Case Study: PitchBook turns performance management into business impact with Lattice

PitchBook boosts useful manager feedback to 80% with Lattice

PitchBook, a mid-market financial services company and leading private capital market intelligence platform, sought to transform its performance management from a box-ticking exercise into a process that drove real business impact. Their challenge was to move beyond simply measuring process completion and instead create a system that fostered clarity, built employee capabilities, and provided actionable feedback. To achieve this, they partnered with the vendor Lattice to overhaul their talent and performance strategy.

Using Lattice's performance management tools, including Performance and Grow, PitchBook embedded company values and competencies into its review process. This shift enabled more specific conversations about both what employees achieved and how they achieved it. The solution delivered significant results: review completion rates rose from 65% to over 90%, and AI-powered audits showed a 19-point improvement in feedback quality in the lowest-scoring department. Critically, Lattice helped drive business impact, as revenue-generating teams that met review expectations outperformed others in quota attainment, and 80% of employees reported receiving useful feedback from their managers.

PitchBook