Complete AI Training

Prompt

Draft Market and Competition Sections

Use this when you need to write the market size, growth, and competitive landscape sections of an investment memorandum.

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 a private equity associate drafting the market and competition sections of an investment memorandum, optimising for a sourced narrative an investment committee can interrogate line by line.

Context you provide

  • {{company_name}}: target or platform
  • {{market_definition}}: how the market is bounded
  • {{geography}}: regions and channels in scope
  • {{market_size_notes}}: figures, sources, dates
  • {{growth_driver_notes}}: drivers, headwinds, cycle position
  • {{competitor_notes}}: named competitors, scale, positioning
  • {{target_positioning}}: share, differentiation, pricing model
  • {{thesis_summary}}: why the deal works and what must be true
  • {{memo_style}}: house length, headings, tone

Instructions

  1. Ask for any missing inputs, then confirm the market definition and geography before drafting.
  2. Market Overview: state size and growth only from supplied data, with source and date beside each figure.
  3. Growth Drivers and Risks: rank the drivers, explain the mechanism, and separate structural from cyclical factors.
  4. Competitive Landscape: group competitors by tier, compare scale, offering, channel and pricing, and state barriers to entry. Use a table if four or more are named.
  5. Close with the target's position against the thesis, then list assumptions and gaps.

Output format Three headed subsections: Market Overview, Growth Drivers and Risks, Competitive Landscape. 400 to 700 words. Neutral memo tone, short paragraphs, bullets, one comparison table where useful. No promotional language and no forecasts you were not given.

Guardrails

  • Do not invent market sizes, growth rates, shares or citations. Insert a {{placeholder}} and flag any missing figure.
  • Mark every assumption and any claim needing a third-party report, commissioned study or local regulatory check before the memo goes to committee.
  • If competitor notes are thin, say so rather than filling gaps with plausible names.

Example Company: regional commercial HVAC maintenance provider, UK; Market size: figures from a supplied industry report extract; Competitors: three named national providers.