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Prompt examples

Copy-paste prompt templates for common presentation types

Ready-to-use prompt templates for common deck types. Copy, customize with your details, and generate.

Deal documentation

Confidential Information Memorandum (CIM)

CIM

Create a comprehensive Confidential Information Memorandum for a sell-side M&A process. Include executive summary, investment highlights, company overview, products/services, market opportunity, customers, operations, management team, financial performance, and growth opportunities. Audience is private equity and strategic buyers.

Management presentation

Management presentation

Create a management presentation for potential acquirers. They'll be private equity professionals focused on EBITDA, growth potential, and operational efficiency. Emphasize recurring revenue, customer retention, and margin expansion opportunity.

Investment teaser (1-page)

1-page teaser

Create a 1-page investment teaser highlighting key metrics, market position, and growth trajectory. This is for initial outreach to potential buyers in a sell-side process.

Investment teaser (4-page)

4-page teaser

Create a 4-page investment teaser for a sell-side M&A process. Structure it as:

  • Page 1: Executive summary with key investment highlights and financial snapshot
  • Page 2: Business overview and market opportunity
  • Page 3: Financial performance and growth trajectory
  • Page 4: Transaction overview and next steps

Target audience is private equity and strategic buyers. Make it compelling enough to generate NDAs.

Anonymous teaser

Anonymous teaser

Create an anonymous investment teaser for a sell-side process. Do not include the company name, location, or any identifying information. Use generic descriptors like "The Company" and describe the business in terms of industry, size, and capabilities without revealing identity. This is for confidential outreach before NDAs are signed.

Teaser with specific sections

Detailed teaser

Create a 4-page sell-side teaser with the following structure:

  • Page 1: Investment highlights and key metrics (revenue, EBITDA, growth rate)
  • Page 2: Company overview with products/services and competitive advantages
  • Page 3: Market opportunity showing TAM/SAM and industry tailwinds
  • Page 4: Financial summary with a chart showing revenue growth

Use professional photography, not illustrations. This is for outreach to strategic acquirers in the manufacturing space.

Investor decks

Series A/B pitch

Series A pitch

Create a 15-slide investor pitch deck for Series A VCs. Focus on our market opportunity, product traction, and growth strategy. The goal is to secure follow-up meetings.

Growth equity pitch

Growth equity pitch

Create an investor deck for growth equity investors. Emphasize our unit economics, path to profitability, and expansion opportunity. Include financial projections from the model.

Investment teaser

Investment teaser

Create a 1-page investment teaser highlighting our key metrics, market position, and growth trajectory. This is for initial outreach to potential investors.

Board presentations

Quarterly board update

Board update

Create a quarterly board presentation with executive summary, financial performance vs. plan, operational highlights, key risks, and decisions needed from the board.

Annual review

Annual review

Create an annual board presentation covering: year-over-year performance, strategic progress against goals, key wins and challenges, and priorities for next year.

Board strategy session

Strategy session

Create a strategic planning presentation for the board covering market trends, competitive dynamics, growth options, and recommended strategic direction with supporting analysis.

Sales and marketing

Sales deck

Sales deck

Create a sales deck that tells the story of how we solve the compliance pain point for mid-market banks. Open with the regulatory pressure they're facing, show how we solve it, and close with ROI data from similar customers.

Case study presentation

Case study

Create a case study presentation for [Customer Name]. Include the challenge they faced, our solution, implementation approach, and measurable results. Make it suitable for sharing with similar prospects.

Product overview

Product overview

Create a product overview presentation covering key features, use cases, integrations, and customer testimonials. Audience is technical evaluators at enterprise companies.

Company overviews

General company overview

Company overview

Create a company overview presentation covering our history, products, market position, team, and growth trajectory. Audience is potential strategic partners.

Management presentation (M&A)

Management presentation

Create a management presentation for potential acquirers in the industrial services space. They'll be private equity professionals focused on EBITDA, growth potential, and operational efficiency.

Partnership pitch

Partnership pitch

Create a partnership presentation for [Partner Company]. Focus on strategic alignment, mutual benefits, integration opportunities, and proposed next steps.

Analysis and strategy

Competitive analysis

Competitive analysis

Create a competitive landscape presentation analyzing our top 5 competitors. Include market positioning, feature comparison, and our differentiation strategy.

Market analysis

Market analysis

Create a market analysis presentation covering TAM/SAM/SOM, market trends, customer segments, and growth drivers. Include data visualizations where appropriate.

Strategic recommendation

Strategic recommendation

Create a strategic recommendation presentation evaluating 3 growth options: geographic expansion, new product line, and acquisition. Include pros/cons, financial impact, and a clear recommendation.

Internal presentations

All-hands update

All-hands

Create an all-hands presentation covering Q4 results, key wins, team updates, and priorities for next quarter. Tone should be celebratory but focused.

Project kickoff

Project kickoff

Create a project kickoff presentation for [Project Name]. Include objectives, timeline, team roles, key milestones, and success metrics.

Training presentation

Training

Create a training presentation on [Topic]. Structure it as a learning journey with clear objectives, key concepts, examples, and a summary of takeaways.

Tailoring prompts by audience

Different audiences need different approaches. Add audience context to any template:

Audience What to emphasize
Investors Market opportunity, traction, returns potential, team credibility
Board members Performance vs. plan, strategic decisions needed, risk management
Clients/prospects Value proposition, case studies, ROI, implementation ease
Internal teams Context, detail, action items, timelines
Partners Strategic alignment, mutual benefits, integration points
Acquirers EBITDA, growth levers, operational efficiency, synergies

Example with audience context

PE-focused management presentation

Create a management presentation for potential acquirers in the industrial services space. They'll be private equity professionals focused on EBITDA, growth potential, and operational efficiency. Emphasize our recurring revenue, customer retention, and margin expansion opportunity.

Guiding the narrative

Help shape the story your deck tells:

  • Opening hook — "Start with our biggest customer win"
  • Key message — "The main takeaway should be our 3x growth trajectory"
  • Call to action — "End with clear next steps for partnership"
Narrative-driven sales deck

Create a sales deck that tells the story of how we solve the compliance pain point for mid-market banks. Open with the regulatory pressure they're facing, show how we solve it, and close with ROI data from similar customers.

Tone and style guidance

Add tone instructions to match your audience:

Tone When to use
"Professional and data-driven" Board, investors, enterprise clients
"Bold and forward-looking" Pitch decks, vision presentations
"Confident but not aggressive" Sales, partnerships
"Clear and educational" Training, internal
"Celebratory but focused" All-hands, milestone announcements
With tone guidance

Create a company overview deck in a clean, modern style. Use our brand colors (teal and dark gray). Tone should be confident but not aggressive.

Next steps

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