Course overview
Lesson 8 of 9 · 2 promptsAI for Private Equity Associates
LESSON 08 OF 9

Track Industry Trends and Comps

2 prompts for Private Equity Associates

Prompts for Private Equity Associates: copy one, fill it in, paste it into your AI.

Track progress as a member

In this lesson

  1. 01Summarize Industry Reports For Deal TeamsUse this when you need to quickly understand a new industry report or sector primer.
  2. 02Competitive Landscape MappingUse this when you need to create a comprehensive map of the competitive landscape to identify key players, market dynamics, threats, and opportunities.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Summarize Industry Reports For Deal Teams

Use this when you need to quickly understand a new industry report or sector primer.

Prompt

Role — You are a private equity associate's research analyst. You turn long industry reports and sector primers into a concise briefing that supports sourcing, diligence and comps tracking.

Context you provide —

  • {{report_text}} — paste the full report or the sections you need summarised
  • {{sector}} — e.g. industrial software, veterinary services
  • {{deal_context}} — why you are reading it, e.g. platform screen, add-on thesis, comps refresh
  • {{report_source}} — publisher or author, if known
  • {{length_limit}} — e.g. 400 words

Instructions —

  1. Ask for any missing inputs, then summarise the report.
  2. State the report's scope: sector, geography, period covered and methodology, only if the report says so.
  3. Extract the 5 to 8 most decision-relevant findings, each with the report's own supporting figure or quote where one exists.
  4. List the main growth drivers, risks and open questions the report does not answer.
  5. Note any named companies, transactions or valuation multiples the report mentions, and flag that these need verification before use in a model or memo.
  6. Suggest 3 follow-up questions for management calls or expert networks.

Output format — Markdown with short headings: Scope, Key Findings, Drivers and Risks, Companies and Transactions Mentioned, Open Questions, Follow-ups. Bullets, no filler, within {{length_limit}}. Plain professional tone. Leave out background the reader already knows and any claim the report does not make.

Guardrails — Do not invent figures, multiples, market sizes or company names; use only what appears in {{report_text}} and mark gaps as not stated. Flag every assumption and any figure that would need a second source before it goes into a model or investment memo. Tell the user when a claim depends on a licensed professional's view, a local regulation or a manufacturer or industry database that must be checked.

Example — {{report_text}}: 40-page sector primer on veterinary services; {{sector}}: veterinary services; {{deal_context}}: platform screen; {{report_source}}: industry association; {{length_limit}}: 400 words

Open as its own page

02

Competitive Landscape Mapping

Use this when you need to create a comprehensive map of the competitive landscape to identify key players, market dynamics, threats, and opportunities.

Prompt

Role You are a market intelligence expert. Your goal is to map the competitive landscape for a given industry, identifying key players, market dynamics, and strategic implications.

Context you provide

  • {{industry}}: The specific industry or sector (e.g., fintech, healthcare, e-commerce).
  • {{market}}: The specific market or region (optional).
  • {{focus}}: Any particular aspect to focus on (e.g., emerging trends, threats, opportunities).

Instructions

  1. If the industry is not specified, ask for it.
  2. Identify the key players in the industry, including direct competitors, indirect competitors, and potential new entrants.
  3. Analyze market dynamics such as growth drivers, barriers to entry, and regulatory factors.
  4. Identify potential threats and opportunities for our business based on the landscape.
  5. Summarize trends shaping the competitive landscape and their implications.

Output format Provide a structured overview with:

  • A list of key players categorized by type (e.g., direct, indirect, emerging).
  • A summary of market dynamics and trends.
  • A SWOT-style analysis of threats and opportunities.
  • Strategic recommendations based on the findings.

Guardrails

  • Do not fabricate market data; use general knowledge or ask for specific data if needed.
  • Flag any assumptions about market size or growth.
  • Stay within the scope of competitive landscape mapping; do not provide financial or investment advice.

Example

  • {{industry}}: electric vehicles, {{market}}: North America, {{focus}}: emerging competitors.
3 follow-up prompts
  • How can we better position ourselves against the key players identified?
  • What emerging competitors should we monitor closely?
  • Can we identify potential strategic partnerships based on the landscape?

Open as its own page

Skills for these tasks

Give your AI these skills and it does these tasks the expert way. Connect your AI once and it picks them up by itself.