Set Up Pitchbook Single Sign-On (SSO) in Minutes
Overview
PitchBook is a powerful and specialized financial data and research platform built to help investment professionals and corporations research private and public markets and streamline the entire deal sourcing and due diligence process. With support for the full investment lifecycle from fundraising to exit, a centralized database for company, investor, and deal data, secure user roles with granular permissions, and deep integrations with CRM, Excel, and other business intelligence tools, PitchBook is used by venture capitalists, investment bankers, and corporate development teams.
Authentication (SSO)
- SAML
- MPWA
Features
- Create new users
- SSO authentication for all the applications in the ecosystem
- Add and revoke access to users
- Access based on user groups
What are the Advantages of Setting Up Pitchbook SSO Using Infisign?
- Apply clear access policies for your entire firm. They can access private company profiles, deal data, and research tools using secure Single Sign-On (SSO) combined with Multi-Factor Authentication (MFA).
- Speed up new hire onboarding. Make sure new analysts and associates get immediate, correct access to their assigned watchlists, search templates, and deal pipeline with AI-powered access control.
- Cut firm IT workload with fewer platform support tickets. This means less trouble with incorrect permissions for viewing proprietary research, accessing advanced search tools, or exporting data. Also, expect fewer password or MFA reset requests with AI-backed access and authentication for the PitchBook platform.
- Easily control SSO access to specific PitchBook modules, like Excel plugin access, API credentials, or specific fund performance data, with automated user provisioning synced from your firm's HR system or Active Directory.
- Manage PitchBook access effectively using defined roles (like Analyst, Associate, Partner, Researcher). Implement SSO that scales for global investment firms, leveraging RBAC and ABAC frameworks to ensure staff can only see the company and deal data relevant to their job function.
- Combine SSO login records with PitchBook platform audit logs to create a unified and clear audit trail for security reviews and to ensure compliance with financial industry regulations (like SEC rules or SOX).
What Can You Get From the Infisign SSO Free Trial?
- With over 6,000 pre-configured API and SDK integrations, you can extend single sign-on across your complete technology infrastructure in less than a four-hour timeframe.
- Experience fast, password-free entry to all types of applications—including on-premises, hybrid, cloud, web-based, and even older legacy systems—through its Managed Password Access (MPWA).
- Use AI-driven access management that enables user provisioning and de-provisioning via chatbots, Slack, and Microsoft Teams, perfect for managers with demanding schedules.
- Works with advanced auth protocols like SAML2, OAuth, OIDC, and helps manage control with ABAC, RBAC, Adaptive MFA, and PAM.
Why is Infisign the right fit for your business?
Discover how AI agents efficiently manage reusable identities and streamline IT administration.
An overview of the easy customizations we offer for your organization’s requirements.
A tailored platform tour that explains our wide range of products and features.
A tailored platform tour that explains our wide range of products and features.
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