Automate the flow between product analytics and investment intelligence. Stop manually exporting user behavior data to evaluate portfolio performance, track competitive product metrics, or build investment models—Redbird syncs Heap interaction data with PitchBook deal and company profiles in real time.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push user growth, feature adoption rates, and engagement trends from Heap into PitchBook company records. Investment teams get real-time product health signals alongside financial data, without switching platforms or requesting analytics exports.
Pull Heap behavioral data for all portfolio company products and sync key metrics to PitchBook deal records. Create automated dashboards showing user retention, conversion rates, and feature engagement across your portfolio to identify outperformers and risks.
Monitor Heap data for competitor products tracked in PitchBook and trigger notifications when user growth, engagement drops, or conversion funnel changes exceed defined parameters. Surface early market signals that inform investment timing and positioning.
When PitchBook records new funding events, automatically create Heap segments for companies in similar verticals or stages. Analyze how funding announcements correlate with product usage patterns and user behavior shifts across the competitive landscape.
Automatically export Heap funnel metrics, retention curves, and behavioral cohort data into PitchBook valuation and deal models. Replace stale surveys and management presentations with live product usage signals that validate growth narratives and unit economics.
Capture snapshots of Heap behavioral data at key milestones—deal close, board meetings, exit events—and attach to PitchBook timeline records. Build a historical archive of product metrics tied to investment performance for pattern recognition and diligence improvement.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap 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's AI understands both Heap's event schema and behavioral data structures alongside PitchBook's company, deal, and investor relationship models—making cross-platform analysis automatic.
Redbird interprets Heap's auto-captured interaction events, conversion funnel definitions, user segments, and retroactive queries while mapping them to PitchBook's company profiles, funding histories, investor relationships, and valuation frameworks. The platform understands how to translate behavioral metrics like DAU/MAU ratios, feature adoption curves, and cohort retention into investment signals within deal records. It automatically structures Heap's unstructured event streams into the financial context investors need—whether that's attaching engagement trends to portfolio companies or enriching competitive intelligence with product usage benchmarks.
faster than exporting Heap CSVs and manually updating PitchBook notes
Redbird can pull from Heap 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 Heap 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 Heap into PitchBook, or from PitchBook back into Heap. 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 user interaction captured in Heap or any deal event recorded in PitchBook—Redbird handles the translation between behavioral data and investment intelligence.
Fires when a defined behavioral segment reaches a size, engagement level, or conversion rate threshold.
Triggers when funnel abandonment or step completion rates change beyond specified parameters.
Activates when a product feature hits usage, activation, or retention benchmarks.
Pull user retention, session frequency, and behavioral data for specified time periods or segments.
Define new user segments based on historical interaction patterns without re-instrumentation.
Modify how Heap categorizes or labels captured interactions for refined analysis.
Fires when PitchBook records a new financing event for a tracked company.
Triggers when a company's estimated or reported valuation changes in PitchBook.
Activates when PitchBook adds a company to a monitored industry vertical or market segment.
Attach product engagement data, growth indicators, or behavioral trends to a company record.
Append structured data or analysis summaries to investment opportunity or portfolio deal records.
Insert real-time metrics into PitchBook valuation models or investor presentation templates.
Stop treating product analytics and investment intelligence as separate workflows. Redbird connects Heap and PitchBook so your team can make faster, data-informed decisions with real-time behavioral signals in every deal.