Investment Banking
Run investment banking work in ChatGPT: valuations, memos, buyer lists and pitch materials.
What Investment Banking can do in ChatGPT
Handle deal work from one chat.
Valuation Models
Build DCF models and comparable company valuations.
Strategy Memos
Draft strategic alternatives and financing memos.
Buyer And Investor Lists
Put together target buyer and investor lists.
CIM Work
Build a CIM or take an existing one apart.
Debt And Covenants
Analyze covenant packages and capital markets issuance.
You stay in control
You approve access, and you can disconnect Investment Banking at any time.
Apps 25
What Investment Banking does in ChatGPT
The Investment Banking plugin adds skills for banking work to ChatGPT. It covers mergers and acquisitions, client coverage, private equity sponsors, equity and debt capital markets, leveraged finance, restructuring, capital advisory and valuation, along with diligence and process work on a live deal.
Its skills include building buyer and investor lists, comparable company valuations, DCF models, company tearsheets, covenant package analysis and building or taking apart a CIM, the confidential information memo used in a sale. It also helps with diligence and pitch materials.
The plugin is published by OpenAI and has 23 skills in total. Its output is analysis and draft material to support your own work, not investment advice, and figures, models and memos should be checked like any other first draft before they reach a client.
Built-in skills
The listing says Investment Banking comes with 8 named skills plus 15 more. Skills are ready-made instructions ChatGPT can use for a specific job.
- Buyer Investor List
- Capital Markets Issuance
- CIM Builder
- CIM Teardown
- Company Tearsheet
- Comps Valuation
- Covenant Package Analyzer
- DCF Model Builder
Who it is for
- Investment banking analysts and associates
- Corporate development teams
- Finance students learning deal work
How to add Investment Banking to ChatGPT
- Open the Investment Banking listing in ChatGPT ↗.
- Click Install plugin.
- Sign in to your Investment Banking account when asked and approve the access it requests.
- Start a chat and ask for what you need, mentioning Investment Banking if ChatGPT does not pick it up.
- To stop, disconnect Investment Banking under apps in your ChatGPT settings.
Questions about Investment Banking
What is the Investment Banking ChatGPT plugin?
The Investment Banking plugin adds skills for banking work to ChatGPT. It covers mergers and acquisitions, client coverage, private equity sponsors, equity and debt capital markets, leveraged finance, restructuring, capital advisory and valuation, along with diligence and process work on a live deal. It is listed in ChatGPT's plugin marketplace under Finance.
What can I ask Investment Banking to do in ChatGPT?
For example: "Prepare a strategic alternatives memo for Intel covering asset sales, partnerships and capital needs", "Build financing alternatives for Boeing: liquidity needs, debt capacity and rating risk", "Analyze Warner Bros. Discovery as a breakup candidate". It also comes with built-in skills such as Buyer Investor List, Capital Markets Issuance and CIM Builder.
Who makes the Investment Banking plugin for ChatGPT?
The ChatGPT listing names OpenAI as the developer. The version listed on 8 October 2026 was 0.1.29.
How do I add Investment Banking to ChatGPT?
Open the Investment Banking listing in ChatGPT, click Install plugin, sign in to your Investment Banking account and approve the access it asks for. Then ask for what you need in a chat, mentioning Investment Banking if ChatGPT does not pick it up.
Can Investment Banking change things in my account, or only read?
The plugin is listed as interactive with read and write access. It works with the data and files you give it to build models, memos and lists.
Who is the Investment Banking plugin for?
Investment banking analysts and associates, corporate development teams and finance students learning deal work.
Which deal areas does it cover?
M&A, coverage, sponsors, ECM and DCM, leveraged finance, restructuring, capital advisory and valuation, according to the listing.
Can it build a DCF model?
Yes. DCF Model Builder is one of its listed skills, along with Comps Valuation and CIM Builder.
Does Investment Banking see my ChatGPT chats?
When Investment Banking is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Investment Banking. What Investment Banking does with that data falls under its own terms and privacy policy. ChatGPT keeps your training-data settings, and you can disconnect at any time.
How do I disconnect Investment Banking from ChatGPT?
Open your ChatGPT settings, go to apps, and disconnect Investment Banking. You can reconnect later from the listing.
What are alternatives to Investment Banking in ChatGPT?
Similar plugins in the ChatGPT marketplace include QuanterLab, Bizora Tax Research and Public Equity Investing. Each has its own page in this directory.
Privacy and your data
When Investment Banking is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Investment Banking. What Investment Banking then does with that data falls under its own terms and privacy policy, not only OpenAI's. ChatGPT keeps your training-data settings for data that comes from connected apps, and you can disconnect at any time.
Investment Banking privacy policy ↗Investment Banking terms ↗OpenAI: apps in ChatGPT ↗