With the launch of the PitchBook plugin for Excel, BVR users now have seamless real-time access to PitchBook data from Excel without the need for export or entry. Join product manager Alex Legault and senior analyst Dan Cook as we cover all you need to know about this great new tool.
Program Agenda
Installing the PitchBook Plugin for Excel
Accessing PitchBook data and pre-built templates/models
Building custom models and analyses
PitchBook consulting services
Group Q&A
Learning Objectives
Understand how to install the PitchBook Plug-in for Excel
Describe how to import data, what different types of data can be utilized and how to make data portable
Learn to use PitchBook Excel Plug-in templates for company analysis, one sheets and presentations
Build custom formulas and charts using PitchBook formula and chart builders using live data
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