PrivCo Data Connector for Microsoft Copilot

Securely deliver PrivCo's private company intelligence directly into your Microsoft 365 tenant, enabling Copilot to answer questions with trusted data—without users leaving their workflow.

What the Data Connector Does

The PrivCo data connector enables private company data to be securely delivered into your Microsoft 365 tenant and made available to Microsoft Copilot.

Data Push

PrivCo pushes pre-agreed company data into your Microsoft tenant through the Microsoft Copilot data connector.

Knowledge Graph

Microsoft builds a knowledge graph from this data within your tenant, making it searchable and accessible.

Enriched Answers

Users query Microsoft Copilot and receive enriched answers that incorporate PrivCo's U.S. private company intelligence.

How Users Benefit

Once the connector is active and the knowledge graph is built

Ask Natural Questions

Ask Copilot questions about U.S. private companies in plain language

Enrich Prompts

Enrich Copilot prompts with PrivCo company context automatically

Grounded Answers

Receive answers grounded in PrivCo's structured company data

Enterprise-Grade Integration

Built for security, compliance, and seamless workflow integration

Tenant-Scoped Security
Data stays within your Microsoft 365 tenant, meeting enterprise security requirements
Pre-Agreed Datasets
Only data you've approved is pushed to your tenant - full control over what's included
Admin Control
IT administrators manage access and permissions through standard Microsoft controls
Knowledge Graph
Microsoft's AI builds intelligent connections between data for smarter responses
No Context Switching
Users access PrivCo data without leaving Microsoft 365 environment
Natural Language
Ask questions in plain English - no need to learn special syntax or queries

End-to-End Setup Workflow

Follow these five steps to enable the PrivCo data connector with Microsoft Copilot

1

Client Prerequisites

Before beginning setup, ensure you have:

  • Microsoft Copilot licenses enabled for your organization
  • Client administrator approval for tenant access by PrivCo
2

Tenant Registration with PrivCo

The client administrator registers their Microsoft tenant by granting admin consent using the following URL:

Admin Consent URL:

https://login.microsoftonline.com/e2f8b68e-6edf-4d86-9639-17fba89ab099/adminconsent?client_id=c50bb50e-1e5a-4408-9f31-91cf81d59528

Security Note: This step allows PrivCo to securely connect to your tenant. Only tenant administrators can grant this consent.

3

PrivCo Connector Setup

The PrivCo team handles the technical configuration:

  • The PrivCo team configures the Microsoft Copilot data connector
  • Pre-agreed company datasets are prepared and validated
  • PrivCo pushes the approved company data into your Microsoft tenant
4

Knowledge Graph Creation

Microsoft processes the data within your tenant:

  • Microsoft processes the incoming data
  • A knowledge graph is built inside your tenant
  • Data becomes available for Copilot grounding
5

Copilot Agent & Instructions

Final configuration within Microsoft Copilot:

  • Set up a Copilot agent (or instructions) within Microsoft Copilot
  • Instructions guide Copilot to utilize PrivCo data when answering relevant questions

Setup Complete

After setup is complete:

  • PrivCo company data is available natively in Microsoft Copilot
  • Users can ask natural-language questions about U.S. private companies
  • Copilot responses are enriched with PrivCo's trusted private market intelligence

Need Implementation Support?

Our team will guide you through every step of the setup process to ensure a smooth integration.

Company Data Available from PrivCo

The specific data shared is pre-agreed between your organization and PrivCo

Core Company Information

  • Company name
  • Business description
  • Website
  • City and state
  • Industry classification

Financial & Performance

  • Revenue estimates
  • Employee count
  • Financial performance indicators
  • Valuation data
  • Growth metrics

Funding & Investment

  • Funding history
  • Investment rounds
  • Investor information
  • Funding amounts
  • Ownership structure

M&A Activity

  • M&A activity and status
  • Acquisition history
  • Divestiture records
  • Transaction details
  • Strategic partnerships

Customizable Data Sets

This data becomes part of your tenant's Copilot knowledge graph and can be referenced in natural-language questions. Work with our team to customize exactly which data fields and company attributes are included in your connector.

Example Use Cases

How teams use PrivCo data in Microsoft Copilot

Deal Research

Researching a private company before a deal, partnership, or sales engagement

"Tell me about Company X's recent funding and M&A activity"

Ownership Context

Understanding ownership, funding, or M&A context for strategic planning

"What is the ownership structure of Company Y?"

Quick Summaries

Quickly summarizing a company without switching tools or leaving your workflow

"Summarize Company Z's business and financials"

Market Analysis

Analyzing private market trends and identifying opportunities in specific sectors

"Show me fintech companies with $50M+ revenue"

Competitive Intelligence

Understanding competitive landscape and tracking competitor activity

"Compare financials of our top 3 competitors"

Investment Decisions

Making faster, better-informed investment decisions with comprehensive data

"What's the valuation history of Company A?"

Ready to Enable PrivCo Data in Copilot?

Contact our team to discuss setup, data requirements, and pricing for your organization.