Redbird AI syncs private market data from PitchBook directly into Power BI dashboards and reports. Stop exporting CSVs, manually refreshing datasets, and rebuilding charts every time you need updated company financials, funding rounds, or deal flow metrics.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull revenue, valuation, and funding round data for tracked companies from PitchBook into Power BI datasets. Redbird refreshes metrics on your schedule and maps PitchBook fields to your dashboard schema, ensuring leadership sees current portfolio performance without manual data pulls.
Connect PitchBook deal activity by industry, geography, and stage to Power BI reports that update automatically. Redbird syncs new transactions, valuations, and investor participation as deals close, so your market intelligence dashboards reflect real-time private market trends.
Pipe PitchBook data on competitor financing events, acquisitions, and investor movements into Power BI competitive intelligence reports. Redbird monitors your watchlist and pushes updates to dashboards, eliminating weekly manual research cycles for strategy teams.
When target companies appear in Power BI pipeline reports, Redbird fetches PitchBook funding history, ownership structure, and financial metrics to contextualize opportunities. Your sales and BD teams see private market intelligence alongside pipeline data without switching platforms.
Trigger notifications when Power BI dashboards show portfolio companies reaching valuation milestones, funding stages, or market benchmarks tracked in PitchBook. Redbird watches both systems and surfaces exceptions, so analysts focus on decisions instead of monitoring spreadsheets.
Snapshot Power BI investment reports with sourced PitchBook data for compliance and LP reporting. Redbird captures dashboard state and underlying PitchBook records at period-end, creating auditable archives that link metrics back to private market data sources.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize PitchBook and Power BI 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 PitchBook's private market data structures and Power BI's semantic modeling, so your financial intelligence flows into dashboards without transformation scripts or data engineering.
Redbird maps PitchBook entities—companies, funding rounds, investors, transactions—to Power BI tables and relationships automatically. Our AI recognizes valuation metrics, deal structures, and ownership hierarchies in PitchBook, then structures them for Power BI's DirectQuery and Import modes. Whether you're syncing portfolio company KPIs or sector deal flow, Redbird handles schema mapping, data type conversion, and incremental refresh configuration without DAX formulas or manual field matching.
faster than exporting PitchBook CSVs and rebuilding Power BI datasets manually
Redbird can pull from PitchBook and Power BI 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 Power BI.
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 Power BI, or from Power BI 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 automations from new PitchBook deal activity or Power BI dashboard events, then take action across your investment stack.
Fires when a tracked company closes a financing event in PitchBook.
Triggers when PitchBook updates valuation data for portfolio or watchlist companies.
Activates when PitchBook adds an acquisition or merger involving specified companies or sectors.
Retrieves revenue, funding history, and investor data for a specified company from PitchBook.
Pulls transaction data filtered by industry, geography, deal type, or date range from PitchBook.
Downloads current and historical portfolio company data for specified VC or PE firms from PitchBook.
Fires when a Power BI dataset finishes scheduled or manual refresh.
Triggers when dashboard metrics cross defined values in Power BI measures or calculated columns.
Activates when stakeholders access designated investment or pipeline dashboards in Power BI.
Initiates on-demand data refresh for specified Power BI datasets or dataflows.
Pushes new or modified records into Power BI streaming datasets or tables via API.
Generates PDF or PowerPoint snapshot of Power BI reports and saves to SharePoint or OneDrive.
Sync PitchBook private market data with Power BI dashboards in minutes. Redbird AI handles the integration so your investment team works with live data, not stale exports.