Crunchbase and PitchBook offer deep insights into private companies and funding data, but they cater to different users. Crunchbase is suited for startups, providing high-level industry insights. PitchBook targets financial professionals who need in-depth investment data.
Lindy can work with tools like Crunchbase to automate research and data entry work, making it suitable for teams looking to offload manual data-related tasks.
Read on to learn more about:
- Quick comparison of Crunchbase, PitchBook, and Lindy
- Key features
- Pros, cons, and target users
- How each platform compares
- How to select the right investor intelligence platform
- Frequently asked questions
Now, glance at a table that compares Crunchbase vs. PitchBook vs. Lindy.
Crunchbase vs PitchBook vs Lindy: Quick comparison
Crunchbase, PitchBook, and Lindy are similar because they can gather or provide business intelligence but appeal to different audiences. Here’s a quick-reference summary:
Crunchbase overview

Crunchbase is designed to provide funding information and company data about private companies and startups. It also offers insights into industry trends. The platform accelerates informed decision-making and strategic planning for various professionals and organizations.
Features
- Advanced search and filtering: Crunchbase offers robust search capabilities, allowing you to filter companies by industry, location, and funding stage. This precision helps you narrow down your prospecting lists.
- Real-time alerts and monitoring: Set up custom alerts about companies or investors to stay informed about funding rounds, leadership changes, or other important company events.
- AI-powered recommendations: The platform features an AI tool that suggests potential leads and investment opportunities based on your preferences and behavior. Use this function to ensure relevant prospects don’t fly under the radar.
- CRM integrations: Crunchbase integrates with popular CRM systems like Salesforce and HubSpot. This lets you transfer data from Crunchbase to your CRM for quicker prospecting.
- Free trial: Take a look at Crunchbase’s Pro Version with a 7-day free trial (credit card required).
Pricing
Crunchbase subscription costs start at $99/month. You’ll get access to a database with over 4 million companies, and be able to export up to 2,000 rows of data monthly. Starting at $199/month, the Business Plan allows you to export up to 5,000 rows of monthly data and provides AI-powered recommendations and insights.
Real user reviews
- Many users from G2 found that Crunchbase’s user experience is “...super intuitive and saves time.”
- Some users have noted that the platform’s “data is only as good as the last time it was updated.”
Pros
- The platform offers a database of over 18 million contacts, increasing your chances of finding useful information.
- Crunchbase’s user interface is seamless and intuitive, so you can spend more time harvesting funding and company information and less time getting over a learning curve.
Cons
- Some of Crunchbase’s funding and business intelligence isn’t updated when data changes. This can be frustrating if you need precise information about a company or industry.
- You must provide your credit card information to access the 7-day free trial. “If you decide not to continue using Crunchbase but forget to manually unsubscribe, you’ll be charged.
Ideal users
The company mainly targets founders, investors, and small-scale venture capitalists because Crunchbase offers insights into company data, funding information, opportunities, and key personnel. Additionally, sales professionals, marketers, and researchers who need to identify and engage with prospects or partners will benefit from Crunchbase.
PitchBook overview

PitchBook is a financial data and software company that provides detailed insights into capital markets and industries. It appeals to professionals in venture capital, private equity, and mergers and acquisitions. Additionally, it provides hard-to-get information about private companies, investors, funds, investments, exits, and people.
Features
- In-depth private market data for due diligence: PitchBook provides detailed data on private equity, venture capital, and merger and acquisition activities. This data includes financials, valuations, and deal terms for non-listed (private) companies.
- Customizable dashboards and reports: Craft your personalized dashboards and generate reports tailored to your industry needs for quick access to relevant data and insights.
- Verified, high-fidelity data collection: PitchBook is known for its rigorous data validation process, combining machine learning with human analysts to maintain high standards of accuracy and completeness. The platform sources data from public filings, direct outreach, trusted third parties, and proprietary research, ensuring users access reliable insights with minimal gaps.
- Deal flow and exit monitoring: PitchBook chronicles global private market transactions, including M&A, IPOs, secondary buyouts, and strategic acquisitions from the early 2000s. You can dig into historical deal activity and exit outcomes, forecast trends, build comps, and monitor liquidity events as they occur.
Pricing
You’ll need to contact PitchBook directly and set up a demo call with a sales representative to find out how much PitchBook costs.
Real user reviews
- One customer praised PitchBook’s insightful quarterly deal reports while noting the complexities of the user interface as a drawback.
- A private equity professional on G2 enjoyed the helpful automatic news updates, but he said configuring the system to his liking took some time.
