6 prompt packs

AI agent prompt packs for finance

These prompt packs turn an AI agent into a specialist for finance workflows. Each pack is a complete, multi-step workflow — not a single tip — with a clear output contract and a usage guide. Fill the variables, run the steps in order, and get a consistent, reviewable result. Pick the pack for the job in front of you, or get the complete bundle for the full library.

New

Finance·Intermediate

Board Pack Production System

Produce a board-grade pack in a day instead of a week: a three-paragraph headline narrative, plan-vs-actual bridges with driver attribution, the hardest director questions pre-answered, and a disciplined pack outline with per-slide message titles.

~50 min to use

New

Finance·Advanced

Investment Thesis Construction OS

Turn a folder of research notes into a thesis you can actually be wrong about: one falsifiable core claim, the mechanism chain behind it, base-rate reality checks on every link, the disconfirming evidence you would need to see, numeric kill criteria with action tiers, and a monitoring schedule that tells you when the thesis has broken. A structuring system for your own analysis — not investment advice.

Outside Counsel Bill Review & Spend Audit Rubric

Catch block billing, admin padding, duplicate entries, and unapproved rate hikes on outside counsel invoices — then ship a firm-ready write-down memo with the dollar amount and rationale per flagged line. Built for GCs, legal ops, and finance partners enforcing billing guidelines they have no time to police.

Short Thesis Red-Team Rubric

Attack your own short case for the ways it loses money even when the fundamental view is right: scored evidence and a catalyst clock, a borrow and carry model that shows the decline you need just to break even, a weighted crowding and squeeze score, and sizing derived from the adverse move you have to survive. A structuring aid for your own analysis — not investment advice.

Term Sheet & Cap Table Analyzer

Walk into your first term sheet negotiation knowing exactly what you are signing: every clause decoded into its mechanical effect, the option-pool shuffle and dilution priced with visible arithmetic, exit waterfalls run across good and mediocre sale prices, and a ranked negotiation list plus the question brief for your own attorney. Preparation for counsel — not legal advice.

~15 min to use

New

Finance·Intermediate

Variance Analysis Narrative Engine

Turn monthly variance tables into driver-attributed, board-ready commentary — price/volume/mix decomposition, evidence-tested one-time vs structural labels, and a forecast-linked review section, every close.

~15 min to use

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The Lifetime Bundle

Every prompt. Every workflow. Forever.

6 prompt packs inside — and counting.New packs added every week

Get the entire catalog — every prompt pack, across every category — plus every new pack we ship. We add fresh packs every week, and they all land in your bundle automatically. One payment, no subscription.

Every prompt & workflow
All future additions, free
Commercial-use license
Priority email support
All multi-agent packs
Quarterly prompt-tuning calls

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Support

You won't get stuck.

Every email gets a reply within 24 hours. If a prompt isn't working in your context, send us the details and we'll tune it with you.

Email support Custom prompts

24h SLA

Email support, responses within a business day — every time.

Beginner-friendly

Step-by-step usage guide with each prompt. Copy, paste, ship.

Prompt customization

We personalize a pack to your brand or build a custom multi-prompt pack for you.

Refunds

Refund as per our Refund Policy. See the Refund Policy for details.