PitchBook
901 Fifth Avenue Suite 1200,
Seattle, 98164, WA,
United States
Seattle, 98164, WA,
United States
1 206-623-1986
Professional Services
PitchBook Technographics
PitchBook Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PitchBook and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2200 PitchBook employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PitchBook has purchased the following applications: Sage Intacct for ERP Financial in 2018, Seismic Lessonly for Learning and Development in 2018, Drift AI Chatbot for Chatbots and Conversational AI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PitchBook is running and its propensity to invest more and deepen its relationship with Sage , Seismic , Drift or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing PitchBook revenues, which have grown to $290.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for PitchBook intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
PitchBook Tech Stack and Enterprise Applications
PitchBook ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, PitchBook Data, Inc implemented Sage Intacct for ERP Financial functions. PitchBook Data, Inc lists Sage Intacct on their website as the cloud financial application in use, and the organization positions Sage Intacct as the core system for accounting and financial management.
The deployment of Sage Intacct centers on typical ERP Financial modules, including core general ledger, accounts payable, accounts receivable, multi entity consolidation and financial reporting and analytics capabilities. Configuration emphasis aligns with standardized chart of accounts, period close orchestration and revenue management workflows to support corporate accounting and financial reporting.
Architecturally, the implementation uses Sage Intacct as a cloud hosted financial management platform with role based access controls and configurable ledgers to support centralized accounting governance. The environment exposes standard API and integration surfaces consistent with ERP Financial systems to enable downstream data exchanges with operational and reporting services, and governance focuses on centralized financial workflows and controls.
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PitchBook HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Seismic | Legacy | Seismic Lessonly | Learning and Development | HCM | n/a | 2018 | 2018 |
In 2018, PitchBook Data, Inc implemented Seismic Lessonly. Seismic Lessonly is deployed as a Learning and Development solution and PitchBook is using Lessonly Learn on their website to deliver web-hosted lessons and training content. This positions Seismic Lessonly as PitchBook Data, Inc's Learning and Development platform for training and knowledge management across employee and public-facing learning workflows.
The implementation emphasizes standard Learning and Development capabilities, including course authoring, a centralized content library, assessments, learner progress tracking, and analytics dashboards. Content creation and version control are managed through the Seismic Lessonly authoring environment with role-based access and structured lesson pathways to support onboarding and ongoing skills instruction. Lessons are surfaced on PitchBook's website via Lessonly Learn while internal access provides managers with assignment and visibility controls, aligning training governance with instructional workflow needs.
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PitchBook AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, PitchBook Data, Inc deployed Drift AI Chatbot, embedding it on its website as a Chatbots and Conversational AI solution. The implementation established a website based conversational layer that handles automated visitor qualification, conversational routing to sales or support teams, and contextual responses driven by natural language understanding and scripted playbooks. Drift AI Chatbot is used as the public facing conversational entry point for inbound buyer interactions and lead capture on PitchBook’s site.
Drift AI Chatbot was configured with modular conversational playbooks including welcome messaging, qualification flows, and handoff triggers, supporting marketing led acquisition and sales engagement workflows. Operational coverage centers on web channels, with content governance and playbook management coordinated between marketing and revenue teams to maintain consistent messaging and escalation rules. The deployment architecture emphasizes an embedded client side widget with vendor hosted AI processing, and ongoing iteration of conversation scripts to align interactions with PitchBook’s buyer journey.
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PitchBook Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Data Warehouse | Analytics and BI |
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2020 | 2020 |
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PitchBook Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2017 | 2017 |
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PitchBook Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2021 | 2021 |
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PitchBook eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Personalization and Product Recommendations | eCommerce |
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2021 | 2021 |
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PitchBook CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2023 | 2023 |
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Account Based Marketing, Sales Engagement | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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PitchBook SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incentive Compensation Management | SPM |
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2015 | 2015 |
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PitchBook TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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PitchBook PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2019 | 2019 |
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PitchBook IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Database Management | IaaS |
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2021 | 2021 |
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PitchBook CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at PitchBook
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Financial Officer | CXO | Finance | |
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Controller | Director | Finance | |
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VP, Finance | VP | Finance | |
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Executive Vice President of Technology and Engineering | VP | IT | |
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President and Chief Operating Officer | CXO | Operations | |
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Fractional CTO, Staff Enterprise Architech | CXO | IT | |
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Sr. Director of Engineering | Director | IT | |
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Executive Vice President of Technology and Engineering | VP | IT | |
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Sr. Director of Engineering, Data Collection Technology | Director | IT | |
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Senior Director Engineering | Director | IT | |
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Apps Being Evaluated by PitchBook Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from PitchBook IT executives and key decision makers. This section highlights PitchBook's latest recorded technology evaluations, including Workday Recruiting for Applicant Tracking System, Recruiting on 2026-10-20, Legacy for Legacy System on 2025-08-05, and S&P Capital IQ for Investment Research and Market Intelligence on 2024-07-22. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the PitchBook digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-10-20 | PitchBook | Evaluated | Workday | Workday Recruiting | Applicant Tracking System, Recruiting | HCM |
| 2025-08-05 | PitchBook | Evaluated | Legacy Vendor | Legacy | Legacy System | Legacy |
| 2024-07-22 | PitchBook | Evaluated | S&P Global | S&P Capital IQ | Investment Research and Market Intelligence | Investment Management |
FAQ - APPS RUN THE WORLD PitchBook Technographics
PitchBook is a Professional Services organization based in United States,
with around 2200 employees and annual revenues of $290.0 million.
PitchBook operates a diverse technology stack with applications such as
Sage Intacct, Seismic Lessonly and Drift AI Chatbot,
covering areas like ERP Financial, Learning and Development and Chatbots and Conversational AI.
PitchBook has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Seismic and Drift.
PitchBook recently adopted applications including
Zoominfo Platform in 2023, Zoom in 2021 and CrownPeak DXP in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of PitchBook’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates PitchBook’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete PitchBook technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.