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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.

The prompt — copy and run it

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 the first paragraph? If it's buried, rewrite the opening to lead with the proposition.
2. An ARGUMENT-INTEGRITY pass: where is a claim unsupported, where does evidence not match the conclusion, and where is a key risk under-weighted or missing. Be specific and quote the line.
3. The 5 HARDEST questions the committee will ask that the memo does not yet answer.
4. A TIGHTENING list: sections that can be cut or compressed without losing the argument.
Do not add facts or figures I did not provide — flag gaps instead.
[PASTE MEMO DRAFT]

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.

How to use this prompt

  1. Copy the full prompt above with the Copy button.
  2. Fill in your inputs. Replace each bracketed placeholder with your specifics: [PASTE MEMO DRAFT]
  3. Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.

Why this prompt works

Memos get rejected on the buried lede and the unaddressed risk; a red-team that forces the proposition up front, checks argument integrity, and pre-empts the committee's hardest questions is exactly the review that gets a memo approved.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

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

Why does this prompt work?

Memos get rejected on the buried lede and the unaddressed risk; a red-team that forces the proposition up front, checks argument integrity, and pre-empts the committee's hardest questions is exactly the review that gets a memo approved.

What mistake does this prompt help you avoid?

PF04

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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.