How to Obtain AUM for a Small Fund: Do You Need Pitchbook?

Brandon S.

·

Hey Everyone, I'm wondering how I can get AUM for a small fund? Do I need a pitchbook account for that?

6 comments

· Sorted by Oldest

Clay
APP
·
·
You don't need a PitchBook account to get AUM data in Clay. We have PitchBook pre-integrated as one of our data providers (costs 3 credits per enrichment), and your Clay subscription includes access to these data sources without additional subscriptions needed. You can use Clay's PitchBook integration by clicking "Add enrichment," searching for "PitchBook," and selecting the company enrichment option. This will provide company data including funding information. If you already have a PitchBook account, you can connect your API key to use it for free, but it's not required.
Sources: Do I need other accounts or API keys in order to access tools in Clay? - FAQ | Clay.com Enrich Companies (Waterfalls) [Clay 101] - Clay University PitchBook integration | Documentation | Clay University
Brandon S.
·
·
That answers part of my question. I don't have a table yet
Brandon S.
·
·
Hey Hari K. just wanted to see if you have any thoughts here. Sorry was just working through an urgent customer request. Sorry for bothering
Bruno R.
·
·
Hi Brandon, thanks for your message - taking a closer look at this now. Claygent would be a good fit for this task, as long as the AUM data is publicly available for the funds you're referencing. Here's a video showing you how to use Claygent at its full potential: https://www.clay.com/university/lesson/claygent-ai-web-scraper-clay-101.
Brandon S.
·
·
Hey Bruno R. - I'm not sure if AUM data is publicly available. Do you know anyone who would know this and can help out?
Bruno R.
·
·
Can you share a example of a fund you'd want to research this datapoint for?

Clay
APP
·
·
You don't need a PitchBook account to get AUM data in Clay. We have PitchBook pre-integrated as one of our data providers (costs 3 credits per enrichment), and your Clay subscription includes access to these data sources without additional subscriptions needed. You can use Clay's PitchBook integration by clicking "Add enrichment," searching for "PitchBook," and selecting the company enrichment option. This will provide company data including funding information. If you already have a PitchBook account, you can connect your API key to use it for free, but it's not required.
Sources: Do I need other accounts or API keys in order to access tools in Clay? - FAQ | Clay.com Enrich Companies (Waterfalls) [Clay 101] - Clay University PitchBook integration | Documentation | Clay University
Brandon S.
·
·
That answers part of my question. I don't have a table yet
Brandon S.
·
·
Hey Hari K. just wanted to see if you have any thoughts here. Sorry was just working through an urgent customer request. Sorry for bothering
Bruno R.
·
·
Hi Brandon, thanks for your message - taking a closer look at this now. Claygent would be a good fit for this task, as long as the AUM data is publicly available for the funds you're referencing. Here's a video showing you how to use Claygent at its full potential: https://www.clay.com/university/lesson/claygent-ai-web-scraper-clay-101.
Brandon S.
·
·
Hey Bruno R. - I'm not sure if AUM data is publicly available. Do you know anyone who would know this and can help out?
Bruno R.
·
·
Can you share a example of a fund you'd want to research this datapoint for?