- Capabilities
- Interactive, Read, Write
- Category
- Finance
- Developer
- OpenAI
- Website
- (opens in a new window)
How it works
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.
What else can you do?
Speed up client-ready drafting
Investment Banking Draft a client-ready market update for [sector] with key themes, notable transactions, risks, and talking points.
Structure analysis and assumptions
Investment Banking Build an accretion/dilution model for [ACQUIRER] acquiring [TARGET] with consideration mix, financing assumptions, synergies, and EPS impact.
Prepare bankers for conversations
Investment Banking Build a prioritized buyer universe for [TARGET] with strategic and sponsor buyers, outreach rationale, likely concerns, and wave sequencing.
What’s included
Apps
Slack
FactSet AI-Ready Data
LSEG
S&P Global - Deterministic
PitchBook
Moody’s
Third Bridge
Daloopa
- 4 more
Skills
- Buyer Investor List
- Capital Markets Issuance
- CIM Builder
- CIM Teardown
Company Tearsheet
- Comps Valuation
- Covenant Package Analyzer
- DCF Model Builder
- 15 more
Resources
Add the Investment Banking plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
