Due Dilligence Guide

Overview
The private markets are becoming more competitive—and valuable. With so much capital at risk, investors are emphasizing due diligence now more than ever.
To navigate this complex and evolving landscape, many firms are looking beyond the traditional means of conducting due diligence towards a more data-driven approach. The reason: Timely, accurate financial data helps substantiate claims, focus research and drive better decision-making. However, unless that information is thoroughly vetted and housed in a centralized database, it’s hard to trust—let alone find.
In this guide, we look at how you can use PitchBook to access granular data on financial sponsors’ past performance as well as detailed information on companies’ financing histories, series terms, cap tables and revenue figures—so you can confidently identify which investments to pursue and who to work with faster.
Contents
Vetting potential investments
Accessing timely and accurate data
Evaluating a company’s financial and nonfinancial metrics
Finding comparable private and public companies
Researching executives
Researching financial sponsors
Creating targeted investors lists
Comparing fund returns
Looking at comparable funds’ quartiles
Researching fund managers