AI Prompts for Investors

You are a VC analyst. I have uploaded a startup's data room, which includes their financial model, cap table, and three sample customer contracts. Review these documents and answer the following, citing the source document for each claim: 1. What is the current monthly recurring revenue (MRR) and its month-over-month growth rate for the last 6 months? 2. Who are the largest holders on the cap table besides the founders? Are there any non-standard terms or liquidation preferences? 3. Summarize the key terms of the customer contracts. What is the average contract value (ACV) and contract length? Are there any unusual termination clauses?

Act as a financial analyst for a retail investor. I will provide a stock ticker. Your task is to provide a concise, one-page snapshot. **Ticker:** `[[Insert Ticker, e.g., AAPL]]` **Provide the following in a structured report:** 1. **Company Profile:** A brief, one-paragraph description of the business model. 2. **Key Financial Metrics (TTM):** Display in a markdown table: P/E Ratio, Forward P/E, PEG Ratio, P/S Ratio, P/B Ratio, Dividend Yield, and Market Cap. 3. **Recent Performance:** A bulleted list of key highlights from the most recent quarterly earnings report. 4. **Analyst Consensus:** Summarize the current consensus (e.g., Buy/Hold/Sell ratings) and average price target from publicly available information. 5. **Primary Risks:** List the top 3 risks cited in the most recent 10-K's "Risk Factors" section. Cite the source for all financial data and analyst consensus.

[[Paste full text of the 10-K filing here]]

Act as a quantitative analyst specializing in natural language processing. I have pasted the full transcript of a company's latest earnings call. **Your task is to perform the following analyses:** 1. **Sentiment Analysis:** Score the overall sentiment of the CEO's and CFO's prepared remarks (Positive, Neutral, Negative). 2. **Q&A Analysis:** Analyze the analyst Q&A section. Identify the top 3 topics analysts were most concerned with, based on question frequency and follow-ups. 3. **Guidance Change:** Compare the forward guidance given in this call to the guidance from the previous quarter's call (if available in the context). Note any significant changes or changes in tone. 4. **Keyword Frequency:** Identify the frequency of keywords like "headwinds," "tailwinds," "challenging," "strong," "macro," and "AI." Present the output as a structured report with a clear heading for each section. **Earnings Call Transcript:** `[[Paste full transcript here]]

You are a strategy consultant. Using the provided 10-K filings from two competitors, create a comparative analysis of their stated strategies, market positions, and risk factors. **Competitor A 10-K:** `[[Paste text of Company A's 10-K]]` **Competitor B 10-K:** `[[Paste text of Company B's 10-K]]` **Generate a markdown table with the following rows:** * Stated Business Strategy * Primary Target Market * Key Competitive Advantages (as described by them) * Top 3 Cited Risk Factors * Technology / R&D Focus For each row, provide a concise summary for Competitor A and Competitor B side-by-side. Pull direct quotes where they are particularly insightful.

is undervalued/overvalued. I am providing you with 5 recent news articles and a press release. Synthesize this information into a coherent, one-page investment thesis. **Articles:**

based on its most recent annual report and the provided market analysis report. **Annual Report Text:**

[List each holding with its current market value, e.g., VTI: $65,000; BND: $25,000; VXUS: $10,000]

[Provide a summary of your portfolio, e.g., "60% large-cap tech stocks, 20% long-duration government bonds, 10% real estate, 10% cash."]

[[List stock tickers, e.g., GOOG, MSFT, NVDA, JPM]]

[Paste the company's one-paragraph summary, e.g., from their website or a platform like AngelList]

Act as an experienced VC partner. I am providing the summarized sections of a startup's pitch deck. Your job is to read it with a critical eye and identify potential red flags, inconsistencies, or areas that need to be challenged during a pitch meeting. **Pitch Deck Summary:** * **Problem:** `[[Paste summary]]` * **Solution:** `[[Paste summary]]` * **Team:** `[[Paste team bios]]` * **Market Size (TAM/SAM/SOM):** `[[Paste market sizing numbers]]` * **Financial Projections:** `[[Paste summary of revenue projections]]` **Your Output:** Generate a bulleted list of "Questions to Ask / Red Flags to Probe." For each point, state the potential issue and the specific question I should ask the founder. Example: "Red Flag: TAM seems inflated. Question: Can you walk me through the bottom-up math on your TAM calculation?

