Automate the flow of private market data into your financial models and forecasts. Stop manually exporting deal comps, funding rounds, and valuation data from PitchBook to update investment scenarios and strategic plans in Planful.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull updated financials, valuation metrics, and funding round data from PitchBook for portfolio companies and targets. Redbird updates corresponding entities and assumptions in Planful models, ensuring investment scenarios reflect latest private market intelligence without manual data entry.
When building M&A or acquisition scenarios in Planful, automatically pull comparable deal multiples, transaction structures, and valuation benchmarks from PitchBook. Redbird matches industry, revenue range, and geography to populate relevant comps into your financial models.
Monitor competitor funding rounds, valuations, and investor activity in PitchBook and automatically update market context and competitive assumptions in Planful strategic plans. Finance teams see how competitive dynamics impact growth forecasts and resource allocation without switching platforms.
Build board-ready investment reports in Planful that automatically include current deal pipeline metrics, portfolio company performance data, and market trend analysis from PitchBook. Redbird refreshes data before each board cycle, eliminating last-minute research scrambles.
Trigger notifications to Planful planning owners when portfolio companies hit significant events in PitchBook—new funding rounds, leadership changes, or valuation updates. Finance can immediately assess impact on forecasts and adjust carrying values or return expectations.
Push budgeted investment allocations and deployment targets from Planful into PitchBook deal tracking. Corporate development and finance teams align deal sourcing activity with approved capital allocation, monitoring progress against plan in real-time.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize PitchBook and Planful 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 PitchBook's private market data structures and Planful's financial planning schemas, mapping deal metrics to forecast assumptions automatically.
Redbird's AI natively understands PitchBook entities—companies, deals, investors, valuations—and how they map to Planful structures like scenarios, entities, accounts, and driver-based assumptions. It intelligently matches funding round data to revenue growth assumptions, translates EBITDA multiples to valuation models, and routes sector trends to the right planning dimensions. When deal comps or portfolio metrics change, Redbird knows which forecasts, scenarios, and reports need updating.
faster than exporting PitchBook data to spreadsheets and manually updating Planful models
Redbird can pull from PitchBook and Planful 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 PitchBook or Planful.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from PitchBook into Planful, or from Planful back into PitchBook. 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 workflows from any event in PitchBook or Planful—funding announcements, forecast updates, new deals, or planning cycle milestones.
Trigger when a tracked company announces a new funding round or valuation update.
Trigger when key financials, metrics, or company details change in PitchBook.
Trigger when a new M&A target or investment opportunity is added to your tracked list.
Pull filtered comp sets based on industry, deal size, geography, and transaction type.
Extract revenue, EBITDA, growth rates, and valuation metrics for specific companies.
Get aggregated deal activity, median multiples, and funding velocity by sector and time period.
Trigger when a departmental budget, rolling forecast, or strategic plan is submitted for review.
Trigger when actual vs. plan variance crosses a defined threshold for any account or entity.
Trigger when new planning scenarios are built or assumptions in existing scenarios change.
Write new driver values, growth rates, or valuation multiples to specific scenarios or entities.
Add new portfolio companies or investment targets as tracked entities in consolidation structures.
Update data sources for financial reports or board presentations with latest market inputs.
Stop manually bridging private market intelligence and financial planning. Let Redbird automate data flows between PitchBook and Planful so your team can focus on analysis and decisions.