your guide to getting the most out of the pitchbook...

Your guide to getting the most out of the PitchBook Platform

About This GuidePitchBook can perform a wide variety of functions to meet

your information and analysis needs. The purpose of this

guide is to help you navigate through PitchBook efficiently.

This guide outlines multiple ways that the PitchBook

Platform can be used, showing you how to effectively

build searches that result in accurate and relevant data.

Step 1: Select a category from the table of contents

Choose a category to view a list of search types. Return to the Table by clicking this icon:

Step 2: Select a search type from the category Menu

Select a search type within the category menu. Return to the Table by clicking this icon:

Step 3: Review the information

Each search topic has a description, search criteria tips, and sample searches

Step 4: View an Example or Tutorial

Click on an “Example” to open and view the search results within the PitchBook Platform

Step 5: Modify Criteria and Run Your Own Search

Once you’re in the PitchBook Platform, you can click the “Modify Search” option at the top-right

to change the fields and re-run the search to obtain your desired output

How To Use This Guide

B A C K T OC O N T E N T S



Advanced Searches

Business Development

Comparable Deals and Precedent

Transactions

Valuations Charting & Analytics

Capital Invested

Deal MultiplesExits – IPOs & Acquisitions

Table of Contents

Companies & Deals

Investors & Buyers

Advisors & Service

Providers

Benchmarking and Fundraising

Other Platform Features

Funds by Investment Preference

Fundraising –Firms and Open

Funds

Fund Returns -Benchmarking

Fund Returns -Quartiles

Funds Charting & Analytics

Funds Charting – Capital Raised

Active Portfolio Search

Aging Portfolio Search

Identifying Co-Investors

Saving Searches & Creating

Email Alerts

Saving Lists & Using Lists in a

Search

Importing Entities into the

Platform

Downloading & Exporting Data

Recommended Layouts for

Viewing Search Results

Click on a use case below, and we’ll walk you through the best way to find the data you need.

Comps and Analysis

Limited Partners

People

Companies & Deals

Sample searches on the PitchBook Platform

Identify (ownership status) companies in (industry) that are based in (location).

• Example: Identify publicly held companies in Healthcare that are located in California.

Screen for a list of (deal type) of (location)(industry) companies since (deal date) that were (deal size range).

• Example: Identify the Buyouts of U.S. Information Technology companies since 2014 that were at least $100M in size.

How to conduct this search

▪ Use the “Companies & Deals” search.

▪ Key Fields: This is the default section that displays the most commonly used criteria for building out a search.

▪ Deal Types: This is where you can select the type of transaction that the target companies were involved in.

▪ Deal Criteria: Deal Date and Deal Size are common fields used in conjunction with Deal Type.

▪ Company Status: Options of filtering for publicly held or privately held companies.

▪ Locations: This criteria is used to narrow the companies by location. It’s recommended to select “Search HQ Only” to pull in only the companies that are based in that location.

▪ Industries & Keywords

▪ Click the Industry or Vertical dropdown to see the available options for how companies are categorized.

▪ You can also type in Keywords that will pull companies into the search results based on their business description.

This search allows you to screen for a list of companies or deals by using a wide variety of search criteria. It can be used to find a set of companies within an industry or location, and then diving deeper by viewing the details on their financing history.

A D V A N C E D S E A R C H E S


https://my.pitchbook.com/?pcc=21776-14


Investors & Buyers


Identify (investor type) involved in (deal type) within (location) in

(industry), since (date).

• Example: Identify the most active Angel/Venture Capital

firms involved in VC deals for Information Tech OR SaaS

companies based in the U.K., since the beginning of 2016.

• Example: Identify the most active investors in the U.S. based

in the Mid-Atlantic or New England, that have completed

Buyouts or M&A transactions in FinTech since 2014.

• Example: Identify the Strategic/Corporate Acquirers with

the most M&A transactions for companies in the B2B

industry sector, in just the year 2015.


▪ Use the “Investors & Buyers” search.

▪ Investor Types: The platform tags an investor to multiple

types depending on how they behave. For example, a PE

firm that is also doing Early Stage VC deals could show up in

a search where you checked “Venture Capital.” Check

“Search For Primary Investor Type Only” to adjust for this.

