← Investment BankingCONTENT HISTORY

Update to Investment Banking

Snapshot Oct 9, 2026 · 00:03 UTC · version 0.1.29

WHAT CHANGED · RULE-BASED ANALYSIS

Package or technical metadata updated

Discoverability changed from “UNLISTED” to “LISTED”.

Observed in package metadata. These changes alone do not establish a new customer-facing feature.

Discoverability

Before

UNLISTED

After

LISTED

Share url

Before

https://chatgpt.com/plugins/Plugin_68c39ea2b3888191827c933053f3a1d1?open_in_app

After

https://chatgpt.com/plugins/investment-banking?open_in_app

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Full technical diff · 2 changed fields

changed /discoverability

BEFORE
"UNLISTED"
AFTER
"LISTED"

changed /share_url

BEFORE
"https://chatgpt.com/plugins/Plugin_68c39ea2b3888191827c933053f3a1d1?open_in_app"
AFTER
"https://chatgpt.com/plugins/investment-banking?open_in_app"
Full snapshot data
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        "interface": {
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          "display_name": "CIM Builder",
          "icon_large_url": null,
          "icon_small_url": null,
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        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $cim-teardown to turn a CIM or teaser into claims, red flags, diligence asks, and underwriting implications.",
          "display_name": "CIM Teardown",
          "icon_large_url": null,
          "icon_small_url": null,
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        "description": "Create source-backed banker-facing company, target, borrower, issuer, or counterparty tearsheets. Use for baseline profiles, coverage screens, deal-screen inputs, and meeting context. Do not use for full memos, models, decks, or diligence reports.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $company-tearsheet to create a full source-backed company, borrower, issuer, or fund profile.",
          "display_name": "Company Tearsheet",
          "icon_large_url": "https://files.openai.com/content?id=file_0000000072f481f5b136b7d9f2878623",
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        "description": "Produce source-backed trading-comps valuation for Investment Banking in report or workbook mode. Use for peer selection, trading multiples, implied valuation, Excel or Sheets comps models, EV bridges, refreshes, pressure tests, and workbook QA. Do not use for DCF, LBO, merger, three-statement, or non-banker investment decisions.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $comps-valuation to build a source-backed comparable-company valuation report or workbook.",
          "display_name": "Comps Valuation",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Trading comps reports and workbook models"
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        "description": "Analyze credit documents for covenant definitions, baskets, leakage, headroom mechanics, amendments, and waivers. Use for finance-side covenant reviews, not legal advice.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $covenant-package-analyzer to prepare a finance-side covenant review memo or supported headroom analysis.",
          "display_name": "Covenant Package Analyzer",
          "icon_large_url": null,
          "icon_small_url": null,
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        "plugin_release_skill_id": "pluginrsk_6a9762fb83948191bb6c1ab2f551e4e0"
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        "description": "Use when building code-backed DCF exports, WACC/terminal value work, EV-to-equity bridges, sensitivities, or price targets; not comps-only.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $dcf-model-builder to build or update a DCF valuation export, sensitivity case, or formula workbook template.",
          "display_name": "DCF Model Builder",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Code-backed DCF valuation exports"
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      {
        "description": "Build, update, or reconstruct IB deal-process trackers in a banker-facing workbook. Use for buyer progression, outreach, NDAs, access, diligence, bids, deadlines, process status, or proxy-disclosed sale-process chronology. Do not use to create buyer universes from scratch or write narrative HTML reports.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $deal-process-tracker to update or audit an M&A process tracker, bid log, NDA status, or diligence timeline.",
          "display_name": "Deal Process Tracker",
          "icon_large_url": "https://files.openai.com/content?id=file_000000000cac81f5972096de2bf07ce7",
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      },
      {
        "description": "Analyze distressed capital structures and recovery waterfalls. Use when the user asks about claims, lien priority, fulcrum security, plan value, liquidation value, sale paths, or restructuring recoveries. Do not use for standard LBO modeling.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $distressed-recovery-waterfall to analyze debt recoveries, fulcrum value, claim stacks, or restructuring alternatives.",
          "display_name": "Distressed Recovery Waterfall",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Distressed recovery waterfall models"
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      {
        "description": "convert messy deal financials into model-ready statements, kpi schedules, source maps, and qa flags. use when an ib workflow needs spreading, normalization, or reconciliation. do not use for generic spreadsheet cleanup; use excel-data-cleaner.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $financials-normalizer to spread, reconcile, and normalize company financials into model-ready schedules.",
          "display_name": "Financials Normalizer",
          "icon_large_url": "https://files.openai.com/content?id=file_00000000e9cc81f79a896ae112aa88e3",
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        "plugin_release_skill_id": "pluginrsk_6a9762fb83a481919578fc8eafd31ff3"
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      {
        "description": "quality-control investment-banking decks and reports before circulation. use when the user asks to check numbers, units, sources, charts, footnotes, formatting, or page takeaways. do not use to build the deck from scratch.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $ib-deck-qc to review an investment banking deck, CIM, teaser, or client material before circulation.",
          "display_name": "IB Deck QC",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
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        "description": "Route Investment Banking workflows for banker-owned transaction, capital markets, valuation, diligence, buyer/investor targeting, pitch, process, and restructuring work. Use when the user is preparing, reviewing, or executing M&A, financing, sponsor, issuer, lender, restructuring, coverage, or deal-advisory work, including CIMs, teasers, pitch materials, buyer lists, process trackers, merger models, capital markets analysis, and banker-facing valuation or diligence outputs. Do not use for public-equity investment decisions, personal financial advice, legal advice, FP&A, or generic writing tasks with no transaction or banker-workflow context.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Use $investment-banking for banker-owned transaction, valuation, diligence, pitch, process, capital markets, and restructuring workflows.",
