ChatGPT Prompts for Pitch Decks & Investment Memos

IC / investment memo first draft from a raw thesis

You have the thesis and the numbers in your head (or a messy notes doc) and need a structured first-draft memo you can edit, not a blank page.

Act as an associate drafting an investment committee memo. Turn my raw notes into a structured first draft using EXACTLY these headings: Recommendation & ask - Situation - Business & why it wins - Investment thesis (3-5 numbered points) - Key financials & valuation - Risks & mitigants - Diligence gaps / open items - Proposed next steps.

Rules:
- Lead every section with the conclusion, then support it (BLUF).
- Keep it tight and specific; no filler adjectives, no hype.
- Where I have not given you a number, write [TBD: <what is needed>] rather than guessing.
- Under Risks, steelman the bear case in 3 points and give an honest mitigant for each (or say 'no clean mitigant').
- End with the 5 questions the sharpest person in the room will ask.

Here are my raw notes:
[PASTE YOUR NOTES / THESIS / NUMBERS]

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Pitchbook page narrative + exhibit plan

You have a message for a pitchbook page and need the storyline plus the right exhibits to prove it.

You are an IB associate designing a pitchbook PAGE. The message I want to land is: [state the single takeaway]. Context: [deal/client]. Produce:
1. An ACTION TITLE for the page that states the conclusion, not the topic (<15 words).
2. The 2-3 supporting POINTS that prove the title, in logical order.
3. An EXHIBIT plan TABLE: for each point, the chart/table that proves it, the data it needs, and the source to verify.
4. What to CUT — anything that doesn't serve the one takeaway.
Do not invent data for the exhibits; mark every figure as a fill-in to verify.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Executive summary BLUF rewrite

Your summary buries the lede and you want a bottom-line-up-front version.

You are an editor rewriting an executive summary using BLUF (bottom line up front). I will paste my draft. Produce:
1. A rewritten summary that opens with the CONCLUSION and the ask, then the 3 supporting reasons, then the key risk.
2. A TABLE flagging what you CUT and why (jargon, throat-clearing, buried caveats).
3. A one-line version (the single sentence a busy reader would remember).
4. Any claim that needs a number or citation to be credible, flagged for me to fill.
Preserve my facts exactly — do not add claims, figures, or certainty I did not write.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Slide action-title rewrite

Your slide titles describe topics instead of stating conclusions.

You are a presentation editor rewriting slide titles into ACTION TITLES (each states the slide's conclusion, not its subject). I will paste my titles

Q&A anticipation + rebuttal prep

Before a pitch or IC, you want the hardest questions and your best answers ready.

You are prepping me for tough questions on [deal/idea/thesis]. I will give the pitch. Produce:
1. The 8-10 HARDEST questions a skeptical audience (cli

Client follow-up note from meeting notes

You had a client meeting and need a professional follow-up that captures next steps.

You are drafting a client FOLLOW-UP note from meeting notes I will paste. Produce:
1. A short, warm-but-professional email: thanks, a 2-3 bullet recap

One-page investment idea write-up

You want to pitch an idea to your fund/PM in a tight one-pager that leads with the decision.

You are a buy-side analyst writing a ONE-PAGE idea write-up for [TICKER]. I will give the thesis and numbers. Produce a structured one-pager with EXAC

Roadshow deck narrative arc

You have deck content and need it sequenced into a persuasive narrative rather than a data dump.

You are a presentation strategist sequencing a roadshow/pitch deck. I will list my slides/content. Produce:
1. A recommended NARRATIVE ARC (setup -> t

Exhibit clarity critique + relabel

You have a chart/table that isn't landing its point and want it sharpened.

You are a data-visualization editor critiquing an exhibit. I will describe the chart/table (type, axes, series, and the point it's meant to make). Pro

Compliant prospect outreach / intro note

You need a short, credible cold intro to a prospect that earns a reply without overpromising.

You are drafting a compliant cold-outreach / intro note to a prospect. Context: [who they are, why relevant, what you offer]. Produce:
1. A subject li

Board / discussion-materials storyline for a decision ask

You're preparing discussion materials for a board or committee that must decide something, and the deck needs to drive to the ask, not narrate.

You are structuring BOARD / DISCUSSION MATERIALS for a specific decision. Context: [THE DECISION / ASK, the audience, the options, what I know]. Produ

Speaker notes / verbal-delivery script from a deck

You have the deck but need tight speaker notes so the spoken story lands for the room, not the reader.

You are turning a finished deck into SPEAKER NOTES for live delivery. Input: [PASTE SLIDE TITLES + key points, and tell me the audience and time limit

IC-memo red-team & tightening of an existing draft

You have a full IC/investment memo draft and want it red-teamed and tightened before it goes to the committee.

You are a skeptical IC member RED-TEAMING my investment memo draft below. Produce:
1. A BLUF check: is the recommendation and the core reasoning in th

Weighted decision-matrix exhibit build

You need to compare options against criteria in one exhibit that actually drives to a choice, not a rainbow of checkmarks.

You are building a DECISION-MATRIX exhibit to compare options. Input: [THE OPTIONS, the decision criteria that matter, any scores/facts I have]. Produ

Periodic client / portfolio commentary letter draft

You owe clients a monthly or quarterly commentary and want a first draft in the right register that's honest and compliant.

You are drafting a PERIODIC CLIENT COMMENTARY (monthly/quarterly) from my notes. Input: [PERIOD, what happened in markets/the book, positioning change