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How To Download Data In PitchBook

Download and export data from the PitchBook platform to Excel

Downloading Data From PitchBook To Excel

On the PitchBook platform, users can export data on companies, deals, and contact information into an Excel spreadsheet. This download data function is especially useful when users would like to consolidate and organize a large data set for financial analyses or reporting. In this tutorial, we’ll demonstrate different ways users can download data from the platform.

 

#1 Download Companies & Deals Search Results

We’ll use the example search demonstrated in our previous guide – Searching For Companies By Industry And Deal History In PitchBook to show you a common way to export data for multiple companies. On the Search Results page, go to the Companies tab to view the complete list of firms matching our search criteria. On the top menu of this page, click Download to Excel.

 

PitchBook search results download to excel

 

Choose a Template

This should bring up a pop-up window asking you to select a template for the download. Click the drop-down menu and select Search Result Columns.

 

PitchBook dowload select search result columns

 

Search Result Columns Template

Each of the templates will give you different sets of data based on your search. For example, the Search Result Columns template displays all of the columns you are currently viewing in the Search Results page. In the same window, you will also find information about the number of downloads required for this export and the number of daily and monthly downloads remaining on your account.

 

PitchBook download to excel search result columns

 

Deals Template

Let’s also explore other templates available. If you select the Deals template, it will display all of the columns showing on the Deals tab for the specific search result. Notice that the data set is mostly related to the deal transactions details, which is different from what you find in the Companies view.

 

PitchBook download to excel deals template

 

Other Templates

There are many other templates available for download such as the Company Primary Contacts template which you can export information about people who are associated with the list of companies in your search, or the Deal Investors template which gives you data on the investments made on these deals.

 

Download Deals Search Results To Excel

Once you’ve chosen the appropriate template for your search results, click Download at the bottom left of the window. This will export the selected data from Pitchbook into an Excel spreadsheet.

 

PitchBook download deals search results to excel

 

Review Downloaded Data In Excel

Below is a sample of what the Excel download would look like once you export the data from PitchBook to an Excel file.

Note: In accordance with the PitchBook User Agreement, any documents or contents downloaded should only be used for data purposes only. Because the data is often sourced directly from the entities themselves, it is required that all exported files be deleted by the recipients after 30 days of download unless express written consent has been given by PitchBook Data, Inc..

 

PitchBook deals download excel file

 

#2 Download A Company Profile

Beside exporting multiple companies or deals search results, users can also download information for a single company on their profile page.

Let’s use Apple (NAS: AAPL) as an example. On the company’s profile page, click the Download icon at the top right corner.

 

PitchBook download apple company profile

 

Download Company Profile Data to Excel File

You should have the option to download the company profile data as an Excel file, Word document, or a PDF file. In our example, select Excel.

PitchBook download apple company profile to excel

 

Select Download Template

In the pop-up window, use the drop-down menu to select from the available templates from the Search Results page. You can switch between the templates to view the different data points and see the number of required downloads for each template. We’ll choose the Public Financials template for this export. Click Download to complete.

 

PitchBook download company public financials

 

Review Public Financials Download In Excel

Below is a screenshot of the example public financial Excel file downloaded from Apple’s company profile.

Note: In accordance with the PitchBook User Agreement, any documents or contents downloaded should only be used for data purposes only. Because the data is often sourced directly from the entities themselves, it is required that all exported files be deleted by the recipients after 30 days of download unless express written consent has been given by PitchBook Data, Inc..

 

PitchBook apple public financials download excel

 

Learn More in CFI’s Full Immersion FMVA Program

Enroll now in CFI’s Full Immersion FMVA Program to gain 3-month free access to a PitchBook user account and start exploring the platform on your own!

We also highly recommend you to check out the Advanced Financial Modeling & Valuation Course, which is built around a case study on Amazon.com. The course covers a step-by-step video demonstration on how to use the PitchBook Data platform to search for Amazon’s financial data and export them to Excel for in-depth financial modeling and valuation.

 

More PitchBook Guides

Thank you for reading this guide on how to download data in PitchBook. For more platform tutorials, please visit our PitchBook tutorial library or use any of the following links:

  • PitchBook Beginner Guide
  • PitchBook Advanced Use
  • PitchBook Excel Plugin
  • PitchBook Chrome Extension