▪ Deal Criteria: Check “Completed” under deal status to only

view completed transactions. Enter in a “Deal Date” to set a

range for when those deals were completed.

▪ Deal Location: Refers to the location of the company that

was involved in the deal, not the investor.

▪ Industry: Just like Investors, companies within the platform

are tagged to multiple industries. Checking off the “Select

Primary Industry Only” means you’ll be pulling companies

where their primary industry tag is the one you’ve selected.

▪ Running the Search: It would be relevant to sort the results

with the “Investments” column to see which investors have

made the most investments towards companies that match

the criteria.

This search identifies the most active investors that match the criteria, by looking at the number of deals completed within a set time frame.






Advisors & Service ProvidersThis search takes a look at service providers that are actively involved in deals within a industry and location.


Search for (service provider type) (service provider location) that has been involved in (deal type) (deal location) since (date).

• Example: Identify the most active U.S. Investment banks that have serviced the most U.S. M&A deals since 2014?

• Example: Identify the most active U.S. law firms have serviced the most Later Stage VC deals in Europe since the beginning of 2016?

Companies & Deals Search Search for all deals where (service provider name) was involved in (deal type) since (date)

• Example: Identify all Buyout deals since 2015 for companies within the Manufacturing industry vertical, where PricewaterhouseCoopers was a Service Provider on the Buy Side or Sell Side of the Deal.


▪ Use the “Advisors” search.

▪ Service Provider Information: You have the option of looking up types of Service Providers from any location. Use the “Search Primary Type Only” to filter for SPs where their primary function is the type you selected.

▪ Search by Service Provided: “Hired for deal work (buy side)” is selected by default, but you’ll also want to check “Hired for General Services” too.

▪ Deal Information: This is where you can set parameters to see the types of deals the service provider worked on and what types of services they provided on that deal.

▪ Companies & Deals Search: You can also run a variation of this search using the “Service Providers” tab within the criteria screen of a “Companies & Deals” search.

▪ Downloading Service Provider data from the “Deals Tab”: The most relevant download template to use when exporting this list into Excel is the “Service Providers on Deal” template within the “Deals” tab of the search.






Limited Partners


List all (limited partner types) in (location) that have committed to (fund type) since (date)

• Example: Identify any Pension Funds located in California that have made the most commitments to Buyout funds.

Which Limited Partners have committed to (fund name)?

• Example: Identify the Limited Partners that have made commitments to the Orion Mine Finance Fund I.

Identify (Limited Partner Type) that currently has or previous had mandates in (mandate keyword)

• Example: Identify all Limited Partners with a current Mandate that requires them to commit to Energy-focused funds.


▪ Use the “Limited Partners” search.

▪ LP Types, LP Location: Select the types of LPs you want to see and where they’re located.

▪ Mandates: You can select whether or not you want the mandate to be recently announced (Current) or even look up any previous mandates (Former). You can also select an “Investment Focus” which helps to identify any preferences of the fund manager’s investment behavior.

▪ Commitments: Fill out the “Commitment Information” to see their actual commitment history. Same goes for the Fund options in “Additional Options.”

▪ Commitment Preferences: It’s important to note that an LP’s stated preferences can differ greatly from their actual commitment history.

▪ Running the Search: Add the “# of Affiliated Funds” and “# of Affiliated Investors” column if you don’t have it.

▪ You can also view Limited Partner information on the “Limited Partners” tab from a “Companies & Deals” search or “Investors & Buyers” search.

This search is used to create a list of limited partners by their commitment history, preferences, and mandates.






People


Identify (position title) at (firm name)

• Example: Identify active Managing Directors from The Carlyle Group.

Identify (position) at (firm type) in (location)

• Example: Identify all female founders for founding partners of U.S. VC firms

• Example: Identify the active CEOs of FinTech companies in New York.


▪ Use the “People” advanced search.

▪ Firm Names: Type in the name of a specific firm or copy and paste names from an existing list.

▪ Firm Types, Position Level, Location: Select a position level to pull only those positions from the list of firms you’ve inputted.

