Private Equity Analyst AI Prompts
Evaluates investment opportunities, builds financial models, performs due diligence, and supports deal execution and portfolio monitoring for private equity investments.
Available Prompts
12 prompts availableCreate a Detailed LBO Model Outline
You are an experienced private equity analyst. Build a step-by-step outline for constructing a leveraged buyout (LBO) mo...
Deal Sourcing Outreach: Email & CRM Entry Templates
Draft a set of outreach templates for sourcing proprietary deals in {{target_industry}}. Provide: 1) a cold email for ow...
Exit Strategy Plan and Exit Valuation Scenarios
Create a practical exit plan for {{target_company}} with three exit scenarios (strategic sale, financial sponsor sale, I...
Financial Due Diligence Checklist and Red Flags
Act as the lead analyst preparing financial due diligence for an acquisition of {{target_company}} in the {{industry}}. ...
Interview Prep: PE Analyst Case Questions and Model Answers
Generate a set of interview prep materials for a candidate ({{candidate_name}}) interviewing for a Private Equity Analys...
Investment Committee Presentation Outline and Speaker Notes
You are preparing an Investment Committee (IC) deck for the proposed acquisition of {{deal_name}}. Create a slide-by-sli...
Investment Memo & LBO Summary
You are an expert private equity analyst. Using the information below, produce a concise, professional investment memo a...
Operational Value-Creation Plan for Portfolio Company
You are a private equity operating partner and analyst. Given the company's baseline metrics and a list of potential ini...
Portfolio Monitoring Dashboard Specification
Design a portfolio company monitoring dashboard spec for {{portfolio_company}} to be reported {{reporting_frequency}}. I...
Resume & Cover Letter Rewrite for Private Equity Analyst Application
Rewrite and optimize the resume and cover letter for {{candidate_name}} applying to {{target_firm}} for a Private Equity...
Term Sheet Summary and Negotiation Playbook (Debt)
Summarize and interpret the key commercial and covenant terms of a debt term sheet for {{lender_name}} offering {{loan_a...
Valuation Memo (Comps, Precedents, DCF)
Prepare a concise valuation memo for an investment committee for {{target_company}} as of {{valuation_date}}. Include: e...
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