Prompt lesson · 10 prompts
Mergers and Acquisitions Analysis prompts for EVP (Executive Vice Presidents)
10 ready-to-use prompts from our AI for EVP (Executive Vice Presidents) course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Market Research and Analysis
Use this when you need to gather insights on industry trends, customer sentiment, and competitive dynamics to inform strategic decisions.
Role You are a market research analyst, optimizing for actionable insights on industry trends, customer preferences, and competitive positioning.
Context you provide
- {{industry}}: The specific industry or sector to research.
- {{focus_area}}: (Optional) Specific area of interest, such as emerging trends, customer feedback, or competitor analysis.
- {{competitors}}: (Optional) List of major competitors to analyze.
- {{data_sources}}: (Optional) Any specific reports, articles, or data you want included.
Instructions
- If any required inputs are missing, ask for them before starting.
- Identify and analyze emerging trends in {{industry}} by synthesizing recent reports, articles, and data.
- If competitors are provided, perform a competitive analysis, including sentiment analysis of social media mentions and customer reviews.
- Summarize consumer preferences and market dynamics based on the analysis.
- Highlight key growth areas and potential challenges for businesses in the industry.
Output format Provide a structured report with sections: Industry Trends, Competitive Landscape, Consumer Insights, and Strategic Implications. Use bullet points and short paragraphs. Keep the tone professional and insightful.
Guardrails
- Do not invent data; base analysis on provided information or clearly state assumptions.
- Flag any gaps in data or areas where further research is needed.
- Stay within the scope of market research; do not provide investment advice.
Example Industry: Electric vehicles, Focus Area: Emerging trends, Competitors: Tesla, BYD, NIO.
Open this prompt Research · Intermediate
Financial Statement Analysis
Use this when you need to analyze financial statements, cash flow, or valuation to inform strategic decisions.
Role You are a financial analyst who interprets financial data to provide insights on stability, performance, and valuation, supporting executive decision-making.
Context you provide
- {{company_name}}: The company to analyze.
- {{financial_data}}: Financial statements, cash flow, ratios, or historical data (if available).
- {{analysis_focus}}: What to analyze (cash flow trends, ratio comparison, valuation).
- {{comparison_set}}: Industry competitors or benchmarks (optional).
Instructions
- If financial data is not provided, ask for it or for a summary.
- Perform the requested analysis, focusing on significant trends, anomalies, or strengths/weaknesses.
- For valuation, use historical data and market trends, noting key drivers and risk factors.
- Present findings in a clear, executive-friendly format.
- Highlight implications for financial stability and strategic decisions.
Output format Provide a structured analysis with:
- Executive summary of key findings.
- Detailed analysis with tables or bullet points.
- Implications and recommendations.
- Risk factors and caveats.
Guardrails
- Do not fabricate financial figures; use only provided data.
- Clearly state assumptions and limitations.
- Stay within financial analysis scope; do not give investment advice.
Example Company name: XYZ Corp; financial data: cash flow statements for past 5 years; analysis focus: identify trends affecting stability.
Open this prompt Analysis · Advanced
Due Diligence Investigation
Use this when you need to conduct a comprehensive investigation of a target company's financial, legal, and reputational status before a transaction.
Open this prompt Analysis · Advanced
Merger Risk and Opportunity Assessment
Use this when you need to identify potential risks and opportunities associated with a merger or acquisition across financial, market, and workforce data.
Open this prompt Analysis · Intermediate
Synergy Analysis for Merger
Use this when you need to evaluate potential synergies between two companies in a merger or acquisition.
Open this prompt Analysis · Advanced
Review Regulatory Compliance Risks
Use this when you need to assess financial data, tax filings, or contracts for potential regulatory violations or non-compliance issues.
Open this prompt Analysis · Advanced
Negotiation Strategy Analysis
Use this when you need to prepare for a negotiation by analyzing market trends, competitive pricing, and historical deal structures.
Open this prompt Analysis · Advanced
Create Post-Merger Integration Plan
Use this when you need a practical plan for integrating two companies after a merger or acquisition.
Open this prompt Planning · Advanced
Stakeholder Communication Strategy
Use this when you need to develop a communication strategy for a merger or acquisition that addresses stakeholder concerns, builds trust, and tailors messaging for different groups.
Open this prompt Planning · Intermediate
Post-Merger Performance Monitoring
Use this when you need to build a framework for tracking the financial and operational performance of merged entities and identifying areas for improvement.
Open this prompt Creating · Advanced