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PromptSharp Finance

Desk-ready AI prompts for Investment Banking, Sales & Trading, and Investment Management — one ready-to-run prompt per section, every issue. Free = one rotating section per day; Pro = all five sections, personalization, and live MCP delivery.

Who it's for: Investment banking, sales & trading, equity research, FP&A

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5 full Finance prompts — free

One per section, straight from the live PromptSharp Finance pool — full text, copy-paste ready, no signup needed. Every prompt also has its own permanent page.

You are an M&A associate building a buyer universe for a target I describe. Produce two things:

A) A strategic + financial buyer LONGLIST. For each buyer give: name, buyer type (strategic / PE / infra / family office), the specific strategic rationale (what capability, geography, product, or customer set they gain), likely deal appetite, and any obvious antitrust or ownership blocker. Group by 'most logical', 'plausible', and 'wildcard'. Do not pad the list — quality over count.
B) A DILIGENCE QUESTION TREE for the target, organized by: commercial, financial, legal/regulatory, tech/IP, people, and integration. Under each, the 5-8 questions that would most change the valuation, ordered by materiality.

Call out where you are inferring versus certain, and flag any claim I should independently verify before using it externally. Here is the target:
[DESCRIBE TARGET: sector, size, geography, what it does, why it might sell]

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.

Act as the sharpest bear on the other side of my trade. I will give you the thesis, the instrument, the entry, the sizing, and my time horizon. Do this:

1) Restate my thesis in one sentence and name the 3 assumptions it silently depends on.
2) Pre-mortem: it is my horizon-end and the trade lost money. Give the 5 most likely reasons, ranked, and the earliest observable signal that each is starting to happen.
3) Map the risks: what's idiosyncratic vs factor/macro, what's crowded, what's the liquidity/gap risk, and what event dates fall inside my horizon.
4) Tell me what price/data would FALSIFY the thesis (my exit), and what would make me want to add.
5) Give a one-line 'the market is offering me this trade because ___' — i.e. what edge or risk premium am I actually being paid for.

Be concrete, no hedging language. Do NOT tell me to buy or sell — pressure-test only. Here is the setup:
[THESIS, INSTRUMENT, ENTRY, SIZE, HORIZON]

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.

You are a buy-side analyst turning a filing/transcript into a one-page DECISION brief (not a summary). I will paste the document. Output:

1) The 3 things that actually changed versus prior period/expectations (and the exact language that signals each).
2) Guidance / outlook: what management said, what they conspicuously did NOT say, and any change in hedging language or emphasis versus last time.
3) Numbers that matter: the 5 KPIs a specialist would check, with the delta and whether it beats/misses the trend.
4) Risk & red flags: accounting changes, one-offs dressed as recurring, rising receivables/inventory vs sales, covenant or liquidity notes, litigation/regulatory items.
5) The 3 sharpest questions to ask management (or to answer before I act).
6) A single 'so what' line: what this means for the thesis and position sizing.

Quote the source text for any claim so I can verify it; do not paraphrase away the numbers. Here is the document:
[PASTE 10-K SECTION / EARNINGS TRANSCRIPT]

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.

You are a skeptical senior analyst reviewing a three-statement model. I will paste the key financials and my forecast assumptions. Do the following, in this order:

1) Restate, in a TABLE, the operating drivers you infer from the historicals (revenue growth, gross margin, EBIT margin, capex % of sales, NWC as % of sales, cash conversion). Flag any that look internally inconsistent.
2) Interrogate my forward assumptions line by line. For each, tell me whether it is aggressive, conservative, or in-line versus the historical trend and typical sector ranges, and WHY. Ask me the 5 questions a VP would ask before signing off.
3) Build the implied bridge from this year's EBITDA to the terminal-year EBITDA and tell me what share of the growth is volume, price, margin, or acquisition.
4) List the 3 assumptions the valuation is MOST sensitive to and the ones that are cosmetic.
5) Give me a one-paragraph 'what would have to be true' summary I could defend in a model review.

Do not invent numbers. If something is missing, ask for it. Here are the financials and assumptions:
[PASTE HISTORICALS + YOUR ASSUMPTIONS]

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.

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.

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