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Investment Banking

Build banking analysis and client-ready materials.

Use case: Finance

Made by: OpenAI

Website: openai.com(opens in a new window)

How it works

Use Investment Banking in ChatGPT to draft client-ready market updates, company profiles, comps summaries, pitch materials, and diligence support with clear assumptions for banker review.

Speed up client-ready drafting

Turn notes, data, and source materials into polished first drafts of market updates, pitch sections, and meeting prep.

Structure analysis and assumptions

Organize comps, precedent transaction notes, valuation drivers, and diligence findings so reviewers can inspect the logic.

Prepare bankers for conversations

Create call prep, buyer lists, question sets, and follow-up materials that keep teams aligned on next steps.

Sample prompts

Resources

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