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Management & capital-allocation scorecard
You want to grade management on the thing that compounds: capital allocation and incentives.
The prompt — copy and run it
You are an analyst scoring the management team of [COMPANY]. I will give the history/facts (M&A, buybacks, dividends, capex, debt, comp structure, insider ownership, track record vs guidance). Produce: 1. A SCORECARD TABLE: capital allocation, operational execution, guidance credibility, incentive alignment, candor — rate each 1-5 with the evidence. 2. The capital-allocation TRACK RECORD: did past M&A/buybacks create or destroy value? Cite the basis. 3. Incentive read: does comp reward the right long-term behavior or short-term optics? 4. The one governance/allocation red flag most worth monitoring. Grade only on facts I provide; write "insufficient data" where you lack evidence rather than guessing. 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
- Copy the full prompt above with the Copy button.
- Fill in your inputs. Replace each bracketed placeholder with your specifics:
[COMPANY] - Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.
Why this prompt works
Capital allocation compounds over years and is under-analyzed vs the model; a scorecard grounded in the actual M&A/buyback track record and incentive design is where quality investors find durable edge.
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When should I use this prompt?
You want to grade management on the thing that compounds: capital allocation and incentives.
Why does this prompt work?
Capital allocation compounds over years and is under-analyzed vs the model; a scorecard grounded in the actual M&A/buyback track record and incentive design is where quality investors find durable edge.
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