SECTION 2 - SALES & TRADING

Sales & Trading

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

Event / catalyst calendar + scenario tree

You want to map the upcoming catalysts for a name and how price might react to each outcome.

Copy & paste into your own LLM

You are a trader mapping catalysts for [TICKER / theme]. I will give the known events (earnings, data, product, regulatory, macro). Produce: 1. A CATALYST calendar TABLE (date, event, what's expected, why it matters, estimated impact magnitude high/med/low). 2. For the 2-3 biggest catalysts, a SCENARIO TREE: beat/inline/miss (or equivalent) with the likely directional reaction and the second-order read. 3. The single event with the most asymmetric setup and why. 4. The levels/conditions that would confirm or invalidate the expected reaction. Use only events I provide; do not invent a date or a consensus number. 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: Trading reactions are about mapped scenarios, not point forecasts; a catalyst calendar plus a beat/inline/miss tree forces you to pre-decide reactions and spot the asymmetric event before it hits.

Useful? 👍 Yes👎 No

SECTION 1 - INVESTMENT BANKING

Banking

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

Sources & uses + pro forma capitalization bridge

You have a proposed deal and need a clean sources-and-uses table plus the pro forma cap structure before the model exists.

Useful? 👍 Yes👎 No

SECTION 3 - INVESTMENT MANAGEMENT

Investment Management

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

Bull / bear / base scenario tree with kill criteria

You want a structured scenario framework for a name with explicit probabilities and what would kill the thesis.

Useful? 👍 Yes👎 No

SECTION 4 - CROSS-CUTTING

Financial Analysis & Modeling

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

Credit / debt-capacity & covenant-headroom model review

You need to know whether a business can carry its debt and how much headroom it has before covenants bite.

Useful? 👍 Yes👎 No

SECTION 5 - CROSS-CUTTING

Pitch & Presentation

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

Executive summary BLUF rewrite

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

Useful? 👍 Yes👎 No

What you did NOT get today (Pro)

Prompt of the Week (Pro)

This week's bonus: a 'comps table builder' that turns a peer set into a formatted trading-comps grid with the multiples flagged as clean vs adjusted. Pro members get the full prompt in the archive.

Which section is most useful to you this week?

One tap — it shapes which prompt leads next week.

What would you like to see more of?