- A PitchBook user said the platform delivers the most value for finding contact info and deal status.
Pros
- Expansive data coverage: PitchBook offers more data about private companies, investors, and deals than most other platforms.
- Advanced analytics and customizable user experience (UX): The platform offers an array of analytical tools and customization options for crafting financial models.
Cons
- Learning curve: Tailor-making your own custom dashboard and learning the entire tool set will take time.
- High costs: PitchBook’s pricing is geared toward larger firms, making it unattainable for smaller organizations.
Ideal users
PitchBook targets finance professionals, venture capitalists, and private equity firms. These professionals require detailed data for deal sourcing and due diligence, as well as extensive data and analytical tools.
Lindy

Lindy is an AI-powered automation platform that enables users to create custom AI agents called Lindies. We designed Lindy to integrate with Crunchbase and other platforms for retrieving and organizing data automatically.
Lindy’s not the same kind of platform as PitchBook or Crunchbase, but it can help you do it faster and cheaper. AI agents can automate many related tasks like web research, data organization, and scheduling. The list goes on.
Features
- Create AI agents without coding: Use Lindy’s premade templates and drag-and-drop interface to make your agents quickly.
- Research: Create Lindies that analyze documents and reports. They’ll provide you with summaries and in-depth analyses. You can also create Lindies that monitor financial and business news websites and provide daily news summaries.
- Prospecting and outreach: Compile a list of prospects with their information on a document or spreadsheet. Then, create a Lindy that drafts personalized emails to each prospect, which can also offer to schedule meetings.
- Helps with your funding pitch: Feed Lindy your prospect’s information, and it can generate a business proposal. Lindy will also record the meeting and offer feedback and action items.
Pricing
Lindy’s free version lets you automate up to 400 tasks. Start for $49.99/month and automate up to 5,000 tasks monthly with Lindy’s credit-based system.
Real user reviews
- A startup founder on G2 appreciates that Lindy can automate his “calendar and email tasks a lot.” But he also said some errors are difficult to troubleshoot.
- An author writing a review article for a popular tech website found that Lindy’s premade templates help you build automations quickly. However, he also mentioned that creating complex automations may require some time to learn.
Pros
- Automate investor research and lead sourcing: Lindy offers over 200 prebuilt, customizable templates for building AI agents — no coding required. Build workflows that integrate with data providers like Crunchbase and PitchBook to gather information.
- Heaps of third-party app integrations: Lindy integrates with data providers like Crunchbase, UpLead, and People Data Labs. It also integrates with CRM platforms like HubSpot and Salesforce, allowing you to transfer data between platforms in just a few clicks.
Cons
- Not a native financial data company: If all you need is market data, the platform likely includes far more functionality than you’ll use. Lindy can integrate with intelligence platforms and pull insights from financial news sources, but it’s designed for much more.
- Complex automations have a learning curve: If you can’t find a template for an automation, you’ll need to build it from scratch. This takes some time to get comfortable with.
Ideal users
Lindy is a fit for organizations of all sizes that aim to automate data harvesting and data entry. It handles these repetitive functions with minimal manual oversight.
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Crunchbase vs PitchBook vs Lindy Workflow Comparison
Crunchbase, PitchBook, and Lindy have different strengths and weaknesses, which makes them appeal to various audiences. Here’s a table summarizing where each platform excels:
✅ =Basic
✅✅ = Strong
✅✅✅ =Exceptional
Lindy, Crunchbase, and PitchBook each target different user needs. Crunchbase focuses on startup discovery, with a workflow optimized for lead generation and sales outreach. PitchBook supports in-depth research with customizable tools for finance professionals. Lindy lets you build AI agents that automatically research, write emails, and update CRMs.
UI/UX differences
UI and UX shape how you interact with a platform. This includes how seamless and smooth it is to use and whether the platform has a learning curve. Here’s how these platforms stack up:
- Crunchbase: The platform features an easy-to-navigate dashboard built for sales and marketing users. It includes search filters, industry templates, and lists, letting you find the info you’re looking for without hassle. Overall, Crunchbase strikes a balance between structure and ease of access.
- PitchBook: Featuring the most complex UI of the 3, PitchBook is optimized for financial analysts. It’s data-rich and prioritizes depth over simplicity. It offers deep navigation layers, detailed deal views, and powerful filtering. You’ll also get the ability to build intricate financial models. Ultimately, the platform has a steep learning curve.
- Lindy: Lindy offers a no-code workflow builder. Use one of Lindy’s pre-made templates to create custom triggers and actions. If you use a template and don’t customize it, you can launch the automation in minutes. However, the automation building process is more complicated if you need a multi-step workflow.
