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PitchBook Excel Plugin

Build better financial models

With PitchBook Excel Plugin for Office 365 and Mac, harness the depth of PitchBook’s global public and private market data to streamline your workflow, create and update financial models quickly and catalyze confident investment decisions.

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Ready to get started with PitchBook? Request a free trial today.

Already a PitchBook customer? The PitchBook Excel Plugin for Office 365 and Mac is included in your subscription and free to download.

PitchBook Excel Plugin template library

Build better financial
models—faster

PitchBook’s prebuilt templates give you immediate access to investor tear sheets, comparables and valuations—whenever you need them. The data we pipe into our templates is dynamic and always up-to-date, and because variables can be manipulated to evaluate all possible outcomes, you can feel confident in your decision-making.

PitchBook Excel Plugin 10 year price volume chart for NAS: AMZN in USD

Create custom charts

The big picture perspective is always at your fingertips with our custom chart functionality. Access a company’s financial summary, stock price history and price volume in an instant, and benchmark performance against broad-based market and market sector indexes. Easily add a layer to track details like frequency, currency and time period, too.

Customize financial models to your firm’s unique approach with PitchBook’s Excel Plugin.

Download sample template
PitchBook Excel Plugin showing formula builder being used for precedent transaction analysis

Easily update financial models

Ensure efficiency and accuracy in your work by utilizing our formula builder to select the specific data you want populated in your models. Download a full list of data points available with PitchBook’s Excel Plugin for Office 365 and Mac.

PitchBook Excel Plugin showing saved search menu

Save invaluable time

Pull saved searches from the PitchBook platform directly into your spreadsheets to get the data you need, where you need it. Refresh your models with a single click and spend your time-savings on other important priorities.

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