Sync private market intelligence with payment and revenue data automatically. Stop manually tracking portfolio company performance, researching acquisition targets, or reconciling market data with actual transaction volumes across your business.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically match Square merchant accounts to portfolio companies in PitchBook. Track actual payment volume, revenue trends, and growth metrics against projections. Surface performance alerts when transaction patterns diverge from expected trajectories.
Query PitchBook for companies in target sectors and geographies, then enrich with Square transaction data where available. Rank prospects by actual revenue performance and payment trends. Generate target lists that combine private market intelligence with real transactional signals.
Monitor Square payment data for sudden drops, unusual refund rates, or transaction pattern changes at portfolio companies. Cross-reference with PitchBook company profiles and ownership data. Automatically notify relevant investors when metrics fall outside expected ranges.
Append Square transaction volume, average ticket size, and payment channel mix to PitchBook company records. Build richer target profiles that combine funding history with operational payment data. Update quarterly to track performance evolution alongside capital events.
Pull PitchBook funding rounds, valuations, and investor information for portfolio companies. Merge with Square sales performance, refund rates, and channel breakdowns. Produce quarterly board decks that show capital efficiency and actual revenue performance side-by-side.
When companies matching investment criteria appear in PitchBook, automatically check for corresponding Square merchant accounts. Create research tasks to analyze payment processing patterns and revenue trajectories. Flag high-potential targets processing significant transaction volume through Square.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize PitchBook and Square 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 PitchBook's private market hierarchies and Square's transaction schemas, so you can connect deal intelligence with actual payment performance without custom mapping.
Redbird's AI natively understands PitchBook's company profiles, funding round structures, investor relationships, and valuation data alongside Square's payment transactions, merchant accounts, item catalogs, and refund patterns. It automatically maps companies across systems using business names, locations, and entity identifiers—even when naming conventions differ. The system recognizes when a PitchBook portfolio company operates multiple Square locations and rolls up transaction data accordingly, while preserving the granularity you need for location-level or channel-level analysis.
faster than exporting PitchBook CSVs and matching to Square reports manually
Redbird can pull from PitchBook and Square 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 Square.
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 Square, or from Square 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 any event in PitchBook or Square—new funding rounds, payment volume thresholds, company additions, or transaction anomalies.
Fires when a company appears in a PitchBook target list, watchlist, or custom saved search.
Triggers when PitchBook records a new financing event, including amount, investors, and valuation.
Fires when a company's valuation changes in PitchBook due to new funding or market data.
Append a company to a specific PitchBook list or saved search based on external criteria.
Write data to custom fields in PitchBook company profiles, such as operational metrics or external scores.
Add timestamped notes to company records in PitchBook with data from other systems.
Fires when a Square location or merchant account exceeds a defined transaction volume in a period.
Triggers when refund percentage spikes above historical averages for a location or time window.
Fires when a new Square point-of-sale location begins processing transactions under a merchant account.
Add a new customer record to Square with contact details and account preferences.
Modify product names, prices, or inventory levels in the Square catalog programmatically.
Issue a Square invoice to a customer with line items, due date, and payment terms.
See how Redbird AI connects PitchBook deal intelligence with Square payment performance—no custom code, no fragile scripts, no manual reconciliation.