pitchbook_get_call_transcripts_analysis
ChatGPTUSE THIS TOOL FOR QUERIES ABOUT: - Statements made by company management during earnings calls, investor conferences, AGMs, fireside chats, or analyst events - Management commentary on financial results, revenue trends, margins, or segment performance - Forward guidance, outlook changes, or revisions to expectations - Strategic updates (M&A plans, capital allocation, restructuring, expansion initiatives) - Operational commentary (cost pressures, supply chain, hiring, pricing strategy) - Risk factors or challenges discussed by executives - Analyst Q&A exchanges and management responses - Changes in tone, messaging, or emphasis across reporting periods - Commentary tied to a specific quarter, fiscal year, or event Retrieves relevant excerpts and summaries from earnings call transcripts and other management event transcripts. Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources: - [Report Title 1](Report Link 1) - [Report Title 2](Report Link 2)"
pitchbook_get_company_deals
ChatGPTRetrieves complete financing history for a company including all equity rounds, debt financings, and secondary transactions with deal sizes, valuations, and key terms. Returns chronological transaction data.
pitchbook_get_company_financials
ChatGPTRetrieves all of a given company's available financial statements including income statement, balance sheet, and cash flow metrics across multiple fiscal periods.
pitchbook_get_company_investors
ChatGPTRetrieves all investors who have invested in a company, including their investment status and timeline.
pitchbook_get_deal_cap_table
ChatGPTRetrieves detailed capitalization table information including share classes, ownership percentages, liquidation preferences, voting rights, and other key terms for each financing round.
pitchbook_get_deal_participants
ChatGPTRetrieves all participants in a specific deal including investors, lenders, and their roles. Shows investment amounts, lead status, and participation details for comprehensive deal analysis.
pitchbook_get_fund_lp_commitments
ChatGPTRetrieves all limited partners (LPs) who have committed capital to a specific fund.
pitchbook_get_help_center_analysis
ChatGPTUSE THIS TOOL FOR QUERIES ABOUT: - Financial terminology and industry definitions (e.g., banking terms, private market concepts, credit market terminology) - Methodology explanations for how financial metrics, datasets, or classifications are defined or calculated - How PitchBook defines specific concepts or metrics (e.g., deal classifications, valuation calculations, investor types) - How to use PitchBook product features such as screeners, company profiles, investor searches, lists, charts, and analytics tools - Guidance on PitchBook workflows (e.g., exporting data, customizing views, filtering results, building lists, comparing companies) - Information about PitchBook datasets and coverage (e.g., what types of companies, investors, funds, or deals are tracked) - Details about PitchBook integrations and tools such as the Excel Plugin, API access, and data exports - Platform navigation and configuration (e.g., adjusting columns, creating dashboards, pivoting data, saving searches) Retrieves explanations and instructions from PitchBook Help Center and knowledge-base documentation. Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources: - [Report Title 1](Report Link 1) - [Report Title 2](Report Link 2)"
pitchbook_get_investor_funds
ChatGPTRetrieves all funds that a specific investor has raised.
pitchbook_get_investor_investments
ChatGPTRetrieves comprehensive portfolio information for an investor including all current and exited investments. Shows investment timeline and exit outcomes.
