Deal Sourcing: Curating Your List of Target Companies

Discover companies that are a strategic fit, seeking funding or primed for acquisition.

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About this course

As the capital markets become more crowded and competitive, investors need to find new ways to source the right deals faster. In this course, we'll show you how to leverage PitchBook's timely, accurate financial data to find companies in your target sector that are primed for funding or acquisition.

Who should take this course?

  • New PitchBook users
  • Users looking for new investment or acquisition opportunities

Duration: 30 mins

We'll cover:

  • Using screeners to create an effective target list
  • Saving & sharing searches
  • Editing results tables & adding custom fields
  • And more!

Previous course: Market Analysis: Gathering Industry Intel

Curriculum30 mins

  • Introduction
  • Getting Started with Screeners (17 mins)
  • Creating an effective target list
  • Practice Screener 1: Screening for industry & total raised
  • Practice Screener 2: End-of-runway search
  • Saving & sharing searches
  • Modifying Screener Results (12 mins)
  • Editing tables
  • Adding custom fields & saving layouts
  • Knowledge Check
  • Additional Resources
  • Course Survey
  • Free eBook
  • Conclusion

About this course

As the capital markets become more crowded and competitive, investors need to find new ways to source the right deals faster. In this course, we'll show you how to leverage PitchBook's timely, accurate financial data to find companies in your target sector that are primed for funding or acquisition.

Who should take this course?

  • New PitchBook users
  • Users looking for new investment or acquisition opportunities

Duration: 30 mins

We'll cover:

  • Using screeners to create an effective target list
  • Saving & sharing searches
  • Editing results tables & adding custom fields
  • And more!

Previous course: Market Analysis: Gathering Industry Intel

Curriculum30 mins

  • Introduction
  • Getting Started with Screeners (17 mins)
  • Creating an effective target list
  • Practice Screener 1: Screening for industry & total raised
  • Practice Screener 2: End-of-runway search
  • Saving & sharing searches
  • Modifying Screener Results (12 mins)
  • Editing tables
  • Adding custom fields & saving layouts
  • Knowledge Check
  • Additional Resources
  • Course Survey
  • Free eBook
  • Conclusion