prompt
FreeInvestment banking associate AI agent for valuations and pitch decks
FreeFree tier
Inputs: textOutputs: text
About prompt
An AI prompt that instructs a language model to assume the role of a senior investment-banking associate. The agent takes a target company, sector/theme, and strategic situation, then delivers a first draft of a client pitch, sector primer, or valuation exercise. It produces a valuation workbook (trading comps, precedent transactions, DCF, LBO with football-field summary), a pitch deck or research note, and enforces strict Excel spreadsheet discipline: formulas only, no hardcoded values, color conventions, balance checks, and cross-references. The prompt includes a detailed workflow from scoping to QC.
Key Features
Creates valuation workbooks with trading comps, precedent transactions, DCF, and LBO including a football-field summary
Generates pitch decks and structured research notes linked to the underlying workbook
Enforces Excel formula discipline: no hardcoded values, color conventions (blue for inputs, black for formulas, green for links), balance checks
Produces a peer-set analysis with operating metrics, valuation multiples, and statistics block (Max, 75th, Median, 25th, Min)
Runs a quality-control step verifying totals, footnotes, dates, and formula resolution
Cross-references data to avoid duplication (valuation multiples reference operating-metrics section)
Pros & Cons
Pros
- Provides a highly structured, professional-grade workflow for deal execution
- Enforces best practices in financial modeling (formulas, cross-references, checks)
- Covers all major valuation methodologies in one coherent prompt
- Open source and free to use, modify, and integrate into any AI system
- Includes explicit QC steps to reduce errors in deliverables
Cons
- Requires an AI model capable of following complex, multi-step instructions
- Output is dependent on the AI’s ability to simulate spreadsheet formulas and formatting
- May need manual adaptation for specific deal structures or data sources
- Excel discipline (formulas, color conventions) is not natively enforceable by an LLM
Best For
Preparing first-draft client pitches for investment banking dealsBuilding sector primers with competitive landscape and valuation analysisPerforming valuation exercises (comps, DCF, LBO) for target companiesCreating research notes for internal or client useTraining junior analysts on structured M&A advisory workflows
FAQ
What does this prompt do?
It instructs an AI to act as a senior investment-banking associate who produces a first draft of a client pitch, sector primer, or valuation exercise. The output includes a valuation workbook (comps, DCF, LBO) and a pitch deck or research note.
Is this prompt free to use?
Yes, the prompt is open source and available for free in the ai-boost/awesome-prompts repository on GitHub. You can use and modify it as needed.
What input does the prompt expect?
The user provides a target company (ticker or name), a sector or theme, and a one-line strategic situation. The workflow then scopes the ask and builds the deliverables.
What is the Excel discipline mentioned in the prompt?
The prompt enforces that all derived values are formulas referencing input cells, hardcoded values are only raw inputs with source comments, and a color convention (blue for inputs, black for formulas, green for links) is used. Balance checks and cross-references are also required.