pitchbook_get_news_analysis
ChatGPTUSE THIS TOOL FOR QUERIES ABOUT: Recent developments and event-driven coverage (announcements, filings, deals, financing events, litigation, regulatory actions, downgrades/upgrades, layoffs, product launches) - Company-specific news and competitive dynamics (strategy shifts, management changes, guidance updates, customer wins/losses, partnership activity) - Sector and thematic news coverage where articles (not research reports) are the primary source (AI, energy transition, fintech, defense, healthcare, consumer, etc.) - Market and macro catalysts as reported by newswires (rate decisions, inflation releases, geopolitical shocks) and how they're impacting companies/sectors - Credit market news and leveraged finance (loan and high-yield market conditions, pricing, CLOs, defaults, restructurings) when relevant - Private markets news coverage (VC/PE activity, private company funding, sponsor behavior, secondary activity) when relevant - Cross-source triangulation when a topic is covered across multiple collections (e.g., public-company news + private market context + credit-market read-through) Retrieves and summarizes relevant information from news articles within the selected collection(s). Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources: - [Report Title 1](Report Link 1) - [Report Title 2](Report Link 2)"
pitchbook_get_private_market_reports_analysis
ChatGPTUSE THIS TOOL FOR QUERIES ABOUT: - Market trends, performance, and outlook across private markets (VC, PE, private debt, etc.) - Sector-specific analysis (AI/GenAI adoption, fintech, biotech, mobility, defense, etc.) - Exit environment analysis (IPO trends, M&A activity, distribution rates, liquidity strategies) - Fund dynamics (fundraising trends, LP/GP activity, fund performance, maturity challenges) - Investment economics (valuations, deal terms, unit economics, pricing trends) - Regulatory, monetary policy, or macroeconomic impacts on private markets - Forward-looking/speculative questions about private market evolution - Questions comparing asset classes or investment strategies Retrieves analysis and insights from PitchBook research reports. Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources: - [Report Title 1](Report Link 1) - [Report Title 2](Report Link 2)"
pitchbook_get_profile
ChatGPTRetrieves comprehensive profile information for a company, investor, fund, person, limited partner, service provider, or deal, including key metrics, descriptions, and attributes as well as primary contact. For companies: business description, ownership status, industry, location, valuation, financing summary. For investors: firm type, AUM, dry powder, investment/fund focus, total investments. For funds: size, vintage, status, performance metrics. For limited partners: investment activity, fund commitments, asset allocation, investment preferences. For people: biography, education, contact info. For deals: transaction details, valuations, parties involved.
pitchbook_get_public_market_reports_analysis
ChatGPTUSE THIS TOOL FOR QUERIES ABOUT: - Public equity analysis (individual stocks, sectors, industries, earnings outlooks) - Stock valuation perspectives (fair value estimates, economic moat ratings, uncertainty ratings) - Earnings results analysis and forward guidance interpretation - Public market sector trends (technology, healthcare, energy, financials, consumer, etc.) - ETF and mutual fund analysis (strategy evaluation, performance drivers, asset allocation trends) - Portfolio construction insights (diversification, style exposure, factor tilts) - Dividend sustainability, income investing, and yield analysis - Market-wide valuation commentary (overvalued/undervalued markets, style dispersion) - Macroeconomic impacts on public markets (interest rates, inflation, Fed policy, fiscal policy) - Comparisons across public asset classes (growth vs. value, large-cap vs. small-cap, active vs. passive) - Thematic investing analysis (AI, clean energy, reshoring, demographic shifts, etc.) Retrieves analysis and insights from Morningstar equity, fund, ETF, and market research reports. Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources: - [Report Title 1](Report Link 1) - [Report Title 2](Report Link 2)"
pitchbook_get_team_members
ChatGPTRetrieves current and former team members of a company, fund, investor, or service provider, including executives, employees, and their roles.
pitchbook_search
ChatGPTRetrieves identifying information for the following named entities matching the search term: business entities (e.g. companies, investors, limited partners, or service providers) , funds, and people. Also returns unique PitchBook identifier (PBID) for all entities for subsequent data retrieval.
pitchbook_get_call_transcripts_analysis
Claudepitchbook_get_company_deals
Claudepitchbook_get_company_financials
Claudepitchbook_get_company_investors
Claudepitchbook_get_deal_cap_table
Claudepitchbook_get_deal_participants
Claudepitchbook_get_fund_lp_commitments
Claudepitchbook_get_help_center_analysis
Claudepitchbook_get_investor_funds
Claudepitchbook_get_investor_investments
Claudepitchbook_get_news_analysis
Claudepitchbook_get_private_market_reports_analysis
Claudepitchbook_get_profile
Claudepitchbook_get_public_market_reports_analysis
Claudepitchbook_get_team_members
Claudepitchbook_search
Claude
