Last verified: September 26, 2026.
The short answer
The product unveiled Thursday is called ChatGPT for Financial Services, a tailored version of its enterprise product, ChatGPT Work, as CNBC reported. The platform connects directly to LSEG, Daloopa, Crunchbase, and PitchBook data feeds. This tool will likely speed up the buyer due diligence process by standardizing how market data is reviewed. You should verify every figure in any automated deck before sharing it with potential buyers or lenders.
How the new AI pitchbook tool works
Morgan Stanley acted as a design partner during the product development phase. Turley framed the release as an efficiency boost that maximizes productivity per employee. The system pulls financial figures from industry standard data sources and creates a formatted PowerPoint deck based on a bank preformatted style guide. LSEG, Daloopa, Crunchbase, and PitchBook furnish the system with things like financial statements and earnings transcripts.
What this means for your sale price and timing
What this means for you: My read is that standardized pitchbooks will change how quickly buyers evaluate your numbers. The platform connects directly to LSEG, Daloopa, Crunchbase, and PitchBook data feeds to analyze potential targets and generate formatted presentation decks. Say your business reports $2 million in seller discretionary earnings. A buyer might apply a 3x multiple to set an initial offer of $6 million. You should adjust your SDE calculations to match your cash flow definitions before the deck is generated. The system pulls financial figures from industry standard data sources and creates a formatted PowerPoint deck based on a bank preformatted style guide.
What to do now
- Audit your historical financial statements before any AI tool processes them, since the system pulls directly from data feeds you cannot control. You should cross check every line item against your actual tax returns and general ledger.
- Review every generated pitchbook for accuracy and adjust your SDE calculations to match your cash flow definitions. Precision matters when setting your valuation expectations.
- Share only finalized, owner approved financial decks with potential buyers or lenders to prevent misaligned valuation benchmarks from entering negotiations. Keep a copy of the original data sources for your records.
Frequently asked questions
What data sources does the new tool connect to?
The platform connects directly to LSEG, Daloopa, Crunchbase, and PitchBook data feeds. These sources furnish the system with financial statements and earnings transcripts.
How are deal materials formatted?
The generated slides follow a bank preformatted style guide. Morgan Stanley acted as a design partner during development to ensure professional output.
What is the primary goal of this release?
Turley framed the release as an efficiency boost that maximizes productivity per employee. The system can analyze a potential M&A target and create formatted presentation decks.
How should sellers prepare for automated due diligence?
Focus on clean financials, documented processes, and a management team that can run the business without you. Verify every figure in automated decks before sharing them with buyers or lenders.
Keep your deal moving forward
Automating financial research will change how quickly buyers evaluate your numbers, but it will not replace the fundamentals that drive a higher price. Focus on clean financials, documented processes, and a management team that can run the business without you. Get your free Transferability Score
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