# Client Onboarding for M&A Analysts with PitchBook

> AI drafts the engagement letter, generates a tailored document-request list for the client's Transaction Advisory profile, chases missing items across email and Datasite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [PitchBook](https://calish.com/workflows/tool/pitchbook/)
- **Role:** [M&A Analyst](https://calish.com/workflows/for/manda-analyst/)
- **Specialty:** Transaction Advisory
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-onboarding-for-manda-analyst-with-pitchbook/

## The Problem

Onboarding a new Transaction Advisory client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.

## What We Build in PitchBook

AI drafts the engagement letter, generates a tailored document-request list for the client's Transaction Advisory profile, chases missing items across email and Datasite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running PitchBook — uses the native API or agent integration so nothing leaves the system of record.

## PitchBook Integration Approach

1. **Audit your PitchBook configuration.** We map the specific PitchBook objects, custom fields, and workflows the automation needs to touch for your transaction advisory practice.
2. **Build on the PitchBook API or agent.** Integration happens inside PitchBook — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in PitchBook with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Onboarding for M&A Analysts](https://calish.com/workflows/client-onboarding-for-manda-analyst/)
- AI drafts the engagement letter, generates a tailored document-request list for the client's Transaction Advisory profile, chases missing items across email and Datasite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

## Other PitchBook Automations

- [Operating KPI Dashboard for M&A Analysts](https://calish.com/workflows/with/operating-kpi-dashboard-for-manda-analyst-with-pitchbook/)
- [Time Entry & WIP Capture for M&A Analysts](https://calish.com/workflows/with/time-entry-and-wip-capture-for-manda-analyst-with-pitchbook/)
- [Tax Document Gathering for M&A Analysts](https://calish.com/workflows/with/tax-document-gathering-for-manda-analyst-with-pitchbook/)
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/with/tax-return-review-for-manda-analyst-with-pitchbook/)
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/with/client-status-communication-for-manda-analyst-with-pitchbook/)
- [Bank & Credit Card Reconciliation for M&A Analysts](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-manda-analyst-with-pitchbook/)
- [Bill Capture & AP Processing for M&A Analysts](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-manda-analyst-with-pitchbook/)
- [KYC/AML Review for Private Equity Analysts](https://calish.com/workflows/with/kyc-aml-review-for-private-equity-analyst-with-pitchbook/)

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