CFI & PitchBook

CFI partners with PitchBook to offer learners free trial access to PitchBook’s private company data and research tools used by professionals in deals and investing.

About Our Partnership

PitchBook is a financial data and research platform focused on private markets, including venture capital, private equity, and M&A. The PitchBook platform provides real-time data on companies and valuation to support due diligence, research, and deal sourcing.

Through this partnership, CFI Full-Immersion members receive a 1-month free trial to PitchBook. This benefit gives you a chance to work with real company and transaction data while you build technical skills through CFI’s training. Use this trial to explore how professionals source opportunities, screen targets, and benchmark deals using a dedicated research platform.

What This Partnership Means for You

Our partnership with PitchBook is designed for learners preparing for roles in investment banking, private equity, and corporate development.

With PitchBook, you can get acquainted with data and tools that show up in real deal processes, such as:

Finding acquisition targets and building target lists.
Screening companies by geography, sector, size, and growth signals.
Pulling deal comps to benchmark valuation ranges and key terms.
Reviewing investor activity, funding rounds, and ownership history.
Supporting pitch decks, investment memos, and early diligence.

A PitchBook trial is an opportunity to build comfort with the data behind comps and transaction research. You can also bring that new understanding back into your modeling and valuation practice.

Learn About CFI’s Certification Paths

Certifications Specializations

FMVA
FPAP
BIDA
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CMSA
FPWMP
FTIP

FP&A
ESG
Leadership
Excel
Business Intelligence
Data Science
Digital Assets
Real Estate
Macabacus
Excel Skills for Professionals

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Advance your career with the essential knowledge and skills you'll gain from a commercial lending and banking certification

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Master Capital Markets knowledge and skills and stand out as a certified professional

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Get certified online, master technical and soft skills, and stand out to clients–no prior experience necessary

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Master the emerging technologies driving the future of finance. Earn a FinTech certification, unlock new career opportunities, and increase your earning potential.

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Support business leaders in their decision-making with best-in-class financial models to evaluate and forecast the financial performance of a company.

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Environmental, Social, & Governance (ESG)

Become an Environmental, Social, & Governance specialist with valuable skills in investing, financial and corporate strategy, and more, and earn an in-demand ESG certificate upon completion.

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Leadership Effectiveness

Get actionable frameworks that put people and performance first. This program builds crucial leadership skills for aspiring and senior leaders in finance.

Challenging Situations, Conversations, and Change
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Be the Excel wizard everyone admires! Learn to manipulate and connect data, create and visualize insights from raw data, and leverage the latest Excel tools and add-ins to enhance your productivity.

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Gain practical experience with complex datasets and predictive machine learning models. Earn your Data Science certificate upon completion.

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Macabacus Specialist

Supercharge your Microsoft Office experience with Macabacus, a powerful add-on. Learn advanced tools and automation techniques to effortlessly create error-free and more professional financial models and presentations.

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Financial Model Auditing
Modular Model Building

4.8 (40 ratings)

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Excel Skills for Professionals Specialization

Advance your career with in-demand Excel skills. Master essential formulas, functions, and visualization tools to build professional workbooks and deliver impactful analysis.

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excel skills for professionals specialization certificate

Frequently Asked Questions About CFI and PitchBook

If you haven’t found your answer from our FAQ, please send us a message.

1. What is PitchBook?

PitchBook is a research platform focused on private markets. It provides data on private companies, investors, funds, and M&A activity to support deal sourcing, benchmarking, and diligence work.

What is CFI's partnership with PitchBook?

CFI partnership with PitchBook offers Full-Immersion learners a 1-month free trial to PitchBook. This benefit lets you gain familiarity with real private company data and tools used in private equity dealmaking.

3. Who is eligible for trial access to PitchBook, and how do I get it?

CFI learners with Full-Immersion memberships are eligible for the PitchBook trial through this partnership. Log in to your CFI dashboard and visit the Member Benefits page for activation instructions. If you currently have a Self-Study or free membership and would like to upgrade to Full-Immersion, please contact [email protected].

4. Who benefits most from CFI’s partnership with PitchBook?

This benefit is most valuable for learners preparing for roles that rely on private company and transaction research, including investment banking, private equity, and corporate development.

5. How can PitchBook help with building financial modeling and valuation skills?

CFI training builds modeling, valuation, and analysis skills. PitchBook is a separate platform that lets you apply those skills using private-market company and deal data.

If you haven’t found your answer from our FAQ, please send us a message.

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