# AI Automation for PitchBook

> 22 workflow automations purpose-built on top of PitchBook — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/pitchbook/
- **Automation count:** 22
- **Roles:** M&A Analyst, Private Equity Analyst, Venture Capital Associate

## Automations

- [Operating KPI Dashboard for M&A Analysts](https://calish.com/workflows/with/operating-kpi-dashboard-for-manda-analyst-with-pitchbook/) — AI pipes KPIs from Datasite and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summa
- [Time Entry & WIP Capture for M&A Analysts](https://calish.com/workflows/with/time-entry-and-wip-capture-for-manda-analyst-with-pitchbook/) — AI watches calendar, email, and Datasite activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rat
- [Client Onboarding for M&A Analysts](https://calish.com/workflows/with/client-onboarding-for-manda-analyst-with-pitchbook/) — AI drafts the engagement letter, generates a tailored document-request list for the client's Transaction Advisory profile, chases missing it
- [Tax Document Gathering for M&A Analysts](https://calish.com/workflows/with/tax-document-gathering-for-manda-analyst-with-pitchbook/) — AI monitors Datasite and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and send
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/with/tax-return-review-for-manda-analyst-with-pitchbook/) — AI reconciles each line of the return against source docs in Datasite and the prior year, explains variances over 5%, and produces a review 
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/with/client-status-communication-for-manda-analyst-with-pitchbook/) — AI drafts personalized status replies from the live matter state in Datasite, surfaces anything the client is blocking, and escalates tax-se
- [Bank & Credit Card Reconciliation for M&A Analysts](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-manda-analyst-with-pitchbook/) — AI matches bank and card feeds to Datasite entries, auto-codes recurring transactions with learned rules, and surfaces only the true excepti
- [Bill Capture & AP Processing for M&A Analysts](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-manda-analyst-with-pitchbook/) — AI pulls bills from every channel, extracts line items, assigns GL codes using Transaction Advisory patterns, routes approvals, and sends pa
- [KYC/AML Review for Private Equity Analysts](https://calish.com/workflows/with/kyc-aml-review-for-private-equity-analyst-with-pitchbook/) — AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA r
- [Deal Sourcing & Screening for Private Equity Analysts](https://calish.com/workflows/with/deal-sourcing-and-screening-for-private-equity-analyst-with-pitchbook/) — AI pre-screens deals against the fund's thesis in PitchBook, drafts a one-page summary per target, and pushes the top 10 to partner review —
- [LP & Investor Reporting for Private Equity Analysts](https://calish.com/workflows/with/lp-and-investor-reporting-for-private-equity-analyst-with-pitchbook/) — AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on
- [RMD & Distribution Tracking for Private Equity Analysts](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-private-equity-analyst-with-pitchbook/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across 
- [New Client Onboarding for Private Equity Analysts](https://calish.com/workflows/with/new-client-onboarding-for-private-equity-analyst-with-pitchbook/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in PitchBook, orchestrates ACATs, and chases missing signatures — d
- [Client Meeting Prep Pack for Private Equity Analysts](https://calish.com/workflows/with/client-meeting-prep-pack-for-private-equity-analyst-with-pitchbook/) — AI assembles the review pack from PitchBook, DealCloud, and the CRM — including recent life events from emails — and drafts talking points —
- [Portfolio Drift & Rebalance Alerts for Private Equity Analysts](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-private-equity-analyst-with-pitchbook/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo
- [RMD & Distribution Tracking for Venture Capital Associates](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-venture-capital-associate-with-pitchbook/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across 
- [New Client Onboarding for Venture Capital Associates](https://calish.com/workflows/with/new-client-onboarding-for-venture-capital-associate-with-pitchbook/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Affinity, orchestrates ACATs, and chases missing signatures — da
- [Client Meeting Prep Pack for Venture Capital Associates](https://calish.com/workflows/with/client-meeting-prep-pack-for-venture-capital-associate-with-pitchbook/) — AI assembles the review pack from Affinity, DealCloud, and the CRM — including recent life events from emails — and drafts talking points — 
- [Portfolio Drift & Rebalance Alerts for Venture Capital Associates](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-venture-capital-associate-with-pitchbook/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo
- [Quarterly Commentary & Client Letter for Venture Capital Associates](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-venture-capital-associate-with-pitchbook/) — AI drafts firm-level commentary and personalizes per-client paragraphs from Affinity data — every client gets a relevant letter, not boilerp
- [Communication Compliance Surveillance for Venture Capital Associates](https://calish.com/workflows/with/communication-compliance-surveillance-for-venture-capital-associate-with-pitchbook/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to
- [Loan File Assembly for Venture Capital Associates](https://calish.com/workflows/with/loan-file-assembly-for-venture-capital-associate-with-pitchbook/) — AI ingests each document into Affinity, classifies it, checks for completeness and consistency, chases missing items, and builds the underwr

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