# 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.

## Disconnect or uninstall

1. **In 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.

2. **In Codex** Run /plugins in the Codex CLI, select the plugin and uninstall it, or press Space to turn it off.

## 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."

## Investment Banking alternatives

- [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.
- [Aivana Security Investigator](https://chatgptplugins.directory/plugins/aivana-security-investigator.md): Run safe KQL investigations
- [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

---
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.