📊
Master PitchBook
4 specific things to do inside PitchBook right now — from finding investors to building comp tables to sourcing deals.
2 steps
1PitchBook
→
2Capital IQ
1
Open PitchBook → Try these 4 features
1) Company Search → See revenue, funding, investors, and competitors on one page. 2) Investors tab → Find who funded any company and their full portfolio. 3) Deals tab → Track every M&A deal, IPO, and funding round with deal size and advisors. 4) Screening tool → Filter companies by industry, location, funding stage. Export to Excel.
💡 Pro tip: Try this now: Search 'Stripe' → Click Investors tab → Click on Sequoia → See their full portfolio. That's how analysts at VC firms actually source deals.
📝 Context: Use before interviews, networking calls, and for building outreach lists.
2
Cross-reference with Capital IQ
Capital IQ has deeper financial data (10-K filings, detailed financials). Use PitchBook for deals and investors, Capital IQ for financial modeling.
💡 Pro tip: Export both PitchBook and Capital IQ data to Excel → build a comp table with PitchBook deal multiples and Capital IQ financials.
