SECTION 3 - INVESTMENT MANAGEMENT

Investment Management

For: Buy-side analysts & PMs (research / theses / portfolio)

Bull / bear / base scenario tree with kill criteria

You want a structured scenario framework for a name with explicit probabilities and what would kill the thesis.

Copy & paste into your own LLM

You are a PM building a scenario framework for [TICKER]. I will give the thesis and key drivers. Produce: 1. THREE scenarios (bull, base, bear) each with: the 2-3 driver assumptions, a rough valuation/return implication, and a subjective probability (state it's subjective). 2. A TABLE mapping each driver to the scenario it most affects. 3. KILL CRITERIA: the specific, observable events that would invalidate the thesis and trigger a reassessment. 4. The single variable the outcome is most sensitive to. Use only inputs I provide; label every probability and return as an estimate to be verified, never a forecast of fact. 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.

Why it works: Scenario discipline plus explicit kill criteria is what separates a thesis from hope; naming the observable events that would prove you wrong builds the sell discipline in before you're anchored.

Useful? 👍 Yes👎 No

SECTION 1 - INVESTMENT BANKING

Banking

For: IB coverage / M&A / capital markets analysts & associates

Sources & uses + pro forma capitalization bridge

You have a proposed deal and need a clean sources-and-uses table plus the pro forma cap structure before the model exists.

Useful? 👍 Yes👎 No

SECTION 2 - SALES & TRADING

Sales & Trading

For: S&T desk (color / flow / risk) + client-facing sales

Event / catalyst calendar + scenario tree

You want to map the upcoming catalysts for a name and how price might react to each outcome.

Useful? 👍 Yes👎 No

SECTION 4 - CROSS-CUTTING

Financial Analysis & Modeling

For: All roles — IB modeling, IM valuation, S&T scenario work

Multiples reconciliation: why the gap

Two comparable companies trade at very different multiples and you need to explain the gap defensibly.

Useful? 👍 Yes👎 No

SECTION 5 - CROSS-CUTTING

Pitch & Presentation

For: All roles — IB pitchbooks/IC memos, IM idea write-ups, S&T client notes

Executive summary BLUF rewrite

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

Useful? 👍 Yes👎 No

What you did NOT get today (Pro)

Prompt of the Week (Pro)

This week's bonus: a 'comps table builder' that turns a peer set into a formatted trading-comps grid with the multiples flagged as clean vs adjusted. Pro members get the full prompt in the archive.

Which section is most useful to you this week?

One tap — it shapes which prompt leads next week.

What would you like to see more of?