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Pitchbook Salesforce Integration

Access Pitchbook data straight from your CRM.

Pitchbook offers access to the private market data of over 3 million companies. Private equity, venture capital, and M&A firms can tap into this data to use in their fundraising, deal sourcing, due diligence, networking, and deal execution processes.

For organizations that rely on Salesforce for pitch management and deal marketing efforts, a Pitchbook Salesforce integration can grant access to this vast private market data inside the CRM itself. This helps create seamless and efficient processes.

Pitchbook Salesforce Integration

Benefits of integrating Pitchbook and Salesforce

Why choose Silverline?

As a Salesforce consulting partner with a specialization in financial services, Silverline has the consultative and technical expertise to develop an integration that meets your firm’s needs. We’ve worked with many private equity firms and investment banks over the last decade to help them get access to financial data sources such as CapIQ, FactSet, Preqin, and Pitchbook within their Salesforce orgs.

We can provide best practices and also help find the appropriate integration solution for your financial institution. Depending on your needs, you may need to access data in (near) real-time, or in batch uploads, etc. and this may change depending on the data at hand. Get in touch today to learn more.

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Learn more about how Silverline can help you integrate Pitchbook and Salesforce.

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