Connect Adobe Analytics and
PitchBook with AI

Redbird AI automatically syncs digital engagement data from Adobe Analytics into your PitchBook deal flow and portfolio monitoring workflows. Stop exporting web traffic CSVs and manually tracking how prospects and portfolio companies interact with your digital properties.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Track portfolio company web traffic and engagement in PitchBook profiles

Automatically push site traffic, conversion events, and user engagement metrics from Adobe Analytics into PitchBook company records. Investment teams see real-time digital performance alongside financial data without switching platforms or requesting analytics exports.

Enrich deal pipeline with digital engagement signals from target websites

Surface Adobe Analytics data for companies in your PitchBook deal pipeline to evaluate digital maturity and customer acquisition effectiveness. See web traffic trends, conversion rates, and attribution data alongside funding history and financials for smarter diligence.

Alert investment teams when portfolio company metrics cross thresholds

Monitor key Adobe Analytics events for companies tracked in PitchBook and trigger notifications when traffic drops, conversion rates decline, or engagement spikes. Catch performance issues or growth signals early without manual dashboard checks.

Generate quarterly portfolio performance reports with digital engagement data

Combine PitchBook financial data with Adobe Analytics behavioral metrics to create comprehensive portfolio reports. Automatically compile web traffic growth, customer acquisition costs, and conversion funnel performance alongside valuation and funding data.

Sync new PitchBook deal targets into Adobe Analytics segments for prospect tracking

When companies are added to your PitchBook pipeline, automatically create corresponding Adobe Analytics segments to track their employee visits, content engagement, and conversion behavior on your site. Measure inbound interest from potential investments.

Archive historical Adobe Analytics data for exited portfolio companies in PitchBook

When marking investments as exited in PitchBook, automatically capture and store final Adobe Analytics performance snapshots. Maintain complete digital engagement history for post-exit analysis and future deal evaluation benchmarks.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Adobe Analytics and PitchBook with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Adobe Analytics event schemas and PitchBook's private market data structures, so you can connect behavioral insights to investment intelligence without middleware or custom code.

AI that speaks both analytics events and deal data

Redbird maps Adobe Analytics eVars, props, custom events, and calculated metrics to PitchBook company profiles, deal records, and custom fields. The AI understands conversion funnels, attribution models, and segment definitions from Analytics, then intelligently structures that data within PitchBook's private market taxonomy. No manual field mapping or transformation scripts required — just describe what you need and Redbird handles the complexity of linking behavioral data to investment workflows.

Custom event mapping to deal stages
Segment-to-company profile sync
Attribution data enrichment
Multi-touch journey aggregation
10×

faster than exporting Adobe Analytics data and manually updating PitchBook records

No CSV exports, API wrangling, or data transformation pipelines needed

Auto-generated reports

Redbird can pull from Adobe Analytics and PitchBook simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Adobe Analytics or PitchBook.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Adobe Analytics into PitchBook, or from PitchBook back into Adobe Analytics. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any Adobe Analytics event or PitchBook deal activity and take action across both platforms.

Adobe Analytics
Triggers & Actions
Trigger

Conversion event recorded

Fires when a specific conversion event or success metric is tracked for a monitored segment or company domain.

Trigger

Traffic threshold crossed

Triggers when site visits, page views, or unique visitors cross defined thresholds for tracked properties.

Trigger

Segment membership changes

Detects when users or sessions enter or exit defined Adobe Analytics segments relevant to investment targets.

Action

Create custom segment

Build new Adobe Analytics segments based on company domains, employee IP ranges, or criteria from PitchBook records.

Action

Export behavioral data report

Generate and retrieve Adobe Analytics reports for specific date ranges, metrics, and dimensions tied to portfolio companies.

Action

Tag events with deal metadata

Add custom classification values or context data to Adobe Analytics events using PitchBook investment stage or sector data.

PitchBook
Triggers & Actions
Trigger

Company added to deal pipeline

Fires when a new company is added to a monitored list, pipeline stage, or saved search in PitchBook.

Trigger

Funding round announced

Triggers when PitchBook records a new funding event for companies in your tracked portfolios or competitor lists.

Trigger

Company status changes

Detects updates to investment status, valuation, or custom deal stage fields for portfolio or pipeline companies.

Action

Update company profile with engagement data

Write Adobe Analytics metrics into custom fields on PitchBook company records for visibility across investment teams.

Action

Add note with digital performance summary

Create timestamped PitchBook notes summarizing web traffic trends, conversion metrics, or behavioral insights from Adobe Analytics.

Action

Tag company with engagement tier

Apply PitchBook tags or categories based on Adobe Analytics engagement levels, traffic quality, or conversion performance.

Adobe Analytics
+
PitchBook

Ready to connect your stack?

Stop manually bridging the gap between digital analytics and investment intelligence. Connect Adobe Analytics and PitchBook with Redbird AI and start syncing behavioral data into your deal workflows today.

Get started → Book a demo