Farsight deepens PitchBook data tie-up for deal teams

Farsight has expanded its partnership with PitchBook by integrating more of PitchBook's data into its platform, bringing private capital market information into Farsight's web application for existing PitchBook customers.

The integration adds PitchBook's deal data, investor and buyer information, valuations, and multiples to the Farsight workflow. Users can access it alongside other sources already available in the application, including S&P Capital IQ and SEC filings.

PitchBook customers using Farsight can connect their accounts through single sign-on, allowing deal teams to work with private capital data without moving between separate systems.

Farsight sells AI software for financial services and focuses on automating parts of deal work. Its tools are used across investment banking, private equity, venture capital, and corporate development, where teams handle large volumes of market data, internal judgment, and client materials.

The latest expansion builds on an earlier integration between the two companies. Under the updated arrangement, Farsight is embedding what it describes as Premium-level PitchBook data directly into the web application instead of relying on a more limited connection.

Workflow shift

The partnership targets a common complaint among financial professionals: the need to switch between specialist data services, office software, and internal systems while preparing analysis and presentations. PitchBook data in Farsight can be used for tasks such as building comparable company analyses, screening investment targets, enriching customer relationship management data, and preparing investment committee materials.

That reflects a broader push in financial services to fit AI tools into established working practices rather than ask bankers and investors to adopt separate environments. Firms evaluating such systems have increasingly focused on whether the output is grounded in familiar data sources and can be inserted into day-to-day production work.

Samir Dutta, Co-Founder and Chief Executive Officer of Farsight, said the integration is intended to address that need. "The integration with PitchBook strengthens Farsight's ability to deliver on what deal teams need most, reliable data flowing directly into production-ready materials," Dutta said.

PitchBook, which is owned by Morningstar, is one of the best-known providers of private capital market intelligence. Its database covers companies, investors, funds, deals, and individuals, and is widely used by investors, advisers, and corporate development teams tracking private market activity.

The tie-up gives Farsight access to a data source central to private market workflows, especially in areas such as valuations and deal sourcing. For customers already paying for PitchBook, the integration may reduce some of the manual work involved in moving information into internal models, memos, and presentations.

Private market focus

Private market data has become more important as investment firms, banks, and companies seek better visibility into valuation trends, buyer behavior, and funding activity outside public markets. At the same time, software providers serving those institutions have tried to show that AI systems can support practical work such as document preparation, analysis, and internal approvals rather than only experimental use cases.

Farsight describes its product as a system that captures the judgments bankers make and turns them into repeatable output across the deal lifecycle. Its software is used to help create materials including pitch decks, confidential information memoranda, investment committee memoranda, and financial models.

The expanded PitchBook partnership suggests data partnerships remain a key part of that strategy. In corporate finance and investment workflows, access to trusted underlying information often determines whether teams will use automated tools for work tied to client advice or investment decisions.

Tom Van Buskirk, Executive Vice President of Technology and Engineering at PitchBook, said the integration reflects that emphasis on data within the workflow itself. "When making decisions in private markets, the foundation is data you can trust, delivered where and when it's needed," Van Buskirk said. "This expanded integration with Farsight does exactly that - bringing PitchBook's depth directly into deal team workflows. That's how trusted data powers teams to move with confidence."