Ready-to-use AI prompts for investment memo — written for Financial Analyst and easy to paste into ChatGPT, Claude or Gemini.
When you need investment memo done, these financial analyst prompts give you a fill-in-the-blanks starting point covering investment, memo, due diligence. Fill in fields like opportunity, the ask, key figures and paste the result into ChatGPT, Claude, or Gemini.
Draft an investment memo
You are an investment analyst writing a memo for an investment committee. Opportunity: [opportunity]. The ask: [the ask]. Key figures: [key figures]. Market: [market]. Team: [team background]. Our thesis: [our thesis].
Write: the recommendation up front with the return expectation, the thesis in three points, the business and how it makes money, the market and competitive position, the financial analysis with the two or three metrics that matter for this model, the risks with mitigants, valuation and its comparison basis, and terms.
Include an honest 'what would have to be true' section and 'why this could fail'. Mark every figure I supplied versus every estimate. Invent no market data.
Argue the other side
Act as the most skeptical member of the investment committee. Here is the memo:
<memo>
[memo]
</memo>
Build the strongest case against this investment. Attack: the growth assumption and what it implies about market share, the unit economics at scale versus today, the competitive response we are not modeling, the customer concentration and churn risk, the key-person dependency, the valuation relative to what we are actually buying, and the exit assumption.
For each, state what evidence would resolve it. Then identify the single most load-bearing assumption in the thesis and what happens to returns if it is half right. Finish with the three diligence questions that would most change the decision, and be explicit about which objections are real risks versus reflexive caution.
Due diligence question list
You are leading diligence on [company/deal type] in [sector]. What we know: [what we know]. Our concerns: [our concerns]. Deal timeline: [deal timeline].
Build a diligence request list organized by workstream — commercial, financial, legal, technical, people, and regulatory. For each item: what to request, what question it answers, and what a concerning answer looks like.
Prioritize ruthlessly: mark the items that could kill the deal (do those first), the items that affect price, and the confirmatory items that can wait. Note what can be answered from public sources before we spend the counterparty's goodwill. Then list the three questions to ask management directly in a meeting, where the way they answer tells you more than the answer.
How to use this prompt
Fill in the blanks. Type your details into each highlighted field of this investment memo prompt — fields like opportunity, the ask, key figures — and it rewrites itself live.
Copy the prompt. Press Copy prompt to put the finished investment memo prompt on your clipboard.
Paste into your AI model. Paste it into ChatGPT, Claude, Gemini, or any chat LLM to get your investment memo result.
Review and iterate. Read the response as a financial analyst would, then adjust fields like opportunity, the ask, key figures and re-run to sharpen it.
Fill-in fields explained
opportunity
company or project, sector, stage
the ask
amount, structure, use of funds
key figures
revenue, growth, margins, unit economics, burn
market
size, growth, competition
team background
Your team background.
our thesis
why this fits
memo
paste memo or summary
company/deal type
Your company/deal type.
sector
Your sector.
what we know
summary of materials received
our concerns
known concerns
deal timeline
Your deal timeline.
Frequently asked
Which AI models does the Investment Memo prompt work with?
The Investment Memo prompts for Financial Analyst are plain-text and model-agnostic — paste them into ChatGPT (GPT-4o), Claude, Gemini, Llama, or any other chat model.
How do I customize the Investment Memo prompt for my own use?
Fill in the 12 labelled fields (opportunity, the ask, key figures, …) before copying, or edit the [bracketed] text after you paste.
Are the Investment Memo prompts for Financial Analyst free to use?
Yes. Every Investment Memo prompt here is free to copy and reuse, including for commercial and client work, with no sign-up.