Out of the box skills to support investors: September 2026
Insights
New additions mean investors can automate more of the deal.
Each month, Accendo tracks named, install-and-use AI skills built for investors, and maps every one to its stage in the deal workflow and the team function it supports. This update covers the Investment and PE Skills Library as it stands today, and what changed since the last cycle.
This cycle adds seven new items across Claude, ChatGPT, and Copilot (M365), including a Moody’s MCP app for Claude, two new Codex plugins for ChatGPT covering investment banking and public equity investing, LSEG, Moody’s, and Daloopa apps for ChatGPT, and a pre-built finance skills library for Copilot in Excel. The Claude core Financial Analysis plugin’s connector list also expands to include eight new data partners: Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C Intralinks, Third Bridge, and Verisk. A fund can now pull Moody’s credit ratings, LSEG market data, and Daloopa audit-ready fundamentals directly into due diligence work on two separate platforms, without switching to a standalone data terminal.
Last updated: 01 September 2026
Library change: Added Moody’s MCP app for Claude, two new Codex/ChatGPT finance plugins (Investment Banking, Public Equity Investing), LSEG/Moody’s/Daloopa apps for ChatGPT, a new Copilot-in-Excel pre-built finance skills row, and expanded the Claude core plugin’s connector list with eight newly announced data partners (Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C Intralinks, Third Bridge, Verisk).
35active items tracked
4platforms covered
4 / 9deal stages populated
4 / 8team functions populated
Deal workflow
Match the right skill to the right stage of the deal.
Use this to see where a fund can hand research to a named skill today, and where the team still has to build the workflow itself.
01 Origination / Deal Sourcing
6 item(s) across 4 platform(s).
- Claude: Investment Banking (plugin)
- Claude: Pitch Agent
- ChatGPT: Investment Banking plugin (Codex)
- Perplexity: Computer for Professional Finance
- Copilot (M365): PitchBook Premium Connector for Microsoft 365 Copilot
- Copilot (M365): CB Insights Graph Connector for Microsoft 365 Copilot
Origination now spans four platforms, from Claude’s Investment Banking plugin and Pitch Agent to ChatGPT’s new Investment Banking plugin, Perplexity’s Computer for Professional Finance, and Copilot’s PitchBook and CB Insights connectors, so a deal team can source and build a first pitch on whichever platform it already runs.
02 Screening / Thesis Fit
8 item(s) across 3 platform(s).
- Claude: Equity Research (plugin)
- Claude: Market Researcher
- Claude: Investment Analysis (Claude Code Skill)
- Claude: Earnings Reviewer (agent)
- ChatGPT: Investment Research Assistant GPT
- ChatGPT: Public Equity Investing plugin (Codex)
- Copilot (M365): Zacks Equity Research AI Agent
- Copilot (M365): Morningstar federated Copilot connector
Screening is covered by eight named items across Claude, ChatGPT, and Copilot, including the new Public Equity Investing plugin for ChatGPT alongside Claude’s Equity Research plugin and Copilot’s Zacks and Morningstar connectors, so a fund can run thesis-fit checks and earnings review on three separate platforms rather than building a single proprietary screen.
03 Preliminary IC
No library item currently covers this stage.
04 Due Diligence
17 item(s) across 3 platform(s).
- Claude: Financial Analysis (core plugin)
- Claude: Private Equity (plugin)
- Claude: S&P Global Plugin (Kensho)
- Claude: LSEG Plugin
- Claude: Excel LBO Modeler (Claude Code Skill)
- Claude: Model Builder (agent)
- Claude: Moody’s MCP App
- ChatGPT: S&P Global app (Kensho) for ChatGPT Enterprise
- ChatGPT: LSEG app for ChatGPT
- ChatGPT: Moody’s app for ChatGPT
- ChatGPT: Daloopa app for ChatGPT
- Copilot (M365): Daloopa connector for Copilot in Excel
- Copilot (M365): FactSet connector for Copilot in Excel
- Copilot (M365): S&P Global Deterministic Retrieval (Kensho) connector for Copilot in Excel
- Copilot (M365): LSEG federated Copilot connector
- Copilot (M365): Moody’s federated Copilot connector
- Copilot (M365): Pre-built Finance Skills library for Copilot in Excel
Due diligence is now the deepest-covered stage at seventeen named items, adding Moody’s credit data to Claude, Moody’s, LSEG, and Daloopa apps to ChatGPT, and a pre-built finance skills library to Copilot in Excel, so a diligence team can pull credit ratings, market data, and audit-ready fundamentals inside the same chat or spreadsheet interface it already uses for modeling.
