Hebbia adds Databricks integration so deal teams can query firm data
Hebbia has added a Databricks integration, letting customers ask questions about data stored in their Databricks environment directly inside the Hebbia platform. According to Hebbia, the aim is to give deal teams the full picture before they make a decision.
- Hebbia now integrates with Databricks, letting customers query firm data inside Hebbia.
- Use cases span credit, private equity, public equity and insurance.
- Data stays in the firm's Databricks environment and is read without being copied out.
- Users sign in with their own Databricks accounts and see only data they have permission to access.
- Available to Hebbia customers with a Databricks account.
What the integration does
Databricks is a data platform where many firms store and manage their own datasets. For financial institutions, Hebbia says, that means portfolio metrics, positions, fund performance and other proprietary data. This information usually sits apart from the internal documents, public filings and licensed data sources that teams use every day.
With Databricks now available in Hebbia, customers can ask questions about that proprietary data in the same place where they work with those other sources. Hebbia describes the platform as the one where deal teams already do most of their diligence.
The company also points to a common bottleneck. Most deal teams never interact with Databricks directly, and getting data typically means filing a request with the data team and waiting. The integration is meant to remove that step by letting teams ask in Hebbia and receive data that adds context to the deal they are working on.
How different firms use it
Hebbia lists several example use cases across financial sectors:
- 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.
In each case, the pitch is that structured firm data and unstructured documents can be examined together instead of in separate tools.
Controls and access
Hebbia stresses that the integration is built around the controls firms require. 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. Hebbia also says every answer shows where it came from, which lets users trace results back to their source.
Availability and context
The integration is available to Hebbia customers who have a Databricks account. Firms interested in bringing Databricks into their Hebbia workflows are asked to get in touch with the company.
The announcement follows other recent partnership news from Hebbia. On 10.20.2026 the company announced an integration with Datasite, giving deal teams direct access to their data rooms, and on 10.13.2026 it announced one with Octus, giving credit teams access to credit research, deal terms and private company data.
For users, the practical change is that proprietary portfolio and fund data held in Databricks can be queried without a separate request to the data team, while existing permissions continue to govern what each person can see.
Hebbia: Databricks is Available in Hebbia
