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IC / investment memo first draft from a raw thesis

You have the thesis and the numbers in your head (or a messy notes doc) and need a structured first-draft memo you can edit, not a blank page.

The prompt — copy and run it

Act as an associate drafting an investment committee memo. Turn my raw notes into a structured first draft using EXACTLY these headings: Recommendation & ask - Situation - Business & why it wins - Investment thesis (3-5 numbered points) - Key financials & valuation - Risks & mitigants - Diligence gaps / open items - Proposed next steps.

Rules:
- Lead every section with the conclusion, then support it (BLUF).
- Keep it tight and specific; no filler adjectives, no hype.
- Where I have not given you a number, write [TBD: <what is needed>] rather than guessing.
- Under Risks, steelman the bear case in 3 points and give an honest mitigant for each (or say 'no clean mitigant').
- End with the 5 questions the sharpest person in the room will ask.

Here are my raw notes:
[PASTE YOUR NOTES / THESIS / NUMBERS]

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.

Why this prompt works

BLUF structure + a fixed heading set gets you to a defensible draft fast, and the forced bear-case + [TBD] tags stop the memo from reading like a sell-piece. The 'sharpest questions' close is your pre-read prep.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

You have the thesis and the numbers in your head (or a messy notes doc) and need a structured first-draft memo you can edit, not a blank page.

Why does this prompt work?

BLUF structure + a fixed heading set gets you to a defensible draft fast, and the forced bear-case + [TBD] tags stop the memo from reading like a sell-piece. The 'sharpest questions' close is your pre-read prep.

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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.