Sync investor data, track companies, and manage your pipeline without switching tabs or copying data by hand.
Automatically populate Airtable deal records with PitchBook funding and valuation data
Trigger PitchBook lookups when a deal moves to a new stage in Airtable
Monitor a PitchBook watchlist and log new activity to an Airtable pipeline tracker
Venture capital and private equity teams rely on two things: rich market intelligence and an organized system to act on it. PitchBook delivers deep financial data on companies, investors, and deals. Airtable gives you a flexible workspace to track, filter, and collaborate on that information. Connecting them through Neotask eliminates the manual work in between.
Instead of exporting CSVs or copying fields one by one, Neotask lets you pull PitchBook company and deal data directly into your Airtable bases. Your team can work from a single source of truth that stays current without anyone manually refreshing it.
Deal teams spend hours each week on data hygiene tasks that do not move deals forward. Manually pulling PitchBook results, formatting them, and pasting into trackers introduces errors and delays. Neotask handles these repetitive data tasks automatically, so analysts and partners can focus on relationships and decisions.
Airtable is the organizing layer: customizable views, linked records, and collaboration tools that fit how your team actually works. PitchBook is the intelligence layer: comprehensive coverage of private markets, funding rounds, valuations, and investor activity.
Together, they cover the full lifecycle of a deal from initial research to close. Neotask is what keeps them in sync.
Whether you run a venture fund, a corporate development team, or a financial advisory practice, the Airtable and PitchBook combination scales with your workflow. Start with a simple company tracking base and expand into full pipeline management, LP reporting prep, or portfolio monitoring as your needs grow.
Neotask connects to both platforms without requiring custom code, so your team can get up and running quickly and adjust automations as your process evolves.
Eliminate manual data entry between market intelligence and pipeline tools
Keep deal records accurate with up-to-date PitchBook financials
Give the whole team a single Airtable workspace backed by live PitchBook data
Set up in under 2 minutes. No code required.
$0/mo
Download without a card and start for free.
$50/mo
The full personal agent platform for one person.
$100/mo
One company workspace with room to add your team.
$200/mo
Multiple workspaces and capacity for larger teams.
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