PitchBook Expands Premium AI Integrations with Microsoft 365 Copilot and Copilot in Excel
New integrations bring trusted private market intelligence directly into Microsoft 365 and Excel workflows
PitchBook, a leading private capital market intelligence platform, today announced a new federated Copilot connector with Microsoft, bringing trusted private capital market data into Microsoft 365 Copilot — including Copilot in Excel, Copilot Chat, and Researcher. The connector brings trusted private capital market data into secure enterprise AI environments and enables licensed users to interact with PitchBook intelligence directly within the Microsoft 365 Suite.
Through this collaboration, enterprise teams can access and apply PitchBook data within Microsoft 365 Copilot, combining AI-powered productivity tools with trusted market intelligence. Licensed users of both Microsoft 365 Copilot and PitchBook can now engage directly with the PitchBook Copilot agent using natural language to surface insights, build models, summarize research, and create presentations—all within Microsoft 365 applications. Within Copilot in Excel, the same connector extends this capability directly into the workbook, allowing finance teams to build target lists, run diligence workflows, and screen investments with PitchBook's institutional-grade private capital market intelligence — company profiles, deal histories, fund data, and analyst research — grounding every answer in a traceable, trusted source.
