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PitchBook’s Private Market Intelligence Now Accessible Within ChatGPT for Financial Services
Teams using ChatGPT for Financial Services can access PitchBook’s expanded firmographic dataset through the Essential connector
SEATTLE, September 10, 2026–(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.
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What’s new: PitchBook is a data partner for ChatGPT for Financial Services, OpenAI’s new offering for investment banking and equity research teams.
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What’s included: PitchBook’s expanded firmographic dataset of companies, investors, and funds, delivered through the Essential connector.
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Who gets access: Teams using ChatGPT for Financial Services.
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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.
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.”
