Redbird AI syncs payment and transaction data from Stripe with your PitchBook investment research and portfolio tracking. Stop manually reconciling payment volumes against funding rounds or copying revenue metrics into valuation models.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull monthly recurring revenue, transaction volume, and growth rates from Stripe into PitchBook company profiles. Keep investment memos and portfolio dashboards updated with real-time payment data without manual exports or spreadsheet updates.
Monitor Stripe transaction data for companies in your PitchBook portfolio and trigger notifications when revenue run rates, customer counts, or MRR growth crosses investment case thresholds. Surface payment trends that validate or challenge your original underwriting assumptions.
Automatically compile reports showing funding history from PitchBook alongside payment performance from Stripe. Track burn multiples, revenue efficiency, and runway calculations across your entire portfolio without chasing down payment dashboards or building custom integrations.
When PitchBook records a new funding round for a portfolio company, automatically apply metadata tags in Stripe to segment payment cohorts by pre-funding and post-funding periods. Analyze how capital deployment impacts revenue growth and customer acquisition efficiency.
Pull annual recurring revenue, churn rates, and payment cohort data from Stripe directly into PitchBook comp tables and valuation frameworks. Keep revenue multiples and growth-adjusted comparables current without manual data entry or stale screenshots.
Automatically capture and archive Stripe payment metrics, revenue trajectories, and transaction volumes at the moment PitchBook logs an exit event. Build a historical database of payment performance across your realized investments for pattern analysis and future diligence.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize PitchBook and Stripe 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 the structure of PitchBook company records, funding timelines, and valuation data alongside Stripe's payment objects, subscription states, and revenue recognition logic.
Redbird's AI maps Stripe customer IDs, subscription plans, and MRR calculations to PitchBook company profiles, funding rounds, and portfolio tags without brittle field mapping. The system understands how to reconcile payment timestamps with funding close dates, normalize revenue metrics across different Stripe account structures, and surface transaction anomalies that matter for investment monitoring. Changes to either platform's schema are handled automatically.
faster than exporting Stripe CSVs and matching to PitchBook records manually
Redbird can pull from PitchBook and Stripe 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 Stripe.
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 Stripe, or from Stripe 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 from any funding event in PitchBook or payment activity in Stripe to build the workflows your investment operations actually need.
Fires when PitchBook logs a new equity round, debt financing, or grant for a tracked company.
Triggers when PitchBook updates pre-money or post-money valuation data for a portfolio company.
Fires when PitchBook records an acquisition, IPO, or other exit event for a company in your dataset.
Write revenue metrics, growth rates, or custom financial data into a PitchBook company record.
Append timestamped notes or payment milestones to a company's activity feed in PitchBook.
Apply custom tags or classification labels to companies in PitchBook based on payment performance thresholds.
Fires when a new customer subscription starts or an existing plan is upgraded to a higher tier.
Triggers when total MRR or customer-specific recurring revenue exceeds a defined amount.
Fires when cumulative transaction volume hits targets like first $1M processed or 10,000 transactions.
Add custom metadata fields to Stripe customer records to segment by funding status or portfolio cohort.
Pull transaction totals, refund rates, and subscription metrics for specific customers or time periods.
Extract payment behavior data grouped by signup date, funding events, or custom time windows for analysis.
Sync PitchBook and Stripe in minutes. Stop manually reconciling payment data with portfolio tracking and start monitoring revenue performance automatically across every investment.