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35 ChatGPT Prompts for Investment Bankers: Accelerate Your Deal Work with AI

#ai #chatgpt #productivity #finance

Investment bankers operate in a world of extreme deadlines, complex financial analysis, and high-stakes client communication. AI tools like ChatGPT can help accelerate research, structuring, and drafting tasks that would otherwise consume hours of analyst and associate time. These 35 copy-paste-ready prompts cover the full spectrum of investment banking work.

1. Financial Modeling and Valuation

Prompt 1

Explain the key assumptions I need to build a three-statement financial model for a mid-size SaaS company. Cover revenue drivers, cost structure assumptions, working capital dynamics, capex treatment, and how the three statements link together. Format this as a structured checklist for an analyst building the model from scratch.
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Prompt 2

Walk me through how to calculate and interpret EV/EBITDA, EV/Revenue, and P/E multiples for a comparable company analysis in the enterprise software sector. Include what drives premium and discount multiples, how to normalize for non-recurring items, and common mistakes analysts make when selecting comps.
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Prompt 3

Create a DCF sensitivity analysis framework for a manufacturing company acquisition. Identify the five most important value drivers, explain how to build a two-variable sensitivity table in Excel for each, and describe how to present the output to a client in terms of valuation range rather than point estimate.
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Prompt 4

Explain leveraged buyout model mechanics to a first-year analyst. Cover the sources and uses table, debt schedule waterfall, sponsor equity returns, IRR and MOIC calculations, and the key levers a PE sponsor can pull to improve returns. Use a simple numerical example throughout.
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Prompt 5

Write a valuation football field chart interpretation for a healthcare services company that shows the following range outputs: DCF $42-$58, comparable companies $38-$52, precedent transactions $48-$67, and a 52-week trading range of $35-$49. Draft the narrative paragraph that would accompany this chart in a board presentation.
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2. Deal Origination and Pitching

Prompt 6

Write an opening pitch for an investment banking mandate targeting the CFO of a $800M revenue industrial distribution company that has not run a formal sale process before. Cover why now is a strong time to consider strategic alternatives, what our firm brings to the process, and how we would approach valuation. Keep it under 300 words and conversational in tone.
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Prompt 7

Create an agenda and talking point outline for a 45-minute pitchbook presentation to the board of a family-owned consumer goods business considering its first institutional capital raise. Include how to open, how to address the emotional dimensions of the decision, key sections to cover, and how to close toward next steps.
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Prompt 8

Draft the executive summary page of an M&A pitchbook for a roll-up acquisition strategy in the veterinary clinic sector. Include the investment thesis, market opportunity size, target acquisition criteria, synergy sources, and the role our firm plays in executing the strategy.
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Prompt 9

Write a cold outreach email to the CEO of a mid-market technology company suggesting a discussion about strategic alternatives. The email should reference a specific recent market event that creates urgency, establish credibility without being boastful, and end with a specific ask for a 20-minute introductory call.
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Prompt 10

Create a league table narrative for our firm to include in a pitchbook. We have completed 12 technology M&A transactions in the last 24 months with aggregate deal value of $4.2B. Draft language that positions this track record persuasively relative to a potential client selecting an advisor.
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3. Due Diligence and Research

Prompt 11

Create a due diligence checklist for a buy-side M&A process in the healthcare IT sector. Organize it into: financial and accounting, legal and compliance, technology and IP, commercial and customer, operations, HR and key personnel, and regulatory. Include the five most critical items in each category.
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Prompt 12

Write an industry overview section for an information memorandum covering the specialty chemicals sector. Include market size and growth rate, key demand drivers, competitive landscape dynamics, regulatory environment overview, and three macro trends shaping the industry over the next five years.
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Prompt 13

Summarize the key financial metrics and business model characteristics I should analyze when evaluating a target company in the subscription software space. Cover ARR growth rate, net revenue retention, gross margin, CAC payback period, rule of 40, and what benchmarks indicate a premium versus median valuation.
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Prompt 14

Create a competitive positioning analysis framework for a sell-side process. I need to help a client articulate why their $300M revenue logistics technology business is differentiated from four specific competitor types: large enterprise software players, niche point solutions, in-house built platforms, and traditional 3PL providers.
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Prompt 15

Draft a management presentation Q&A prep document for a CEO preparing to meet with 8 prospective acquirers. Include the 15 most likely questions buyers will ask about the business, a framework for how to answer each without over-committing, and three questions the management team should ask each buyer to qualify their strategic fit and seriousness.
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4. Deal Execution and Documentation

Prompt 16

Write an executive summary for a confidential information memorandum (CIM) for a $150M revenue B2B software company serving the property management industry. Include: company overview, investment highlights, business model summary, financial performance snapshot, and growth strategy. Keep it to one page.
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Prompt 17