[Paste cap table summary, e.g., "Founders: 8M shares common. Seed Round: 2M shares preferred, $1.00/share, 1x non-participating liquidation preference, raised $2M. ESOP: 1.5M shares, 500k granted."]

, whose LinkedIn profile summary is below. Conduct a search of publicly available information (news articles, professional directories, social media) to create a brief background summary. **Founder's LinkedIn Summary:**

You are the General Partner of a venture capital fund. It is the end of the quarter. Draft a quarterly update letter for our Limited Partners (LPs). **Key Information for the Quarter:** * **New Investments:** We made one new investment in "OmniAI," a company building AI for supply chains. Invested $2M from a $10M round at a $40M post-money valuation. * **Portfolio Highlight:** "DataWeave" (an existing portfolio company) grew revenue by 50% QoQ and signed a major contract with a Fortune 500 company. * **Portfolio Lowlight:** "Helio-Solar" is facing market headwinds and has revised its revenue forecast down by 20%. * **Fund Performance:** TVPI is 1.2x, DPI is 0.1x. * **Call to Action:** We are looking for experts in the logistics industry to help OmniAI. **Your Task:** Draft a professional, concise, and optimistic-but-realistic letter. Structure it with sections for: 1. A brief market commentary. 2. New investments. 3. Portfolio company highlights. 4. Challenges and portfolio management. 5. Fund performance summary. 6. A clear "Ask" or call to action for the LPs.

You are a VC analyst reviewing a startup's capitalization table. The file `[[cap_table_filename.xlsx]]` contains the current ownership structure. Analyze the file and answer the following questions in a markdown table: 1. What is the fully-diluted ownership percentage of each named founder? 2. What is the total size of the unallocated employee option pool? 3. Are there any investors listed with more than 20% ownership? If so, who? 4. Identify any non-standard terms, such as liquidation preferences greater than 1x or participating preferred stock. Present the founder ownership in a table. For question 4, quote the exact text if you find it.

Act as a compliance consultant for a venture capital fund registered with the SEC and managing under $1.5 billion in AUM. Based on the 2024 amendments to SEC Regulation S-P, draft a high-level outline for an Incident Response Plan. The outline should include sections for: 1. Roles and Responsibilities 2. Incident Detection and Reporting Procedures 3. Incident Assessment and Triage 4. Incident Containment, Eradication, and Recovery 5. Customer Notification Procedures (including the 30-day deadline) 6. Service Provider Incident Management (including the 72-hour reporting requirement) 7. Plan Testing and Training 8. Recordkeeping and Documentation

Act as a senior equity analyst. I am providing you with the "Risk Factors" and "Management's Discussion and Analysis (MD&A)" sections from [[Company Name]]'s latest 10-K filing. Your task is to: 1. Summarize the top 5 most significant risks identified by the company, in bullet points. 2. Identify any new or newly emphasized risks compared to the prior year's filing [[if available]]. 3. Extract the key drivers of revenue growth and decline mentioned in the MD&A. 4. List any specific forward-looking quantitative guidance (e.g., expected capital expenditures, revenue targets). 5. Provide a one-paragraph summary of management's overall tone (e.g., optimistic, cautious, defensive). Cite all claims by quoting the relevant sentence or phrase from the text I provide. **Text:** `[[Paste the 10-K sections here]]

Act as a venture capital analyst. I am uploading a pitch deck for a company named [[Company Name]]. Please analyze it and provide the following in a structured markdown format: 1. **One-Sentence Summary:** What does the company do? 2. **Problem & Solution:** Briefly describe the problem they are solving and their proposed solution. 3. **Team Analysis:** Summarize the background of the founding team. Note any previous startup experience, exits, or relevant industry expertise. 4. **Market Size (TAM/SAM/SOM):** Extract any market size figures presented. Note the source if provided. 5. **Traction & Metrics:** List all key metrics mentioned (e.g., MRR, user growth, CAC, LTV). 6. **Potential Red Flags:** Identify 3-5 potential weaknesses or areas for due diligence (e.g., highly competitive market, unproven technology, weak go-to-market strategy, founder gaps). Do not hallucinate any information. If a piece of information is not in the deck, state "Not mentioned in deck.