Regarded as one of the top sources for public and private equity market data, PitchBook is now available for integration for Affinity customers!
Skip to the section most relevant to you:
- Which Pitchbook fields are supported in Affinity?
- Who can integrate Affinity with PitchBook Data?
- What are PitchBook credits?
- How much does it cost?
- How do I get set up?
Which Pitchbook fields are supported in Affinity?
Below are the following PitchBook data fields that users can expect to see on Affinity when successfully integrated:
- AUM (USD Millions)
- Investment Stage
- Pitchbook URL
- Financing Status
- Last Funding Date
- Last Funding Amount (USD)
- Last Financing (Post-Money) Valuation (USD)
- Total Funding Amount (USD)
- Number of Employees
- Number of Investment Professionals
Who can integrate Affinity with PitchBook Data?
You must have paid subscriptions for both Affinity and PitchBook in order to be able to purchase PitchBook credits and integrate your Affinity lists with PitchBook data.
- If you are not a paying PitchBook customer, then you can request for a one-time 14-day free trial for your entire team at firstname.lastname@example.org to see your Affinity lists integrated with PitchBook data.
- If you are a paying PitchBook customer then you can reach out to your PitchBook representative or email email@example.com to inquire about integrating with Affinity and the number of credits you'd like to purchase.
What are PitchBook credits?
- You will determine how many companies in your Affinity lists are enriched with PitchBook data by purchasing PitchBook credits (1 credit enriches 1 company). PitchBook credits will be reusable/recyclable (unenriching 1 company will replenish 1 credit that can be used to enrich a new company).
How much does it cost?
|Number of Credits (Companies to Sync)||Cost Per Year|
|Block of 1000 credits||$3,000|
|Block of 5000 credits||$12,500|
|Block of 10,000 credits||$22,500|
- All pricing and billing will be handled by PitchBook, so feel free to reach out to your PitchBook representative or email firstname.lastname@example.org.
How do I get set up?
Once you have purchased the Pitchbook credits, feel free to go to Settings > Integrations to start syncing either all organizations or specific lists of organizations. Please note that only your team's account admins will be able to see the Integrations tab.
NOTE: If you are syncing only specific lists of organizations, then please make sure that these organization lists are shared with the entire team, not just specific individuals.