors, deals, financing). Run it on a schedule to refresh only what changed. Free: uses no PitchBook credits.
  • Get team and boardList the people at a company or investor: its main contact (with email and phone when PitchBook has them), current and former team, and board. Uses 1 PitchBook credit the first time for each.
  • Get newsList recent news articles about a company or investor, with headline, source, date and link. Uses 1 PitchBook credit the first time for each.
  • Get dealGet a deal in detail: company, date, type, size, status, round, money raised to date and PitchBook's summary, and whether its valuation and cap table are available. Uses 1 PitchBook credit the first time for each deal.
  • Get deal investorsList who invested in a deal, who led it and with which funds, and who sold or exited in it. Uses 1 PitchBook credit the first time for each deal.
  • Get investorGet an investor's PitchBook profile: names, headquarters, description, type, whether it is investing, assets under management and dry powder. Uses 1 PitchBook credit the first time for each investor.
  • Get investor investmentsList the companies an investor has backed, with its latest deal in each and any exit. Current investments by default. Uses 1 PitchBook credit the first time for each investor.
  • Get investor preferencesGet what an investor looks for: deal sizes, company revenue and valuation, holding period, industries, verticals, places and deal types. Empty when PitchBook lists none. Uses 1 PitchBook credit the first time for each investor.
  • Get investor fundsList an investor's funds with their strategies, how many are open and closed, and the smallest, median and largest fund size. Uses 1 PitchBook credit the first time for each investor.
  • Get personGet a person's PitchBook profile: name, biography, main job and employer, office address and LinkedIn. Uses 1 PitchBook credit the first time for each person.
  • Get contact detailsGet a person's work email address and phone number. Empty when PitchBook has none. Uses 1 PitchBook credit the first time for each person.
  • Get career historyGet a person's education, every job they have held and the boards they have sat on, current and former. Uses 1 PitchBook credit the first time for each person.
  • Get credit balanceGet how many PitchBook API credits are left and used on the account's active contract, and how many it may spend each minute. Free: uses no PitchBook credits.

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