05 Term Sheet / Structuring
No library item currently covers this stage.
06 Final IC
No library item currently covers this stage.
07 Closing
No library item currently covers this stage.
08 Ownership & Monitoring
4 item(s) across 1 platform(s).
- Claude: Valuation Reviewer (agent)
- Claude: GL Reconciler (agent)
- Claude: Month-End Closer (agent)
- Claude: Statement Auditor (agent)
Ownership and monitoring is served only by four Claude agents, Valuation Reviewer, GL Reconciler, Month-End Closer, and Statement Auditor, so a fund managing a portfolio company post-close has a single-platform toolkit for closing and valuation checks and no equivalent yet on ChatGPT, Perplexity, or Copilot.
09 Exit
No library item currently covers this stage.
Team function coverage
See which team functions are ready for AI today.
The heatmap scores Fundraising & LP, Portfolio Value Creation, AI Governance, and Talent & Knowledge as Limited on every one of the four platforms, with Monitoring & Reporting also Limited everywhere except a single Moderate score on Claude. A fund working any of these five functions still needs its own workflow, since no platform in the library currently carries a named, shelf-ready skill there.
| Platform | 01 Thesis & Market Intelligence | 02 Pipeline & CRM | 03 Fundraising & LP | 04 Portfolio Value Creation | 05 Monitoring & Reporting | 06 Fund Admin & Valuation | 07 AI Governance | 08 Talent & Knowledge |
|---|---|---|---|---|---|---|---|---|
| Claude | Strong6 found | Strong2 found | Limited0 found | Limited0 found | Moderate1 found | Strong8 found | Limited0 found | Limited0 found |
| ChatGPT | Strong4 found | Moderate1 found | Limited0 found | Limited0 found | Limited0 found | Strong2 found | Limited0 found | Limited0 found |
| Perplexity | Limited0 found | Moderate1 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found |
| Copilot (M365) | Strong4 found | Strong2 found | Limited0 found | Limited0 found | Limited0 found | Strong4 found | Limited0 found | Limited0 found |
Strong: 2 or more active items for this platform at this team function. Moderate: exactly 1 active item. Limited: 0 active items. Computed by counting rows, not a judgment call.
Where Accendo helps
Turn this inventory into an adoption plan for your fund.
Accendo maps a fund’s existing process against this inventory to show where a named skill already covers a function and where the function still runs on internal templates or spreadsheets. With Fund Admin & Valuation and Thesis & Market Intelligence the most served functions this cycle, and Fundraising & LP, Portfolio Value Creation, AI Governance, and Talent & Knowledge without a shelf-ready item on any platform, we work with funds to decide where to adopt a listed skill directly and where to keep building in-house.
AI adoption roadmap by deal stage
Decide which named skills to adopt at each stage of the fund’s own deal process
Fund Thesis AI Configuration
Translate mandate, geography, sector focus and decision style into reusable AI instructions
Coverage gap-filling
Build a fund-specific workflow or agent for a deal stage or team function this library does not yet cover
Team function rollout
Sequence adoption across Thesis and Market Intelligence, Pipeline and CRM, Fund Admin and Valuation, and the other team functions
Use-case pilots
Run a pilot with two or three named skills against a live deal or portfolio company before wider rollout
Governance and quality control
Guardrails for source verification, human review, data access and output validation
Appendix
Full library inventory.
The appendix below is a working inventory of every item tracked this cycle, not a buyer’s guide, and items added or updated since the last run are marked accordingly in the table.
View the current Investment & PE Skills Library inventory
Last updated 01 September 2026. Added Moody’s MCP app for Claude, two new Codex/ChatGPT finance plugins (Investment Banking, Public Equity Investing), LSEG/Moody’s/Daloopa apps for ChatGPT, a new Copilot-in-Excel pre-built finance skills row, and expanded the Claude core plugin’s connector list with eight newly announced data partners (Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C Intralinks, Third Bridge, Verisk). Items New or Updated this cycle are marked below.
