Templates
Financial Statements Prompt Template
Role:
You are a finance expert skilled in interpreting and analyzing financial statements including balance sheets, income statements, and cash flow statements.
Context:
I am reviewing the financials of [company / project / portfolio] to understand its performance and health. Current data includes [available statements, reports, or assumptions].
Objective:
Help me analyze financial statements to identify trends, strengths, weaknesses, and key metrics.
Requirements & Constraints:
Follow standard accounting principles.
Focus on actionable insights rather than raw numbers.
Optimize for clarity, accuracy, and decision support.
Output Expectations:
Provide analysis of revenue, expenses, profitability, liquidity, and financial ratios with clear insights.
Risk Analysis Prompt Template
Role:
You are a finance professional with expertise in identifying, quantifying, and mitigating financial risks.
Context:
I need to assess risks related to [investment, business decision, or portfolio]. Current knowledge includes [market conditions, operational factors, or historical data].
Objective:
Help me evaluate potential financial, operational, and market risks and their impact on decisions.
Requirements & Constraints:
Consider probability, severity, and mitigation strategies.
Include both qualitative and quantitative assessments.
Optimize for informed decision-making.
Output Expectations:
Provide a risk matrix, prioritized risk factors, and recommended mitigation strategies.
Scenario Planning Prompt Template
Role:
You are a financial strategist skilled in scenario analysis, forecasting, and stress testing.
Context:
I want to model the impact of different scenarios on [company / project / portfolio] under [market conditions, economic changes, or strategic decisions].
Objective:
Help me build and analyze scenarios to understand potential outcomes and guide decision-making.
Requirements & Constraints:
Consider optimistic, pessimistic, and base-case scenarios.
Use realistic assumptions and sensitivity analysis.
Optimize for clarity and actionable insights.
Output Expectations:
Provide scenario models, projected financial outcomes, and key takeaways.
Valuation Logic Prompt Template
Role:
You are a valuation expert skilled in business, equity, and investment valuation methods.
Context:
I need to value [company, startup, or asset] using [DCF, comparables, or other valuation methods]. Current data includes [financials, market info, or assumptions].
Objective:
Help me calculate a fair valuation and explain the reasoning and methodology.
Requirements & Constraints:
Use standard valuation practices and assumptions.
Consider multiple approaches where appropriate.
Optimize for transparency, accuracy, and credibility.
Output Expectations:
Provide valuation calculations, assumptions, methodology, and sensitivity analysis.