- Platform Introduction (3 min)
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PitchBook for wealth managers
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Navigate the PitchBook Dashboard
- Core Workflows for Biz Dev (22 min)
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Set a market alert
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Anticipate liquidity events
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Screen for aging portfolio companies
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Find key stakeholders with the People Tab
- Other Workflows for Biz Dev (14 min)
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Track your network and a list of companies
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Track announced and failed liquidity events
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Identify key service providers
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Track compensation and insider ownership data
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Screen for high-net-worth investors
- Additional Resources
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Brighton Jones Case Study
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Survey
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Conclusion
Wealth Managers: Getting Started
Learn how leading wealth managers streamline workflows and capitalize on market opportunities.
Welcome to PitchBook!
This course demonstrates how private wealth managers can leverage the PitchBook Platform to accelerate business development and prospecting efforts. From creating targeted searches and market alerts to anticipating liquidity events, the course will help you streamline workflows and capitalize on the market opportunities that will drive your firm forward.
Who should take this course?
Private wealth managers who are new to PitchBook or looking to emulate the workflows of leading investment management firms.
Duration: 40 min
We'll cover how to:
- Navigate the PitchBook Dashboard
- Set market alerts
- Anticipate liquidity events
- Find the right portfolio companies
- Source high-net-worth investors
- And more!
