Databricks is Available in Hebbia

Hebbia is partnering with Databricks, the data and AI company, enabling financial institutions to securely access and analyze their enterprise data through the Databricks Data + AI Platform. . For financial institutions, that means portfolio metrics, positions, fund performance, and other proprietary data. That data usually lives separate from the internal documents, public filings, and other licensed data sources teams work with everyday. With Databricks in Hebbia, customers can now ask questions about it in Hebbia and get the full picture before making any deal decision. By connecting Hebbia's AI-powered workflows with governed enterprise data in Databricks, firms can make more informed investment decisions while maintaining control over their proprietary data.

How Firms Use Hebbia and Databricks

Most deal teams never interact with Databricks directly. Getting the data usually means filing a request with the data team and waiting. With the integration, deal teams ask questions in Hebbia, the platform where they already do most of their diligence, and get data that adds context to the decisions on the deal they’re working on. This gives investment professionals access to trusted enterprise data in their existing workflows, helping accelerate analysis and reduce reliance on manual data requests. A few ways customers use the integration:

• Credit: Compare a portfolio company’s latest KPIs against the covenant thresholds in its credit agreement and its public peers in a single question.
• Private Equity: Bring portfolio company KPIs and fund performance alongside board decks, IC memos, and value creation plans.
• Public Equity: Combine positions and risk metrics with filings, earnings transcripts, broker research, and internal notes.
• Insurance: Combine investment portfolio holdings and risk exposures with policy documents, rating agency research, and market data to monitor the book and evaluate new allocations.

Built for the Controls Your Firm Requires

All data stays in the firm’s Databricks environment, where Hebbia reads it without copying it out. Each user signs in with their own Databricks account, so they see only the data they already have permission to access, and every answer shows where it came from. By leveraging Databricks' unified governance capabilities, including Unity Catalog, the integration helps firms extend existing data access controls to AI-powered analysis without compromising security or governance.

Get in touch to bring Databricks into your Hebbia workflows. The integration is available to Hebbia customers with a Databricks account. Explore all Hebbia integrations, or get in touch to become a partner.