Morningstar unit PitchBook adds Microsoft 365 Copilot, Excel integrations

Microsoft Corporation
Morningstar, Inc.

Microsoft Corporation

MSFT

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Morningstar, Inc.

MORN

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  • Morningstar’s PitchBook rolled out a federated connector for Microsoft 365 Copilot, bringing PitchBook private-market data into Copilot Chat, Researcher, Copilot in Excel, and other Microsoft 365 workflows.
  • Licensed users can query PitchBook intelligence in natural language to surface insights, build models, summarize research, and create presentations inside Microsoft apps.
  • The Excel integration targets finance teams running screening, diligence, and investment workflows with PitchBook data such as company profiles, deal histories, fund data, and analyst research.
  • PitchBook said the connector is designed for enterprise security, with client data remaining siloed and not used to train or retain proprietary information.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Morningstar Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202606250915BIZWIRE_USPR_____20260625_BW592324) on June 25, 2026, and is solely responsible for the information contained therein.

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