Data platform for private equity and venture capital, acquired by Morningstar.
API Access
Est. Price
~$12,000/yr est.
Update Frequency
Daily
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
81%
API
API Available
Product Overview
Investment Research and Portfolio Analytics Platform$$
Offering: Comprehensive suite of investment data, proprietary fund ratings, ESG research, and portfolio management software for institutional and retail financial professionals.
Best for: Wealth managers and institutional investment teams requiring integrated fund research, performance benchmarking, and client reporting tools.
Benefits
- Extensive global coverage of mutual funds and ETFs
- Industry-standard proprietary fund rating system
- Integrated ESG research via Sustainalytics
- Flexible delivery options including Snowflake and REST API
- Strong practice management and account aggregation capabilities
Drawbacks
⚠ Platform complexity can lead to steep learning curves · ⚠ Data latency may not meet the needs of high-frequency quant traders · ⚠ Fragmented user experience across multiple acquired product suitesProduct Intelligence
Value Score
45
quality per $
Price Position
P72
premium
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 7% (fragmented — buyer leverage)
Product Details
Use Cases
Deal sourcingvaluation analysiscompetitive benchmarkingfund performance trackingdue diligence
Categories
Financial DataInvestment ResearchM&A IntelligencePrivate EquityVenture Capital
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
government filingsnews mediaweb scraping
Detected Use Cases
competitive intelligencecompliance regulatory
Pricing Tiers
Vedex estimate
~$12,000/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$12,000/yr est.
Request a sample directly from Morningstar, Inc..
Web Authority
High Authority20 mentions·5 platforms
Academic Papers
10 × 8 pts+80
Reddit
4 × 3 pts+12
linkedin company
4 × 1 pts+4
GitHub
1 × 2 pts+2
Twitter / X
1 × 2 pts+2
Evidence5 sources
Academic Papers
Value without Employment
by S Barkai · 2021 · Cited by 14 — PitchBook is a financial data provider that covers private capital markets, including venture capital, private equity and M&A transactions. The data contain ...Read
Academic Papers
Venture Capital Data: Opportunities and Challenges
by SN Kaplan · 2016 · Cited by 298 — Examples include Capital IQ, Pitchbook and Preqin. VCExperts is a newer database that specializes in VC deals and is sourced from state and federal regulatory ...R
Academic Papers
THE LIMITS OF ARM'S LENGTH FUNDRAISING IN ...
by ST Howell · 2024 · Cited by 6 — We drop amendments, leaving a dataset of about 37,000 initial Regulation D filings between 2008 and 2023. Pitchbook Data. To capture the universe of legitimate ...Re
Data Dictionary
Expected fields and columns in this data product
About PitchBook
PitchBook is a financial data data product offered by Morningstar, Inc., available on discovery. Data is updated daily. API access is available for programmatic integration. Vedex estimates pricing at roughly $12,000/yr (an estimate, not a vendor-published price).
Data platform for private equity and venture capital, acquired by Morningstar.
About Morningstar, Inc.
Morningstar, Inc. is a data provider vendor based in Chicago, Illinois. Morningstar, Inc. is a leading provider of independent investment research, data, and software solutions for investors, financial advisors, and institutions globally. The company offers a comprehensiv...
Related Data Categories
Financial DataInvestment ResearchM&A IntelligencePrivate EquityVenture Capital