Claude
| Item | What it does | Deal stage | Team function | How to get it | Access | Guide |
|---|---|---|---|---|---|---|
| Investment Banking (plugin) | Drafts CIMs, teasers, and process letters, and builds buyer lists, merger models, and deal-tracking materials for sell-side and buy-side M&A processes | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | Install from the Financial Services marketplace in Claude Cowork/Desktop after the financial-analysis core plugin | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) | support.claude.com |
| Pitch Agent | End-to-end agent that runs comps, precedent transactions, and an LBO model and turns them into a branded pitch deck and companion Excel model for a named target/acquirer and thesis | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | Install the pitch-agent plugin from the anthropics/financial-services marketplace in Claude Cowork, or deploy the same template as a Claude Managed Agent via the Managed Agents API | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com/anthropics/financial-services |
| Equity Research (plugin) | Writes earnings updates and initiating coverage reports, updates financial models with new guidance, and tracks catalysts and screens for new investment ideas | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Install from the Financial Services marketplace in Claude Cowork/Desktop after the financial-analysis core plugin | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) | support.claude.com |
| Market Researcher | Turns a sector or theme into an industry overview, competitive landscape, peer comps, and an ideas shortlist, delivered as a research primer document | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Install the market-researcher plugin from the anthropics/financial-services marketplace in Claude Cowork, or deploy the same template as a Claude Managed Agent | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com/anthropics/financial-services |
| Investment Analysis (Claude Code Skill) | Interprets the three financial statements, calculates ratios like ROE and PEG, and performs DCF, relative valuation (P/E, P/B, PEG), and DuPont analysis alongside qualitative frameworks such as Porter’s Five Forces and moat analysis | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Install the skill from the mcpmarket.com listing into Claude Code | Free | mcpmarket.com |
| Earnings Reviewer (agent) | Ingests an earnings call transcript plus new filings, updates the underlying financial model, and drafts a research note flagging guidance changes, one-time items, and thesis-relevant management commentary | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Install the earnings-reviewer plugin from the anthropics/financial-services marketplace in Claude Cowork or Claude Code, or deploy the same template as a Claude Managed Agent via the managed-agent-cookbooks/earnings-reviewer cookbook | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com/anthropics/financial-services |
| Financial Analysis (core plugin) Updated | Builds comparable company analyses, DCF models, LBO models, 3-statement financials, competitive analysis, and deck QC (formula tracing, hardcode detection, balance checks), and bundles the shared MCP data connectors (FactSet, S&P Global, Moody’s, LSEG, PitchBook, Daloopa, Morningstar, Chronograph, Egnyte, Aiera, MT Newswires, Dun & Bradstreet, Fiscal AI, Financial Modeling Prep, Guidepoint, IBISWorld, SS&C Intralinks, Third Bridge, Verisk) used by every other finance plugin | 04 Due Diligence | 06 Fund Admin & Valuation | Add the Financial Services marketplace in Claude Cowork/Desktop (Customize > Plugins > Browse Anthropic sources > Financial Services) or add the public GitHub repo anthropics/financial-services, then install the financial-analysis plugin first | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise); data connectors may need separate provider subscriptions | support.claude.com |
| Private Equity (plugin) | Sources and screens deals against fund criteria, runs due diligence checklists, drafts IC memos, and monitors portfolio company KPIs across the deal lifecycle | 04 Due Diligence | 05 Monitoring & Reporting | Install from the Financial Services marketplace in Claude Cowork/Desktop after the financial-analysis core plugin | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) | claude.com |
| S&P Global Plugin (Kensho) | Generates one-to-two page company tearsheets, industry deal-flow/transaction digests, and earnings previews sourced from S&P Capital IQ data via the Kensho LLM-ready API MCP server | 04 Due Diligence | 01 Thesis & Market Intelligence | Install the S&P Global plugin in Claude Cowork (via the Financial Services marketplace or the kensho-technologies/spglobal-agent-skills GitHub repo); requires an S&P Global/Capital IQ data entitlement | Free plugin, requires a paid Claude plan plus an S&P Global/Kensho data subscription | claude.com |
