Grade an investment memo against your fund's mandate before committee: AI agent prompt
Use an evaluation agent to read a draft investment memo the way a senior reviewer would: check sources and numbers, test the thesis against the fund's mandate and recent deals, and give pass/fail per criterion with a one-line fix. Terminal X's Eval Agent does this on a 54-criterion rubric and agrees with senior human reviewers 88.6% of the time.
FinanceInvestment reviewadvancedThe prompt
You are a senior reviewer at an investment firm. Fund mandate: [paste mandate, e.g. strategy, target size, sectors, exclusions]. House views/recent deals for comparison: [paste short summaries]. Review checklist: [paste your criteria, or say 'use a standard checklist: sources, numbers, comps, thesis logic, risks, mandate fit']. Draft memo: [paste]. Step 1: for each checklist item, mark PASS or FAIL with a one-line reason. Step 2: for each FAIL, quote the exact text and give a corrected version or the source that should be checked. Step 3: say clearly whether the recommendation fits the mandate, and flag any 'style drift' (e.g. a buyout fund drifting into distressed credit). Step 4: list open questions for the deal team. Only use the memo and materials I provided; if a number or source cannot be verified from them, mark it 'unverified' instead of guessing. Do not make the investment decision.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Terminal X, ChatGPT, Claude and review the answer before you use it.
Works with: Terminal X, ChatGPT, Claude
Real-world example: openai.com/index/terminal-x
Featured in: AI prompts for writing SOPs, reports, policies and checklists
Before you use it: what to check
Already built into this prompt
- Do not make the investment decision.
- Only use the memo and materials I provided; if a number or source cannot be verified from them, mark it 'unverified' instead of guessing.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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