# Investment Banking (ChatGPT Plugin)

> M&A, valuation, and financing

- Type: plugin
- Publisher: OpenAI (official)
- Categories: Finance
- Website: https://chatgpt.com/plugins/Plugin_68c39ea2b3888191827c933053f3a1d1
- Open in ChatGPT: https://chatgpt.com/plugins/Plugin_68c39ea2b3888191827c933053f3a1d1
- Version: 0.1.29
- Listed: 2026-10-15

## About

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

1. **Add 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

- **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

## Example prompts

- "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."

## Related

- [Public Equity Investing](https://chatgptplugins.directory/plugins/public-equity-investing.md): Public equity PM research, long/short, earnings, ETF/index diligence, and memos
- [Stripe](https://chatgptplugins.directory/plugins/stripe.md): Accept payments. Grow revenue.
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- [Antom Integration](https://chatgptplugins.directory/plugins/antom-integration.md): Integrate payments with Antom
- [Antom Reconciliation Expert](https://chatgptplugins.directory/plugins/antom-reconciliation-expert.md): Reconcile Antom settlements
- [Avalara](https://chatgptplugins.directory/plugins/avalara.md): Manage tax transactions, exemptions, returns, and reports

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Source: https://chatgptplugins.directory/plugins/investment-banking · Index: https://chatgptplugins.directory/llms.txt · Independent and community-run. Not affiliated with or endorsed by OpenAI. ChatGPT is a trademark of OpenAI.