Introducing the PitchBook
Excel Plugin (Free webinar)


Date/Time:
Wednesday, June 24, 2015
10:00-11:00am PT / 1:00-2:00pm ET

Featuring: 

  

Alex Legault            Dan Cook

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With the upcoming launch of the PitchBook Plugin for Excel, BVR users now have seamless real-time access to PitchBook data from Excel without the need for export or entry.

Join product manager Alex Legault and senior analyst Dan Cook as they cover all you need to know about this great new tool.

Agenda:

  • Installing the PitchBook Plugin for Excel
  • Accessing PitchBook data and pre-built templates/models
  • Building custom models and analyses
  • PitchBook consulting services
  • Group Q&A
‚ÄčLearning Objectives:
  • Understand how to install the PitchBook Plugin for Excel
  • Describe how to import data, what different types of data can be utilized and how to make data portable
  • Learn to use PitchBook Excel Plugin templates for company analysis, one sheets and presentations
  • Build custom formulas and charts using PitchBook formula and chart builders using live data

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Business Valuation Resources, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org. NASBA Sponsor nasba.org 

Prerequisites: Knowledge of Business Valuation 
Program Level: Advanced
Advance Preparation Required: None 
Delivery Method: Group Internet-Based and Group Live
Recommended Credits: 1 CPE Credit Hour

Satisfaction Guarantee:
BVR offers a 100% money-back guarantee. If you are not completely satisfied with your webinar experience, or have any concerns or complaints, please contact us at (503) 291-7963 ext. 103 for a satisfactory resolution of your concern or you may submit a written request for a full refund within 30 days of the date of this program to Retta Dodge at rettad@bvresources.com



 

Register for this FREE webinar...

Can't attend live? All registrants will receive
a recording via email after the session.