Key Takeaways
- • PitchBook announced general availability of its integration with Harvey, the AI platform for legal and professional services, powered by the PitchBook Data Premium Connector and first announced in June 2026 before a beta period.
- • Mutual PitchBook and Harvey customers can now pull PitchBook financing history, terms, cap table details, fund portfolios and recent funding activity directly inside Harvey.
- • More than 21,000 users across 3,000 accounts have made more than 10 million tool calls to PitchBook data through AI platforms since the late 2025 launch, with usage up nearly 2,000% year to date.
- • Venture capital and private equity firms drive most activity, with adoption also spanning corporate, investment banking, asset management and more than 300 service provider accounts.
Summary
PitchBook, the private capital market intelligence platform owned by Morningstar, announced the general availability of its integration with Harvey, which it describes as the leading AI platform for legal and professional services. The integration is powered by the PitchBook Data Premium Connector, was first announced in June, and has moved out of beta for customers that use both platforms.
Through the integration, legal teams using Harvey to draft, analyze and review deal documents can access PitchBook data directly within the platform. PitchBook outlined three use cases: researching precedent deals by pulling financing history, terms and cap table details; identifying new clients by surfacing recent funding activity and reviewing the portfolios of active private equity firms; and preparing for investment committees by drafting memos, one-pagers and fund landscape scans that combine PitchBook data with internal analysis.
PitchBook said demand for the Premium Connector has grown rapidly since its late 2025 launch. According to the company, more than 21,000 users across 3,000 accounts have made more than 10 million tool calls to PitchBook data through AI platforms. Usage has accelerated nearly 2,000% year to date, with tool calls up 267% over the last six months. Venture capital and private equity firms account for most of that activity, while corporate, investment banking and asset management teams, along with more than 300 service provider accounts, also use the connector.
Paul Jaeschke, Chief Product Officer at PitchBook, said customers increasingly work inside AI platforms and that the company intends to keep its AI offerings grounded in PitchBook data. Nate Schlein, Head of Product Business Development at Harvey, said the connector allows deal teams to research precedent deals and prepare for investment committees. The announcement precedes a October 28 panel at Seattle AI Week, titled "Future of Finance: How AI Is Rewiring Private Market Workflows," featuring Jaeschke and Harvey's David Armstrong, Head of Asset Management.
Through the integration, legal teams using Harvey to draft, analyze and review deal documents can access PitchBook data directly within the platform. PitchBook outlined three use cases: researching precedent deals by pulling financing history, terms and cap table details; identifying new clients by surfacing recent funding activity and reviewing the portfolios of active private equity firms; and preparing for investment committees by drafting memos, one-pagers and fund landscape scans that combine PitchBook data with internal analysis.
PitchBook said demand for the Premium Connector has grown rapidly since its late 2025 launch. According to the company, more than 21,000 users across 3,000 accounts have made more than 10 million tool calls to PitchBook data through AI platforms. Usage has accelerated nearly 2,000% year to date, with tool calls up 267% over the last six months. Venture capital and private equity firms account for most of that activity, while corporate, investment banking and asset management teams, along with more than 300 service provider accounts, also use the connector.
Paul Jaeschke, Chief Product Officer at PitchBook, said customers increasingly work inside AI platforms and that the company intends to keep its AI offerings grounded in PitchBook data. Nate Schlein, Head of Product Business Development at Harvey, said the connector allows deal teams to research precedent deals and prepare for investment committees. The announcement precedes a October 28 panel at Seattle AI Week, titled "Future of Finance: How AI Is Rewiring Private Market Workflows," featuring Jaeschke and Harvey's David Armstrong, Head of Asset Management.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.