PitchBook and Microsoft—trusted financial data in enterprise workflows

PitchBook is now available inside the world’s most popular enterprise productivity platform. Access institutional-grade private capital market data and research, directly in Microsoft 365 Copilot.

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If it’s out there, it’s in PitchBook

The Premium Connector contains PitchBook’s universe of proprietary private capital market intelligence.
Track industry trends, identify new opportunities, and get the insights you need to beat the market.

*Figures include all profiles available in the PitchBook Premium Connector and exclude a
limited number of third-party profiles included in the PitchBook Platform.

  • Companies
  • Deals
  • Investors
  • Funds
  • Unlock authoritative market data

    Discover PitchBook’s best-in-class company, deal, and investor data, now in Microsoft 365 Copilot.
  • Streamline your workflow

    Research and document creation just got easier. Access PitchBook’s private capital market intelligence where you already work.
  • Eliminate platform switching

    Bring reliable insights into Microsoft Word, Excel, PowerPoint, and Teams, no platform switching required.
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Gain quick contextual intelligence

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Transform a simple question into in-depth market insight. Copilot can surface granular company, deal, and investor details—plus market trends, themes, and expert research—with a simple prompt.

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Retrieve key insights in one place

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Seamlessly add critical market data, analyst insights, and other PitchBook data directly to documents, without switching platforms. Open Copilot, ask a question, and prompt it to add the response directly to your open Microsoft document.

Get started with guided prompts

Learn how to craft effective prompts for your specific research goals. Review our expansive prompt library for examples of questions that can reduce ambiguity and generate more helpful results.

Transform your Copilot experience

PitchBook clients with seat-based, unlimited, and trial licenses—and single sign-on (SSO) credentials—can access the PitchBook Premium
Connector x Microsoft 365 Copilot with a paid Microsoft 365 account. Follow our setup instructions to get started and discover why the best LLMs
use PitchBook—the pulse of private capital markets.

Learn more

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Discover why PitchBook is the grounding source of modern AI for the private capital markets.