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Enhances data monetization and AI-enabled workflow offerings at Morningstar; could attract enterprise customers and expand PitchBook’s revenue contribution, modestly shifting Morningstar's data services mix higher.
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PitchBook, a Morningstar unit, launched a federated Copilot connector with Microsoft 365 Copilot and Excel, embedding private-market data into enterprise AI workflows. Licensed users can surface PitchBook company profiles, deal histories, and fund data within Copilot and Excel, enabling faster deal sourcing, due diligence, and presentations with traceable, trusted sources.
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