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The PitchBook integration brings private market data into due diligence and strategy work. Ask who owns a competitor of Contoso Retail, what similar retail businesses sold for, or which funds are active in the sector, and Hebno answers from PitchBook with each company, deal and figure cited. An owner or admin connects PitchBook once for the organisation. Hebno reads only and never writes to PitchBook.

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At a glance

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Before you start

You need:
  • An owner or admin role in Hebno.
  • A PitchBook licence that includes API access. Your PitchBook account team provisions it.
  • The API key for that licence. A PitchBook administrator at your firm copies it from the PitchBook API portal.
Hebno sends the key as a PB-Token in the authorisation header and reads these PitchBook API resources:
PitchBook licenses its data to named users. Under Who can use it, choose only the teams whose members hold PitchBook seats. Hebno quotes the figures a reply needs, cites each one to PitchBook, and does not export PitchBook datasets in full into deliverables, spreadsheets or the library.

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Connect PitchBook

1

Allow the integration

Open Admin → Connectors → Catalogue, find PitchBook under Company and market data, and set it to Allow.
2

Connect the organisation

Select Connect, paste the API key, then select Test connection. Hebno checks the key and lists the resources your licence includes.
3

Choose teams and data areas

Under Who can use it, pick the teams with PitchBook seats. Under Data areas, choose what members can see. See Data areas.
4

Check access

Access is Read only. Select Save.
The card shows Connected with your PitchBook account name. Members in the selected teams can use PitchBook in chat straight away.

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Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of what your PitchBook licence includes.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To share deal values with the strategy team, open the PitchBook card in Admin → Connectors, select Deals and valuations and add the team.

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What Hebno reads

Chat reply citing a PitchBook company profile

A PitchBook company profile attached to a chat.

Reads are live. Hebno queries PitchBook when a request needs it and does not copy PitchBook data into Hebno. Only the excerpts a reply used are stored with the conversation as its sources, each cited to the PitchBook record.
Excerpts a reply uses become part of the conversation. Share conversations that contain PitchBook excerpts only with people your PitchBook licence covers.

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What Hebno writes

Hebno does not write to PitchBook. It does not create lists, save searches, change alerts or download PitchBook reports. To keep a company in view for an engagement, link it to the project as described below. Linking marks which PitchBook company belongs to a project, so you can ask “who are the comparables?” without naming the client or target.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then PitchBook.
  3. Search by company name, website or PitchBook ID and select the company. Repeat for targets or competitors in the engagement.
In chats tagged to the project, Hebno starts with the linked companies for any question about ownership, deals or comparables. See Linked records.

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Use PitchBook in chat

  • Attach: open the + menu, choose Sources → PitchBook, and pick a company, deal, investor, fund or comparable set. Or type / and choose PitchBook.
  • Ask: name the company, sector or investor in your request. For example:
    Profile the three challengers in the Contoso pricing review: ownership, last deal and backers.
    List UK grocery and convenience deals since 2023 with deal size and EV to EBITDA where PitchBook has it.
    Which private equity firms have bought UK retailers in the last two years, and how large are their current funds?
  • Research runs show a Checking PitchBook step, with a chip for each company, deal and investor it read.
  • Agents can read PitchBook on a schedule, for example a monthly digest of deals among linked competitors. Writes an agent proposes elsewhere appear in agent approvals for review.

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Troubleshooting