• PIPELINE
  • ANALYSIS
  • FINANCE
  • HUMAN

How to automate deal sourcing and due diligence with your AI

Connect PitchBook to your AI client to turn market data into investment intelligence. Once connected, your agent handles the data gathering and profile building.

Ask AI about this page

Short answer

How can I automate deal sourcing and due diligence with my AI?

Your AI uses PitchBook to find emerging companies and pull their specific financing details. This lets you move from a broad search to a detailed investment memo without manual data entry. You get a structured breakdown of the following outcomes.

Where your intelligence lands.

The outcomes of your research.

The AI organizes its findings into these four distinct areas.

PIPELINE

New deal leads

The AI identifies companies matching your specific investment criteria. You get a list of fresh targets to review.

ANALYSIS

Deep company profiles

The AI pulls granular details on specific businesses. You get a consolidated view of their operations and market position.

FINANCE

Funding history

The AI extracts recent rounds, valuations, and investor lists. You get the exact capital structure data needed for due diligence.

HUMAN

Final decision making

The AI provides the raw data and summaries. You perform the final qualitative judgment and relationship building.

The workflow

What your AI does when the data arrives.

The AI acts as your research analyst, pulling specific data points through the PitchBook MCP.

  1. Identify targets

    The AI scans the market to find companies that fit your specific sector or stage requirements.

    get_companies

  2. Build profiles

    The AI pulls detailed information on a specific company to understand its business model.

    get_company

  3. Analyze funding

    The AI digs into the financial history of a target to see who invested and when.

    get_company_financing

  4. Synthesize findings

    The AI combines the company data and financing history into a single, readable summary.

    get_companyget_company_financing

Try it

Copy these to start.

Use these prompts to kick off your research immediately.

Starting points

Replace the bracketed text with your specific industry, stage, or company names.

PitchBook Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_TaxGbT8ymKgr1kOTAem42xTYAspcMyUcSiL3et5o/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — PitchBook capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pitchbook-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TaxGbT8ymKgr1kOTAem42xTYAspcMyUcSiL3et5o/mcp"
    }
  }
}
Copy into chat04

  • Find me 10 emerging fintech startups in Europe that raised a Series A in the last year.

  • Pull a detailed profile for [Company Name] and summarize their core business.

  • Get the recent financing history for [Company Name] and list all participating investors.

  • Compare the funding rounds of [Company A] and [Company B] to see which has more momentum.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect PitchBook once, then ask.

Log in once to link your account. Your credentials stay encrypted, and you can immediately start asking your AI to pull data.

Connect PitchBook to your AI

FAQ

How this task behaves.

  • 01

    Can the AI contact these startups for me?

    No. The AI only pulls data from PitchBook. You must handle all outreach and communication yourself.

  • 02

    Can the AI update my CRM with this data?

    No. This MCP is designed to read and retrieve data from PitchBook, not to write data to other platforms.

  • 03

    Does the AI have access to my PitchBook login?

    Your login stays encrypted and is used only to facilitate the connection between the MCP and PitchBook.

  • 04

    Can I ask for data that isn't in PitchBook?

    No. The AI is limited to the information available through the PitchBook tools.

  • 05

    Will the AI make investment decisions?

    No. The AI provides the data and summaries, but you are responsible for all final investment decisions.

  • More questions about PitchBook? See everything the PitchBook Connector can do

Connect PitchBook to Claude, Cursor, ChatGPT & more