Time Entry & WIP Capture for M&A Analysts with PitchBook
The Problem
M&A Analysts write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.
What We Build in PitchBook
AI watches calendar, email, and Datasite activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. 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.