Announced September 10–11, 2026 with design partners Morgan Stanley and Evercore, it is sold to eligible financial institutions via OpenAI account teams (not a public consumer plan). OpenAI hosts bundled datasets from Daloopa, PitchBook, LSEG News, and Crunchbase with citation tracing to source paragraphs and tables, supports firm Excel/Word/PowerPoint templates for models and pitchbooks, and connects existing subscriptions plus 50+ MCP connectors. It is distinct from the ChatGPT Work Data agent, which targets internal warehouse and BI workflows.