AI Prompts for Finance

You are an equity research analyst. Build a one-page company primer for [COMPANY NAME] covering business model, revenue segments, key geographies, competitive position, and the three financial metrics that matter most for this business. Keep each section to 3-4 sentences. Flag any areas where public disclosure is thin or where the business model is hard to assess from filings alone.

Map the competitive positioning for [COMPANY NAME]. Identify the top 5 direct competitors, their estimated market share, and the one structural advantage each holds. For [COMPANY NAME], identify the two biggest competitive threats and the one moat that is hardest to replicate. Explain your reasoning for each.

Summarize the leadership team and governance structure at [COMPANY NAME]. Cover CEO tenure and track record, board composition, insider ownership levels, and any recent executive departures or appointments. Flag governance concerns that would matter to an institutional investor, including related-party transactions, dual-class share structures, or compensation plans that seem misaligned with shareholder returns.

Analyze the following earnings call transcript for [COMPANY NAME]. Extract the three most important management commentary points, changes in guidance, and any tone differences between the prepared remarks and the Q&A. Note where management was evasive or where the tone was notably different from prior quarters. Flag any question where the answer felt rehearsed or incomplete.
[INSERT TRANSCRIPT]

Using the following consensus estimates and management guidance for [COMPANY NAME], identify where guidance diverges from sell-side expectations. For each divergence, classify it as above, in line, or below consensus. Flag the line items where the gap is widest and suggest what would need to happen for the company to hit the guided range. Note whether guidance was raised, lowered, or maintained.

[INSERT CONSENSUS AND GUIDANCE DATA]

From the following earnings release for [COMPANY NAME], extract the 8 key operating metrics that matter most for this business model. For each, compare to the prior quarter and prior year, calculate the change in absolute and percentage terms, and note whether the trend is accelerating, decelerating, or stable. Flag any metric where the company changed its definition or reporting methodology.

[INSERT EARNINGS RELEASE]

You are a financial modelling specialist. For [COMPANY NAME], propose a DCF model structure including revenue build approach, margin assumptions, working capital drivers, and the three sensitivity variables that would have the largest impact on valuation. Group assumptions by category and note which ones require primary research versus public data. Suggest the output tabs and the key summary metrics to display on a dashboard.

[INSERT COMPANY DESCRIPTION AND FINANCIAL SUMMARY]

Design a three-scenario framework for [COMPANY NAME] covering base, bull, and bear cases. For each scenario, specify what changes in revenue growth, margin trajectory, and capital intensity. Identify the two two-way sensitivity tables that would best illustrate where valuation risk concentrates. Explain why each sensitivity is worth running and what decision it would inform.

[INSERT BASE CASE ASSUMPTIONS]

Using the following trading comparables and precedent transactions for [COMPANY NAME], build a valuation football field. Identify which multiples are most appropriate for this business model, note any outliers in the comp set, and calculate the implied per-share value range. Flag where the current market price sits relative to this range and what that implies about market expectations.

[INSERT COMP DATA AND PRECEDENT TRANSACTIONS]

Identify 8-10 comparable companies for [COMPANY NAME] in the [SECTOR] sector. For each, note market cap, revenue, EBITDA margin, revenue growth rate, and the primary valuation multiple used in this sub-industry. Rank them by similarity to [COMPANY NAME] based on business model, end markets, and scale. Flag any that should be excluded as outliers and explain why.

[INSERT COMPANY DESCRIPTION]

Using the following comp set, calculate EV/Revenue, EV/EBITDA, and P/E for each company. Identify the median, 25th percentile, and 75th percentile for each multiple. Flag companies trading at a meaningful premium or discount to the median and explain the likely operational reason for the divergence. Note which multiples are most reliable for this sub-industry and which are distorted by one-time factors.

[INSERT COMP SET DATA]

From the following M&A transactions in [SECTOR] over the past 3 years, extract deal value, target revenue, target EBITDA, and the implied transaction multiples. Group by deal type (strategic, financial sponsor, take-private). Identify whether takeout premiums are trending up or down. Flag any transactions that are not truly comparable and explain why. Calculate the median and range for each multiple type.

[INSERT TRANSACTION DATA]

Structure an investment thesis for [COMPANY NAME] as a [LONG/SHORT] idea. Cover the core argument in three sentences, the three catalysts that will drive the stock toward your target, the two principal risks, and the expected holding period. Write it for an IC audience that has 90 seconds to form a view. Avoid jargon and lead with the single most important point.

[INSERT YOUR RESEARCH NOTES]

Draft an IC memo for a [LONG/SHORT] position in [COMPANY NAME]. Structure it as investment thesis, key drivers, financial summary, valuation approach, risk factors, and position sizing recommendation. Keep it to 800 words. Write in the house style of a fundamentals-driven long/short fund. Lead each section with the conclusion and follow with supporting detail. Do not include any recommendation the data does not support.

[INSERT YOUR RESEARCH AND ANALYSIS]

For the following investment thesis on [COMPANY NAME], identify the five things that could go wrong. For each risk, classify it as company-specific, sector-level, or macro. Rate each on probability (high, medium, low) and impact (high, medium, low). Suggest what monitoring signals would tell you the risk is materializing, and what the response would be if it did.

[INSERT INVESTMENT THESIS]

Using the following portfolio holdings and current positions, identify the three positions where the investment thesis is most at risk. For each, note what has changed since initiation, whether the catalysts are still intact, and whether the position sizing still makes sense relative to conviction. Flag any position where the downside case has become more likely than at initiation.

[INSERT PORTFOLIO HOLDINGS AND THESIS NOTES]

For the following portfolio companies reporting in the next two weeks, identify the three metrics to watch for each, the consensus expectations, and what would constitute a positive versus negative surprise. Flag any companies where the setup into the print looks risky based on recent estimate revisions, price action, or sector-specific headwinds. Suggest one question to investigate for each name before the print.

[INSERT PORTFOLIO COMPANIES AND POSITIONS]

Draft a quarterly investor letter covering portfolio performance, attribution by sector, two wins and two losses from the quarter, and the outlook for the next 90 days. Keep it under 400 words and write in the voice of a fundamentals-driven portfolio manager addressing limited partners. Lead with the most important takeaway, not with performance numbers. Avoid jargon your LPs would not use themselves.

[INSERT PERFORMANCE DATA AND ATTRIBUTION]