PitchBook partners with Microsoft to bring private market data into Microsoft 365 Copilot, Excel

Microsoft Corporation
Morningstar, Inc.

Microsoft Corporation

MSFT

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Morningstar, Inc.

MORN

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  • Morningstar’s PitchBook partnered with Microsoft to launch a federated Copilot connector for Microsoft 365 Copilot, including Copilot in Excel.
  • Integration lets licensed users query PitchBook private-market data inside Microsoft apps to support screening, diligence, modeling, research, presentations.
  • PitchBook positioned the rollout as part of a broader push to embed its human-verified data into enterprise AI workflows with privacy controls.


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