| LSEG Plugin | Adds LSEG market data and analytics to Claude’s finance skills to build DCF models with live yield curves, draft IC memos and morning notes with real-time news, and price bonds/swaps for deal financing sections | 04 Due Diligence | 06 Fund Admin & Valuation | Install the LSEG plugin in Claude Cowork via the Financial Services marketplace or claude.com/plugins/lseg; requires active LSEG data entitlements | Free plugin, requires a paid Claude plan plus active LSEG data entitlements | claude.com |
| Excel LBO Modeler (Claude Code Skill) | Generates a structured 6-sheet Excel workbook with transaction summary, sources and uses, five-year operating projections, multi-tranche debt paydown waterfalls, and IRR/MoM sensitivity tables for an LBO | 04 Due Diligence | 06 Fund Admin & Valuation | Install the skill from the mcpmarket.com listing into Claude Code or Claude Desktop | Free | mcpmarket.com |
| Model Builder (agent) | Builds a full DCF, LBO, or 3-statement model with comps live in Excel for a named company, generating an editable .xlsx workbook with assumptions, projections, and valuation tabs rather than a static description | 04 Due Diligence | 06 Fund Admin & Valuation | Install the model-builder plugin from the anthropics/financial-services marketplace in Claude Cowork or Claude Code, or deploy the same template as a Claude Managed Agent via the managed-agent-cookbooks/model-builder cookbook | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com/anthropics/financial-services |
| Moody’s MCP App New | Moody’s launched an MCP app that brings proprietary credit ratings and data on more than 600 million public and private companies into Claude for use in compliance, credit analysis, and business development, surfacing Moody’s own interactive tools directly inside Claude rather than acting as a plain data connector. | 04 Due Diligence | 01 Thesis & Market Intelligence | Available to joint Claude/Moody’s customers on paid Claude plans alongside the Claude for Financial Services plugins in Cowork or Claude Code; announced as part of Anthropic’s May 5, 2026 financial services agent launch | Free plugin, requires a paid Claude plan plus a Moody’s data subscription | anthropic.com |
| Valuation Reviewer (agent) | Ingests GP-provided portfolio company valuation packages, runs them through the fund’s valuation template, computes NAV and waterfall allocations, and stages an LP reporting pack for IR sign-off | 08 Ownership & Monitoring | 06 Fund Admin & Valuation | Install the valuation-reviewer plugin from the anthropics/financial-services marketplace in Claude Cowork or Claude Code, or deploy the same template as a Claude Managed Agent | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | claudepluginhub.com |
| GL Reconciler (agent) | Reconciles general ledger accounts against the books of record and runs net asset value calculations, finding breaks, tracing root cause, and routing discrepancies for controller sign-off | 08 Ownership & Monitoring | 06 Fund Admin & Valuation | Install the gl-reconciler plugin from the anthropics/financial-services marketplace in Claude Cowork or Claude Code, or deploy the same template as a Claude Managed Agent | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com |
| Month-End Closer (agent) | Runs the month-end close for a named entity, building the period-end accrual schedule, roll-forwards, and variance commentary, and stages the close package with draft journal entries for controller sign-off | 08 Ownership & Monitoring | 06 Fund Admin & Valuation | Install the month-end-closer plugin from the anthropics/financial-services marketplace in Claude Cowork or Claude Code, or deploy the same template as a Claude Managed Agent | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | claudepluginhub.com |
| Statement Auditor (agent) | Audits pre-generated LP or trial-balance statements before distribution, reviewing financial statements for consistency, completeness, and audit-readiness ahead of investor delivery | 08 Ownership & Monitoring | 06 Fund Admin & Valuation | Install the statement-auditor plugin from the anthropics/financial-services marketplace in Claude Cowork or Claude Code, or deploy the same template as a Claude Managed Agent | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com |
ChatGPT
| Item | What it does | Deal stage | Team function | How to get it | Access | Guide |
|---|---|---|---|---|---|---|
| Investment Banking plugin (Codex) New | Helps bankers turn research and diligence into client-ready materials, preparing pitch materials, analyzing comparable companies and transactions, and turning diligence into recommendations using trusted data from providers such as FactSet, S&P Global, Moody’s, and PitchBook. | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | Enable the Investment Banking plugin from the Codex plugin gallery (Codex is merging into the ChatGPT desktop app); available to ChatGPT/Codex Business and Enterprise workspaces, launched June 2, 2026 | ChatGPT/Codex Business or Enterprise plan | openai.com |
| Investment Research Assistant GPT | Performs structured, source-backed investment and market research using multi-turn web analysis, built by OpenAI as an example finance GPT | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Available via the “Get GPT” link on OpenAI Academy’s ChatGPT for financial services resource page | Free / Plus | academy.openai.com |
