Skip to content
AI Marketplaces Leaderboard

PrefMark

ChatGPT plugin

Deal memos and diligence

View in ChatGPT directory

PrefMark keeps an Investment Memo current for every deal you are evaluating. Ask where a deal stands, what changed since you last looked, which diligence questions are still open, and how well each figure is supported. You can also add deals and meeting notes, record diligence answers, and rewrite a memo section in plain language. PrefMark polishes the wording without changing facts, applies it once you approve, and keeps every version so you can undo or restore. New figures or a changed stance from a founder email wait for your review in PrefMark.

Featured
No

not on the featured shelf

Movement

From our daily snapshots over the last 30 days.

Rank by placement

#4032of 11,36032places down24h63places down7d
#3,458#3,615#3,772#3,929Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank in Finance

#400of 9353places down24h4places down7d
#360#372#384#396Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

3 listing changes logged · latest Sep 22: Status, Availability, Sign-in. See what changed

In its category

How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.

Finance400th of 935 by placement
#PluginPosition7d
398Morningstar Credit Analytics#402920places up
399wlthy#403066places down
400PrefMarkThis page#403263places down
401OptimalCover#404367places down
402Análise de FIIs#406617places up

All 935 Finance plugins

Also on other marketplaces

Example prompts

  • “Where does my latest deal stand, and what is still open?”
  • “What changed on my deals since I last looked?”
  • “Save these call notes to the deal and update its diligence questions”
Categories
Made by
PrefMark · Website
Sign-in
On Install
Availability
Available
Version
1.0.0
Created
September 16, 2026
More info
Sponsorship
Promote this plugin