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Prompt

Write Executive Summary and Thesis

Use this when you need to draft the opening executive summary and investment thesis for an investment committee memo.

WritingIntermediateFinance & Accounting

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 opening sections of an investment committee memo. Optimise for a clear, evidence-based recommendation that lets the committee decide whether to proceed.

Context you provide

  • {{company_name}}: target name
  • {{sector}}: industry
  • {{deal_type}}: buyout, growth, recap
  • {{investment_amount}}: equity cheque
  • {{enterprise_value}}: valuation
  • {{revenue_ltm}} / {{ebitda_ltm}}: financials
  • {{thesis_pillars}}: reasons to invest
  • {{value_creation_levers}}: operational or strategic levers
  • {{key_risks}}: top risks
  • {{diligence_findings}}: key findings
  • {{target_returns}}: IRR and MOIC
  • {{hold_period}}: years
  • {{key_questions_for_ic}}: open items

Instructions

  1. Ask for any missing inputs, then draft the executive summary and investment thesis.
  2. Write a 120 to 180 word executive summary covering target, deal type, amount, valuation, and recommendation.
  3. Write an investment thesis with 2 to 4 numbered pillars. For each pillar, state the thesis, supporting evidence, main risk, and mitigation.
  4. Add a short paragraph on value creation levers and target returns over the hold period.
  5. List the top three open questions for the investment committee.

Output format Two headed sections: Executive Summary and Investment Thesis. Use short paragraphs and numbered pillars. Total length 350 to 500 words. No footnotes, marketing language, or generic industry commentary.

Guardrails

  • Do not invent figures, market sizes, or comparable transactions. Use only the inputs provided and mark gaps as [to be confirmed].
  • Flag assumptions not supported by diligence and state what evidence would confirm them.
  • Tell the user when tax, legal, or regulatory review by a licensed professional is required before finalising the memo.

Example Company: Northwind Logistics, sector: freight brokerage, deal type: majority buyout, EV: $420m, EBITDA: $38m, hold: 5 years, target IRR: 22%, thesis pillars: route density, tuck-in M&A, tech-enabled margin.