| Public Equity Investing plugin (Codex) New | Helps investors make sense of market and company information, reviewing earnings, comparing companies, tracking signals, and assessing whether an investment thesis is strengthening or weakening using information from Moody’s, Daloopa, Datasite, FactSet, LSEG, S&P, PitchBook, and Hebbia. | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Enable the Public Equity Investing plugin from the Codex plugin gallery (Codex is merging into the ChatGPT desktop app); available to ChatGPT/Codex Business and Enterprise workspaces, launched June 2, 2026 | ChatGPT/Codex Business or Enterprise plan | openai.com |
| S&P Global app (Kensho) for ChatGPT Enterprise | Connects ChatGPT Enterprise to S&P Global’s Kensho LLM-ready API via a verified MCP app so users can value public companies, conduct equity research, and create M&A target profiles grounded in S&P Global data through natural-language questions | 04 Due Diligence | 01 Thesis & Market Intelligence | ChatGPT Enterprise users with an S&P Global/Capital IQ entitlement connect the verified S&P Global app from the Apps tab in ChatGPT | ChatGPT Enterprise + S&P Global/Capital IQ subscription | marketplace.spglobal.com |
| LSEG app for ChatGPT New | Brings LSEG’s financial data, analytics, and news directly into ChatGPT for natural-language interaction through a Model Context Protocol connector, giving analysts and deal teams access to LSEG-licensed market, issuer, and instrument data grounded in real-time sources. | 04 Due Diligence | 06 Fund Admin & Valuation | ChatGPT Enterprise/Business customers with an LSEG data entitlement connect the LSEG app from the Apps tab, per the LSEG/OpenAI partnership | ChatGPT Enterprise/Business + LSEG data subscription | lseg.com |
| Moody’s app for ChatGPT New | Connects ChatGPT to Moody’s proprietary credit ratings and company risk data for credit analysis and risk analytics, released as one of OpenAI’s financial-data app integrations alongside Dow Jones Factiva, MSCI, Third Bridge, and MT Newswires. | 04 Due Diligence | 01 Thesis & Market Intelligence | ChatGPT Enterprise/Business users connect the Moody’s app from the ChatGPT Apps directory; requires an active Moody’s data subscription | ChatGPT Enterprise/Business + Moody’s subscription | openai.com |
| Daloopa app for ChatGPT New | Adds Daloopa’s audit-ready fundamentals, sourced from SEC filings, investor presentations, and press releases with each datapoint hyperlinked to its original source, into ChatGPT via an MCP connector for company research and model updates. | 04 Due Diligence | 06 Fund Admin & Valuation | Connect the Daloopa app from the ChatGPT Apps directory, or reference Daloopa as a data source in ChatGPT for Excel; requires an active Daloopa subscription | ChatGPT Enterprise/Business + Daloopa subscription | daloopa.com |
Perplexity
| Item | What it does | Deal stage | Team function | How to get it | Access | Guide |
|---|---|---|---|---|---|---|
| Computer for Professional Finance | Packages 35 named finance workflows across ten segments (including Private Equity and Public Equities), such as a Sourcing Screen that turns target-business signals into a live dashboard of candidates and a Company Tearsheet that turns a company and data source into a cited one-page overview | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | Available to Perplexity Pro/Max subscribers via the Computer tab, with the Professional Finance workflow set aimed at enterprise finance teams (Perplexity Enterprise sales channel for full data connector setup) | Pro / Max, with Enterprise for licensed data connectors | perplexity.ai |
Copilot (M365)
| Item | What it does | Deal stage | Team function | How to get it | Access | Guide |
|---|---|---|---|---|---|---|
| PitchBook Premium Connector for Microsoft 365 Copilot | Brings PitchBook company profiles, deal histories, fund data, and analyst research into Copilot in Excel, Copilot Chat, and Researcher so teams can build target lists, run diligence workflows, and screen investments with citations back to PitchBook data. | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | PitchBook clients with a seat-based, unlimited, or trial licence and SSO credentials enable the Premium Connector alongside a paid Microsoft 365 Copilot account, following setup instructions at pitchbook.com/premium-connectors/copilot | Paid (PitchBook licence) + M365 Copilot | pitchbook.com |
| CB Insights Graph Connector for Microsoft 365 Copilot | Integrates CB Insights’ proprietary data on millions of companies and 1,400+ markets into Copilot responses across Word, Excel, PowerPoint, and Teams, for sourcing candidate companies, evaluating emerging markets, and supporting diligence and corporate-development briefings. | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | Enable the CB Insights Graph Connector for Microsoft 365 Copilot via cbinsights.com/copilot-connector; requires an active CB Insights subscription plus a Microsoft 365 Copilot licence | Paid (CB Insights subscription) + M365 Copilot | cbinsights.com |
