PitchBook

Scope institution and fund research for an investment question.

Use this for

Use permitted institution and fund records. Retain the fund identity, source date, and supporting reference. Keep the research input tied to the exact investment question.

Data contract

Keep the external source ID, version or as-of date, the fields used, and the associated MINT record. Do not silently combine records by matching names or equal totals.

Access and actions

Scope reads to the records needed for the task. External writes, messages, and financial actions are separate deliberate operations with their own access scope. Local files remain a usable starting point.

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Read the related workflow or return to all integrations.