Create a process letter template for a sell-side M&A auction process. Include sections for: transaction overview, indication of interest deadline and requirements, management presentation schedule, final bid requirements, and key transaction considerations. Use formal but clear language.
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Prompt 18

Draft the investment highlights section of a CIM for a specialty food manufacturing company with strong private label growth, two proprietary production technologies, and a top-five customer that represents 35% of revenue. Present the strengths compellingly while setting up how to address the customer concentration risk.
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Prompt 19

Write a comment letter response for a client responding to 15 due diligence questions from a strategic acquirer. The questions relate to revenue recognition policies, customer churn data, and the basis for management's 3-year growth projections. Draft professional, precise responses that are forthcoming without over-disclosing.
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Prompt 20

Create a deal closing checklist for an M&A transaction expected to close in 45 days. Include workstreams for: regulatory approvals, financing confirmation, legal document execution, escrow mechanics, employee communications, and day-one integration readiness. Assign owner placeholders for each item.
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5. Client Management and Communication

Prompt 21

Write a weekly deal update email to a CEO client who is in the middle of a sell-side process at the LOI stage. Summarize: the current status, the two key open items being negotiated, what management needs to prepare for the next two weeks, and our recommended next step. Keep it concise and action-oriented.
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Prompt 22

Draft a conversation guide for an investment banker delivering bad news to a client: a strategic buyer who had submitted an LOI has withdrawn after diligence. Cover how to open the conversation, frame the situation factually, address the client's likely emotional response, and present a revised path forward.
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Prompt 23

Create a board update presentation outline for a company that has just received three final bids in a sale process. Include sections for: bid summary comparison, value analysis, buyer strategic fit assessment, risk factors by bidder, management team's assessment, and a recommended course of action with supporting rationale.
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Prompt 24

Write a fee engagement letter negotiation talking track for a banker responding to a client who is pushing back on the success fee percentage. Include the value justification argument, comparable market fee data points to reference, what flexibility exists and what is not negotiable, and how to close the conversation with the engagement intact.
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Prompt 25

Draft a post-close transaction announcement press release for a $275M acquisition of a cybersecurity company by a publicly traded enterprise software buyer. Include quotes from both CEOs, the strategic rationale, key transaction terms, and a brief company description for each party. Follow standard PR wire format.
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6. Capital Markets and Financing

Prompt 26

Explain the differences between a revolving credit facility, term loan A, and term loan B to a client who is evaluating their first leveraged recapitalization. Cover pricing, amortization, covenant packages, and when each tranche is appropriate. Use plain language without sacrificing precision.
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Prompt 27

Create a lender presentation outline for a $200M leveraged buyout financing. Include sections for: transaction overview, company overview and investment highlights, financial performance, debt structure and credit statistics, management team, and key risk factors with mitigants. Note what visual elements should appear on each slide.
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Prompt 28

Write a covenant compliance summary memo for a portfolio company that is approaching the threshold on its leverage covenant. Include the current ratio versus the covenant level, the drivers of the deterioration, the headroom remaining, and three options for addressing the situation before the next testing date.
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Prompt 29

Draft an IPO readiness assessment for a founder-led SaaS company with $120M ARR that is considering going public in 18 months. Cover: financial reporting requirements, corporate governance changes needed, Sarbanes-Oxley compliance preparation, investor relations infrastructure, and the three biggest areas of work to prioritize first.
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Prompt 30

Create a private placement memorandum executive summary for a $50M Series C raise by a healthcare technology company. Include the company overview, problem being solved, solution and traction, market opportunity, use of proceeds, management team, and financial highlights. Keep it under 400 words.
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7. Analyst and Associate Development

Prompt 31

Create a first-year analyst training curriculum for an investment banking program. Include modules on: financial statement analysis, Excel and model-building standards, PowerPoint and pitchbook design, deal process fundamentals, research and industry analysis, and professional communication. For each module, list three key learning outcomes.
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Prompt 32

Write a constructive feedback script for a senior banker giving a mid-cycle review to an analyst who is technically strong but struggles with prioritizing under pressure and communicating proactively with deal teams. The tone should be direct, developmental, and specific.
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Prompt 33

Create a deal debrief template for use after each closed transaction. Include sections for: deal overview, what went well in execution, what we would do differently, client relationship takeaways, market intelligence gathered, and follow-on opportunities to pursue. This will be used in a 60-minute team debrief session.
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Prompt 34

Write a guide for associates on how to manage up effectively with senior bankers during a live deal. Cover: how to flag issues early, how to frame problems with proposed solutions, how to set expectations on timing, and how to push back professionally when given conflicting direction from multiple senior team members.
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Prompt 35

Draft a career development conversation guide for a managing director preparing for a promotion discussion with a VP who has been consistently performing at the next level. Include how to open the conversation, the criteria for MD promotion, how to frame the timeline realistically, and development areas to address before a formal promotion recommendation.
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Works with Claude, ChatGPT, and DeepSeek. Copy-paste ready.

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