PitchBook integration
Connect
Connect
Connect
Connect
PitchBook
PitchBook
PitchBook
PitchBook
to AI agents.
to AI agents.
to AI agents.
to AI agents.
Connect PitchBook's comprehensive private and public market data to V7 Go's AI agents to automate investment thesis generation, deal screening, and financial analysis at scale.
Data Source
Data Source
Data Source
PitchBook
Connect PitchBook to V7 Go and automate investment analysis, deal evaluation, and financial research workflows to accelerate investment decisions.
Finance & Investing
Deal Screening
Investment Thesis Generation
Market Research Automation
PitchBook
Connect PitchBook to V7 Go and automate investment analysis, deal evaluation, and financial research workflows to accelerate investment decisions.
Finance & Investing
Deal Screening
Investment Thesis Generation
Market Research Automation
PitchBook
Connect PitchBook to V7 Go and automate investment analysis, deal evaluation, and financial research workflows to accelerate investment decisions.
Finance & Investing
Deal Screening
Investment Thesis Generation
Market Research Automation
Featured workflows
Featured workflows
Featured workflows
A library of
A library of
A library of
PitchBook Workflows
PitchBook Workflows
PitchBook Workflows
ready to operate
ready to operate
ready to operate
Select from a library of pre-built AI agents to power your PitchBook workflows.
Select from a library of pre-built AI agents to power your PitchBook workflows.
Select from a library of pre-built AI agents to power your PitchBook workflows.
Popular workflows
From
Slack
to
PitchBook
with
Agents
Slack + PitchBook
Get instant deal alerts and investment thesis summaries posted to team channels.
From
Slack
to
PitchBook
with
Agents
Slack + PitchBook
Get instant deal alerts and investment thesis summaries posted to team channels.
From
Slack
to
PitchBook
with
Agents
Slack + PitchBook
Get instant deal alerts and investment thesis summaries posted to team channels.
From
Slack
to
PitchBook
with
Agents
Slack + PitchBook
Get instant deal alerts and investment thesis summaries posted to team channels.
From
Gmail
to
PitchBook
with
Agents
Gmail + PitchBook
Email investment analysis reports to stakeholders automatically.
From
Gmail
to
PitchBook
with
Agents
Gmail + PitchBook
Email investment analysis reports to stakeholders automatically.
From
Gmail
to
PitchBook
with
Agents
Gmail + PitchBook
Email investment analysis reports to stakeholders automatically.
From
Gmail
to
PitchBook
with
Agents
Gmail + PitchBook
Email investment analysis reports to stakeholders automatically.
From
Microsoft Excel
to
PitchBook
with
Agents
Excel + PitchBook
Export company metrics and deal data to spreadsheets for analysis.
From
Microsoft Excel
to
PitchBook
with
Agents
Excel + PitchBook
Export company metrics and deal data to spreadsheets for analysis.
From
Microsoft Excel
to
PitchBook
with
Agents
Excel + PitchBook
Export company metrics and deal data to spreadsheets for analysis.
From
Microsoft Excel
to
PitchBook
with
Agents
Excel + PitchBook
Export company metrics and deal data to spreadsheets for analysis.
From
Addressfinder
to
PitchBook
with
Agents
Salesforce + PitchBook
Sync investment analysis and deal intelligence with CRM records.
From
Addressfinder
to
PitchBook
with
Agents
Salesforce + PitchBook
Sync investment analysis and deal intelligence with CRM records.
From
Addressfinder
to
PitchBook
with
Agents
Salesforce + PitchBook
Sync investment analysis and deal intelligence with CRM records.
From
Addressfinder
to
PitchBook
with
Agents
Salesforce + PitchBook
Sync investment analysis and deal intelligence with CRM records.
From
Notion
to
PitchBook
with
Agents
Notion + PitchBook
Create investment research pages with company profiles and deal history.
From
Notion
to
PitchBook
with
Agents
Notion + PitchBook
Create investment research pages with company profiles and deal history.
From
Notion
to
PitchBook
with
Agents
Notion + PitchBook
Create investment research pages with company profiles and deal history.
From
Notion
to
PitchBook
with
Agents
Notion + PitchBook
Create investment research pages with company profiles and deal history.
From
Tableau
to
PitchBook
with
Agents
Tableau + PitchBook
Build dashboards visualizing deal flow and investment metrics.
From
Tableau
to
PitchBook
with
Agents
Tableau + PitchBook
Build dashboards visualizing deal flow and investment metrics.
From
Tableau
to
PitchBook
with
Agents
Tableau + PitchBook
Build dashboards visualizing deal flow and investment metrics.
From
Tableau
to
PitchBook
with
Agents
Tableau + PitchBook
Build dashboards visualizing deal flow and investment metrics.