▪ You can also select a type of firm and the location where those firms will be located.

▪ For example, this would be essential if you wanted to see all the CEOs of VC-Backed companies in California.

▪ Position Title: Generally not recommended to use this function because it will only pull professionals with titles that have an EXACT match.

▪ Using the presets in “Position Levels” will pull in a wider range of professionals with similar titles.

This type of search is used to target a person at a position level within a firm or a list of professionals from multiple firms.






Comparable Deals and Precedent Transactions


Search for (deal type) of (industry type) companies in (location) since (date).

• Example: Identify Buyout/LBO transactions between $100M to $1B in size, of U.S Energy companies in the year 2013.

• Example: Identify Early Stage VC rounds between $5M to $25M in size, since 2014 for Cybersecurity companies based in the U.S. or Canada

Identify all (keyword) companies in (location) who have gone through (deal type) by since (date).

• Example: Identify global manufacturing companies related to yachts, that have gone through an M&A transaction since 2013.

• Example: Identify Angel and Seed financing rounds since 2012 for U.S. companies related to cancer research.



▪ Deal Criteria: Check the “Completed” box under Deal Status

to only view completed transactions. Also set a “Deal Date”

for relevancy.

▪ You have the option of adding other deal information

such as Valuation and Deal Size.

▪ Location: Check “Search HQ Only” to target the main office

for companies and eliminate branches.

▪ By selecting “any office location,” you could see the

branch of a company that is HQ’d in another region.

▪ Industry: Use key words separated by “OR” to include all

types of companies tagged with those keywords.

▪ Choosing the “Industry AND Vertical” will narrow

your results, screening companies that are only

tagged under both fields. While “Industry OR

Vertical” will broaden your search, pulling companies

tagged to either.

This type of search aims to build a list of comparable transactions filtered by criteria such as deal type, location, deal date, and industry/vertical.

C O M P S & A N A L Y S I S






Deal Multiples


Identify the (deal multiple) for (location)(industry) companies involved in (deal type) since (date).

• Example: Create a search to screen for Buyouts of U.S. Healthcare companies since 2007 with a minimum deal size of $100M. Add in columns related to Financials & Multiples to identify which deals have the highest Valuation/Revenue.

Instead of viewing the individual multiple for each deal, you can use the “Analytics” tab to combine all the deals into one table and view the data as a whole.

• Example: Use the analytics tab and add in data points to view the median Deal Size / EBITDA and Valuation / EBITDA over time (years).



▪ Search Criteria:

▪ It is similar to the Comps & Precedent

Transactions search, except we’ll be focusing on

adding in a specific set of columns to look at the

deal multiples.

▪ From the “Deals” column of your search results,

click “Add Column” and locate the “Financials &

Multiples” section near the middle-right.

▪ Analytics Tab:

▪ Click on the grey“+” icon to add “Fields” which

you can click and drag to rearrange the data.

▪ Click on the blue “+” to add the data points you

want to review.

The Analytics function allows the user to perform an in-depth market analysis by being able to view aggregated data from a search through a customizable pivot table.





Capital Invested


How much capital has been invested in (industry) by (deal type) since

(date)? By (quarter/year)?

• Example: How much capital has been invested in U.S.-based

Pharmaceuticals and Biotechnology companies, from

Venture Capital deals since 2010? Search Primary Industry

only.

• Example: Edit the chart settings to find the median

deal size per year, broken down by Industry Code

• Example: Identify Early Stage Series A and B rounds for U.S.

Education software companies since 2011.

• Example: Use Analytics to find the capital invested

median and post valuation median for each year. Use

the Series field to compare A and B rounds.



▪ Search Criteria: The purpose of building out this search is to

get a solid set of companies where we can do an analysis on

the aggregated deal data.

▪ Build out this search by looking for companies in a

general location that have been through a selected

deal type within a set time frame.

▪ Charts Tab: You can select different types of charts and

break it down the information by various data points.

▪ In this case we want to choose the Capital Invested

from the drop-down.

