Operating KPI Dashboard for M&A Analysts with PitchBook
The Problem
Every Transaction Advisory KPI lives in a different tool and the owner only sees them when the controller rebuilds the deck.
What We Build in PitchBook
AI pipes KPIs from Datasite and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.
PitchBook Integration Approach
Audit your PitchBook configuration
We map the specific PitchBook objects, custom fields, and workflows the automation needs to touch for your transaction advisory practice.
Build on the PitchBook API or agent
Integration happens inside PitchBook — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in PitchBook with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your PitchBook instance
30-minute call. We'll look at your actual PitchBook setup and show exactly how this workflow fits.