Answered By: Austin Haley
Last Updated: Jan 22, 2024     Views: 2397

Q.
Field Course: Private Equity Projects and Ecosystems: Company, Industry, Market and Transaction Research

A.

Research Topics

Suggested Resources


Private Equity - Funds, Firms, Transactions, etc.

Pitchbook
Information on companies, deals, funds, investors and service providers across the private investment lifecycle. Access via SSO - HBS email and Harvard Key login name/email must match. Email infoservices@hbs.edu if you have trouble accessing Pitchbook. 

Capital IQ
Data on PE transactions, public and private companies, investment firms, and people. Provides sophisticated retrieval and personalization tools to create numerous reports. You can even set up alerts for new company or firm developments and transactions. Sign up for a personal account here.

Refinitiv Workspace
PE data includes investments, portfolio company and firm profiles, exits and fundraising information.  For a multimedia learning module on Refinitiv Workspace check out our Learn with Baker Library Refinitiv Workspace Introduction.

Preqin
Information on PE & VC firms, funds, private companies, and deals.

REIS
Search millions of real estate data points that cover every commercially zoned property in the U.S. Provides trend and forecast coverage across 10 major commercial real estate sectors, 275+ markets, and 3,000+ submarkets. Includes market transactions and performance trends.

FactSet
A comprehensive platform used to analyze financial data from global equity and fixed income markets, and public and private companies. Also includes private equity information. Individual accounts needed. Please see More Info page for instructions.

CB Insights & Industry Analytics
CB Insights is a private company database that tracks global venture capital, angel investment, private equity, M&A, and IPO activity related to private companies.​ Note: Individual account required. Alert feature available.

VCPE Research Guide
A great starting place for research on the venture capital and private equity industry; this guide points to the best resources available to the HBS community.

 

Company

Capital IQ
A range of public and private company and industry information worldwide. Includes company profiles, financial data, direct investments, and comprehensive transaction screening. 

Orbis
A global database containing information on millions of companies, including private entities. Most U.S. private company data is sourced from Dun & Bradstreet.

Refinitiv Workspace

Features market quotes, earnings estimates, financial fundamentals, ESG data, press releases, transaction data, corporate filings, ownership profiles and sell-side equity research.

FactSet
Platform used to analyze financial data from global equity and fixed income markets. Coverage includes data and information on ownership and private equity and venture capital investments.

Fast Answer: Where can I find information on small and/or private companies?

Industry

ABI/ProQuest
Business Monitor International Industry Reports - Click "Browse" and in the "Industry and Market Reports" section, select BMI Industry Reports.

IBISWorld
Provides research reports on industries in the United States, the United Kingdom, Australia and China. Industry risk reports are available.

Emerging Markets Information System (EMIS)
Select a country from the list. Using the Industries tab at the top of the page, search for industries. Limiting the search to "Research" will limit the results to recent market, industry and sector reports. Also, a good source for news.

S&P NetAdvantage
S&P Industry Surveys cover industry trends, forecasts, major players and market share data, key ratios, and statistics. Click on the "Industries" tab on the top menu bar. Index on the left has links to Industry Surveys (U.S.) and Global Industry Surveys.  Industry profiles contain section on "How to Analyze an Industry".

Also: How to find Analyst Reports using Refinitiv Workspace. Scroll down for instructions on finding industry rather than company analyst reports.

Market Research

BCC Research
Reports on major economic, scientific, and technological developments in industrial, pharmaceutical, and high technology.

Frost & Sullivan
Reports covering technology and market trends in various technology, energy and manufacturing related fields.

Gartner
Offers information technology-related research, news, analysis, and trends.

Mintel Reports 
Consumer market studies by Mintel analysts.

Passport
Market research reports about various consumer products and industries worldwide from Euromonitor International.

News

Wall Street Journal 
Bloomberg.com
Financial Times
New York Times
Washington Post
Individual accounts available that also include mobile app compatibility. More details here.

The Information
Includes full access to The Information Newsletters as well as Projects including: Tech IPO Tracker, VC Diversity Index, Crypto Power List and major technology company Org Charts and more. Individual account required. 

Business Source Complete
Database that includes industry and academic articles.  You can set up alerts by company name, topic, industry or people. 

Factiva
Good source for company and industry news, includes access to the Wall Street Journal.

Private Equity International
Private Equity Real Estate (PERE)
Individual accounts available.  

Venture Capital/ Private Equity Highlights Newsletter
News on the industry curated by Baker Librarians, sent to your inbox every two weeks! You can also sign up for news on topics such as startups, high technology, healthcare and more. 

Also, Baker's research guides highlight major industry-specific publications, many of which cover industry news & developments.

 

Additional Resources 

  

To set up a research consultation for your projects please email Austin Haley (auhaley@hbs.edu) or Baker Library directly at infoservices@hbs.edu.

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