▪ Analytics Tab: You can also view the data in the “Analytics

Tab,” where you have the ability to click and drag the

columns and rows to create your own customized table.

▪ Click on the “+” next to the light blue boxes to add

and remove fields.

This search uses the Charts and Analytics function to view how much capital has been invested over time by industry, deal type, etc.







Exits – IPOs & Acquisitions


Identify (backing type) companies from (location) (industry) involved in (exit type) since (exit date) and (exit size).

• Example: Identify PE-backed exits of U.S. Healthcare companies through a Secondary Buyout since 2015.

• Example: Identify VC-backed exits of U.S. Information Technology companies through a Strategic M&A deal since 2014, with an exit size between $20M and $100M.

• Example: Identify all transactions where Battery Ventures was the Seller and exited the company from an IPO.


▪ Use the “Companies & Deals” search

▪ Exit / Liquidity:

▪ Check “Completed” under “Exit Status.”

▪ Select the “Exit Type” to see results.

▪ Under “Other Filters,” you have the options to see a

“PE-Backed exit” or “VC-backed exit.”

▪ To look for a list of companies where their current

financing status matches the exit criteria you’ve set,

check off the “Only Search the Most Recent

Transaction.”

▪ Deal Criteria: It’s best not to fill out any of the fields within

this tab when also using the “Exit/Liquidity” tab. This will

create mixed results because the Deal Criteria is looking for

the acquirers while the Exit Criteria is looking at sellers.

▪ Running the Search: The results will be a list of companies

that have exited according to the criteria.

▪ One thing to note is that these companies could have

gone through other stages of financing after the exit.

This search is used to screen for different types of exits of sponsor-backed companies.






Valuations Charting & Analytics


Screen for (industry) companies in (location) involved in (deal type) within (date), and show their valuations.

• Example: Create a list of Early Stage VC deals for U.S. FinTech companies since 2010. Sort by Company Name and add in the columns to view the deal size, pre-money valuation, and post valuation for each round.

• Example: Utilize the “Charts” tab from the previous example and edit the settings to view the median Post Valuation over time.

• Example: Utilize the “Analytics” tab from the previous example and edit the settings to view the median Capital Invested and median Post Valuation over time. But also add in a field to view the data for each Series.



▪ Search Criteria:

▪ Like a Comps search, fill out the Deal Criteria, Deal

Type, Location, and Industry to target the companies

you want to see.

▪ Running the Search:

▪ Companies Tab: Add the columns to see the Last

Financing Date and Last Financing Size, and Last

Financing Valuation.

▪ Deal Tab: Add the columns for “Deal Size,” “Pre-

Money Valuation, and “Post Valuation.”

▪ Charts, Analytics:

▪ Charts: You can use the Charts function to visualize

data like seeing how the median valuation changed

over time or differ between industry.

▪ Analytics: You can view valuations in a table format.

This screen shows you how to view and sort the valuation data on a set of companies for any round of financing.






Fundraising – Firms and Open Funds


Identify (investor type) (investor location) that have (most likely fundraising criteria).

• Example: Identify Private Equity firms from New York that have not closed in the fund in the last 2 years OR have opened a fund in the last 2 years.

Identify (fund type) (fund location) that are (fund status) since (fund date)

• Example: Identify Venture Capital funds from California, that have been open since the beginning of 2015 and are looking to raise between $100M-500M in fund size.



▪ One way is to identify firms that have an open fund and or firms that have not closed a fund in a long time and may be ready to open a new fund soon.

▪ The other to search is by specifying the type of funds being raised rather than the investor.

▪ Fundraising & IRR Most Likely Fundraising:

▪ “Investors that have not closed a fund”

▪ “Investors that have not closed a fund or have an open fund.”

▪ Fund Criteria:

▪ It’s important to select a Fund Type and Fund Location to help specify what kind of fund you’re looking for.

▪ Fund Status: Check “Open”. Represents whether or not the fund is currently open and accepting capital commitments.

▪ Fund Date: The date entered here represents the time frame for the Fund Status you chose.

This search is used to identify firms that may be fundraising capital by looking for open funds.

