Finance Codex plugins

Publisher description

Unleash ChatGPT as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights’ predictive intelligence. Tap into 11M+ double-validated company profiles, leading coverage of recent equity deals, proprietary taxonomies, unique scores, hidden signals, and over 20 years of bleeding edge technology research to identify and analyze relevant, high-potential…

Publisher description

…risk management workflows using trusted D&B data and analytics. For inquiries, please contact OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate credit decisions, monitor portfolio health, and take action through AI assistants, agents, and enterprise applications. By combining trusted D&B business intelligence, financial risk insights, predictive analytics, and workflow capabilities, organizations can bring credit and portfol…

Publisher description

Execute risk workflows powered by the D&B Commercial Graph™ For inquiries, please contact OpenAILeads@dnb.com. Dun & Bradstreet empowers teams to execute risk workflows such as KYC/KYB, entity resolution, screening, alert triage, and more using relationship-aware business context from the D&B Co… …<Company Name>, and are any owners or directors located in high-risk or sanctioned jurisdictions?" Generate KYB decision reports: "Give me a full KYB decision report for <Company Name> — should we approve, refer, or decline?" Note: Requires D&B Risk Analytics license.

Publisher description

…dy’s Growth & Strategy MCP supports AI-driven sales, marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help team… …ry outlooks, economic scenarios, and strategic talking points - CRM Enrichment – enrich account and lead records with company data and insights - Marketing Segmentation – develop data-driven audience segments using company, market, and relationship insights

Publisher description

…professional thematic equity research into ChatGPT. Ask about a structural trend: artificial intelligence, robotics, clean energy, cybersecurity; and surface the public companies most exposed, ranked by research-driven exposure scores rather than keyword matching or self-reported tags. The data is b… …or industry. * Benchmark theme performance over time and rank themes by recent returns to identify leaders, laggards, and rotation trends. Built for portfolio managers, research analysts, index providers, and allocators who need defensible, data-driven answers to thematic questions.