HELP CENTER
Learn how to succeed with PitchBook
Tutorials
-
Page
Help: Getting started with single sign-on (SSO)
Learn more -
Page
Help: Navigating the PitchBook sidebar
Learn more -
Page
Help: Navigating your account settings
Learn more -
Page
Help: Getting started with PitchBook Premium Connectors
Learn more -
Page
Help: Learn the basics of creating a screener
Learn more -
Page
Help: PitchBook Salesforce CRM Plugin user guide
Learn more
How-To
-
Page
Help: How to search using industries, verticals, and keywords
Learn more -
Page
Help: In this article, learn about how to craft effective prompts that will bring you PitchBook insights our large language model partners (LLMs).
Learn more -
Page
Help: Creating Custom Benchmarks and Benchmark Comparisons
Learn more -
Page
Help: Changing your PitchBook password
Learn more -
Page
Help: Navigating the Research Center
Learn more -
Page
Help: How to create and edit alerts and subscriptions
Learn more
Learn
-
Page
Help: How to use PitchBook Benchmarks
Learn more -
Page
Help: PitchBook’s research process
Learn more -
Page
Help: Morningstar Institutional Equity Research in PitchBook
Learn more -
Page
Help: PitchBook’s tracking scope
Learn more -
Page
Help: Best practices for building a screener
Learn more -
Page
Help: PitchBook Institutional Research Group (PIRG) reports in PitchBook
Learn more
