ChatGPT Plugin

PrefMark

Deal memos and diligence

Brand: PrefMark

Category: Finance
Primary Subcategory: Private Markets, Deals & Expert Networks

Integration details

Description

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.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Private Markets, Deals & Expert Networks
Secondary Subcategories: None listed
Brand: PrefMark
Access: Account required
First tracked: 2026-09-17
Tool count: 25
Market: US

Agent DiscoverabilityChatGPT Plugin Discovery Score

ChatGPT organic discovery is live

Your score is coming

ChatGPT now suggests Plugins on its own when they match a user's request.Your Plugin Discovery Score measures how often yours appears, and it will show here as soon as it’s ready.

ChatGPT recommends Airtable when a user asks it to update a CRM. — ChatGPT surfaces Airtable because it matches the user's request.

Primary Subcategory

Competing in ChatGPT Private Markets, Deals & Expert Networks

View Category

Listed in alphabetical order

Primary Subcategory

AccreditedComing soonGet notified

Cape PartnersComing soonGet notified

CapitalDartComing soonGet notified

CB InsightsComing soonGet notified

conclusiaComing soonGet notified

PrefMarkComing soonGet notified

Tools

25 tools agents can invoke

Adds a question to the deal's diligence tracker in PrefMark. It is saved right away. Returns the new question with its id.
add_question
Adds one to 25 companies to PrefMark as deals, with any stage, sector, website, HQ, round size, lead investor and short description you have. A company already in PrefMark is not added twice. Saved right away.
add_deals
Shows one deal full size: stance, Since last time, still-open questions, and each change waiting for review with a link to its review in PrefMark. Takes a deal_id, or a deal_name when no id is known. Without either, or when neither finds one of the investor's deals, shows a deal picker. Read-only.
prefmark_deal
The deal's current facts (ARR, burn, runway, raise…) with value, evidence tier, who asserted it, source and date, plus earlier values it replaced. Founder claims are never shown as verified. Read-only.
get_evidence
Call this BEFORE showing the investor any rewritten memo text. PrefMark polishes it (facts unchanged) and returns current_text, proposed_text and event_id. Show Current and New; apply on a yes, or right away if the request asked to update the memo.
draft_memo_edit
Drafts a rewrite of the whole Investment Memo: from an instruction (each section rewritten, no fact or stance changed) or from sections the investor wrote (stored as written). Each changed section is a pending draft in one group. The memo is unchanged until the investor accepts.
draft_memo_rewrite
Finds the deal a name or text refers to. Answers exact (one deal), likely (one close match, returned with its full name), ambiguous (several candidates, each listed) or none (not in PrefMark). Read-only: creates nothing and changes nothing.
resolve_deal
Lists your PrefMark deals, newest first: name, stage, sector, the memo stance (Greenlight / Watch / Pass), proposals waiting for review, and as-of. Paginated with next_cursor. Read-only.
list_deals
Deals matching what the investor typed after @, for the composer. Read-only.
prefmark_mention_deals
Your PrefMark forwarding address: deal emails sent there are added to the deal, or wait in Incoming. Read-only.
prefmark_forwarding_address
The deal's diligence questions from PrefMark's tracker, blockers first, with ids. include=all adds answered and resolved questions with their answers and evidence. Read-only.
get_open_questions
Opens PrefMark: the deals with changes waiting for review, what moved since the last review, and recent deals. Read-only.
prefmark_home
Reads the PrefMark plugin settings: whether deal emails forwarded to your PrefMark address are received. Read-only.
prefmark_settings_read
Proposals agents submitted for this deal that the investor has not reviewed yet, with review links into PrefMark. Read-only.
get_pending_changes
Stores a proposed change of the deal's stance (greenlight, watch or pass) with the investor's reason, as a pending change. The stance changes only if the investor accepts it in PrefMark, which then drafts the recommendation to match for review.
propose_stance
The deal's current case: stance, reason, next action, what is still open, risks, facts, open questions, proposals waiting for review, and the live Investment Memo section text. Read-only.
get_deal
The deal's Investment Memo as written in PrefMark (summary, thesis, team, market, traction, round, risks, open items) and its Quick Read. Read-only.
get_memo
Removes a question from the deal's diligence tracker. PrefMark keeps a copy, so it can be restored there. Use update_question with status resolved instead when the question was answered.
remove_question
Saves meeting notes, an email or any text to the deal's Materials in PrefMark, where it is read like an uploaded file. Saved right away; it informs the next memo refresh and never changes the stance by itself.
add_note
Files one deal email the investor shares in PrefMark like a forwarded email: on a deal only on a clear match, else in Incoming. Pass its Message-ID header when shown. Memo or figure changes it suggests wait for Accept in PrefMark. Attachments: names only.
import_email
Relays a statement, facts, or a proposed memo-section edit. PrefMark never changes the stance or the memo by itself; anything new waits for the investor to accept in PrefMark.
submit_deal_event
Turns receiving forwarded deal emails on or off. Changes no deal, memo or stance.
prefmark_settings_update
Changes a deal's name, stage, sector, website, HQ, round size, lead investor or short description in PrefMark. Pass only what changes; an empty string clears a field. Saved right away. Never changes the stance or the memo.
update_deal
Records an answer, evidence or notes on a tracker question, or changes its status (open, in_review, resolved, blocker), wording or due date. Saved right away; pass only what changes.
update_question
What materially changed on the deal since the investor last reviewed it in PrefMark (default), or since a given time: the memo's own 'Since last time' lines, plus proposals waiting for review. Read-only.
get_what_changed

FAQs

PrefMark ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve PrefMark's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are PrefMark alternatives on ChatGPT?

As of 2026-11-01, PrefMark competes with Accredited, Cape Partners, CapitalDart, CB Insights, conclusia, Cookiedeal, Corridome, Dakota Marketplace and 21 more in ChatGPT Private Markets, Deals & Expert Networks, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.