pitchbook

The pitchbook tag covers reporting on PitchBook’s integration with Microsoft 365 Copilot for enterprise financial workflows. The featured story describes a federated connector that brings PitchBook’s private markets data into Microsoft 365 Copilot, Copilot Chat, Researcher, and Copilot in Excel for licensed users. It highlights how financial professionals may work with market data, models, memos, and pitch decks within familiar Microsoft productivity applications, while PitchBook positions its data service for an AI-native Excel experience. This archive is relevant to readers tracking enterprise AI integrations, Microsoft 365 connectors, financial data platforms, and the changing role of Excel in research and analysis.