| Zacks Equity Research AI Agent | Turns natural-language prompts into equity screens, comparable company analysis, and stock summaries using Zacks’ analyst-written reports on 1,100 companies and quantitative research on 3,500 more, plus fundamental earnings, estimates, and broker data, and helps prepare earnings-call briefings and sector notes without leaving Word, Excel, PowerPoint, Outlook, or Teams. | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Zacks Investment Research subscribers enable the agent for their organization at go.zackspro.com/copilot; requires an active Zacks subscription plus a Microsoft 365 Copilot licence | Paid (Zacks subscription) + M365 Copilot | go.zackspro.com |
| Morningstar federated Copilot connector | Surfaces Morningstar’s investment research, analyst ratings, and market data inside Copilot Chat, Copilot in Excel, and the Researcher agent, so investment professionals can evaluate opportunities and screen or compare funds without switching platforms. | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Enabled as a federated Copilot connector via the Microsoft 365 Copilot admin settings; requires a Morningstar Direct AI subscription in addition to a Microsoft 365 Copilot licence | M365 Copilot + Morningstar subscription | support.microsoft.com |
| Daloopa connector for Copilot in Excel | Pulls audit-ready fundamentals sourced from SEC filings, investor presentations, and press releases directly into a workbook, so analysts can update operating models, build comp tables, and reduce manual data entry from filings. | 04 Due Diligence | 06 Fund Admin & Valuation | Enabled as a federated financial data connector in Copilot in Excel (Excel for Web, Windows, or Mac); requires an active Daloopa subscription in addition to a Microsoft 365 Copilot licence | M365 Copilot + Daloopa subscription | microsoft.com |
| FactSet connector for Copilot in Excel | Connects Excel workflows to FactSet’s financial and alternative data for modeling, screening, and market-analysis tasks that rely on institutional-grade data, grounding Copilot’s outputs in FactSet sources. | 04 Due Diligence | 06 Fund Admin & Valuation | Enabled as a federated financial data connector in Copilot in Excel; the connector is in preview with general availability planned for July 2026, and requires an active FactSet subscription plus a Microsoft 365 Copilot licence | M365 Copilot + FactSet subscription (connector in preview, GA July 2026) | microsoft.com |
| S&P Global Deterministic Retrieval (Kensho) connector for Copilot in Excel | Provides structured, API-driven access to S&P Global company financials and market intelligence for company research, financial analysis, transcript intelligence, and multi-entity comparisons, with predictable, cited results. | 04 Due Diligence | 01 Thesis & Market Intelligence | Enabled as a federated financial data connector in Copilot in Excel; requires an active S&P Global/Kensho data subscription in addition to a Microsoft 365 Copilot licence | M365 Copilot + S&P Global/Kensho subscription | support.microsoft.com |
| LSEG federated Copilot connector | Brings LSEG institutional market data, including foreign exchange rates, equities, and pricing, into Copilot Chat, Researcher, and Copilot in Excel at query time for grounding valuation models and market checks | 04 Due Diligence | 06 Fund Admin & Valuation | Enable the LSEG federated connector in Microsoft 365 Copilot (Copilot Chat, Researcher, or the Sources menu in Copilot in Excel); requires an active LSEG data entitlement plus a Microsoft 365 Copilot licence | M365 Copilot + LSEG subscription | techcommunity.microsoft.com |
| Moody’s federated Copilot connector | Brings Moody’s credit ratings and corporate data into Copilot Chat, Researcher, and Copilot in Excel at query time, grounding credit and counterparty diligence in ratings data | 04 Due Diligence | 01 Thesis & Market Intelligence | Enable the Moody’s federated connector in Microsoft 365 Copilot (Copilot Chat, Researcher, or the Sources menu in Copilot in Excel); requires an active Moody’s data entitlement plus a Microsoft 365 Copilot licence | M365 Copilot + Moody’s subscription | techcommunity.microsoft.com |
| Pre-built Finance Skills library for Copilot in Excel New | A library of sample finance skills that guide Copilot through repeatable processes such as building a DCF, closing the books, refreshing a monthly reporting model, or preparing a variance analysis, invoked with tags like @comps-analysis, @variance-analysis, and @model-update to build a DCF/comps/sensitivity model, identify the largest revenue and margin variances with an executive summary, or reconcile a forecast roll-forward against the operating plan. | 04 Due Diligence | 06 Fund Admin & Valuation | Microsoft made pre-built finance skills generally available to Microsoft 365 Copilot customers across Excel for Web, Windows, and Mac starting June 25, 2026; custom and partner-built skills follow later in 2026 | M365 Copilot (Excel) | microsoft.com |
