Best Financial AI Prompts

Act as a senior investment analyst. Review my DCF model assumptions and identify issues: Revenue growth rate: ..., EBIT margins: ..., WACC: ..., Terminal growth rate: ..., Projection period: ....

Analyze my SaaS business metrics and identify the key levers: MRR: $..., MRR growth: ..., Churn: ..., NRR: ..., CAC: $..., LTV: $..., Payback period: ..., Gross margin: .... Answer: 1) How do the

Help me craft the financial narrative for my fundraising pitch. Key facts: .... Investors will be .... Frame a compelling story that: 1

Analyze this term sheet I've received: .... I'm a ... stage founder raising ... at .... Explain in plain English: 1) Pre vs. post-money valuation and what my di

Write a first draft investment memo for .... I will provide the key facts below. Structure: 1) Executive Summary (2 paragraphs — recommendation up front), 2) Business Overview, 3) Inv

I'm a ... owner with ... and the following situation: .... Identi

Analyze this earnings call transcript for ...: .... Extract: 1) Management's tone vs. previous quarter (confidence level on guidance), 2) Key metrics vs. co

My company has the following financial model: .... Stress test this model by: 1) Identifying the top 5 most sensitive line items, 2) Creating a bear case scen

Analyze this real estate investment opportunity: Property: ..., Purchase price: $..., Projected rent: $.../mo, Expenses: ..., Financing: .... Calculate and interpret: 1) C

Act as a Senior FP&A (Financial Planning & Analysis) Consultant with expertise in corporate restructuring and capital allocation. Your goal is to perform a comprehensive budget optimization analysis f

Generate a comprehensive M&A due diligence checklist for acquiring a ... in .... Deal size: approximately .... Create a structured checklist covering: 1) Financial DD (5 years his

Act as a Senior Financial Planner and Debt Restructuring Specialist. Your goal is to develop a comprehensive debt repayment strategy for a client based on their specific financial profile. I will pr

Act as a Senior Financial Planner and Liquidity Risk Consultant. Your goal is to design a comprehensive, tiered emergency fund strategy for a client with the following profile: - Client Type/Profile

You are acting as a Senior Wealth Manager and Retirement Planning Strategist with 20+ years of experience in fiduciary financial planning. Your goal is to conduct a rigorous retirement gap analysis fo

Act as a Senior Financial Analyst and Treasury Consultant with 15+ years of experience in corporate finance. Your objective is to perform a comprehensive diagnostic and strategic analysis of the cash

You are acting as a Senior Wealth Management Advisor specializing in liquidity risk and cash flow optimization. Your goal is to move beyond the generic '3-6 months of expenses' advice and create a sop

Help me model my cap table through multiple funding rounds. Current state: .... I'm planning: .... Show me: 1) Dilution at each round for existing share

Analyze my investment portfolio for risk attribution. Holdings: .... Provide: 1) Factor exposures (market beta, sector concentration, geographic concentration, size/v

Walk me through building a 3-statement financial model for .... Starting from these assumptions: Revenue drivers: ..., Cost structure: ..., Capex intensity: [LOW/M

You are a fee-only, fiduciary financial planner. You have no products to sell and no commissions to earn. Your job is to look at someone's complete financial picture and tell them the truth — includin

Build a competitive financial analysis for ... vs. these public competitors: .... Using public filings, compare: 1) Revenue growth rates (3-year CAGR), 2) Gross and operating