PitchBook For Sequence

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PitchBook for

Sequence
Business Development, Competitive Intelligence and
Due Diligence on Markets, Deals, Companies and
Investors

Your PitchBook representative


Brian Duwan
brian.duwan@pitchbook.com
+1 646.565.4760
Sample Searches
with Screenshots
Business Development
• Proactively target private companies within any industry, global geographic region, and size to grow client base
• Target their last round of funding to see which companies are looking to raise more capital in the near term based
on their latest round of financing or identify strictly privately held companies within specific Revenue range
• Drive outreach to executives by leveraging full contact mapping including phone number, email, and LinkedIn
Identify Most Active Investors
Understand top capital providers doing specific deal sizes and investment or acquisition types in any given
industry space and geographic region
• See underlying investments these investors have made in the industry space in this time frame
• Understand where these investors are in their funding lifecycle and whether they have dry powder to do
additional deals
Granular Details on Investors
• See Lead Partners on deals in specific industry space or geographic region with full contact info and LinkedIn
integration showing common connections for targeted outreach
• Understand all the companies and assets currently in the investor’s portfolio
• Identify co-investors that have completed deals with the investor to further expand investors on your radar
Granular Details on Investors (continued)
Stay on Top of Industry and Market Trends
Gain high level understanding of transactions in a specific industry space
• See quick stats of transactions in any time frame – presentation ready charting and conceptual graphing
• Quickly view entrants to the industry, companies that have raise the most capital, top players in the
industry, and access customized industry reports
Deal Valuation Analytics
Run analytics on exit multiples (Revenue and EBITDA Multiples) in any given industry to better understand
median valuations on a yearly basis
• Better understand median valuation trends of companies going through control transactions
Private Market Comps
Build private market comps surrounding any industry to get a better apples to apples comparison when pricing
private market deals
• Further filter parameters based on deal size, revenue, EBITDA, Valuation Multiples to get more targeted
comps set
PitchBook
Overview and
Sample Clients
PitchBook: The leading
resource for public and
private market analysis
PitchBook is a financial technology company that helps professionals discover
and execute opportunities with confidence and efficiency. We collect and
analyze detailed data on the entire venture capital, private equity and M&A
landscape—including public and private companies, investors, funds,
investments, exits and people. Our data and analysis are available through our
suite of products (the PitchBook Platform), industry news and in-depth reports.
Our data: Comprehensive coverage across public
and private markets
890,000+ 78,000+ 860,000+ 240,000+ 40,000+
private companies public companies deals investors funds
(pre-venture, VC-backed, public companies (angel, seed, VC, PE, M&A, (angels, accelerators, (open, closed, evergreen)
PE-backed, strategic IPOs, PIPEs) incubators, VC firms, PE firms,
acquirers) strategic acquirers)

• Financing histories • Balance sheets • Investors • Investments by industry & • Investments


• Cap tables (stock year
• Cash flows • Pre- & post-money • Industry focus
information, ownership
• Income statements valuations • Investments & acquisitions • Size
structure, etc.)
• Multiples • Purchase price multiples • Exits • Vintage year
• Financials (revenue,
balance sheets), filings • Ratios • Series terms • Team • Limited partners &
• Executives • Stock prices • Voting rights • Board seats commitments
• Board members • Fundamentals • Stock information • Lead partners on deals • Performance (IRR)
• Investors • Equity research • Advisors/service • Co-investors • Cash flow multiples (DPI,
providers • Limited partners RVPI, TVPI)
• Advisors/service • 18,000+ consensus
providers estimates from • Cap tables • Advisors/service providers • Dry powder
• Similar companies 100+ countries • Investment preferences • Preferences
/competitors • Team
• Social followers
• Web traffic
• News
Our products help you get ahead

PitchBook Desktop
Our award-winning software gives you access to our data
and the analytical tools you need to find the right data
points, discover opportunities and more.

PitchBook Mobile Excel Plugin Direct Data Access CRM Integration Chrome Extension
Get the information you Access our data Integrate our data with Bring our data into Access our data
need about companies, directly from Excel your existing systems your CRM to create directly from your
funds or investors— and update your through an á la carte new leads and browser while you’re
wherever you are. models with one click. solution or pre-defined enhance your existing visiting a website,
supply of data points. accounts. reading the news or
researching online.
390+ investment banks
trust PitchBook
“The PitchBook Platform has
become the #1 data resource for
our entire team, who use it daily
to source private company and
market data, build highly targeted
buyer lists and perform
comps analysis.”

Christian Schiller
Managing Director, Cascadia Capital
200+ private equity firms
trust PitchBook
“To get a full understanding of a
fund’s landscape, we have to get
granular—drilling into its
underlying investments and
knowing which service providers
and general partners are
connected. With the PitchBook
Platform, we get that
360-degree view.”

Anthony Marraccino
CFO & Partner, Compass Partners
640+ venture capital firms
trust PitchBook
“PitchBook is a
tremendous tool for
tracking dealflow.
Their data is clean,
granular and full of
hard-to-find information.”

Richard Kirby
Partner, Venrock
700+ corporations
trust PitchBook
“The PitchBook Platform
provides superior
information in terms of
ownership and fund
lifecycle information,
enabling faster pipeline
development.”

Christian Schulitz
Director, Mergers & Acquisitions,
Paychex
PitchBook Subscription Options
▪ Enterprise Subscription (8 – 15 users): $60k

▪ Standard Subscription (5 users): $35k ($7k per additional seat)

▪ Standard Subscription (4 users): $28k ($7k per additional seat)

▪ Boutique Subscription (3 users): $24k ($8k per additional seat)

A PitchBook Subscription includes the following:

▪ Full Access to the Database: all clients have the same access to the entire platform regardless of how many users

▪ Account Manager: PitchBook prides ourselves on our account management and getting new subscribers caught up to speed in the Platform

▪ Mobile App: The mobile app is great for spot checking company’s financials, contacts at a firm and lists you saved on the platform all while on
the go.

▪ Research and Analysis Team: can help put together reports that you wouldn’t be able to do on the front end – free of charge

▪ Excel Plugin: PitchBook’s Excel plugin is a nice way of combining PitchBook’s data on funds, valuations, contact information etc. with your own
internal analysis.

▪ Analyst Reports: Access to over 1,700 institutional research reports on public companies that are written by Morningstar analysts

▪ Chrome Plugin: Pull up data on companies and people found in PitchBook through our Chrome Extension sidebar

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