Help: How to create and edit alerts and subscriptions

After creating a screener of portfolio companies or potential investors, you’ll likely want updates when a company exits or if an investor participates in a new deal. You can receive these types of notifications and more using PitchBook alerts. Assign alerts to your saved searches, saved lists, saved market maps, or subscriptions to receive an email when new data is added to the platform. Set up research subscriptions to get insights delivered to your inbox. With our LCD news and research alerts, you will receive an email as soon as a news article or report matching your selected categories is available. This article will walk you through setting alert types and managing them so you can take advantage of important changes in your industry.

You have the option to create alerts and subscriptions in multiple locations. The following section will outline and provide instructions for each method. You can then decide which option best aligns with your workflow and meets your needs.

From search results

Use the following instructions to create alerts from search results.

1. Run a screener, and navigate to the search results page.
2. Click the Save button on the top right corner of the search page to prompt the pop-up menu.
3. In the pop-up menu, select Save as search or to Save as list. After making your selection, you’ll have the option to choose to Receive email alerts.
4. Select Continue to open the Email Alerts Setting pop-up menu. Select the type of alerts you’d like to receive and set your desired alert frequency on this menu.
5. Click Save to finalize your choices.

Note: Your alert options will change depending on what entity types are included in your saved search or list.

You can also create alerts from the search results page by clicking on the Set Alerts button on the top right corner of the search page. Doing so will prompt the Email Alerts Setting pop-up menu where you can select the type of alerts you’d like to receive and set your desired alert frequency.

From the Saved Searches & Lists section

You can set up alerts for pre-existing saved searches and lists from the Saved Searches & List section of PitchBook. To sign up for alerts from Saved Searches & Lists, follow these steps.

1. Navigate to Saved Searches & Lists from the My PitchBook section of the PitchBook sidebar.
   
   • Click on the My Searches tab to access all your saved searches.
   • Click on the My Lists tab to access all your saved lists.
2. Click on the bell icon in the Alerts column to prompt the pop-up menu.
3. Select the type of alerts you’d like to receive and set your desired alert frequency on this menu.
4. Click Save to finalize your choices.

From Market Maps

Creating alerts for companies within your market map follows the same process as creating alerts from screeners.

1. After saving your market map, select Continue to prompt the pop-up menu.
2. Select the type of alerts you’d like to receive and set your desired alert frequency on this menu.
3. Click Save to finalize your choices.

To learn more about how to use our Market Maps feature, check out our article Market Maps overview.

From Workspaces

You can set alerts for the saved searches, saved lists, research, or market maps in your Workspaces. Even in a shared Workspace, you can manage your own alerts. Any changes to alerts made by one Workspace collaborator will not affect alerts for other collaborators. To receive alerts on content in your Workspace, carry out the following steps.

1. Navigate to the All Content section of the Workspace and choose which list, search, or market map you’d like to create or edit alerts for.
2. Click on the three dots on the right side of the row, and select Manage Alerts. This will bring up the pop-up menu, where you can adjust the frequency and make your alert selections.
3. Click Save to finalize your choices.

From the Conferences tab

Within the Conferences tab, you can access the Alerts button in the top right-hand corner. This option allows you to set alerts for new and updated future conferences that meet your criteria. Once set up, you’ll receive email notifications sent to the email address associated with your PitchBook account.

To set up alerts, select Alerts, then Set Alerts to open the alerts window with the following options:

Set Conference Alert

• Alert Name – Create a name for your alert. This alert name will title the email that you receive containing the conference data.
• Email Frequency – Choose the cadence at which you want to receive conference updates using the Frequency drop-down.
  
  • Daily – Receive a daily summary of conference updates from the previous day (last 24 hours).
  • Weekly – Receive a summary of conference updates from the previous week, delivered on Mondays.

Criteria

• Location – Choose which conference updates you receive based on the location of the conferences.
• Industry – Receive conference alerts based on the industry you select.
• Attending Companies – Filter by specific companies that may be attending a conference.

Note: If you have already applied filters on the Conferences page, those filters will automatically populate in the alert window when you set an alert, so you won’t have to re-enter them.

From LCD Credit Analysis

You can set alerts for new credit research or credit news from the LCD Credit Analysis section of PitchBook. To sign up for alerts from the LCD Credit Analysis section, follow these steps.

1. Click on Credit News or Credit Research in the PitchBook sidebar.
2. Then, click Subscribe in the top right corner of the tab.
3. Select either News or Research at the top of the pop-up menu.

4. Use the + symbol to expand any of the collapsed categories, and click the checkboxes for all of the categories that you want to receive alerts for.

   1. For credit news, you can select from a list of news topics. Learn more about these topics in our article Credit news topic definitions.
   2. For credit research, you can select from report types within six credit asset classes.
5. To confirm your selection(s), press the Save button at the bottom of the menu. You’ll receive an email when a report or news article in your selected categories is published.

From the Research Center

You can set alerts for new private market research from PitchBook Institutional Research Group (PIRG), as well as equity research from Morningstar Institutional Equity Research (MIERs) and our 3rd-party (Aftermarket Research) contributors, directly from the Research Center. To sign up for alerts from the Research Center, follow these steps.

1. Click on Research Center from the Research section of the PitchBook sidebar.
2. Click on the Subscribe button in the top right corner of the tab.
3. Select either Private Market Research or Equity Research from the pop-up menu.
4. In the Private Market Research tab, use the search box to search for PIRG report types, or click on the + icon to expand the collapsed report categories and select the reports you want to set alerts for. For more information on the PIRG report types, check out the List of reports section of Navigating the Research Center.

5. In the Equity Research tab, there are three alert categories:

   • Companies – Enter company names in the free text box under Companies to set alerts for new equity research on those companies from MIERs or 3rd-party contributors.
   • Sectors – Click on sectors within the Sectors drop-down menu to set alerts for new equity research on these spaces from MIERs or 3rd-party contributors.
   • Thematic Research – Click on Morningstar Thematic Research reports from the Thematic Research drop-down menu to set alerts for new editions of those reports.
6. Press Save button at the bottom of the tab to finalize your selections. You’ll receive an email alert when new editions of your selected reports are published.

Note: 3rd-party research, including alerts from 3rd-party contributors, is only available to certain authorized users of PitchBook services.

From the Alerts & Subscriptions section

Our newsletters and reports let you dive deeper into the PitchBook knowledge you care about. You can subscribe to our newsletters and reports from the Subscriptions tab of the Alerts & Subscriptions section by following these steps. If you want to edit existing alerts, you can do so from the Alerts tab within the Alerts & Subscriptions section. You can find additional information on how to do so in the following section.

1. Click on Alerts & Subscriptions from the My PitchBook section of the PitchBook sidebar.
2. Navigate to the Subscriptions tab. This tab lists all of the subscription options as well as research alert categories.
3. Select the checkboxes next to the options you want to subscribe to.
4. Use the field options in the Research section to set alerts for new private market research and equity research reports. You can find definitions of the fields and instructions on how to use them in steps 4 and 5 of creating alerts from the Research Center.
5. Your updated subscription preferences are automatically saved once selected.

To understand how this feature fits into a broader workflow, check out PitchBook Pioneer’s course – Wealth Managers: Getting Started.