PitchBook

**USE THIS TOOL FOR QUERIES ABOUT:** Recent developments and event-driven coverage (announcements, filings, deals, financing events, litigation, regulatory actions, downgrades/upgrades, layoffs, product launches) - Company-specific news and competitive dynamics (strategy shifts, management changes, guidance updates, customer wins/losses, partnership activity) - Sector and thematic news coverage where articles (not research reports) are the primary source (AI, energy transition, fintech, defense, healthcare, consumer, etc.) - Market and macro catalysts as reported by newswires (rate decisions, inflation releases, geopolitical shocks) and how they're impacting companies/sectors - Credit market news and leveraged finance (loan and high-yield market conditions, pricing, CLOs, defaults, restructurings) when relevant - Private markets news coverage (VC/PE activity, private company funding, sponsor behavior, secondary activity) when relevant - Cross-source triangulation when a topic is covered across multiple collections (e.g., public-company news + private market context + credit-market read-through) Retrieves and summarizes relevant information from news articles within the selected collection(s). Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources: - [Report Title 1](Report Link 1) - [Report Title 2](Report Link 2)"

pitchbook_get_news_analysis

Retrieves comprehensive profile information for a company, investor, fund, person, limited partner, service provider, or deal, including key metrics, descriptions, and attributes as well as primary contact. For companies: business description, ownership status, industry, location, valuation, financing summary. For investors: firm type, AUM, dry powder, investment/fund focus, total investments. For funds: size, vintage, status, performance metrics. For limited partners: investment activity, fund commitments, asset allocation, investment preferences. For people: biography, education, contact info. For deals: transaction details, valuations, parties involved.

pitchbook_get_profile

**USE THIS TOOL FOR QUERIES ABOUT:** - Market trends, performance, and outlook across private markets (VC, PE, private debt, etc.) - Sector-specific analysis (AI/GenAI adoption, fintech, biotech, mobility, defense, etc.) - Exit environment analysis (IPO trends, M&A activity, distribution rates, liquidity strategies) - Fund dynamics (fundraising trends, LP/GP activity, fund performance, maturity challenges) - Investment economics (valuations, deal terms, unit economics, pricing trends) - Regulatory, monetary policy, or macroeconomic impacts on private markets - Forward-looking/speculative questions about private market evolution - Questions comparing asset classes or investment strategies Retrieves analysis and insights from PitchBook research reports. Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources: - [Report Title 1](Report Link 1) - [Report Title 2](Report Link 2)"

pitchbook_get_private_market_reports_analysis

**USE THIS TOOL FOR QUERIES ABOUT:** - Public equity analysis (individual stocks, sectors, industries, earnings outlooks) - Stock valuation perspectives (fair value estimates, economic moat ratings, uncertainty ratings) - Earnings results analysis and forward guidance interpretation - Public market sector trends (technology, healthcare, energy, financials, consumer, etc.) - ETF and mutual fund analysis (strategy evaluation, performance drivers, asset allocation trends) - Portfolio construction insights (diversification, style exposure, factor tilts) - Dividend sustainability, income investing, and yield analysis - Market-wide valuation commentary (overvalued/undervalued markets, style dispersion) - Macroeconomic impacts on public markets (interest rates, inflation, Fed policy, fiscal policy) - Comparisons across public asset classes (growth vs. value, large-cap vs. small-cap, active vs. passive) - Thematic investing analysis (AI, clean energy, reshoring, demographic shifts, etc.) Retrieves analysis and insights from Morningstar equity, fund, ETF, and market research reports. Always returns the hyperlink to each unique report used at the end of the response in the following format: "Sources: - [Report Title 1](Report Link 1) - [Report Title 2](Report Link 2)"

pitchbook_get_public_market_reports_analysis

Retrieves current and former team members of a company, fund, investor, or service provider, including executives, employees, and their roles.

pitchbook_get_team_members

Retrieves identifying information for the following named entities matching the search term: business entities (e.g. companies, investors, limited partners, or service providers) , funds, and people. Also returns unique PitchBook identifier (PBID) for all entities for subsequent data retrieval.

pitchbook_search