Case Study: PitchBook achieves scalable customer insights and 30% higher response rates with SurveyMonkey TechValidate

How PitchBook uses TechValidate to collect customer insights and enable marketing teams to sell both a product and an experience

PitchBook, a financial data and technology company serving the venture capital, private equity and M&A markets, needed a faster, scalable way to capture both quantitative and qualitative customer insights to refine products and generate humanized customer stories for marketing and sales. With a niche, fast-paced audience, the team required a solution that delivered usable, publishable customer content quickly.

PitchBook implemented TechValidate to run annual and periodic surveys, publish ready-to-use “TechFacts,” and identify referenced volunteers for deeper interviews. The approach delivered quick ROI—paying for itself in the first survey—and produced 240 testimonials, engaged 3,170 customers, boosted response rates by 30%, and raised interview volunteer rates from 5% to 35%, enabling more targeted case studies and sales-ready customer voice.

PitchBook

JoAnne Baldwin

Senior Manager, Customer Marketing