Research companies and markets, then combine external evidence with internal investment context.
Example outcome
Prepare an investment brief that separates external data from internal judgment.
Agent examples
2 guides
PitchBook gives an agent company, financing, investor, fund, transaction, and market context for a bounded research question. A useful company brief records the source fields, dates, currencies, and entity identity behind each conclusion rather than turning a profile into a polished but unverifiable narrative.
Set an as-of date and define the entities before comparison. Similar company names, subsidiaries, and renamed organizations can create bad matches. The agent should keep missing fields visible and avoid estimating private-company values or current ownership from stale events.
PitchBook supplies external market and company data. Google Drive may hold the team’s thesis, meeting notes, models, and committee materials. A combined workflow can show where internal assumptions agree with or differ from the external record. It must label every source so a forecast never appears to be reported company data.
Combine plugins
Outcome pages can describe combinations: one plugin for source context, another for project tracking, and another for delivery or notifications. Use PitchBook as one layer in a larger agent workflow when the outcome needs more than one connected app.
Available plugin capabilities
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