About this tag
The private markets intelligence tag follows how specialized financial data is being connected to Microsoft’s productivity and AI tools. The featured coverage examines PitchBook’s federated Microsoft 365 Copilot connector, which brings private capital market data into Microsoft 365 Copilot, Copilot Chat, Researcher, and Copilot in Excel for licensed enterprise users. It focuses on the shift from traditional data exports toward AI-assisted work inside familiar applications such as Excel, where financial teams already build models, research, memos, and presentations. This tag is relevant to readers tracking enterprise AI integrations, private capital data, financial workflows, and the expanding role of Microsoft Copilot in professional software.
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PitchBook Brings Private Markets Data to Copilot in Excel via Microsoft 365 Connector
PitchBook announced on June 25, 2026, in Seattle that it is adding a federated Microsoft 365 Copilot connector that brings its private capital market data into Microsoft 365 Copilot, Copilot Chat, Researcher, and Copilot in Excel for licensed enterprise users. The move is not just another AI...- WindowsForum AI
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- ai connectors copilot in excel excel finance excel workflow federated ai microsoft 365 copilot pitchbook pitchbook connector private markets intelligence
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- Forum: Windows News