B E N C H M A R K I N G A N D F U N D R A I S I N G




Funds by Investment Preference


Identify (fund type) (fund location) (fund size) with (stated preference)

• Example: Identify U.S. Venture Capital funds that are $100M-200M in size, and have a stated industry preference in Information Technology and geographic preference in Europe.

Identify (location) (fund type) investing in (industry)-related companies, since (date)

• Example: Identify U.S. Buyout funds that are at least $1 billion in size and have been closed since 2010, where the funds have completed investments in companies within the Healthcare industry

• Example: From the Funds tab, add in the columns related to “Fund Investments” to see how active the fund was in that industry.


▪ Use the “Investors & Buyers” search

▪ Fund Criteria:

▪ Usually, the most common criteria to select are: Fund Type, Fund Location, Fund Status, Fund Size, and Fund Date.

▪ Stated Preferences:

▪ These fields refer to a firm or fund’s stated preference. This is based on the firm/fund’s description and on submitted survey responses.

▪ Deal Industry:

▪ If you prefer to see the actual investments that a fund has made, you can go to the “Deal Industry” and select the industries related to the companies that were involved in the investment.

▪ Running the Search: the results will display a list of investors associated with the funds set by the search criteria. You can click over to the “funds tab” to see the actual list of funds.

▪ You can confirm your criteria by adding in columns that include “Preferred” or “Stated Preferences”

This search is used to identify types of funds that have an investment preference or focus in specific industries or locations.






Fund Returns - Benchmarking


Create a benchmarking peer group by identifying funds that are (fund type) (fund location) (fund vintage year) (fund size).

• Example: Identify U.S. Buyout funds with a vintage year of 2012 and are $250M-$500M in size. View the individual returns for each fund.

Use the Analytics tool to determine the median (return metric).

• Example: From the previous example, use the Analytics tab to view the median IRR, TVPI, DPI, and RVPI for the group of funds.



▪ Fund Criteria: The main criteria to set are Fund Type, Fund Size, Fund Location, and Vintage Year.

▪ Fund Status: Check “Closed.”

▪ Vintage Year: Always use one vintage year. Be sure it’s in both the FROM and TO fields (i.e. 2013-2013).


▪ Funds tab: Use this tab to view details on each individual fund. Add in columns to view the return multiples for each individual fund.

▪ Analytics tab: Use this to aggregate the funds into on group and pull the median/mean from them.

▪ Use the blue “+” to add in the data points related to fund returns.

The purpose of this search is to create a custom peer group by identifying funds with the same fund criteria, and then looking at their returns individually or as a group.





Fund Returns - Quartiles


Identify (vintage) (fund location) (fund type) that have invested in (industry) through (deal type).

• Example: Identify 2010 U.S. Buyout funds involved in any buyout deal for Manufacturing companies. Show the returns for each individual fund.

• Example: From the custom benchmark created by the previous example, use the analytics tab to see what the hurdle rates for each quartile would be. Also, use the table to break it down by Fund Size.



▪ Fund Criteria: The main criteria to set are Fund Type, Fund Size, Fund Location, and Vintage Year.

▪ Fund Status: Check “Closed.”

▪ Vintage Year: Always use one vintage year. Be sure it’s in both the FROM and TO fields (i.e. 2013-2013).

▪ Deal Type/Industry: After creating a peer group using the fund criteria, you can narrow it further by selecting the type of industry or deal type where the fund has been active

▪ Analytics Tab: Close out all of the field columns and rows.

▪ Click the “+” in the row of light blue boxes in the table. Select only “IRR Median,” “IRR 25th,” and “IRR 75th.”

▪ For all funds within this kind of search, having an IRR below the “IRR 25th” places them in the bottom quartile, and having an IRR above “IRR 75th” places them in the top quartile.

This search is used to benchmark funds and discover the hurdle rates / quartiles for a peer group of funds.





Funds Charting & Analytics


What is the (filter) for (location) (fund type) since (date)?

• Example: What is the median fund size for U.S. growth funds since 2010?

• Example: How many European Venture Capital type funds have been raised/closed each year for the past 10 years?

