Integrations · Market dataConnect PitchBook Premium to Well
Bring PitchBook deal records, investors, and fund data into Well, joined to the companies you track in your CRM or portfolio.
What Well pulls from PitchBook Premium
PitchBook Premium feeds deal, company, investor into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke PitchBook Premium’s access.
| From PitchBook Premium | In Well | Relation | |
|---|---|---|---|
| Deal | Transaction record | Becomes | |
| Company | Investment | Resolves to | |
| Investor | Counterparty | Links to |
- Sync mode
- MCP hybrid
- Refresh
- live + reconciliation reads
- Direction
- PitchBook Premium → Well
What Well does with your PitchBook Premium connection
Connect
Connect PitchBook Premium over OAuth (MCP DCR): Well registers a client through PitchBook Premium's OAuth Dynamic Client Registration and you approve on PitchBook Premium's side, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings deal, company, and investor in from PitchBook Premium on live events backed by periodic reconciliation reads. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each PitchBook Premium entity into transaction record, investment, and counterparty, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from PitchBook Premium lands in the workspace as transaction record, investment, and counterparty you can search, chart, and automate.
Questions PitchBook Premium unlocks
Ask in plain language. Well answers from your connected PitchBook Premium connection, resolved against the rest of your stack.
Ask anything about your PitchBook Premium connection
Ask about your PitchBook Premium connection…
Connect PitchBook Premium in three steps
- 01
Authorise PitchBook Premium via MCP
From Well's Connections panel, search for PitchBook Premium and click Connect. Well discovers PitchBook Premium's MCP OAuth metadata from its .well-known endpoint, registers a client via Dynamic Client Registration, and routes you through the authorize prompt on PitchBook Premium's side. No client credentials to paste.
- AuthOAuth (MCP DCR)
- DiscoveryMCP .well-known
- MCP serverpremium.mcp.pitchbook.com/mcp
- 02
Map your entities
Well's MCP client discovers deal, company, and investor from PitchBook Premium that PitchBook Premium's MCP server exposes and brings them into your workspace using the canonical mappings defined in Well's data-views layer. You can inspect the workspace data model from Settings > Data Model.
- Mappingpreconfigured by Well
- 03
Use the data
Ask questions in conversation, build records tables, or let agents act on PitchBook Premium records. Because PitchBook Premium ships through MCP, Well treats every entity it exposes as queryable graph state alongside the rest of your connected tools.
- First syncstarts as soon as connect completes
MCP handshake typically completes under a minute on warm connections. Resource enumeration runs immediately after; full backfill of historical PitchBook Premium records happens in the background.
How PitchBook Premium stays secure with Well
Well connects to PitchBook Premium's MCP server (premium.mcp.pitchbook.com/mcp) via the Model Context Protocol. The MCP server itself handles credential issuance through OAuth Dynamic Client Registration; Well never sees a long-lived PitchBook Premium secret. Tokens are scoped to the deal, company, and investor PitchBook Premium exposes and refreshed server-side. Reads only, Well cannot modify or delete PitchBook Premium records.
- granted
Read PitchBook Premium records
Resources the PitchBook Premium MCP server exposes, scoped by your OAuth approval.
- granted
Resolve deal, company, and investor across your stack
Match identifiers in PitchBook Premium against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete PitchBook Premium records
Not granted; PitchBook Premium is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store PitchBook Premium passwords or session cookies
Authentication runs through OAuth (MCP DCR) tokens we never see.
Frequently asked questions about PitchBook Premium and Well
From Well, open Connections, find PitchBook Premium, and click Connect. Well discovers the OAuth metadata at premium.mcp.pitchbook.com/mcp/.well-known/oauth-authorization-server, registers a client on the fly via Dynamic Client Registration, and walks you through the authorize prompt on PitchBook Premium's side. No client_id or client_secret to paste; the handshake takes roughly a minute.
Well brings in deal, company, and investor from PitchBook Premium and reshapes each entity into your workspace: deal becomes transaction record; company becomes investment. Every record arrives with the source identifier preserved, so PitchBook Premium stays the source of truth while Well lets you query the data alongside the rest of your stack.
Each PitchBook deal, round, and investor record is linked to the matching company in your CRM. Ask "show me PitchBook's latest round on Globex" and Well returns the round, lead investors, post-money valuation, and your own CRM notes side by side.
Every workspace transaction record built from PitchBook Premium carries the source deal identifier plus a deep link back to the original record. From a workspace page, one click takes you to the PitchBook Premium record; from PitchBook Premium, the workspace identifier travels back so you can search either direction. The link survives every subsequent enrichment Well runs.
Well combines live PitchBook Premium events with periodic reconciliation reads of deal, company, and investor. New rows appear within seconds when PitchBook Premium pushes them; periodic reads catch anything a push missed. The first connect backfills history from PitchBook Premium in the background.
Open Connections > PitchBook Premium in Well and click Disconnect. Well calls PitchBook Premium's token revocation endpoint and stops calling PitchBook Premium immediately on its side; provider-side propagation to PitchBook Premium's admin panel varies by provider. The deal, company, and investor Well already synced stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
PitchBook Premium records are stored in the region Well operates for your workspace. Specific region details and the steps to change region are available from Support. See /privacy for the current data-handling policy.
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Ready to connect PitchBook Premium?
Connect once. Every deal, company, investor from PitchBook Premium becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.