Help: PitchBook Premium Connector Microsoft 365 Copilot setup guide
This article explains the PitchBook Premium Connector and how to integrate it with Microsoft 365 Copilot.
Accessing PitchBook data often means switching between platforms, interrupting your workflow. The PitchBook Premium Connector lets you securely pull PitchBook data directly within Microsoft 365 Copilot, with no need to leave the tool.
This article walks you through the requirements and setup process to enable a direct connection with Microsoft 365 Copilot (M365).
Not a PitchBook customer?
To connect and use the PitchBook Premium Connector, you need:
- A seat-based, unlimited, or PitchBook trial license.
- Single sign-on (SSO) credentials. For more information, visit our Help Center article Getting started with single sign-on (SSO).
Access to Microsoft 365 Copilot (Premium), (Business, Enterprise, or Education workspace). The easiest way to tell if you have the compatible Copilot subscription is to tap your name in the bottom left of your Copilot window.
Ready to get started?
With Premium Connector access, you get:
- 150 tool calls per hour – In any 60-minute window, you can make up to 150 individual requests to pull PitchBook data.
- 300 tool calls per day – Across a full 24-hour period, you have 300 total requests to pull PitchBook data.
“PitchBook is the gold standard for data on privately-backed companies and the VC and PE ecosystem. Over the years they have expanded their coverage to provide excellent data on public companies and M&A as well, and have vastly increased the coverage on international companies. The platform is intuitive and easy-to-use and customer service is top-notch.”
Source : G2.com
The admin at your organization must first enable the PitchBook Premium Connector M365 by following these steps.
1. Go to your M365 account. Click the App launcher shown as a nine-dot grid icon in the top-right of the screen and click Admin.
2. In the left navigation menu, select Copilot, then Connectors.
3. Next, you will see the Connectors gallery. Use the search bar at the top to search for PitchBook.
4. Select PitchBook, and turn the toggle to On.
Once an admin has enabled the PitchBook Premium Connector using the steps above, you can connect PitchBook to your M365 account as follows:
1. Go to your M365 account.
2. Click the three dots next to your name. Click Settings.
3. Select Sources. Scroll through the list to find PitchBook and click Connect.
4. You’ll be redirected to the PitchBook login page. Sign in using your SSO credentials to authorize the connection.
5. Return to your M365 window and start a chat. PitchBook data will be used in your future queries within M365.