• Example: Identify Co-Investment funds located in the use that have even closed since 2010. Use the analytics table to find out the Fund Count per Fund Size bracket.



▪ Fund Criteria: Select from Fund Types, Fund Location, Fund Vintage Year, Fund Size, and Fund Status.

▪ This criteria is optional, since you can also chart funds from just the deal criteria.

▪ Deal Industry: This tab will filter for companies that the fund has actually invested in while the “Industry” field in the “Fund Criteria” tab will use stated preferences.

▪ Running the Search: What you’ll see is a list of investors that are managing funds that match the criteria.

▪ Analytics Tab: With this tool, you can add and remove fields to build out a customized view of the aggregated data.

▪ Charts Tab: Within the “Funds Charting” function, you can edit the chart settings to view the data in different ways like a bar graph, pie chart, or stacked bars.

This search aims to use the Charts function within the platform to visually analyze the trends of funds, and uses the Analytics function to break down that information further.






Funds - Capital Raised


How much capital has been raised for (fund type) in (location) since (fund date)?

• Example: How much capital has been raised for U.S. Buyout and PE Growth-Expansion funds each year since 2008?

• Example: How much capital was raised for Mezzanine funds by each U.S. region since 2006?


▪ This search is similar to the “Funds Charting” search, but the examples will mostly be framed around using charts to see how much capital has been raised.


▪ Fund Criteria: Select from Fund Types, Fund Location, Fund Vintage Year, Fund Size, and Fund Status.

▪ Deal Industry: This tab will filter for companies that the fund has actually invested in while the “Industry” field in the “Fund Criteria” tab will use stated preferences.

▪ Running the Search: What you’ll see is a list of investors that are managing funds that match the criteria.

▪ Charts Tab: Within the “Funds Charting” function, you can edit the chart settings to view the data in different ways like a bar graph, pie chart, or stacked bars.

▪ Use the drop down menus on the right hand side to break down that information by a specific data point.

This search is aimed at seeing how much capital has been raised for funds within a period of time based on their type and location.





Active Portfolio Search


Identify all (portfolio companies) under (investor name) OR (investor type).

• Example: Identify the active portfolio companies for the PE firm, The Blackstone Group.

• Example: Create a list of Private Equity firms from the U.S., and sort them to identify who has the most companies in their Active Portfolio

Identify (deal industry) (deal location) companies that have been involved in (deal type) since (deal date), and are still in an active portfolio.

• Example: Identify U.S. FinTech companies that have received an Early Stage VC round since the beginning of 2016, are still in the active portfolio of a firm.



▪ Investor Type: Select the type of investor whose portfolio

companies you want to find.

▪ Investor Name: Or you can add the names of the investors

yourself in the Key Fields section.

▪ Deal Criteria Additional Options: Select “Only search for

active portfolio companies”

▪ Deal Size, Deal Type, Deal Location, and Deal Industry:

▪ These are optional criteria that can set parameters on

what kind of transaction brought the target company

into the firm’s portfolio.


▪ Investors Tab: From this tab of the search results, you

can add in a column for “Active Portfolio” to see the

number of portfolio companies for a list of investors.

▪ Companies Tab: You will see sub-tabs for “All

Investments”, Active Portfolio Only, Former Portfolio

Only, and Add-ons Only.

This search looks for companies that match a set of search criteria and are still actively held within a firm’s portfolio.

B U S I N E S S D E V E L O P M E N T





Aging Portfolio Search


Identify (location) (industry) companies held in the portfolio of (investor type), acquired through (deal type) within (deal date) and have not received financing since that transaction.

• Example: Identify U.S. Energy companies that are active in a PE firm’s aging portfolio, acquired through buyouts and haven’t received financing since 2012.



▪ Deal Criteria: Check off the “Only the most recent transaction” box. This ensures that the company’s most recently financing was the one you specified.

▪ Set a “Deal Date” which represents the time period in which the target company received their last financing.

▪ Deal Types: Select the appropriate deal type that would have caused the target company to be placed in a firm’s portfolio. In this case it would be “Buyouts” for PE or a “VC Round” for VC.

▪ Industry/Location Tabs: Select the desired industry you want to see companies in and where they are located.

