How TPG Is Accelerating Investment Research with ChatGPT

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TPG is using ChatGPT, including its Excel plugin and custom GPTs trained on internal files, to accelerate investment research and cut market research spending by hundreds of thousands of dollars.

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Cached at: 07/08/26, 02:59 AM

**TL;DR:** TPG uses ChatGPT to accelerate investment research, drastically cutting market research costs by hundreds of thousands of dollars, and leverages an Excel plugin plus custom GPTs trained on internal files to deeply analyze company unit economics and data rooms. ## TPG’s AI Strategy: Early Adoption and Organization-Wide Rollout ### From OpenAI License to Firmwide Usage TPG sees itself as an early mover in the AI wave. They chose to access AI capabilities directly via an OpenAI license and extended usage permissions across the entire organization, enabling all teams to leverage AI tools to boost productivity. ### Everyday Applications: Market Research and Information Gathering TPG’s teams use ChatGPT daily for a variety of tasks, including market research and desktop information retrieval. These applications help teams quickly gain deep insights into various industries, significantly shortening the time needed for information collection and analysis. ## Cost Efficiency: Saving Hundreds of Thousands of Dollars ChatGPT’s integration at TPG has seamlessly reduced substantial market research expenditures. According to the team, the savings amount to “hundreds of thousands, or even more,” dollars while maintaining the ability to rapidly grasp industry dynamics. ## Transformative Features: ChatGPT Excel Plugin and Custom GPTs ### Unit Economics and Data Room Analysis TPG highlights the ChatGPT Excel plugin as a transformative feature. For example, the plugin can be used to analyze a company’s unit economics or help dissect complex data in a data room. ### Custom Tools Based on Internal Documents Beyond using the Excel plugin directly, TPG also accelerates work through internally built custom skills and GPTs. These tools are trained on the team’s own files and can significantly enhance the process of gaining deep understanding of target companies. Source: https://www.youtube.com/watch?v=SRXJevuTnNI

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