PromptSharp › Daily briefs › Finance › July 13, 2026

Finance prompt of the day

July 13, 2026 · for Investment banking, sales & trading, equity research, FP&A. One sharp, copy-paste prompt — free, every weekday.

You are an M&A / financing associate building a SOURCES & USES and a pro forma capitalization bridge for a transaction I describe: [DEAL: target, purchase price / EV, financing mix, existing net debt, fees I know]. Produce, in order:
1. A SOURCES & USES TABLE (uses: equity purchase price, refinanced debt, fees & expenses, cash to balance sheet; sources: new debt tranches, rollover equity, sponsor/acquirer equity, target cash). Every line ties; where I have not given you a figure, write "not provided".
2. A PRO FORMA CAPITALIZATION bridge (pre-deal -> adjustments -> post-deal) for each debt layer and equity, with resulting gross and net leverage where computable.
3. A BALANCE CHECK note: does sources = uses, and what single input, if wrong, breaks the tie.
4. The 3 assumptions I must confirm before this goes into a model.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

What changed for Finance

How to run “Sources & uses + pro forma capitalization bridge”, step by step

The situation this prompt is built for: You have a proposed deal and need a clean sources-and-uses table plus the pro forma cap structure before the model exists. Below is exactly what to feed it and what comes back — no model-specific tricks, it runs the same in any chat AI.

What each placeholder does

Demo profile for the example fills: a equity research associate on a mid-cap sector coverage team, working in Excel, a chat AI model, and your firm's data terminal. Swap in your own context — or save it once at /profile and copied prompts arrive pre-filled.

• [DEAL: target, purchase price / EV, financing mix, existing net debt, fees I know] — this is the input the whole output quality hangs on. Each part narrows the answer: deal: target; purchase price; ev; financing mix; existing net debt; fees i know. Demo fill: the specific name plus one line of context — e.g. “Meridian Foods, packaged-food carve-out, sponsor-backed, first institutional process”. Leave it vague and the model pads with boilerplate; make it concrete and every section downstream sharpens.

What the model hands back

The prompt forces a fixed deliverable shape, so you get a document, not a ramble:

1. A SOURCES & USES TABLE (uses: equity purchase price, refinanced debt, fees & expenses, cash to balance sheet; sources: new debt tranches, rollover equity, sponsor/acquirer equity, target cash). Every line ties; where I have not given you a figure, write "not provided".
2. A PRO FORMA CAPITALIZATION bridge (pre-deal -> adjustments -> post-deal) for each debt layer and equity, with resulting gross and net leverage where computable.
3. A BALANCE CHECK note: does sources = uses, and what single input, if wrong, breaks the tie.
4. The 3 assumptions I must confirm before this goes into a model.

Why this structure works

Sources & uses is where a deal quietly fails to balance; forcing the line-by-line tie, a pro forma leverage bridge, and an explicit balance check catches the fabricated-plug before it compounds through the whole model.

On Pro, arrives pre-set to your firm's convention on fee treatment and leverage definition (gross vs net, lease-adjusted) from the profile you set once.

When to use it — and when not to

Reach for it when

• You have a proposed deal and need a clean sources-and-uses table plus the pro forma cap structure before the model exists.
• You can actually supply the inputs it asks for ([DEAL: target, purchase price / EV, financing mix, existing net debt, fees I know]) — this prompt is an amplifier for real context, not a substitute for it.
• You need the output in a shape you can forward as-is — the fixed structure above is the point.

Skip it when

• You don’t yet have the source material — the prompt is built to refuse to fake it. Its own guardrail: “Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it.” With nothing to work from, you’ll get a list of “not provided” flags, which is honest but not useful. Collect the inputs first.
• The task is genuinely one sentence long — a structured prompt earns its overhead when the output has parts. For quick one-off questions, just ask.

Adapting today’s prompt for adjacent roles

“Sources & uses + pro forma capitalization bridge” sits in the Banking lane of the finance pool. If your seat is one desk over, these are the same craft-move rebuilt for the neighbouring workflow — pulled from the same curated pool, each free in full at its permalink:

You are a trader planning EXECUTION of a large order. Details: [NAME, side, size vs ADV, urgency, current liquidity/spread, any benchmark]. Produce: 1. An…

You are a buy-side analyst constructing a SHORT THESIS for [NAME]. Using only what I provide, produce: 1. The CORE SHORT logic in 3-4 sentences: what breaks, why the…

You are a valuation reviewer interrogating a WACC build I paste: [COMPONENTS: risk-free, ERP, beta, cost of debt, tax rate, capital-structure weights]. Produce: 1. A…

Common failure modes (and the fixes)

• Failure: letting the model drift past the prompt’s own guardrail — “Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it.” Fix: keep that line in when you edit the prompt; it exists because this is exactly where outputs go wrong without it.
• Failure: letting the model drift past the prompt’s own guardrail — “Mark every claim I should verify externally before relying on it.” Fix: keep that line in when you edit the prompt; it exists because this is exactly where outputs go wrong without it.
• Failure: letting the model drift past the prompt’s own guardrail — “Never use, infer, or request material non-public information (MNPI) or client-confidential data.” Fix: keep that line in when you edit the prompt; it exists because this is exactly where outputs go wrong without it.
• Failure: filling [DEAL: target, purchase price / EV, financing mix, existing net debt, fees I know] with a vague summary. The output can only be as specific as this input — generic context in, generic deliverable out. Fix: paste raw specifics (real names, real numbers, real constraints), then trim the model’s output, not your input.
• Failure: accepting the first pass. Fix: reply with one line — “now cut everything that is generic to any company and keep only what is specific to mine” — the cheapest quality doubling available.

Where AI is landing for investment banking right now

Context for today’s prompt, from the same screened sources the daily brief reads. Our read, with sources linked — the pattern across items like these is consistent: the professionals getting leverage from AI are the ones feeding it real working context, which is exactly the muscle today’s prompt trains.

• [a16z Podcast] Before Blockchains, There Was State Machine Replication (podcast) — Every blockchain today relies on replication techniques first developed in the 1980s by researchers who weren't thinking about cryptocurrencies at all. In this episode, Tim…
• [Odd Lots] Why AI Might Actually Create More Work for Lawyers (podcast) — It seems obvious that among the many industries that AI might disrupt, the legal profession might face some of the most adverse outcomes. When clerical, research-based tasks like…

Quick answers

Is “Sources & uses + pro forma capitalization bridge” free to use?

Yes — every weekday issue of the PromptSharp Finance publishes one full pool prompt free on the web, and it stays free in the archive. Pro is the daily full prompt set, the searchable archive, personalization, and MCP delivery — not a paywall on this page.

Which AI model does this prompt work with?

Any of them. Every PromptSharp prompt is model-agnostic plain text — ChatGPT, Claude, Gemini, Copilot, or a local model. No plugins, no custom GPTs; paste and run.

How is the finance prompt of the day chosen?

Deterministic rotation over the curated finance pool — currently 75 prompts across 5 sections — the same single source the paid brief reads. Same date, same prompt: the archive never silently changes under you.

What goes in the [BRACKETED] placeholders?

Your context — the walkthrough above covers each one. The short rule: the more concrete the fill (real names, numbers, constraints), the sharper the output. Save your details once at /profile and web copies arrive pre-filled.

How do I get this in my inbox instead?

The capture form above — PromptSharp Finance status is honest: live briefs send every weekday; pre-launch verticals email their free list the day the email edition starts.

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