▪ Investors Tab: Check “In Portfolio / Active” under Portfolio Status.

▪ Company Status Tab: Select “Privately Held (backing)” under Ownership Status.

▪ Running the Search: From the Companies tab, the “Last Financing Date/Size/Deal Type” indicates the most recent transaction that the company has been through.

This search looks for companies that are active within the portfolio of a firm but have not been through a transaction for an extended period of time.




Identifying Co-Investors


Identify all of the investors involved in (deal type) for companies in (industry) since (date).

• Example: Identify investors that have participated in an Early Stage Series A round since 2016, for Mobile companies based in the West Coast.

• Example: From here, go to the “Deals” tab, and use the “Investors” column to identify all of the investors that participated in each transaction.

• Export to Excel: You can download the list of deals and view each investor in their own row by using the “Deal Investors” download template.

Identify co-investors for (investor name).

• Example: Identify the most frequent co-investors for ARCH Venture Partners by visiting the “Co-Investors” tab found on their Investor Profile.


▪ Using the “Investors & Buyers” search

▪ Investor Types: The platform tags an investor to multiple types depending on how they behave.

▪ For example, a PE firm that is also doing Early Stage VC deals could show up in a search where you checked “Venture Capital.” Check “Search For Primary Investor Type Only” to adjust for this.

▪ Deal Criteria/Types/Location/Industry: Fill out these criteria to search for the types of deals these investors were involved in.

▪ Co-Investors from an Investor:

▪ Enter in the name of an investor in the search bar at the top and select their profile.

▪ Click over to the “Co-Investors” tab to see a list Co-Investors for all the deals in which they’ve been involved.

This search focuses on identifying investors that have participated in similar deals or on the same deal as another investor.





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Saving a Search & Setting Email AlertsSaving a Search:

You are able to save any of the searches that you’ve created. This is great for coming back later to make edits and run the search again without having to start from scratch.

Steps:

1. Click the floppy disk icon at the top right of your results screen or within the search criteria screen.

2. Name your search, and choose whether or not you want to receive email alerts.

3. To find your list of saved searches, click “More” at the top right of the platform and then click “Saved Searches” from the drop down menu.

4. From this menu you can run, edit, share, delete, or manage email alerts.

Email Alerts:

Setting an Alert means you will receive daily, weekly, or monthly emails on a search or list whenever they are updated with new investors, funds, deals, exits, management changes, or general updates.

Steps:

1. You can set an alert from the results screen by click on the bell symbol at the top right of your search or results screen.

2. You can also visit the “Saved Searches” under the “More” option at the top right of your screen to edit your alert settings for each search.

Why Save a Search?

Saving a search is useful because you don’t have to re-enter the criteria every time you want to visit the results screen.

Saved Searches differ from Saved Lists because it is based off the Search Criteria. So if any new entities match the criteria you created, they will appear within the results every time you run the search.

O T H E R P L A T F O R M F E A T U R E S


Saving a List & Using Lists in a SearchSaving a List

This function is used to keep track of a list of entities that you got

after running a search.

A saved “List” is different from a “Saved Search.”

For example, if you saved a list of 10 companies, every time you

run the list again, you will see the same 10 companies.

Meanwhile, re-running a “saved search” will capture all entities

that match the criteria. If you saved the search for those 10

companies instead and ran it a week later, you might see 12

companies now because 2 new companies fit the search

criteria.

Steps:

1. Click the Save List above the columns on your results screen.

2. Name your list, and decide whether or not you want to

receive Email Alerts.

3. Find your saved list by clicking “Saved Searches” from the

“More” tab at the top-right of your screen.

4. From this menu you can run, edit, share, delete, or manage

emails for your list.

Using Lists in a Search

A saved list can be re-used within a new search in order add those entities to a new search or to filter out entities with a new set of parameters.

Steps:

1. Click on the “Lists” tab on the Search Criteria screen of a “Companies & Deals” search or “Investors & Buyers” search.

2. Click the drop down menu and select the list you want to use.

3. Fill out the rest of the criteria and run the search. The parameters that were set will be applied to the list.

Example: Here is a search looking for Virtual Reality companies in the U.S.

