Investment banking workflows for M&A, coverage, sponsors, ECM/DCM, LevFin, restructuring, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution.
Install
- 1Add it in ChatGPT
Open Plugins in the ChatGPT sidebar (web or desktop), search for “Investment Banking” and select +. You'll be asked to sign in to any connected service on first use. Then type @ in a chat to call it.
Skills 15
- Buyer Investor List
Buyer and investor universe builder
- Capital Markets Issuance
Issuer-side capital markets advice
- CIM Builder
Build sell-side CIM materials
- CIM Teardown
Claims-led CIM diligence review
- Company Tearsheet
Cited company profile builder
- Comps Valuation
Trading comps reports and workbook models
- Covenant Package Analyzer
Credit agreement covenant review
- DCF Model Builder
Code-backed DCF valuation exports
- Deal Process Tracker
M&A process tracker manager
- Distressed Recovery Waterfall
Distressed recovery waterfall models
- Financials Normalizer
Normalize model-ready financials
- IB Deck QC
Banker circulation deck review
- Investment Banking
Routes banker transaction, valuation, diligence, pitch, and capital markets workflows
- LBO Model Build
Sponsor LBO model exports
- Meeting Prep
Finance meeting prep briefs
Things to ask
- “Prepare an Intel strategic alternatives memo: asset sales, foundry partnerships, capital needs, buyers, and diligence gaps.”
- “Build Boeing financing alternatives: liquidity needs, debt capacity, rating risk, equity or hybrid options, and banker advice.”
- “Analyze Warner Bros. Discovery as a breakup candidate: buyers, asset separation, leverage, valuation, process risks, and gaps.”