PitchBook

Set up a search filter for 'Series A' companies in 'Fintech'.

Filter by specific geographic regions (e.g., SE Asia).

Use the 'Signals' score to identify companies with high growth indicators.

Export the list to Salesforce for outreach.

Map the competitor landscape using 'Market Maps'.

Analyze target company valuations and historical funding rounds.

Assess the 'Acquirer Profiles' of similar companies.

Model potential synergies using the Excel Plugin.

Search for recent 'Series B' deals in the same sector.

Analyze the 'Deal Terms' section for liquidation preferences and board seats.

Benchmark their own company against the peer group valuation median.

Create a list of active investors in that specific niche.

Access the 'Fund Performance' tab for a specific GP.

View historical IRR and DPI (Distributed to Paid-In capital) metrics.

Compare the fund's performance against the PitchBook Benchmark index.

Review the GP's portfolio company track record.

Create a 'Saved Search' for specific competitor names.

Enable 'Instant Alerts' for any new news or SEC filings.

Monitor executive team changes and hiring trends via the 'People' database.

Analyze the valuation jump between their last two funding rounds.

Filter for companies that closed a $10M+ round in the last 30 days.

Identify the key decision-makers (C-suite) and their contact info.

Verify the company's headcount growth rate.

Integrate data into the CRM for automated lead assignment.

Use 'Emerging Technology Indicator' to view capital flow trends.

Generate a chart showing the total deal count over the last 5 years.

Identify the top 10 most active investors in the space.

Export raw data for internal macro-modeling.