Case Study: Saratoga Investment Corp. achieves more efficient business development with PitchBook

How Saratoga Investment Corp. uses PitchBook for business development

Saratoga Investment Corp., a New York-based business development company, used PitchBook to improve business development across its lower middle market investing activities. Joe Burkhart and Marissa Mann needed a better way to track deals, monitor competitors, and identify financial sponsors that could become clients, instead of relying on news and word of mouth.

With PitchBook, Saratoga Investment Corp. gained a holistic view of closed deals, competitor activity, and sponsor profiles, allowing the team to source opportunities proactively and network more effectively in new markets. PitchBook helped them uncover deal details, prioritize promising prospects, and focus on ready-to-act targets, leading to more efficient business development and better deal opportunities.

Saratoga Investment Corp

Marissa Mann

Senior Associate