Connect PitchBook and
Redshift with AI

Automate your private market data pipelines. Stop manually exporting CSVs from PitchBook and rebuilding deal tables in Redshift. Redbird AI syncs company financials, funding rounds, and investor data directly into your data warehouse—keeping your investment analytics current without the spreadsheet gymnastics.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync portfolio company funding rounds and valuations to Redshift tables

Automatically pull updated funding data, post-money valuations, and cap tables for tracked portfolio companies into structured Redshift tables. Keep investment dashboards and portfolio performance models current without manual refreshes. Maintain historical snapshots for trend analysis.

Archive deal sourcing pipeline data for longitudinal competitive analysis

Capture every company evaluated in PitchBook—including rejected deals—into Redshift for long-term pattern recognition. Build datasets showing how sectors evolved, which competitors got funded, and where your thesis proved right. Turn deal sourcing history into strategic intelligence.

Enrich Redshift customer records with PitchBook firmographic and funding data

Match customer accounts in Redshift against PitchBook's private company database to append funding status, investor lists, and financial health indicators. Segment customers by funding stage, identify churn risk from capital constraints, and prioritize accounts that just raised Series B+.

Generate weekly VC deal flow reports by sector and geography

Aggregate PitchBook transaction data into Redshift and run automated queries on sector trends, deal velocity, and median valuations. Schedule reports that combine private market activity with your internal pipeline data. Surface emerging investment themes before they're obvious.

Alert investment teams when tracked competitors announce new funding rounds

Monitor PitchBook for funding announcements across your competitive watchlist and trigger notifications when rivals close rounds. Enrich alerts with Redshift context—how this compares to their previous raises, whether they're accelerating, and what it means for market positioning.

Automate M&A target screening by combining PitchBook profiles with internal scoring

Pull PitchBook company profiles, financials, and ownership structures for acquisition candidates directly into Redshift. Join with internal product usage, customer overlap, and strategic fit scores. Build a continuously updated M&A pipeline ranked by opportunity and feasibility.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize PitchBook and Redshift with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands PitchBook's private market data structures and Redshift's columnar schema, so you can move deal data, company profiles, and investor relationships into your warehouse without writing ETL pipelines.

AI that understands private market data and warehouse schemas

Redbird maps PitchBook's nested company records, funding round hierarchies, and investor relationships to clean Redshift tables automatically. It handles schema evolution when PitchBook adds data fields, manages slowly changing dimensions for company valuations, and preserves relational integrity between companies, deals, and investors. No custom scripts to maintain when either platform updates.

Funding round normalization
Investor relationship mapping
Valuation history tracking
Schema drift handling
10×

faster than building custom ETL for PitchBook API to Redshift pipelines

No Lambda functions, Glue jobs, or data engineering sprints to maintain PitchBook extracts

Auto-generated reports

Redbird can pull from PitchBook and Redshift simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either PitchBook or Redshift.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from PitchBook into Redshift, or from Redshift back into PitchBook. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any funding event in PitchBook or query result in Redshift—Redbird handles the rest.

PitchBook
Triggers & Actions
Trigger

New funding round announced

Fires when a tracked company closes a new financing round in PitchBook.

Trigger

Company valuation updated

Triggers when post-money valuation or company financials change in PitchBook.

Trigger

M&A transaction recorded

Activates when a new acquisition, merger, or exit event is logged for monitored companies.

Action

Export company profile dataset

Pull structured company data including financials, employees, and business description from PitchBook.

Action

Query investor portfolio holdings

Retrieve all companies backed by specific VCs or PE firms with investment dates and round participation.

Action

Fetch comparable company set

Get peer companies based on sector, stage, geography, or custom screening criteria from PitchBook's database.

Redshift
Triggers & Actions
Trigger

Query returns new results

Fires when a scheduled analytical query in Redshift produces new rows or updated metrics.

Trigger

Table row count threshold exceeded

Triggers when a Redshift table grows beyond a specified size, indicating data accumulation milestones.

Trigger

Data freshness check fails

Activates when timestamps indicate Redshift tables haven't been updated within expected intervals.

Action

Insert records into warehouse table

Write new rows to specified Redshift tables with automatic schema matching and type conversion.

Action

Update existing records by key

Modify rows in Redshift tables based on primary key matches, handling upserts and slowly changing dimensions.

Action

Execute parameterized SQL query

Run custom analytical queries against Redshift with dynamic parameters from workflow context.

PitchBook
+
Redshift

Ready to connect your stack?

Stop exporting PitchBook data manually. Redbird AI syncs private market intelligence directly into Redshift, so your investment team works from a single source of truth.

Get started → Book a demo