PitchBook's Private Market Intelligence Now Accessible Within ChatGPT for Financial Services

PitchBook’s private market intelligence is now embedded in ChatGPT for Financial Services, letting users query firmographic data directly inside the tool.

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Teams using ChatGPT for Financial Services can access PitchBook's expanded firmographic dataset through the Essential connector

SEATTLE--(BUSINESS WIRE)-- PitchBook, the leading private capital market intelligence platform and a business unit of Morningstar (NASDAQ: MORN), today announced it is now a data partner for ChatGPT for Financial Services. ChatGPT for Financial Services is a tailored ChatGPT experience that combines built-in financial data with GPT-6 Astra’s reasoning to help teams develop research, financial models, and client materials in their firm’s formats. Through PitchBook's expanded Essential dataset, teams using ChatGPT for Financial Services can access firmographic data on companies, investors, and funds directly within ChatGPT.

The dataset brings trusted private capital market data into secure enterprise AI environments and enables users to interact with PitchBook intelligence directly within their preferred workspaces.

Key Facts

• What's new: PitchBook is a data partner for ChatGPT for Financial Services, OpenAI's new offering for investment banking and equity research teams.
• What's included: PitchBook's expanded firmographic dataset of companies, investors, and funds, delivered through the Essential connector.
• Who gets access: Teams using ChatGPT for Financial Services.
• How it works: The dataset is indexed within ChatGPT for Financial Services, so no separate connector activation is required. Teams can query PitchBook's firmographic dataset directly inside ChatGPT. It returns company-, investor-, and fund-level data points.

The Announcement

PitchBook's expanded firmographic dataset includes companies, investors, and funds data used to scope diligence and sourcing. Teams can query this data inside ChatGPT for Financial Services without switching to a separate platform, and PitchBook data appears alongside citations, letting teams inspect the supporting evidence as they build models, pitchbooks, and client materials. Powered by the industry's most reliable, human-verified private capital market data, PitchBook serves as a grounding source behind AI-driven investor workflows, delivering accurate, verified private market intelligence with every query.

"The value of any AI-driven insight starts with the quality of the underlying data," said Tom Van Buskirk, EVP of Technology and Engineering at PitchBook. "It's significant that OpenAI chose PitchBook as a launch partner for this offering. We see it as a reflection of how the industry views PitchBook's data: as the source the market turns to first. Through our collaboration with OpenAI, PitchBook is a grounding source behind the query, giving investors a way to work with trusted private market data inside a platform they already use."

“We want financial professionals to be able to work with the data they rely on, right inside ChatGPT. We’re bringing together GPT-6 Astra and PitchBooks’s data in ChatGPT for Financial Services so teams can find the information they need, analyze it, and cite their sources in one place,” said Nick Turley, VP Product at OpenAI.

Where This Fits

This partnership builds on PitchBook's broader strategy to meet investors where they work, extending its grounded intelligence data further into investors' workflows, from the deliverables they produce inside PitchBook to the proprietary systems and models they build for themselves. PitchBook now partners with many of the most widely adopted AI platforms across the ecosystem, including Anthropic, Google, Microsoft, Perplexity, and Rogo.

PitchBook maintains three approaches to data access:

• In-platform and extensions: Building AI experiences directly within its Intelligence platform through agentic capabilities and natural language search. Additionally, offering APIs and data feeds to connect to the proprietary systems and models customers build for themselves.
• Partnerships: Integration with leading LLM and AI platforms through its Premium and Essential partner programs, including Anthropic, Google, Microsoft, OpenAI, Perplexity, and Rogo. ChatGPT for Financial Services is the newest of these integrations.
• Modular AI workflows: Developing modular, AI-powered workflow tools for use outside the core Platform.

To learn more about PitchBook's AI partnerships, click here.

About PitchBook, a Morningstar company

As the pulse of private capital markets, PitchBook delivers trusted, real-time data, research, and technology to help investors, dealmakers, and innovators make decisions with confidence. Its products provide comprehensive information on companies, investors, funds, deals, and people, along with tools that help professionals analyze market activity and make informed decisions. Founded in 2007, PitchBook today serves more than 100,000 clients worldwide and is recognized as the leading source of private capital market intelligence. PitchBook has grown to over 3,000 employees across offices in Seattle, San Francisco, New York, London, Singapore, Mumbai, and other global locations. Since 2016, PitchBook has operated as a subsidiary of Morningstar, Inc.

For more information, visit www.pitchbook.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260910663531/en/

PR@pitchbook.com

Source: PitchBook

Key Terms

firmographic technical

Firmographic data is a set of basic characteristics used to describe and group companies—things like industry, size (revenue or employee count), location, age, and ownership structure. Think of it as a company’s demographic profile that makes it easier to compare peers, segment markets, and spot trends. Investors use firmographics to benchmark performance, estimate market opportunities, and assess how comparable or risky a business might be relative to others.

llm technical

A large language model (LLM) is an advanced computer system trained on vast amounts of written text to understand and generate human-like language, similar to a very fast, well-read assistant that can summarize documents, draft messages, or answer questions. Investors care because LLMs can speed up research, automate customer support, and reduce costs, while also creating new product opportunities and risks around accuracy, bias, and regulatory oversight that can affect a company’s performance.