PitchBook
Private market data API providing access to companies, deals, investors, funds, people, service providers, and limited partners.
Three ways to use PitchBook
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with PitchBook.
Active Investments
Retrieves the active investments of a specific investor.
All Investments
Retrieves the completed investments of a specific investor.
[Bulk] Credit News
Retrieve full content for multiple credit news articles in a single request by article ID.
Company Active Investors
Retrieves active investors of the specified company.
Company All Investors
Retrieves current and former investors of a specific company.
Company Bio
Retrieve key profile data points for a specific company by its PitchBook ID.
Get started automating PitchBook
Ready-to-use workflows
Prompts using PitchBook
Daily 7am PitchBook briefing for every meeting on your calendar
Every weekday at 7am, get a one-page PitchBook briefing in Google Docs for each external meeting on your calendar, summarized in a single Slack message.
Daily Slack digest of VC deals matching your thesis
Every weekday at 8am, Geni scans PitchBook for fresh financing rounds, M&A, and IPOs that fit your thesis, then posts the top ten to Slack.
Refresh Attio with PitchBook context after every Granola call
When a new Granola note lands, an agent pulls fresh PitchBook context on the companies discussed and writes a clean snapshot into Attio.
Log yesterday's PitchBook deals to a Google Sheet every morning
Every weekday at 6am, append yesterday's PitchBook deals matching your thesis to a Google Sheet and ping your sourcing channel in Slack.
Enrich new HubSpot companies with PitchBook and alert sales in Slack
When a new company lands in HubSpot, pull funding, investors, and ownership from PitchBook, write it back, and ping sales in Slack on hot rounds.
