Connect PitchBook and
Snowflake with AI

Automate the flow of private market data from PitchBook into your Snowflake warehouse. Stop exporting CSVs, manually updating deal tables, or rebuilding investment datasets every week — Redbird syncs company profiles, funding rounds, valuations, and investor data on your schedule.

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 new funding rounds and valuations to Snowflake deal tables daily

Automatically capture new funding events, post-money valuations, and investor participation from your PitchBook saved lists or watchlists. Redbird parses deal structures, standardizes funding types, and appends records to your Snowflake fact tables so analysts always work with current data.

Enrich Snowflake portfolio companies with PitchBook financial metrics and comparables

Pull revenue multiples, growth rates, and peer benchmarks from PitchBook for companies already tracked in Snowflake. Redbird matches entities across systems, retrieves the latest financials, and writes enriched attributes back to your warehouse for modeling and reporting.

Archive complete company profiles and cap tables for compliance and audit

Snapshot full PitchBook company records — including ownership structures, board members, and historical financing — into Snowflake on a schedule. Maintain point-in-time records for regulatory filings, due diligence archives, and longitudinal analysis without manual downloads.

Alert investment teams when target companies raise new capital or change ownership

Monitor PitchBook for M&A activity, funding announcements, or investor exits tied to your Snowflake target lists. Redbird detects changes, cross-references your warehouse criteria, and triggers notifications or workflow updates so teams act on market signals immediately.

Automate weekly VC deal flow reports by sector and stage from PitchBook data

Extract new deals, valuations, and investor activity from PitchBook based on saved searches or geographic filters, then load structured data into Snowflake. Redbird handles taxonomy mapping and deduplication, feeding dashboards and reports analysts rely on for pipeline insights.

Query Snowflake to identify gaps and pull missing PitchBook data on demand

Use AI to scan your Snowflake portfolio or target tables for incomplete records, then fetch missing financials, investor details, or comparable metrics from PitchBook. Redbird matches entities intelligently and backfills your warehouse without manual lookups.

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 Snowflake 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 schemas and Snowflake's data warehousing architecture, so you can automate complex financial data pipelines without custom engineering.

AI that reads PitchBook entities and writes Snowflake-ready tables

Redbird parses PitchBook's nested company profiles, funding histories, and investor relationships — extracting valuations, deal terms, and ownership stakes — then maps them to normalized Snowflake schemas. It handles entity resolution across ticker symbols and private IDs, deduplicates funding events, and preserves data lineage. Whether you're syncing venture rounds or building comparables tables, Redbird transforms unstructured deal intelligence into queryable warehouse assets.

Funding round normalization
Investor entity matching
Valuation time-series
Cap table flattening
10×

faster than exporting PitchBook CSVs and running dbt transformations manually

No Python scripts to maintain, no manual schema mapping, no weekly export routines

Auto-generated reports

Redbird can pull from PitchBook and Snowflake 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 Snowflake.

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 Snowflake, or from Snowflake 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 workflows from new funding events in PitchBook or updated records in Snowflake — Redbird connects both directions.

PitchBook
Triggers & Actions
Trigger

New funding round added to saved list

Fires when a company in your PitchBook watchlist announces a new financing event.

Trigger

Company valuation updated

Triggers when PitchBook records a new post-money valuation or acquisition price.

Trigger

M&A transaction published for target sector

Activates when a new deal matching your saved search criteria appears in PitchBook.

Action

Export company financials and metrics

Retrieve revenue, headcount, and growth data for a specific company or batch of entities.

Action

Pull investor portfolio and fund details

Fetch complete investor profiles, fund sizes, and portfolio company lists from PitchBook.

Action

Search and retrieve comparable company sets

Query PitchBook for peer companies by sector, stage, geography, or custom filters.

Snowflake
Triggers & Actions
Trigger

New row inserted into target company table

Fires when your Snowflake pipeline adds a new portfolio or prospect record.

Trigger

Portfolio company metric threshold crossed

Activates when Snowflake data shows a company hitting revenue, growth, or valuation milestones.

Trigger

Scheduled data quality check detects missing attributes

Triggers when your Snowflake audit queries find incomplete or stale PitchBook-sourced fields.

Action

Insert or upsert records into deal flow tables

Write new funding events, company profiles, or investor data to Snowflake fact and dimension tables.

Action

Update existing company records with enriched attributes

Merge PitchBook financials, valuations, and metadata into your Snowflake company master.

Action

Create time-stamped snapshot tables for compliance

Archive point-in-time views of PitchBook data in Snowflake for audit trails and historical analysis.

PitchBook
+
Snowflake

Ready to connect your stack?

Sync PitchBook deal intelligence into Snowflake automatically and give your investment teams a single source of truth for private market data — without the manual exports.

Get started → Book a demo