Contact us for subscription details and a personalized demo. 

Pro

650

Full PEI database access, plus:

  • Exact Executive, Auto-Search
  • Portfolio companies execs
  • Investment bank transactions
  • RIA relationships
  • Enhanced exports
  • Private companies
  • LinkedIn URLs
  • AI Search
  • Signals

Add-on solutions

Custom

  • Data licenses
  • Outsourced analyst
  • Custom report
  • Custom research

 








Pro

Add-on solutions

650

Features

Search by the criteria that matter
Stack filters and sort results until you're looking at exactly the firms, companies, and executives you need.
Exact Executive finds the deal lead
Quickly identify the right private equity decision-maker for your deal.
Signals on the activity you track
New investments, exits, and people moves in a feed built around your interests, or sent to your inbox.
NAICS filters for precise targeting
Target companies quickly with standard industry code filters, and quickly match similar portfolio companies.
Saved Searches that stay current
Rerun any past search in one click to see the new transactions, executives, companies, and firms since you last looked.
Alerts when your searches change
A weekly email shows you what's new in your saved searches, so you don't have to remember to check.
List Builder for ready-to-use targets
Save the contacts and firms you care about into lists, so your next outreach list is already built.
Exports straight to Excel
Download contacts and firms to Excel and load them into your CRM without retyping anything.
Enhanced Exports with deal context
View PortCo business descriptions and PE acquisition criteria columns in Excel, and export one-page PE firm profile PDFs.
AI Search in plain English
Try our natural language search technology, and get answers from PEI's proprietary data.
Auto-Search maps an industry for you
Save hours of research by instantly mapping the companies in an industry with just a few keywords.
LinkedIn URLs for direct outreach
Go straight to an executive's LinkedIn profile to research them before you reach out.
Desktop & Mobile, same data
Look up a firm or executive from your phone before a meeting, with the same data you use at your desk.

Customer Service

Dedicated Account Manager
Our customer support team is available to help with any questions.

Private Equity & Portfolio Company Data

Private Equity Firms
5,000 private equity firms, including contact information, acquisition criteria, investment preferences by industry and geography, and more.
Private Equity Executives
72,000 private equity executives, including contact information and bio.
Private Equity Executive Board Seats
See a list of portfolio companies where an executive has led a transaction.
Private Equity Funds
17,500 private equity funds, including current and historical AUM, investment criteria, number of beneficial owners in each fund, and registered location.
Portfolio Companies
121,000 portfolio companies, including business description, investment date, exit date, add-on acquisition history, and contact information.
PortCo Add-On Investments
33,300 portfolio company add-on investments, including acquisition date, location, and business description.
PortCo Deal Feed
View all recent transactions in a chronological feed, including investments and exits.
PortCo Executives
55,000 portfolio company executives, including contact information.
PortCo Related Advisors
Identify which investment banks and law firms were involved in a portfolio company transaction.

Private & Public Company Data

Private Companies
1,180,000 private companies, including business description, industry code, location and employee count.
Public Companies
6,000 public companies, including business profiles, SIC code, exchange and ticker symbols, and contact information.
Public Company Executives
6,500 public company executives, including name and title.

Investment Bank Data

Investment Banks
4,900 investment banks, including contact information, and more.
Investment Bank Executives
60,000 investment bank executives, including contact information and bio.
Investment Bank Transactions
Identify relationships between investment banks and portfolio company transactions and expand results to similar industry transactions.
Investment Bank Deal Feed
View all recent investment bank-related transactions in a chronological feed.

Registered Investment Advisor Data

RIA Firms & Executives
49,000 RIA firms, including AuM, # of clients, # of funds, location, and 146,000 RIA executives.
RIA Funds
122,000 funds, including AuM, fund type, and minimum investment range
RIA Service Providers
5,000 fund service providers, including administrators, auditors, custodians, prime brokers, and marketers

Additional Data

M&A Law Firms
Search the database for law firms involved in M&A deals and identify key relationships.
Mezzanine Investors
Find new sources of junior, subordinated debt.
Senior Lenders
6,900 senior lenders, including contact information, and more.
SBICs
370 SBICs, including contact information, and more.
Valuation Firms
580 valuation firms, including contact information, and more.
Real Estate Investment Firms
1,850 real estate investment firms, including contact information, and more.
Hedge Funds
5,000 hedge funds, including contact information, and more.

