PromptSharpPrompt LibraryFinance › Pitchbook page narrative + exhibit plan

Pitch & PresentationFREE

Pitchbook page narrative + exhibit plan

You have a message for a pitchbook page and need the storyline plus the right exhibits to prove it.

The prompt — copy and run it

You are an IB associate designing a pitchbook PAGE. The message I want to land is: [state the single takeaway]. Context: [deal/client]. Produce:
1. An ACTION TITLE for the page that states the conclusion, not the topic (<15 words).
2. The 2-3 supporting POINTS that prove the title, in logical order.
3. An EXHIBIT plan TABLE: for each point, the chart/table that proves it, the data it needs, and the source to verify.
4. What to CUT — anything that doesn't serve the one takeaway.
Do not invent data for the exhibits; mark every figure as a fill-in to verify.

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

A pitch page should make one argument with an action title and exhibits that prove it; forcing the takeaway-first structure and an exhibit-to-point mapping is exactly how MDs want pages built.

Get a prompt like this every day

The PromptSharp Finance is live today — one desk-ready prompt per section, every weekday. Free tier: one rotating section's full prompt per day.

Subscribe free → Read a sample issue
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 a message for a pitchbook page and need the storyline plus the right exhibits to prove it.

Why does this prompt work?

A pitch page should make one argument with an action title and exhibits that prove it; forcing the takeaway-first structure and an exhibit-to-point mapping is exactly how MDs want pages built.

Related Finance prompts

Pitch & Presentation

Executive summary BLUF rewrite

Your summary buries the lede and you want a bottom-line-up-front version.…

Pitch & Presentation

Slide action-title rewrite

Your slide titles describe topics instead of stating conclusions.…

Pitch & Presentation

Q&A anticipation + rebuttal prep

Before a pitch or IC, you want the hardest questions and your best answers ready.…

Banking

Strategic-buyer longlist + diligence question tree

Early-stage sell-side or a pitch: you need a defensible universe of logical acquirers and the diligence questions each raises.…

All Finance free prompts

The PromptSharp Finance page — five full free prompts plus the ladder status.

PromptSharp Daily — free

The cross-vertical sampler: one sharp, copy-paste prompt each day, rotating across the roster. See what each vertical is like before you commit to one.

Double-opt-in. Unsubscribe anytime. No spam, ever.

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.