MCP connector · Sales intelligence

Funding and investor research from PitchBook on every deal

Arrows uses PitchBook to read a private company’s funding rounds, investors, financials, and leadership team. Agents add that to pre-call briefs and gameplans, so reps know how much runway a buyer has and who backs them. It needs a PitchBook subscription and reads only.

Book an agent kickoff

How Arrows works with PitchBook

  • When a first call with a private company is on Google Calendar for tomorrow

    Pull the company’s funding rounds, investors, and leadership from PitchBook into the pre-call brief

    WorkingBrief readyRuns on its own

  • When the buyer says on a Gong call that budget depends on their next raise

    Read the company’s funding history and financials in PitchBook and add them to the gameplan

    WorkingGameplan updatedRuns on its own

  • Every Monday, for each open deal

    Check PitchBook for a new funding round or acquisition at the account, and flag it on the HubSpot deal

    WorkingSignal flaggedRuns on its own

  • A rep asks Arrows who runs the buyer’s company and who backs it

    Read the team members and investors in PitchBook and answer with a short summary

    WorkingAnswer readyRuns on its own

You decide what runs on its own

Every PitchBook action has its own setting. Internal work can run on its own. Anything a buyer would see can wait for a rep.

  • Allow Arrows does the work and logs the activity on the deal.
  • Ask first Arrows finishes the work, then waits for a rep to approve.
  • Off Arrows stays out of that tool.
PitchBookExample settings
  • Search companies, deals, and investors
  • Read funding rounds and cap tables
  • Read financials
  • Read investors and portfolios
  • Read team members
  • Read news and market reports

How Arrows connects to PitchBook

  1. In Arrows, open Connectors, then Marketplace, and choose PitchBook.
  2. Click Connect and sign in to PitchBook.
  3. Pick Off, Ask first, or Allow for each action. Your playbook can use it right away.

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Agent kickoff

Every tool. Every deal. No prompts.

An Agent Architect connects your stack and sets what Arrows can do in each tool. Then Arrows does the follow-through on every deal, and your reps approve what matters.

Book an agent kickoff

What happens on your agent kickoff:

  • We learn how your team works its deals today
  • We build your playbook from how your team already sells
  • We connect your CRM, email, calendar and call recorder
  • Agents start working your open deals, often on the same call