Add-on solutions

Data licenses
Add-on available
Outsourced analyst
Add-on available
Custom report
Add-on available
Custom research
Add-on available

Actionable Intelligence. Trusted Network.

Pro Subscription

Full PEI database access, including these highlights:

  • Find relevant deals and executives fast
  • Auto Search: map an entire industry in minutes 
  • Signals: track changes to the database as they happen
  • AI Search: search the database with natural language

Add-On Solutions

 Add these to your subscription when a project calls for it: 

  • Data licenses: PEI data inside your own systems
  • Custom data file: bespoke lists 
  • Custom research: analysis built around your thesis
  • Outsourced analyst: a PEI analyst on your research

650

Features

Filter by the criteria that matter
Stack filters and sort results until you're looking at exactly the firms, companies, and executives you need.
Exact Executive finds the deal lead
Quickly identify the right private equity decision-maker for your deal.
Signals on the activity you track
New investments, exits, and people moves in a feed built around your interests, or sent to your inbox.
NAICS filters for precise targeting
Target companies quickly with standard industry code filters, and quickly match similar portfolio companies.
Saved Searches for quick access
Rerun any past search in one click to see the new transactions, executives, companies, and firms since you last looked.
Alerts keep you current
A weekly email shows you what's new in your saved searches, so you don't have to remember to check.
List Builder for targeted exports
Save the contacts and firms you care about into lists, so your next outreach list is already built.
Exports straight to Excel
Export contacts, firms, PortCo descriptions, and acquisition criteria to Excel for your CRM, or download one-page PE firm profile PDFs.
AI Search in plain English
Try our natural language search technology, and get answers from PEI's proprietary data.
Auto-Search maps an entire industry
Save hours of research by instantly mapping the companies in an industry with just a few keywords.
LinkedIn URLs for direct outreach
Go straight to an executive's LinkedIn profile to research them before you reach out.
Dedicated Account Manager
Our customer support team is available to help with any questions.

Private Equity & Portfolio Company Data

Private Equity Firms
5,000 private equity firms, including contact information, acquisition criteria, investment preferences by industry and geography, and more.
Private Equity Executives
72,000 private equity executives, including contact information and bio.
Private Equity Executive Board Seats
See a list of portfolio companies where an executive has led a transaction.
Private Equity Funds
17,500 private equity funds, including current and historical AUM, investment criteria, number of beneficial owners in each fund, and registered location.
Portfolio Companies
137,000 portfolio companies, including business description, investment date, exit date, add-on acquisition history, and contact information.
PortCo Add-On Investments
33,300 portfolio company add-on investments, including acquisition date, location, and business description.
PortCo Deal Feed
View all recent transactions in a chronological feed, including investments and exits.
PortCo Executives
55,000 portfolio company executives, including contact information.
PortCo Related Advisors
Identify which investment banks and law firms were involved in a portfolio company transaction.

Private & Public Company Data

Private Companies
1,180,000 private companies, including business description, industry code, location and employee count.
Public Companies
6,000 public companies, including business profiles, SIC code, exchange and ticker symbols, and contact information.
Public Company Executives
6,500 public company executives, including name and title.

Investment Bank Data

Investment Banks
4,900 investment banks, including contact information, and more.
Investment Bank Executives
60,000 investment bank executives, including contact information and bio.
Investment Bank Transactions
Identify relationships between investment banks and portfolio company transactions and expand results to similar industry transactions.
Investment Bank Deal Feed
View all recent investment bank-related transactions in a chronological feed.

Registered Investment Advisor Data

RIA Firms & Executives
49,000 RIA firms, including AuM, # of clients, # of funds, location, and 146,000 RIA executives.
RIA Funds
122,000 funds, including AuM, fund type, and minimum investment range
RIA Service Providers
5,000 fund service providers, including administrators, auditors, custodians, prime brokers, and marketers

Additional Data

M&A Law Firms
Search the database for law firms involved in M&A deals and identify key relationships.
Mezzanine Investors
Find new sources of junior, subordinated debt.
Senior Lenders
6,900 senior lenders, including contact information, and more.
SBICs
370 SBICs, including contact information, and more.
Valuation Firms
580 valuation firms, including contact information, and more.
Real Estate Investment Firms
1,850 real estate investment firms, including contact information, and more.
Hedge Funds
5,000 hedge funds, including contact information, and more.