# Investment Banking — AI Connector Banking workflows for M&A, financing, valuation, and diligence. Investment Banking is listed under Finance in the ChatGPT apps directory, built by OpenAI. Source: https://node8.ai/ai-connectors/finance/investment-banking/ --- [AI Connectors](https://node8.ai/ai-connectors/) · [Finance](https://node8.ai/ai-connectors/finance/) # Investment Banking Banking workflows for M&A, financing, valuation, and diligence Listed in ChatGPT [ChatGPT listing](https://chatgpt.com/plugins/investment-banking?open_in_app) [openai.com](https://openai.com/) Overview ## What Investment Banking does This app from OpenAI collects the recurring tasks of an investment banking group into a set of named workflows. Coverage spans mergers and acquisitions, sponsor work, equity and debt capital markets, leveraged finance, restructuring, capital advisory, and the diligence and pitch material that surrounds a live process. The bundled skills are specific: building a buyer or investor list, assembling and tearing down a CIM, drafting a company tearsheet, running comparable company valuation, analyzing a covenant package, and constructing a discounted cash flow model. Sample prompts are framed as real situations, such as a strategic alternatives memo for a chipmaker or a financing options review for an aircraft manufacturer. The listing marks the app as interactive with read and write capabilities. ### Who it is for Analysts and associates in investment banking or corporate development who produce deal materials on a deadline. ### What stands out The named workflows go down to the document level, covering CIM teardowns and covenant packages rather than general company research. Availability ## Where Investment Banking is listed Investment Banking is listed in the ChatGPT apps directory only. OpenAI has no connector under the same domain in the Claude directory; 392 of the 3,150 products here are on both marketplaces, and this is not one of them. ChatGPT apps are built on MCP, and the same server can back a Claude connector, so the absence is a distribution decision rather than a technical one. ChatGPT listing ## In the ChatGPT apps directory Developer OpenAI Filed under Finance Listed since June 2026 Authentication Authenticates on first use Website [openai.com](https://openai.com/) Policies published Privacy policy · Terms of service Official listing [Open in ChatGPT](https://chatgpt.com/plugins/investment-banking?open_in_app) Snapshot August 2026 ### Named skills Investment Banking declares 23 named skills, which puts it in the 6.7% of ChatGPT-listed apps that do. - **buyer-investor-list** - **capital-markets-issuance** - **cim-builder** - **cim-teardown** - **company-tearsheet** - **comps-valuation** - **covenant-package-analyzer** - **dcf-model-builder** ### Example prompts from the listing - 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. Same company ## More from OpenAI ### [Build iOS Apps](https://node8.ai/ai-connectors/developer-tools/build-ios-apps/) iOS development workflows for SwiftUI and Xcode ChatGPT ### [Build macOS Apps](https://node8.ai/ai-connectors/developer-tools/build-macos-apps/) macOS app development, debugging, and packaging guidance ChatGPT ### [Build Web Apps](https://node8.ai/ai-connectors/developer-tools/build-web-apps/) Frontend web app building with testing and payments ChatGPT ### [Build Web Data Visualization](https://node8.ai/ai-connectors/developer-tools/build-web-data-visualization/) Design and build browser-based charts and dashboards ChatGPT Nearby ## Other Finance connectors ### [Canary Data](https://node8.ai/ai-connectors/finance/canary-data/) Canary's proprietary equity datasets behind a single call Claude ### [Carta](https://node8.ai/ai-connectors/finance/carta/) Cap table, valuation, and fund performance data from Carta Claude ### [Clockwork](https://node8.ai/ai-connectors/finance/clockwork/) Portfolio holdings, capital calls and IRR, MOIC, DPI and TVPI Claude ### [Co-Invest](https://node8.ai/ai-connectors/finance/co-invest/) Market research and trade planning with Liquid ChatGPT ### [D&B Risk Analytics](https://node8.ai/ai-connectors/finance/d-b-risk-analytics/) KYB, screening, and entity risk workflows Claude · ChatGPT ### [Dynamo](https://node8.ai/ai-connectors/finance/dynamo/) Alternative investment data: deals, portfolio metrics and investors Claude [All 363 Finance connectors](https://node8.ai/ai-connectors/finance/) This is an independent catalogue entry compiled by Node8 from Investment Banking's public marketplace listing as it stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with OpenAI, and inclusion here is not an endorsement. ## Want your company reachable inside ChatGPT and Claude? Node8 builds MCP servers end to end: deciding which tools are worth exposing, the authentication and permission model, the review submissions, and the onboarding that gets them used. One server serves ChatGPT, Claude, and Microsoft Copilot. [See how it works](https://node8.ai/mcp) Book a strategy session