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Database Guide: PitchBook: Advanced Screening and Filtering features

Pro Tips

PitchBook provides screening options that help you create your analyses:

Venture Capital and Private Equity

  • Use the "Data" sub-menu on the left sidebar > "Investors" or "Funds"
    • Use pre-built screens like “Top Seed Investors” and “PE Investors”
    • Build custom screens with filters like “Investor Locations” and “Fund Size”
    • Example need: "US-based venture capital investors with closed funds with stated preferences for the healthcare industry."
  • Use the "Data" sub-menu on the left sidebar > "Companies" or "Deals"
    • Use pre-built screens like “Recent VC Exits” and “PE-Backed Companies”
    • Build custom screens with filters like “Deal Date” and “Deal Size”
    • Example need: "All private equity deals involving Japan-based companies since 2022."

Deals, Mergers and Acquisitions

  • Use the "Data" sub-menu on the left sidebar > "Deals"
    • Use pre-built screens like “M&As” and “Recent VC Exits”
    • Build custom screens with filters like “Deal Date” and “Deal Size”
    • Example need: "UK-based fintech companies whose most recent transaction was a completed buyout 3-5 years ago."

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Building a list of companies in PitchBook