Example workflow
Example workflow
Example workflow
PitchBook example workflow
PitchBook example workflow
PitchBook example workflow
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Popular workflows
Example
Input
Company data updated
AI Agent
Output
Input
Company data updated
AI Agent
AI Investment Analysis Agent
Analyzing company financials and deal history
Output
Waiting for analysis
Let the agent run first
Input
Company data updated
AI Agent
Output
Input
Company data updated
AI Agent
AI Investment Analysis Agent
Analyzing company financials and deal history
Output
Waiting for analysis
Let the agent run first
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Sales Playbooks
Compliance Policies
Product Specs
Market Insights
Competitor Briefs
Pricing Guidelines
Brand Guidelines
Proposal Templates
Security Standards
Onboarding Guides
HR Policies
Legal Checklists
Finance Procedures
Audit Trails
Risk Registers
Customer FAQs
API Documentation
UX Guidelines
Incident Reports
Release Notes
Procurement Rules
Vendor Scores
CRM Definitions
KPI Glossary
Meeting Protocols
Board Summaries
Data Dictionaries
Workflow Maps
Training Modules
Negotiation Tips
Culture Principles
Change Playbooks
Project Templates
Support Scripts
Governance Models
Compliance Policies
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Sales Playbooks
Compliance Policies
Product Specs
Market Insights
Competitor Briefs
Pricing Guidelines
Brand Guidelines
Proposal Templates
Security Standards
Onboarding Guides
HR Policies
Legal Checklists
Finance Procedures
Audit Trails
Risk Registers
Customer FAQs
API Documentation
UX Guidelines
Incident Reports
Release Notes
Procurement Rules
Vendor Scores
CRM Definitions
KPI Glossary
Meeting Protocols
Board Summaries
Data Dictionaries
Workflow Maps
Training Modules
Negotiation Tips
Culture Principles
Change Playbooks
Project Templates
Support Scripts
Governance Models
Compliance Policies
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Sales Playbooks
Compliance Policies
Product Specs
Market Insights
Competitor Briefs
Pricing Guidelines
Brand Guidelines
Proposal Templates
Security Standards
Onboarding Guides
HR Policies
Legal Checklists
Finance Procedures
Audit Trails
Risk Registers
Customer FAQs
API Documentation
UX Guidelines
Incident Reports
Release Notes
Procurement Rules
Vendor Scores
CRM Definitions
KPI Glossary
Meeting Protocols
Board Summaries
Data Dictionaries
Workflow Maps
Training Modules
Negotiation Tips
Culture Principles
Change Playbooks
Project Templates
Support Scripts
Governance Models
Compliance Policies
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Sales Playbooks
Compliance Policies
Product Specs
Market Insights
Competitor Briefs
Pricing Guidelines
Brand Guidelines
Proposal Templates
Security Standards
Onboarding Guides
HR Policies
Legal Checklists
Finance Procedures
Audit Trails
Risk Registers
Customer FAQs
API Documentation
UX Guidelines
Incident Reports
Release Notes
Procurement Rules
Vendor Scores
CRM Definitions
KPI Glossary
Meeting Protocols
Board Summaries
Data Dictionaries
Workflow Maps
Training Modules
Negotiation Tips
Culture Principles
Change Playbooks
Project Templates
Support Scripts
Governance Models
Compliance Policies
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Help
Help
Have questions?
Have questions?
Have questions?
Find answers.
Find answers.
Find answers.
Any more questions?
Do I need a PitchBook subscription to use this integration?
Yes, you'll need an active PitchBook subscription with API or datafeed access to leverage this integration. V7 Go enhances your existing PitchBook investment by automating data analysis and research workflows, helping you extract maximum value from your subscription.
+
Can I customize the AI agents for my specific investment criteria?
Absolutely! V7 Go's AI agents can be customized to focus on specific sectors, deal types, valuation ranges, or investor profiles that align with your investment strategy. You can configure workflows to match your firm's unique investment thesis and screening criteria.
+
How secure is the data integration with PitchBook?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your PitchBook data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors and comply with data protection regulations.
+
What types of investment data can be analyzed through this integration?
The integration supports analysis of company financials, deal history, funding rounds, investor participation, valuations, and market metrics across private and public markets. AI agents can synthesize this data to generate investment theses, identify trends, and flag opportunities or risks.
+
Can I integrate PitchBook data with my existing investment management systems?
Yes! V7 Go can send analyzed PitchBook data to various output integrations including Salesforce, Excel, Tableau, and custom webhooks. This ensures seamless integration with your existing investment management, CRM, and reporting systems.
+
How does this integration accelerate the deal screening process?
V7 Go's AI agents automatically analyze company profiles, historical performance, and deal metrics from PitchBook to generate preliminary investment theses and risk assessments. This reduces manual research time significantly, allowing your team to screen more opportunities and focus on high-potential deals.
+
Do I need a PitchBook subscription to use this integration?
