Sync private market intelligence directly into your financial models and planning scenarios. Stop copying funding round data, competitor metrics, and market comps between PitchBook and Anaplan spreadsheets. Let Redbird automate the flow so your models always reflect the latest deal activity.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When PitchBook records new funding rounds for companies in your target watchlist, automatically update comparable company valuation multiples and funding stage assumptions in Anaplan financial models. Keep acquisition pricing scenarios current without manual data entry.
Pull sector-specific burn rate, headcount growth, and revenue multiples from PitchBook into Anaplan planning modules. Finance teams can benchmark their operating plan assumptions against peer company data from recent funding rounds and exits.
When Anaplan scenario models identify acquisition budget availability or strategic fit criteria, trigger PitchBook searches for companies matching those financial and market parameters. Automatically surface qualified targets when planning conditions align.
Flow finalized revenue, EBITDA, and headcount actuals from Anaplan consolidation modules into PitchBook portfolio tracking for PE and VC firms. Keep portfolio performance dashboards synchronized with the latest close data from portfolio finance teams.
Build automated reports combining Anaplan market share forecasts with PitchBook competitor funding announcements. Surface when competitors raise capital that could impact your sales capacity or pricing assumptions, with context from your planning models.
Schedule regular updates of PitchBook valuation multiples, growth rates, and efficiency metrics into the driver assumptions powering Anaplan financial models. Ensure revenue per employee, CAC ratios, and other benchmark drivers reflect current market data.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and PitchBook with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both Anaplan's multidimensional planning structures and PitchBook's private market data schemas, so you can connect financial models to deal intelligence without transformation layers.
Redbird maps PitchBook funding rounds, company financials, and investor records to Anaplan's cube structures, modules, and line items automatically. The system recognizes when a Series B valuation should update a comparable company assumption, or when an Anaplan forecast threshold should trigger a target search. No need to flatten hierarchies or build custom dimension mappings—Redbird handles the structural translation between planning cubes and deal databases.
faster than exporting PitchBook CSVs and uploading to Anaplan
Redbird can pull from Anaplan and PitchBook simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or PitchBook.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Anaplan into PitchBook, or from PitchBook back into Anaplan. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any event in Anaplan or PitchBook—new plan versions, funding announcements, threshold breaches, or data updates.
Fires when a new version of an Anaplan model or scenario is published and locked for reporting.
Triggers when actuals deviate from plan by a defined percentage or absolute amount in specific line items.
Activates when a new budget or planning cycle opens and baseline data needs to be loaded.
Write values to specific cells in Anaplan modules, respecting dimension intersections and version controls.
Generate a new scenario version in Anaplan with baseline data or refreshed assumptions.
Add or update items in Anaplan lists like cost centers, products, or comparable companies.
Fires when PitchBook records a new equity financing event for companies in your saved searches or watchlists.
Triggers when financial metrics, headcount, or other key data points change for tracked companies.
Activates when M&A transactions or investments are logged in specific industries or geographies you monitor.
Build a new company search in PitchBook based on financial criteria, sector, or growth stage.
Refresh financials, metrics, or custom fields for companies in your PitchBook portfolio tracking.
Generate a filtered dataset of comparable companies with specified metrics and time periods.
Stop shuttling private market data into planning models manually. Redbird connects Anaplan and PitchBook so your forecasts, scenarios, and M&A models stay current with the deal intelligence that drives decisions.