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PitchBook is a private-company data partner integrated into ChatGPT for financial services, where its data is used as part of built-in market and company research workflows.

An OpenAI enterprise web surface for financial-services workflows. It provides built-in access to SEC filings, delayed market data, news, private-company profiles, and earnings transcripts, along with finance plugins that combine reusable skills with MCP connections. The demonstrated workflow uses a wealth adviser’s portfolio-change analysis and client-deck preparation as an example, and can be extended with Codex, custom skills, internal-data connections, and plugin extensions.

ChatGPT Work is OpenAI’s enterprise surface for knowledge workers. It brings together ChatGPT-based agents, plugins, skills, and MCP connections, including ChatGPT for Financial Services with market data, filings, and earnings transcripts from providers such as LSEG, PitchBook, and Daloopa. Finance plugins combine reusable skills with MCP connections to support workflows such as monitoring a portfolio change and preparing a client presentation, while Codex can be used to build custom skills, connect internal data, and extend the interface through plugins.

Daloopa is identified as a built-in financial data partner for ChatGPT for financial services. It is presented alongside partners such as LSEG and PitchBook as part of the market-data, company-filings, and earnings-transcript sources available in financial workflows.

An OpenAI version of ChatGPT tailored for financial professionals, initially focused on investment banking and equity research. It uses licensed and indexed financial data and provides firm templates, interactive charts, and citation viewers. The product was built on OpenAI's ChatGPT plugin platform and launched with design partners including Morgan Stanley and Evercore.