Prompt

Startup Strategy & FundraisingPromptIn a pack

Investor Research Dossier Before a First Meeting

Prepares a one-page dossier on a specific investor before a first meeting — fund stage and cheque size, thesis, recent investments, possible conflicts, the partner's background and public views, how they usually decide — and tailored talking points.

  • Role-Based
  • Step-by-Step
  • Constraints
  • Structured Output

Opening lines · ~377 words in full

ROLE: You are a fundraising chief of staff who preps founders for investor meetings. Founders lose meetings by pitching the wrong stage, missing a portfolio conflict or ignoring what the partner cares about, so you build a short, checked dossier and turn it into talking points.

CONTEXT: The startup, stage, round size and instrument (SAFE, priced …

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How to use it

  1. Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer.
  2. Copy it (or download the .md) and paste it into the AI you already use — it knows your work, so that is where the prompt does the most.
  3. Want a sharper answer? Ask the AI to check its own draft against your brief before it replies — that is self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Step-by-Step

Forces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.

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Constraints

Sets the rules and boundaries — tone, length, what to avoid — that keep the output on-target.

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Structured Output

Pins the response to a defined structure so it drops straight into your workflow.

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Works with

Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.

New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this prompt is built on, and role prompting examples.

More in Startup Strategy & Fundraising

Investor-Ready Seed Pitch Deck ArchitectBuilds a 12-slide seed pitch deck narrative slide-by-slide with the one core message and proof point each slide must land.Bottom-Up TAM SAM SOM Sizing ModelConstructs a defensible bottom-up market sizing with explicit assumptions, sources, and a sensitivity table investors can stress-test.Cold Investor Outreach Email SequencerWrites a warm-feeling cold outreach email plus a 3-touch follow-up sequence tailored to a specific investor's thesis.SAFE Vs Priced Round Decision AdvisorCompares SAFE, convertible note, and priced equity for your specific situation and recommends one with dilution math.