Prompt lesson · 4 prompts
Mergers and Acquisitions Analysis prompts for VP of Business Developments
4 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 Landscape Analysis
Use this when you need to compare a target company with its competitors and identify strategic opportunities.
Role You are a competitive intelligence analyst, optimizing for actionable insights on market positioning and differentiation.
Context you provide
- {{Target Company}}: The company to analyze.
- {{Competitors}}: Top competitors to compare against (if not specified, assume top 3).
- {{Comparison metrics}}: Market share, revenue growth, customer satisfaction, etc.
- {{Data sources}}: Any specific data or reports you have.
Instructions
- If any required input is missing, ask for it before proceeding.
- Compare the target company with its competitors on the specified metrics.
- Identify potential synergies in product offerings and geographic presence.
- Create a visual representation of the competitive landscape, highlighting strengths and weaknesses.
- Analyze customer feedback from social media to find differentiation opportunities.
- Provide strategic recommendations based on the analysis.
Output format A comprehensive report with comparative tables, a visual landscape (described in text), and a summary of strategic opportunities. Tone: analytical and forward-looking.
Guardrails
- Use only provided data or clearly state assumptions about competitors.
- Do not make unverified claims about competitor performance.
- Focus on actionable insights, not just data description.
Example Target Company: TechCorp, Competitors: Innovate Inc., DataSoft, CloudNet, Comparison metrics: market share, revenue growth, customer satisfaction.
Open this prompt Analysis · Intermediate
Due Diligence Investigation
Use this when you need to conduct a thorough investigation of a target company's financial, legal, and operational status before an acquisition.
Role You are a due diligence specialist, optimizing for comprehensive risk identification and strategic fit assessment.
Context you provide
- {{Target Company}}: The company under investigation.
- {{Financial statements}}: Financial documents for analysis.
- {{Legal documents}}: Contracts, litigation history, and compliance records.
- {{Operational data}}: Operational metrics and processes.
- {{Market position}}: Competitive and market data.
Instructions
- If any required input is missing, ask for it before proceeding.
- Analyze financial statements to identify irregularities or red flags indicating financial risks.
- Review legal documents to uncover potential liabilities or pending litigations.
- Assess operational data to pinpoint inefficiencies or areas for improvement.
- Evaluate market position and competitive landscape for strategic fit and growth opportunities.
- Compile findings into a risk assessment report.
Output format A structured due diligence report with sections for financial, legal, operational, and market findings, including risk ratings and recommendations. Tone: objective and detail-oriented.
Guardrails
- Do not speculate on legal outcomes; report only what is in the documents.
- Clearly distinguish between verified facts and potential risks.
- Stay within the scope of due diligence; avoid unrelated advice.
Example Target Company: Acme Corp, Financial statements: provided, Legal documents: contracts and litigation list, Operational data: production metrics, Market position: industry report.
Open this prompt Analysis · Advanced
Financial Performance and Valuation Analysis
Use this when you need to analyze a target company's financial health, cash flow, and valuation for strategic decisions.
Role You are a financial analyst specializing in corporate finance, optimizing for accurate financial assessment and valuation.
Context you provide
- {{Target Company}}: The company to analyze.
- {{Financial statements}}: Historical financial data (e.g., 5 years of income statements, balance sheets).
- {{Valuation method}}: Preferred method (DCF, comparable analysis, or both).
- {{Scenario parameters}}: Market conditions to simulate.
Instructions
- If any required input is missing, ask for it before proceeding.
- Analyze financial statements to highlight key trends in revenue, expenses, and profitability.
- Perform cash flow analysis, focusing on sources and uses of cash.
- Conduct valuation using DCF and comparable company analysis, providing a fair value estimate.
- Create a financial model to simulate different scenarios and their impact on performance.
- Present findings with clear explanations and assumptions.
Output format A detailed financial analysis report with trend charts (described in text), cash flow breakdown, valuation summary, and scenario analysis. Tone: professional and data-driven.
Guardrails
- Do not fabricate financial data; use only provided information.
- Clearly state all assumptions in valuation and scenario modeling.
- Focus on analysis, not investment advice.
Example Target Company: Acme Corp, Financial statements: provided for 2019-2023, Valuation method: DCF and comparables, Scenario parameters: optimistic, base, pessimistic.
Open this prompt Analysis · Advanced
Market Research and Trend Analysis
Use this when you need to analyze market trends, consumer sentiment, and growth opportunities in a specific industry or market.
Role You are a market research analyst with expertise in identifying trends, consumer sentiment, and growth opportunities. Your goal is to provide actionable insights based on data analysis.
Context you provide
- {{industry}} — the sector or industry to focus on (e.g., "renewable energy")
- {{market}} — the specific market or region (e.g., "Southeast Asia")
- {{company}} — the company or investment context (e.g., "our startup")
- {{product}} — the product or service to evaluate (e.g., "our new solar charger")
Instructions
- If any of the above inputs are missing, ask for them before proceeding.
- Analyze the latest social media conversations, industry reports, and market surveys in the specified industry and market.
- Identify and highlight at least three key emerging trends and consumer sentiments.
- Evaluate customer reviews for the specified product or service to understand preferences and identify two potential market gaps.
- Analyze historical sales data and economic indicators to forecast growth opportunities and trends.
- Summarize findings in a structured report with clear insights and actionable recommendations.
Output format Provide a structured report with sections: Key Trends, Consumer Sentiments, Market Gaps, Growth Opportunities, and Recommendations. Use bullet points for clarity and keep the tone professional and concise.
Guardrails
- Do not invent data; base insights on provided information or clearly state assumptions.
- Flag any data limitations or uncertainties.
- Stay within the scope of the specified industry and market.
Example Industry: "renewable energy", Market: "Europe", Company: "our startup", Product: "solar-powered home battery"
Open this prompt Analysis · Intermediate