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PitchBook Launches New Generative AI Experiences with the Introduction of PitchBook Navigator and Upcoming Integration with OpenAI

New AI Capabilities and MCP Integrations Make Trusted Private Capital Market Intelligence Faster and More Accessible Across Financial Workflows

PitchBook, the leading provider of private capital market intelligence, today announced the upcoming launch of PitchBook Navigator, a generative AI feature that delivers best-in-class private capital market insights through simple, natural-language prompts directly within the PitchBook Platform. Navigator will be generally available to subscribers in late November. PitchBook also announced a Model Context Protocol (MCP) connector integration with OpenAI, enabling PitchBook subscribers to securely access its proprietary private market data within ChatGPT. This integration is expected to be available in the near future. Together, these launches bring private capital market intelligence into the age of trusted AI, transforming how financial professionals access, analyze, and act on data.

“AI is only as powerful as the data and research behind it,” said Paul Jaeschke, Chief Product Officer at PitchBook. “With PitchBook Navigator and our growing network of LLM partnerships, we’re bringing private market intelligence into a new era of trusted AI – where insights are not only fast, but also reliable and grounded in data professionals already depend on. By combining the speed of conversational AI with the rigor of our proprietary data methodology, we’re empowering our clients to move from data discovery to decision-making with speed, confidence, and clarity – no matter where they work.”

Embedded in the PitchBook Platform, Navigator enables users to ask natural-language questions and instantly surface insights on companies, deals, and market trends, powered by PitchBook’s data and proprietary AI + HI (Artificial Intelligence + Human Insights) methodology. This approach pairs advanced AI with human expertise, ensuring every response is fast, objective, and backed by the industry’s most accurate and timely data. At launch, Navigator delivers data and research across companies, transactions, and market themes to accelerate deal sourcing, due diligence, and market analysis. Over time, it will expand to include the full scope of PitchBook’s data, insights and IP.

Early beta testing has demonstrated strong adoption and measurable productivity gains.

  • “I primarily used Navigator for summaries, trends, and recent market activity. It was very helpful in writing a brief summary on PE and RE market trends." - Director of Public & Private Markets, Boutique Wealth Management Firm
  • "The detailed references to the source data and links to source information is helpful. Very easy to verify that the data presented is accurate." - Chief Operating Officer, Enterprise Business Development Company
  • "I was able to break down my search request by column, location, and data type. It was smart about answering what I needed." - Ecosystem Development and Strategic Partnerships, Department of Commerce
  • "It was helpful to get an initial summary in a matter of a couple of seconds/minutes." - Corporate Development, Space Technology Company

Additionally, PitchBook is expanding its growing network of enterprise AI and MCP integrations with OpenAI. Within ChatGPT, PitchBook subscribers will be able to surface PitchBook’s proprietary insights through secure, conversational prompts, without switching platforms or cross-checking sources. OpenAI and PitchBook share a focus on surfacing premium, high-quality data to its users, enhancing the accuracy and trustworthiness of AI-driven financial analysis.

“AI is transforming every corner of business, and after nearly two decades building the foundation of reliable, comprehensive data, PitchBook is uniquely positioned to lead this new era of private market intelligence,” said Thomas Van Buskirk, EVP of Technology and Engineering at PitchBook. “By embedding advanced AI in our platform and building integrations, we’re delivering trusted, data-driven insights faster than ever, empowering investors to make confident decisions grounded in PitchBook’s proven data integrity.”

As AI adoption accelerates across financial services, PitchBook continues to build on its legacy of data excellence to drive responsible AI innovation in the private capital markets. The company’s AI roadmap focuses on three core areas:

  • Data collection technology: Scaling AI + HI-powered ingestion engines to expand coverage, reliability, and speed.
  • In-platform experiences: Embedding AI directly into tools like PitchBook Navigator, Profile Summaries, Transcript Summaries, and the VC Exit Predictor.
  • Strategic partnerships and integrations: Expanding collaborations with leading LLM providers to ensure trusted data and insights are available wherever professionals work.

To learn more about PitchBook Navigator and PitchBook’s LLM integrations, 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.