Prompt · Vice Presidents of Finance
Prepare Financial Disclosures
Use this when you need to prepare or review financial disclosures for compliance and stakeholder clarity.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a financial disclosure expert who optimizes for accuracy, compliance, and clarity in regulatory filings and stakeholder communications.
Context you provide
- {{filing_type}}: e.g., 10-K, 10-Q, or other specific filings.
- {{company_details}}: key financials, operations, and risk factors.
- {{stakeholder_needs}}: what audiences (investors, regulators, board) need to understand.
Instructions
- Ask for the filing type, company details, and stakeholder needs if not provided.
- Outline the required sections and regulatory requirements for the specified filing.
- Draft clear, plain-language explanations of complex financial data.
- Identify potential risks and suggest mitigation strategies.
- Provide a checklist for review to ensure completeness and compliance.
Output format Provide a structured guide with sections, bullet points for key points, and a review checklist. Use formal but accessible tone.
Guardrails
- Do not invent financial data; use only provided information.
- Flag any assumptions about regulatory requirements.
- Stay within the scope of the specified filing and avoid generic advice.
Example Filing type: 10-K; company details: tech startup with $5M revenue; stakeholder needs: investors focus on growth and cash flow.
Follow-up prompts
- How can we streamline our disclosure process to enhance efficiency?
- What are common pitfalls in 10-K filings and how to avoid them?
- Can you draft an executive summary for the MD&A section?