Yes, you'll need an active PitchBook subscription with API or datafeed access to leverage this integration. V7 Go enhances your existing PitchBook investment by automating data analysis and research workflows, helping you extract maximum value from your subscription.
+
Can I customize the AI agents for my specific investment criteria?
Absolutely! V7 Go's AI agents can be customized to focus on specific sectors, deal types, valuation ranges, or investor profiles that align with your investment strategy. You can configure workflows to match your firm's unique investment thesis and screening criteria.
+
How secure is the data integration with PitchBook?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your PitchBook data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors and comply with data protection regulations.
+
What types of investment data can be analyzed through this integration?
The integration supports analysis of company financials, deal history, funding rounds, investor participation, valuations, and market metrics across private and public markets. AI agents can synthesize this data to generate investment theses, identify trends, and flag opportunities or risks.
+
Can I integrate PitchBook data with my existing investment management systems?
Yes! V7 Go can send analyzed PitchBook data to various output integrations including Salesforce, Excel, Tableau, and custom webhooks. This ensures seamless integration with your existing investment management, CRM, and reporting systems.
+
How does this integration accelerate the deal screening process?
V7 Go's AI agents automatically analyze company profiles, historical performance, and deal metrics from PitchBook to generate preliminary investment theses and risk assessments. This reduces manual research time significantly, allowing your team to screen more opportunities and focus on high-potential deals.
+
Do I need a PitchBook subscription to use this integration?
Yes, you'll need an active PitchBook subscription with API or datafeed access to leverage this integration. V7 Go enhances your existing PitchBook investment by automating data analysis and research workflows, helping you extract maximum value from your subscription.
+
Can I customize the AI agents for my specific investment criteria?
Absolutely! V7 Go's AI agents can be customized to focus on specific sectors, deal types, valuation ranges, or investor profiles that align with your investment strategy. You can configure workflows to match your firm's unique investment thesis and screening criteria.
+
How secure is the data integration with PitchBook?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your PitchBook data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors and comply with data protection regulations.
+
What types of investment data can be analyzed through this integration?
The integration supports analysis of company financials, deal history, funding rounds, investor participation, valuations, and market metrics across private and public markets. AI agents can synthesize this data to generate investment theses, identify trends, and flag opportunities or risks.
+
Can I integrate PitchBook data with my existing investment management systems?
Yes! V7 Go can send analyzed PitchBook data to various output integrations including Salesforce, Excel, Tableau, and custom webhooks. This ensures seamless integration with your existing investment management, CRM, and reporting systems.
+
How does this integration accelerate the deal screening process?
V7 Go's AI agents automatically analyze company profiles, historical performance, and deal metrics from PitchBook to generate preliminary investment theses and risk assessments. This reduces manual research time significantly, allowing your team to screen more opportunities and focus on high-potential deals.
+
Do I need a PitchBook subscription to use this integration?
Yes, you'll need an active PitchBook subscription with API or datafeed access to leverage this integration. V7 Go enhances your existing PitchBook investment by automating data analysis and research workflows, helping you extract maximum value from your subscription.
+
Can I customize the AI agents for my specific investment criteria?
Absolutely! V7 Go's AI agents can be customized to focus on specific sectors, deal types, valuation ranges, or investor profiles that align with your investment strategy. You can configure workflows to match your firm's unique investment thesis and screening criteria.
+
How secure is the data integration with PitchBook?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your PitchBook data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional investors and comply with data protection regulations.
+
What types of investment data can be analyzed through this integration?
The integration supports analysis of company financials, deal history, funding rounds, investor participation, valuations, and market metrics across private and public markets. AI agents can synthesize this data to generate investment theses, identify trends, and flag opportunities or risks.
+
Can I integrate PitchBook data with my existing investment management systems?
Yes! V7 Go can send analyzed PitchBook data to various output integrations including Salesforce, Excel, Tableau, and custom webhooks. This ensures seamless integration with your existing investment management, CRM, and reporting systems.
+
How does this integration accelerate the deal screening process?
V7 Go's AI agents automatically analyze company profiles, historical performance, and deal metrics from PitchBook to generate preliminary investment theses and risk assessments. This reduces manual research time significantly, allowing your team to screen more opportunities and focus on high-potential deals.
+
Get started
Ready to build
the best
PitchBook
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first PitchBook workflow. See how V7 Go AI agents can automate your investment analysis and deal screening processes in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
PitchBook
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first PitchBook workflow. See how V7 Go AI agents can automate your investment analysis and deal screening processes in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
PitchBook
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first PitchBook workflow. See how V7 Go AI agents can automate your investment analysis and deal screening processes in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
PitchBook
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first PitchBook workflow. See how V7 Go AI agents can automate your investment analysis and deal screening processes in just 30 minutes.
30-minute session
Personalized setup
Live demonstration