PitchBook Integrations

AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Code Faster. Stay in Flow. Kite adds AI powered code completions to your code editor, giving developers superpowers. Download the Kite engine to add Kite’s AI powered code completions to all your code editors. Kite supports over 16 languages and 16 code editors. Experience lightning fast completions that are context aware of your code. Give your code editor super powers and get longer multi-line completions where you would typically get none. Code faster and stay in flow. Kite’s AI helps you cut keystrokes, by as much as 47% in this example. View Python docs with just one click or mouse-hover, plus find helpful examples and how-tos. Quickly find files in your codebase that may be related to the current file that you are coding in. Making thousands of developers more productive.

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

Deal, relationship, and firm management. DealCloud provides a single-source deal, relationship, and firm management platform that enables capital markets firms to power their dealmaking process — from strategy to origination to execution. We offer best-in-class customized solutions and implementations for firms of all sizes, along with a variety of data partner integrations and system APIs that can maximize your existing technology investments. Schedule a demo below to learn more about how DealCloud can work for your team. To date, we have equipped over 25,000 of the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. To date, we have equipped the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. Explore our financial services software from the seat of professionals in various verticals and contact us to schedule a demo.

Connect to your customers through better data. Clean, protect, and enhance your data with the industry’s most powerful data quality platform. RingLead Cleanse uses patented duplicate merging technology to detect and eliminate duplicates inside your CRM and MAP. Stop dirty data at the source with perimeter protection at all entry points into your CRM and MAP database. RingLead Route provides complete control and visibility over the lead-to-rep process with configurable workflows and a powerful rules engine to route all Salesforce objects. Assigning leads in a timely and accurate fashion continues to be a top priority, yet many organizations still rely on primitive approaches to routing. Leads get assigned to the wrong rep, qualified leads fall through the cracks, and conversion rates suffer.

eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing.

Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry.

Software for Venture Capital and Private Equity. Software to seamlessly manage your deal flow and track portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings entire investment teams and their workflow together so that you spend less time trying to complete the puzzle and more time discovering the next big thing. Kushim builds tools tailored to investors. From tracking deals to watching your companies grow, user-centric designs make each step easier. Whether you’re a VC, family office, or Angel investor, we’ve got you covered. We’ve worked with first-class investors, from each background around the world, to make sure your needs are met. Kushim offers Kushim Dealflow and Kushim Management and Kushim Portal.

Ship the integrations your customers and prospects need now and watch your revenue soar, without compromising your core product. Deliver secure, deep and powerful integrations for all kinds of use cases with advanced observability and security features. We never store your customers' data, plus, you can even securely store your customers' OAUTH2 access tokens in your AWS Secrets Manager account. Keep your customers' credentials secure with OAUTH2 authentication while giving your customers full control to revoke access tokens anytime. Take charge of branding and security by using your OAUTH2 client IDS and secrets, giving your application full autonomy over authorization pages and access tokens. Skip the headache of juggling different APIs and complex data transformations. Simplify your integration process with one API and one data model.

Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.

Instead of the traditional way of dealing with incidents that rely on paper and ongoing calls, Cobalt empowers your response team with a conversational app that automates each and every action when incidents occur. When an alert is triggered, Cobalt messaging and workflows mobilize your response team, informing them of their assigned tasks, in real time. During an incident there is little room for error or delay. Cobalt's automated workflows ensure that every incident receives the same level of attention and structured response.

Quickly and easily send case information from Microsoft Dynamics CRM (on-prem) and Dynamics 365 (CRM Online) to Azure DevOps Server (formerly, Microsoft’s Team Foundation Server or TFS 2013-2019). The most common scenario is the escalation of bugs or issues that require development resources to fix. You can search TFS, link cases to existing work items or "send cases" to TFS where a new work item is automatically created. Once development completes the work, CRM cases are synchronized with key TFS work item information --- complete with CRM update notifications. Not everything is a bug! Escalate cases that need development to solve. Establish bidirectional links between cases and TFS work items. Based on case field values, automatically create new TFS work items --- in the right projects! Supports all templates and work items types.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution. Pinpoint your best buyer and intermediary relationships. Scale your business development efforts. Expert project management control over due diligence and deal prep. Automate analytics and reporting. Convert market data into actionable intelligence and enhance deal discipline to better control deal outcome. Navatar offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust. Built on the world's most trusted cloud security platform Salesforce, Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers.

eVestment, a Nasdaq platform, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. Institutional investors including public plans, corporate pensions, superannuations, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations and endowments screen more than $78T AUM of reporting managers worldwide on eVestment to find those that best meet their investment objectives.​

Thousands of funds regularly supply data and documents to their clients via Allocator. We create a time series for every number so you can track changes over time. No more error-prone, manual data entry. Our platform converts different data sources into a single, easy-to-analyze format. Monitor your investments on a fund or portfolio level. One central repository for all your fund documents. Your information is always up to date, secure and organized, ready for you to use. No more disparate spreadsheets. Quickly analyze returns over different time periods, against other funds and hundreds of indices. Measure and visualize gains/losses over any time period, by position, long & short, or broken down by asset class, sector, strategy, currency or geography. Maintain clean and comprehensive peer groups of relevant funds so you don’t miss any opportunities. Plus, get a clear picture of how new funds would impact your portfolio risk and returns.

The business intelligence platform that centralizes enterprise relationship data, aligns all teams, and unlocks actionable insights. Connect and empower the teams across your enterprise that are actively engaging external partners. Designed to drive efficiency within complex organizations. Nucla aggregates and broadcasts existing vendor, partner, and supplier data to engagement teams across the enterprise. Nucla facilitates a holistic view of ongoing activities and engagements happening with other teams across the organization. Nucla provides a singular entry point for all potential suppliers, vendors, and partners to engage seamlessly with the enterprise. Nucla gives you a robust toolset to effectively manage and comprehend ongoing activities, driving new insights and operational efficiency. Answer cross-functional questions by providing access to standardized business intelligence. Publish comprehensive engagement data, facilitating universal access across the enterprise.

Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.