Prospecting and enrichment
Prospecting and enrichment are essential for finding the right information and turning raw data into actionable insights. The process can involve search and filter tools as well as automated discovery. This is how each platform deals with prospecting and enrichment:
- Crunchbase: Crunchbase is particularly useful for top-of-funnel prospecting. It offers structured data on startups, investors, funding rounds, and tech stacks. The platform uses funding amount, location, and revenue filters to enrich your prospects.
- PitchBook: The platform offers deeper research features than Crunchbase, surfacing detailed profiles of investors, funds, and deals. This makes it more suitable for targeted institutional prospecting for investment or pitching funding proposals, not mass outreach.
- Lindy: By automating prospecting, Lindy complements research tools. Create Lindies to search databases or use integrations with Crunchbase to qualify leads. Your agents can qualify data based on custom criteria and enrich results from multiple sources based on your defined criteria.
Data exporting and usability
Exporting data from these platforms and putting it to work in your existing tools is a major part of any workflow. Some platforms focus on downloadable reports, while others connect directly to CRMs or spreadsheets. Let’s take a look at the differences:
- Crunchbase: Crunchbase keeps data export simple, but it requires manual effort or integration setup. You can export filtered lists like CSV files via integrations with CRMs or outreach tools.
- PitchBook: PitchBook allows for much more granular export functionality. You can pull entire datasets into Excel, complete with financials, your own valuation models, and custom tags. It also offers an Excel plugin for live updates and portfolio tracking.
- Lindy: Built to eliminate manual exporting, Lindy connects directly to workflows. Agents can send data directly to CRM tools like Salesforce or HubSpot, update spreadsheets, and trigger actions like drafting emails or enriching CRM records based on the extracted data.
AI capabilities: Summarization and workflow automation
AI summarization and workflow automation can transform how your team handles research, communication, and task execution. An AI-driven platform streamlines these steps into a single flow, enabling hands-free operations and freeing time. Crunchbase, PitchBook, and Lindy all have different levels of automation capabilities:
- Crunchbase: Crunchbase offers basic automation like company alerts and recommendations, but lacks AI workflow capabilities.
- PitchBook: Like Crunchbase, PitchBook doesn’t provide the ability to build AI agents that perform tasks automatically. But it offers limited workflow automations powered by machine learning, like an estimator of when a company will go public and a research tool that provides company and employee backgrounds.
- Lindy: Lindy is purpose-built for AI workflow automation. Use Lindy to create agents that understand prompts and run trigger-based actions.
Data quality and accuracy
Data quality and accuracy are critical. If the numbers are off, your models, projections, and pitches fail. Accurate platforms deliver decision-ready intelligence so you can make the right decisions. Here’s how these platforms perform:
- Crunchbase: How does Crunchbase get its data? Crunchbase gathers data via crowdsourcing and machine learning, with manual updates from contributors. However, inconsistencies, such as incomplete or outdated data, can arise, as some accuracy is sacrificed for speed and scale. It’s best suited for broad prospecting and startup discovery, not financial due diligence.
- PitchBook: Offering a deep commitment to data accuracy, PitchBook’s team of 500+ analysts manually verifies and structures data. They gather data from regulatory filings, investor outreach, company disclosures, and private surveys. The result is a structured and accurate database of over 4 million companies and 200,000 deals. This means PitchBook is reliable for finance professionals who demand trust and precision.
- Lindy: Rather than relying on its own database, Lindy’s AI agents gather and interpret data from sources across the web, premade databases, and integrations with platforms like Crunchbase. These assistants summarize, compare, enrich, and structure your data. The data they work with is only as accurate as its source, but you can build Lindy to fact-check the information you glean.
Pricing and access
Pricing and accessibility are major factors in deciding which platform aligns with your needs and budget. Crunchbase, PitchBook, and Lindy have different pricing structures and access controls. Here’s how they differ:
- Crunchbase: Crunchbase offers a relatively affordable entry point at $99/month, with a 7-day free trial. It provides access to data from over 18 million companies. But when it comes to data depth and accurate results, Crunchbase is limited. Crunchbase focuses on startup discovery and trend tracking. It does not support deep modeling or due diligence.
- PitchBook: PitchBook is priced at a premium. It gathers and verifies data, profiles investors, and provides financial modeling tools. You’ll need to contact their sales team to determine exact costs. But, for those wondering how much PitchBook costs, we did some digging. We found that you’ll most likely pay between $10,000 and $12,000/year for one seat.
