Case Study: PitchBook achieves scalable customer insights and 30% higher response rates with 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 venture capital, private equity and M&A markets, needed a fast, scalable way to capture both quantitative metrics and the human stories behind customer experiences. In a niche, time-sensitive industry, the marketing team required a solution that could quickly gather usable insights and present them in digestible formats for campaigns, sales pitches and product messaging.

PitchBook implemented TechValidate surveys (annual and periodic) to generate vetted customer quotes and TechFacts for marketing, sales and customer success use—delivering quick ROI and making customer voice easy to deploy. Results include a 30% lift in response rates, 3,170 customers engaged, 240 testimonials created, and a jump in interview response from 5% to 35% using referenced volunteers; teams report more case study requests and better-targeted, reusable content for selling both product and service.

PitchBook

JoAnne Baldwin

Sales Manager, Customer Marketing