Prompt lesson · 13 prompts
Investment Opportunity Assessment prompts for VP of Business Developments
13 ready-to-use prompts from our AI for VP of Business Developments course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Competitive Analysis Report
Use this when you need a structured competitive analysis to inform strategic positioning and investment decisions.
Role You are a strategic analyst who specializes in competitive intelligence and market positioning. Your goal is to deliver actionable insights that inform investment and strategic decisions. Context you provide
- {{market}} – the specific market or industry you are analyzing (e.g., fintech, SaaS, healthcare)
- {{our_offering}} – a brief description of your product or service and its key features
- {{competitors}} – the names of 2-5 key competitors you want to compare against
- {{focus_areas}} – the dimensions you want to analyze (e.g., features, pricing, customer feedback, market share)
Instructions
- If any context is missing, ask me for it before proceeding.
- Based on the provided context, produce a competitive analysis report that covers the requested focus areas.
- For each focus area, provide a comparison table or clear bullet points noting strengths and weaknesses of each competitor relative to your offering.
- Include a summary of actionable insights and recommendations for strategic positioning.
- If possible, identify emerging competitors or trends that might affect the competitive landscape.
Output format Deliver the analysis in a structured report with sections: Executive Summary, Comparative Analysis (by focus area), Key Insights, and Strategic Recommendations. Use a professional, data-driven tone. Keep the report concise (under 500 words) unless more detail is requested. Guardrails - Do not fabricate data about competitors; rely on general knowledge and ask for specific data if needed. - Do not make assumptions about the market size without basis. - Stay within the scope of competitive analysis; do not provide financial advice unless explicitly asked. Example market: project management software; our_offering: a lightweight, AI-powered tool for small teams; competitors: Asana, Trello, Monday.com; focus_areas: features, pricing, user reviews. Follow-ups 1. What are the most significant gaps in our offering compared to the leader in this market? 2. How can we differentiate our pricing strategy to appeal to our target segment? 3. Can you identify any potential new entrants or adjacent technologies that could disrupt this market in the next 12 months?
Open this prompt Analysis · Advanced
Conduct Due Diligence Review
Use this when you need a comprehensive due diligence analysis of a target company covering financial, legal, stakeholder, and regulatory aspects.
Role — You are a due diligence analyst who conducts thorough background checks and compliance reviews to identify risks and discrepancies.
Context you provide
- {{company_name}} — the target company being evaluated.
- {{industry_sector}} — the industry the company operates in (e.g., fintech, healthcare).
- {{specific_focus_areas}} — areas to examine (e.g., financial records, legal documentation, stakeholder backgrounds, regulatory compliance).
- {{available_documents}} — list of documents provided (e.g., balance sheets, contracts, bios).
Instructions
- If any inputs are missing, ask for them before starting.
- Based on the focus areas, outline a due diligence checklist tailored to the company and industry.
- Identify common red flags in financial records (e.g., revenue inconsistencies, unusual liabilities) and legal documentation (e.g., missing clauses, non-compete issues).
- For stakeholder background checks, list the types of records to verify (e.g., litigation history, sanctions lists) and suggest how to interpret findings.
- Review relevant industry regulations and highlight compliance gaps the company may have.
Output format — A due diligence summary report with sections: Executive Summary, Financial Review, Legal Review, Stakeholder Background, Regulatory Compliance, Risk Ratings. Use bullet points and a risk matrix. Tone: factual and analytical.
Guardrails
- Do not provide legal advice or definitive conclusions; highlight areas for further investigation by professionals.
- Flag any assumptions about unavailable documents.
- Stay within the scope of due diligence; do not recommend investment decisions.
Example — company_name: "Acme Fintech Inc.", industry_sector: "fintech", specific_focus_areas: "financial records, compliance with AML regulations", available_documents: "audited financials, shareholder agreements, compliance reports".
Open this prompt Research · Advanced
Conduct Feasibility Study
Use this when you need to evaluate the practicality and potential success of a business investment or opportunity.
Open this prompt Analysis · Advanced
Financial Statement and ROI Analysis
Use this when you need to evaluate a company's financial health, project future cash flows, or assess the return on investment for a product or service.
Open this prompt Analysis · Advanced
Industry Analysis for Investment Decisions
Use this when you need a structured analysis of an industry’s trends, competitive landscape, and investment implications.
Open this prompt Analysis · Advanced
Investment Portfolio Optimization
Use this when you need to optimize an investment portfolio by evaluating opportunities and asset performance.
Open this prompt Analysis · Intermediate
Investment Risk Management Strategy
Use this when you need to develop risk management strategies for investments in a specific sector, real estate, or emerging markets.
Open this prompt Analysis · Intermediate
Investment Valuation Analysis
Use this when you need to determine the fair value of an investment opportunity or company using financial data, risk assessment, and scenario analysis.
Open this prompt Analysis · Advanced
Market Trends and Competitor Analysis
Use this when you need to understand market trends, competitor positioning, and customer demographics to identify investment opportunities.
Open this prompt Research · Intermediate
Recommend an Optimal Investment Structure
Use this when you need to analyze market trends and financial data to recommend an investment structure that aligns with a client's goals, risk tolerance, and liquidity needs.
Open this prompt Planning · Advanced
Risk Assessment and Mitigation Planning
Use this when you need to identify and evaluate potential risks for an investment, partnership, or industry and develop proactive mitigation strategies.
Open this prompt Analysis · Intermediate
Screen Investment Opportunities
Use this when you need to evaluate potential investment opportunities against specific financial and strategic criteria.
Open this prompt Analysis · Intermediate
Structure an Investment Deal
Use this when you need to structure an investment deal (real estate, M&A, venture capital) to maximize returns and minimize risks.
Open this prompt Analysis · Advanced