- Lindy: Most users pair Lindy with a tool like Crunchbase for lead sourcing, which adds to the monthly cost. Yet, time saved and tasks automated can translate into meaningful productivity gains and potential revenue growth. The Pro Plan starts at $49.99/month and supports up to 5,000 monthly task automations, handling time-saving workflows like compiling leads. Extra credits are available for heavier usage.
Which should you choose?
Your choice depends on team size, work complexity, and how much automation you want.
Crunchbase gives a 30,000-foot view of an industry or business. PitchBook offers granular, validated data for high-stakes financial decisions. Lindy helps save money and time with these tools and is for those who want to automate repetitive research tasks.
Here’s a guide for picking the right platform:
Choose Crunchbase if:
- You’re building a sales/investment pipeline from scratch: Crunchbase helps identify early-stage companies by location, industry, or funding round.
- You’re a marketing/sales team: Crunchbase offers an easy way to source leads and enrich contact data with CRM integrations.
- You need tech, SaaS, and B2B data: Crunchbase provides macro data and funding news about emerging industries and businesses gaining traction.
Choose PitchBook if:
- You’re in venture capital, private equity, or investment banking: PitchBook offers detailed financials and deep fund performance metrics. It also supports financial modeling and market mapping.
- You’re an enterprise team that manages large portfolios: The platform provides data that supports analyst-level work, including exit history and partnership relationships.
- You need accurate data: PitchBook maintains precise data with strict human oversight. This makes it a viable tool for know-your-client (KYC) and background checks.
Choose Lindy if:
- You want to automate data intelligence: Lindy integrates with Crunchbase, UpLead, and People Data Labs to let you collect company and lead data fast.
- You want to automate related tasks: Lindy handles the manual tasks tied to data intelligence workflows. This includes web research, summarizing org charts, and capturing meeting notes.
- You’re scaling: Lindy is ideal if you’re scaling tasks like lead generation, customer service, and meeting scheduling.
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Frequently asked questions
Should I choose PitchBook or Crunchbase?
Choose PitchBook if you are a finance professional who needs validated private market data and financial modeling tools. It works for deal sourcing and investment analytics.
Crunchbase is better if you're building a sales or investor pipeline and need quick visibility into startup trends, industries, or funding rounds. It’s easier to use, more affordable, and integrates well with CRMs.
Who is PitchBook worth it for?
PitchBook is worth it for finance professionals like venture capitalists and private equity analysts. It provides verified financials, investor profiles, market mapping, and deal tracking. Its high price tag is justified by its depth and accuracy, particularly for those performing due diligence or complex portfolio analysis.
How reliable is Crunchbase?
Crunchbase is reliable for startup intelligence and identifying companies. You can search by industry, funding round, or location. However, financial data may occasionally be incomplete or outdated since it relies heavily on crowdsourced and contributor-updated data.
Crunchbase shows funding history, including rounds, amounts, and investor details. It's best used for broad discovery, not financial due diligence.
Is there a free plan for Crunchbase, PitchBook, and Lindy?
Only Lindy provides an ongoing free tier, while Crunchbase’s is a free trial, and PitchBook requires paid access from the start. Crunchbase offers a 7-day free trial of its Pro version, not a free plan (credit card required). Lindy has a free plan with up to 400 monthly automated tasks. PitchBook does not offer a free plan — you must request a demo and speak with sales.
Can I export contacts from PitchBook or Crunchbase with Lindy?
If you have a Crunchbase account, you can integrate it natively with Lindy and export contact data to spreadsheets or CRMs like Salesforce or HubSpot.
PitchBook doesn’t natively integrate with Lindy, but you can export data from PitchBook to a Google Sheet or Airtable base if your plan permits it. Then, you could build Lindies to extract and organize the data. Note that you must comply with each platform’s terms of use when removing or automating data export.
Lindy: Your affordable AI business research assistant
Crunchbase, PitchBook, and Lindy all have some significant strengths. By combining their capabilities, you can manage key data and reach out to contacts without much manual oversight. Here’s how Lindy supports this process:
- Tons of integrations: You’ll get native integrations with platforms like Airtable and Google Sheets, and more than 2,500 integrations with Pipedream.
- Automated outreach and beyond: Lindy can draft personalized response emails, schedule meetings with investment targets and leads, take meeting notes, and provide you with key points and actionable steps.
- Affordable scalability: Test the platform with Lindy’s free version, and automate up to 400 monthly tasks. The Pro plan then provides over 5,000 monthly automated tasks.
Ready to accelerate your business research workflows? Try Lindy Today For Free.







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