          "display_name": "Investment Banking",
          "icon_large_url": null,
          "icon_small_url": null,
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        "description": "Build sponsor LBO models for sources and uses, debt, sweep, liquidity, returns, and downside underwriting. Use for take-privates, acquisition financing, or leverage screens; not DCF-only work.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $lbo-model-build to build a sponsor-style LBO, acquisition financing case, or returns model export.",
          "display_name": "LBO Model Build",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Sponsor LBO model exports"
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        "description": "prepare ib meeting briefs, question lists, and debrief follow-ups. use when the user asks for call prep, buyer or lender meeting materials, diligence questions, or action tracking. do not use for full memo drafting.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $meeting-prep to prepare for a finance meeting, diligence call, buyer meeting, lender call, or debrief.",
          "display_name": "Meeting Prep",
          "icon_large_url": "https://files.openai.com/content?id=file_000000007f9c81f787c9bf03e6edb4ec",
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          "iconography": null,
          "short_description": "Finance meeting prep briefs"
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        "plugin_release_skill_id": "pluginrsk_6a9762fb83b48191a57cdf868f68e232"
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      {
        "description": "draft or review investment-banking memos from existing analysis. use when the user wants a client, committee, board, financing, process, or diligence note. do not use to build source models, decks, trackers, or tearsheets.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $memo-builder to draft or revise an IB client memo, committee note, financing memo, or transaction update.",
          "display_name": "IB Memo Builder",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Banker-ready memo drafting"
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        "description": "Build merger and accretion/dilution models for consideration, pro forma ownership, synergies, purchase accounting, financing mix, or EPS impact. Use for strategic M&A modeling; not standalone DCF or LBO work.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $merger-model-builder to build a banker-readable merger model workbook with ownership, synergy evidence, accretion/dilution, and readiness checks.",
          "display_name": "Merger Model Build",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "M&A ownership and accretion workbook"
        },
        "name": "merger-model-builder",
        "plugin_release_skill_id": "pluginrsk_6a9762fb83b88191b10dfe7b3c517a13"
      },
      {
        "description": "audit existing financial models and workbook outputs. use when the user asks to check formulas, sources, assumptions, sensitivities, links, or model readiness. do not use to build a new model from scratch.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $model-audit-tieout to review an existing financial model for formulas, source tie-outs, assumptions, and QA issues.",
          "display_name": "Model Audit Tie-out",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Financial model audit and tie-out"
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      },
      {
        "description": "build investment-banking pitch deck outlines, page plans, and draft slide content. use when the user asks to create or refresh a banking pitch or client discussion deck. do not mark final client-ready; route final circulation qc to ib-deck-qc.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $pitch-deck-builder to create or refresh an investment banking pitch deck, storyboard, or client presentation.",
          "display_name": "Pitch Deck Builder",
          "icon_large_url": "https://files.openai.com/content?id=file_00000000190881f78b0c67fc93e46918",
          "icon_small_url": "https://files.openai.com/content?id=file_00000000ca3081f698a1df0630af7178",
          "iconography": null,
          "short_description": "Investment banking deck builder"
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        "name": "pitch-deck-builder",
        "plugin_release_skill_id": "pluginrsk_6a9762fb83c08191b698cf12f5976702"
      },
      {
        "description": "Build borrower-level private credit underwriting views for lender cases, credit memos, debt sizing, downside, liquidity, collateral, recovery, and proceed/decline decisions. Use for lender-side credit decisions, not issuer financing strategy.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $private-credit-underwriting to build a borrower credit screen, debt sizing case, lender memo, or downside review.",
          "display_name": "Private Credit Underwriting",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Borrower credit underwriting"
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        "plugin_release_skill_id": "pluginrsk_6a9762fb83c48191a7fefa4cb868ee59"
      },
      {
        "description": "create scenario, sensitivity, stress-test, and breakeven frameworks for ib analyses. use when the user asks to pressure-test model drivers, cases, downside paths, or decision thresholds. do not build base models.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $scenario-sensitivity-generator to build sensitivities from an existing valuation, financing, covenant, merger, or returns model.",
          "display_name": "Transaction Sensitivity Generator",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Deal scenario sensitivity packs"
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        "plugin_release_skill_id": "pluginrsk_6a9762fb83cc8191a51bfe85ec9bf6f6"
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      {
        "description": "Use when building integrated three-statement operating model exports with linked IS, BS, CF, drivers, checks, scenarios, or formula templates.",
        "interface": {
          "brand_color": "#1E3A8A",
          "default_prompt": "Use $three-statement-model-builder to build an integrated income statement, balance sheet, cash flow, and scenario model export.",
          "display_name": "Three Statement Model Builder",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Three-statement model exports"
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        "description": "Initialize, inspect, save, update, forget, export, or explicitly reset the Investment Banking plugin's local user context, source setup, or optional automation setup. Use only when the user explicitly asks to manage Investment Banking saved preferences, source pointers, context storage, or recurring automation.",
        "interface": {
          "brand_color": null,
          "default_prompt": "Use $user-context to initialize, inspect, or explicitly reset local Investment Banking context storage.",
          "display_name": "Investment Banking User Context",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": null,
          "short_description": "Manage local Investment Banking context storage"
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    "version": "0.1.29"
  },
  "scope": "GLOBAL",
  "share_url": "https://chatgpt.com/plugins/investment-banking?open_in_app",
  "status": "ENABLED"
}

SHA-256 of public snapshot: d03919b3871e49006d687fceca95934c8fa05791c8a158bea41c39e540807219