GP Workflows

Maximize your fundraising efforts and stay ahead of the competition.

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About this course

This course will guide you through leveraging the PitchBook Platform to conduct a thorough fundraising analysis and drill into fund performance data to benchmark your fund within the broader financial landscape. Find the data you need to set your funds apart from the competition and target the right limited partners.

We'll cover how to:

  • Perform competitive analysis with our Investors & Funds advanced search.
  • Identify and analyze a curated list of potential limited partners based on their previous commitments.
  • Monitor your portfolio companies or prospective investments through custom alerts.
  • Explore and customize PitchBook Benchmarks to demonstrate your firm’s positioning against competitors and show your value to limited partners.
  • Increase your firm’s discoverability by updating your PitchBook profile.

Who should take this course?

  • General partners
  • Asset managers
  • Investment banks
  • Venture capital firms
  • Private equity firms

Duration: 20 mins

Curriculum20 mins

  • Introduction 1 min
  • Lesson 1: Competitive Analysis 5 min
  • Lesson 2: Identify Limited Partners 3 min
  • Practice: Competitor Search 3 min
  • Lesson 3: Monitor Companies 3 min
  • Lesson 4: Benchmarking 3 min
  • Test your Knowledge
  • GP Workflows Quiz 3 min
  • Additional Resources
  • Conclusion

About this course

This course will guide you through leveraging the PitchBook Platform to conduct a thorough fundraising analysis and drill into fund performance data to benchmark your fund within the broader financial landscape. Find the data you need to set your funds apart from the competition and target the right limited partners.

We'll cover how to:

  • Perform competitive analysis with our Investors & Funds advanced search.
  • Identify and analyze a curated list of potential limited partners based on their previous commitments.
  • Monitor your portfolio companies or prospective investments through custom alerts.
  • Explore and customize PitchBook Benchmarks to demonstrate your firm’s positioning against competitors and show your value to limited partners.
  • Increase your firm’s discoverability by updating your PitchBook profile.

Who should take this course?

  • General partners
  • Asset managers
  • Investment banks
  • Venture capital firms
  • Private equity firms

Duration: 20 mins

Curriculum20 mins

  • Introduction 1 min
  • Lesson 1: Competitive Analysis 5 min
  • Lesson 2: Identify Limited Partners 3 min
  • Practice: Competitor Search 3 min
  • Lesson 3: Monitor Companies 3 min
  • Lesson 4: Benchmarking 3 min
  • Test your Knowledge
  • GP Workflows Quiz 3 min
  • Additional Resources
  • Conclusion