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.”
Disconnect or uninstall
- 1In ChatGPT
Disconnect an account in Settings → Apps or Plugins. To remove the plugin itself, open Investment Banking in the Plugin Directory and select Uninstall plugin. Uninstalling can disconnect every account connected through it, and plugins your workspace installs may not offer the option.
- 2In Codex
Run /plugins in the Codex CLI, select the plugin and uninstall it, or press Space to turn it off.