Sync Charles River with PitchBook to enrich portfolio holdings with private market intelligence, automate deal sourcing workflows, and track portfolio company funding events. Stop manually copying valuations, company data, and competitor insights between systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull private market valuations, cap tables, and funding round data into Charles River for every private equity and venture holding. Keep portfolio analytics current with latest company financials and ownership structures without manual data entry.
Monitor PitchBook for funding announcements, acquisition rumors, or ownership changes affecting companies in your Charles River portfolios. Send instant notifications to portfolio managers and analysts when material events occur.
Automatically log private equity secondary trades, LP stake transfers, and direct secondary purchases from Charles River into PitchBook deal records. Maintain complete transaction history across both platforms for compliance and reporting.
Merge position-level returns and risk metrics from Charles River with competitive funding activity, valuation multiples, and sector trends from PitchBook. Deliver consolidated reports showing how portfolio companies perform against market benchmarks.
Translate portfolio construction rules, sector allocations, and investment theses from Charles River into automated PitchBook searches. Surface qualified deal opportunities matching fund mandates without manual screening.
Identify when peer investors disclosed in PitchBook make investments in sectors or companies similar to your Charles River portfolios. Build competitive intelligence on co-investment patterns and market positioning.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Charles River 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 AI understands both Charles River's portfolio structures and PitchBook's private market taxonomies, so you can automate data flows that actually match investment logic.
Redbird maps Charles River portfolios, positions, and security master records to PitchBook company profiles, funding rounds, and investor relationships. Our AI handles entity matching across public tickers, private company names, and subsidiary structures—recognizing when ISIN codes, LEIs, and PitchBook company IDs reference the same investment. We normalize valuation methodologies, understand funding stage taxonomies, and reconcile position sizes with ownership percentages so your data stays consistent across front office and research workflows.
faster than exporting CSV files and manually matching portfolio holdings to PitchBook companies
Redbird can pull from Charles River 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 Charles River 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 Charles River into PitchBook, or from PitchBook back into Charles River. 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 automation workflows from any event in Charles River or PitchBook—new trades, funding announcements, compliance flags, or deal updates.
Trigger when a buy, sell, or transfer order is executed in Charles River for private securities.
Trigger when pre-trade or post-trade compliance checks flag concentration limits or restricted holdings.
Trigger when fair value marks, NAV calculations, or pricing sources change for portfolio positions.
Add new securities to portfolios or update position sizes, cost basis, and classification attributes.
Enrich security master with industry classifications, ownership details, or custom attributes from external sources.
Write custom fields or flags to Charles River records for reporting, compliance tracking, or workflow routing.
Trigger when a company raises a new venture, growth equity, or private equity round tracked in PitchBook.
Trigger when acquisition, merger, or exit activity is logged for companies in your tracked lists.
Trigger when PitchBook updates company valuations, revenue estimates, or cap table ownership percentages.
Automatically build PitchBook lists based on portfolio holdings, pipeline criteria, or competitive tracking needs.
Pull complete company records including funding history, investor lists, executives, and operating metrics.
Execute saved searches or dynamic screens filtering companies by sector, geography, funding stage, or investor profile.
Connect Charles River and PitchBook with Redbird AI to automate portfolio intelligence, eliminate manual data entry, and keep investment teams synchronized across order management and private market research.