Example: I saved the list and named it “U.S. VR.” Then I ran a new search using that list, but this time I was looking for companies among that list that are based in California and have gone through any kind of VC deal. This brought my original list of 137 companies to 56.



http://screencast.com/t/CiRUFKyqkH4

http://screencast.com/t/cmqrHcbIE0y

Importing a list of Companies or Investors Into a SearchImporting a List of Entities

You’re able to import your own list of entities (firms, funds, companies) into a search, apply search criteria, and run the search to see that list within the platform.

Steps:

1. Copy the list of entities from your document.

2. Find the “(Company/Firm) Name” bar within a the criteria of an advanced search.

3. Click into the bar, paste that list, then click outside of the bar.

4. The list of companies should now populate and will indicate any errors in red.

Sometimes a firm or company will go by a different name in the platform compared to the name you pasted in. Click on the red-highlighted firm and it will prompt you to confirm which entity you want if there are other firms with similar naming conventions.

Examples

Here are screenshots of the “Names” field for the most relevant search types for that entity:

- Importing Companies

- Companies & Deals Search

- Investors & Buyers Search

- People Search

- Importing Investors

- Companies & Deals Search


- People Search

- Importing Funds


- Funds & IRR Search



http://screencast.com/t/tLotcKtHjh2

http://screencast.com/t/D6GPxCkQ4ak

http://screencast.com/t/JzOZH6BWHe8o

http://screencast.com/t/FW9HotBCkKe

http://screencast.com/t/iASqDT2JkIs

http://screencast.com/t/JzOZH6BWHe8o

http://screencast.com/t/koLOGyyt3fEK

http://screencast.com/t/6HVn66nfi

Downloading & Exporting into ExcelDownloading

After building a search and narrowing down your list to a relevant set of data, it’s ready to be downloaded and exported into Excel where you can start doing some extra manipulation that you can’t do within the platform.

Steps:

1. From the results screen, click the “Download” option right above the columns of data.

2. You have the option of downloading:

Search Result Columns: the current layout of the search.

All Columns: every single column of data available (found in “Add Column”).

My Layout – downloading columns based off of the saved layouts that you have.

Pitchbook Templates – preset templates that combine relevant columns to create a targeted dataset.

Frequently Asked Questions

What is considered a “download?”

A download is counted per entity or by the “rows” of data

from a results screen. A list of 100 companies will be 100

downloads, regardless of how many columns you have added

or removed.

How do I know how many downloads a search will use and how

many I have left?

After selecting the download function, you can browse

through the available templates and on the right-hand side it

will display “Downloads required” and “Downloads

remaining”

What if I don’t have enough downloads for the data I want to

export?

You can use the “LiveChat” feature at the top right to speak

with a PitchBook representative who can assist you. Or you

can reach out to your PitchBook Customer Success Manager.



Layouts - Viewing Search ResultsLayouts

• A layout refers to the arrangement of columns when viewing search results.

• Columns can be added or removed using the “Add Column” function.

• You can also click and drag the columns from side to side to create a customized and preferred view.

• After creating a preferred layout of columns, you can save it by clicking on “Save As,” located to the right of “Add Column”

• You can switch between Layouts to view the data in different ways. This is especially useful when having layouts created for different kinds of searches.

• Layouts saved within a tab can be found in all Advanced Searches that have them. So all of the layouts saved in the Deals tab of a “Companies & Deals” search will also appear in the Deals tab of an “Investors & Buyers” search.

• Take a look at the recommended layouts and save any that appeal to you. You can use this as a starting point for creating your own.

Companies Tab

Company General Information

Company Contact Information

Last Financing Details

Public Company Financials

Social & Web Presence

Deals Tab

Deal General Information

Deal Multiples

Debt & Lenders

Service Providers

VC Rounds

Investors Tab

Investor General Information

Investor Contact Information

Last Investment Details

Fundraising

Total Investment History

Funds Tab

Fund General Information

Fund Returns

Fund Investments

Limited Partners Tab

LP Contact Information

LP Commitments to Funds























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