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. In order to enable the PitchBook connector you will need to purchase an API license for the data set that you wish to grant WRITER agents access to.

Managing the PitchBook to WRITER connector

To use the PitchBook connector, you must be an active PitchBook customer.

If you’re not currently a PitchBook customer but want to access PitchBook data through WRITER, please contact your WRITER representative to purchase the appropriate data licenses. This will enable access to PitchBook datasets and the connector.

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 Action 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 Ggeneration: 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.

How do I purchase an API license for PitchBook?

Please reach out to your WRITER representative to purchase.