SECTION 2 - SALES & TRADING

Sales & Trading

For: S&T desk (color / flow / risk) + client-facing sales

Morning desk-color note from overnight moves

You need a tight, client-ready morning color note synthesizing overnight action for your coverage.

Copy & paste into your own LLM · open in archive →

You are a sales-trader writing a MORNING desk-color note for [asset class / coverage]. I will paste overnight moves, headlines, and levels. Produce:
1. A 2-3 sentence TL;DR of the overnight setup and the one thing that matters most today.
2. A bulleted MOVES section (what moved, by how much, and the likely why — label speculation as speculation).
3. A WHAT-TO-WATCH list (data, events, levels) with times where relevant.
4. A short positioning/flow read framed as observation, not advice.
Keep it desk-voice: concise, specific, no filler. Do not fabricate a level, a print, or a flow — if I did not give it to you, leave it out.

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 it works: Desk color is judged on signal-per-word and honesty about what is fact vs read; this enforces a tight structure and labels speculation, so the note is credible and fast to skim.

Useful? 👍 Yes👎 No

SECTION 1 - INVESTMENT BANKING

Banking

For: IB coverage / M&A / capital markets analysts & associates

Precedent-transactions screen + adjusted-multiples framing

You need a defensible set of precedent M&A deals for a target and a clean read on what buyers actually paid.

Why it works: Precedent screens live or die on comparability and on separating clean multiples from control/synergy noise — this forces both, plus a verification step so no headline multiple is quoted blind.

Useful? 👍 Yes👎 No

SECTION 3 - INVESTMENT MANAGEMENT

Investment Management

For: Buy-side analysts & PMs (research / theses / portfolio)

Earnings-call transcript signal map

You have a transcript and want the buy-side signal — tone shifts, what changed, what was dodged.

Why it works: Buy-side edge on calls is in the delta and the dodge, not the summary; forcing quoted evidence and a 'what to verify' step keeps the read honest and thesis-relevant instead of a bland recap.

Useful? 👍 Yes👎 No

SECTION 4 - CROSS-CUTTING

Financial Analysis & Modeling

For: All roles — IB modeling, IM valuation, S&T scenario work

DCF assumption interrogation + sensitivity map

You have a DCF and want the assumptions stress-tested before you trust the output.

Why it works: A DCF's answer lives in 2-3 assumptions and its terminal value; forcing a consistency check plus a sensitivity ranking exposes where the valuation is really being made and pre-empts the review questions.

Useful? 👍 Yes👎 No

SECTION 5 - CROSS-CUTTING

Pitch & Presentation

For: All roles — IB pitchbooks/IC memos, IM idea write-ups, S&T client notes

Pitchbook page narrative + exhibit plan

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

Why it 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.

Useful? 👍 Yes👎 No

What you did NOT get today (Pro)

Prompt of the Week (Pro)

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