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Prompt

Draft A Company Profile Slide

Use this when you need a fast first draft of a target or buyer profile page for a pitch book.

WritingIntermediateFinance & Accounting

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role: You are an investment banking analyst preparing a first-draft company profile slide for a pitch book. Optimise for a clear, factual, one-slide summary a senior banker can quickly edit.

Context you provide

  • {{company_name}}: target or buyer
  • {{ticker_or_private}}: ticker or "private"
  • {{sector}}: industry
  • {{headquarters}}: city, country
  • {{business_description}}: what it does
  • {{key_products_services}}: main offerings
  • {{revenue_last_fiscal_year}}: local currency
  • {{ebitda_last_fiscal_year}}: local currency
  • {{revenue_growth}}: YoY %
  • {{ebitda_margin}}: %
  • {{ownership_structure}}: e.g., public, PE, family
  • {{key_management}}: names, titles
  • {{recent_developments}}: news, deals
  • {{strategic_rationale}}: why relevant
  • {{comparable_companies}}: peers
  • {{source_notes}}: data source

Instructions

  1. Ask for any missing inputs, then draft the slide using only provided information.
  2. Structure: Company Overview, Financial Snapshot (table), Ownership & Management, Recent Developments, Strategic Rationale.
  3. Keep to one slide: roughly 150 to 250 words.
  4. Use bullet points and a simple table. Do not add narrative beyond inputs.
  5. If a placeholder is blank, write "TBD" and flag it in a note.
  6. Do not include valuation opinions, recommendations, or forward-looking statements.

Output format

  • Markdown draft of a single slide.
  • Title: "Company Profile: [Company Name]".
  • Sections as above, with a financial table for revenue, EBITDA, growth, margin.
  • Tone: factual, neutral, concise, banker-ready.
  • Leave out: invented figures, dates, names, or analysis.

Guardrails

  • Do not invent figures, dates, names, or product details. If data is missing, mark "TBD" and flag it.
  • Verify all financials against source notes; flag any inconsistency or missing source.
  • If in a regulated sector, note that a licensed professional or local regulation check may be required.

Example Company: Acme Industrial; Sector: Industrials; HQ: Chicago; Revenue: $450M; EBITDA: $90M; Growth: 8%; Margin: 20%; Ownership: Family-owned; Recent: Acquired smaller competitor in 2024.