Pitchbook Connector

What’s included in this article?

• Overview
• Managing the PitchBook to WRITER connector
• FAQs

Overview

Ground WRITER in your enterprise intelligence by connecting your enterprise tech stack for teams, while maintaining complete visibility and control. The PitchBook data connector enables users to draw on market analysis, deal sourcing, and competitive intelligence directly within WRITER agents.

To learn more about WRITER Connectors click here.

Managing the PitchBook to WRITER connector

• An active PitchBook license with PitchBook Data, Inc.
• Single Sign-On (SSO) enabled on their PitchBook account
• Valid user credentials that authenticate through your Identity Provider

For detailed instructions on setting up connectors in WRITER, see this article.

FAQs

What use cases does the PitchBook data connector unlock in WRITER?

• Automated due diligence and research: Use WRITER Agent to delegate complex research tasks, query PitchBook, synthesize the data, and deliver a finished report.
  • Example Task: "Get me a full workup on company X."
    1. Query PitchBook for the company's complete profile, including funding rounds, valuation history, key investors, and executive team.
    2. Perform a web search for recent news, press releases, or market sentiment related to the company.
    3. Extract key financial metrics and growth indicators.
    4. Compile all this information into a single, structured document (e.g., a PDF or Markdown report) and deliver it to you.
• Dynamic content and presentation Generation: Transform raw PitchBook data directly into presentation-ready content, saving you hours of manual data entry and formatting.
  • Example Task: "Create a market map of the top 10 funded AI startups in North America from the last year."
    1. Query PitchBook using your specific criteria (AI, North America, last 12 months).
    2. Identify the top 10 companies by funding amount.
    3. Generate a visual chart (like a bar chart or a Mermaid diagram) comparing their funding.
    4. Create a .pptx slide or a formatted document containing the chart and a table with key details for each company.

What PitchBook data is provided through WRITER?

You can access firmographic data from PitchBook in WRITER.

Who can turn on the PitchBook integration?

Any WRITER admin with an active PitchBook license can enable the integration.

Do I need to purchase an API license for PitchBook for this connector to work?

You do not need to purchase an additional PitchBook license from Writer to use this integration. Your existing PitchBook subscription is all that's required.