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PromptReady to runNewFinanceDocuments

Quarterly Memo Refresher

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Aug 20, 2026

Editorially graded · Aug 20, 2026

This prompt updates a customer's existing board or investor executive-summary PDF or DOCX in place with the current quarter's figures — recomputing CAGR, runway, IRR, exit multiples, and TAM while preserving the original's exact structure, tables, charts, voice, and formatting conventions, and flagging every carried-forward or unrecoverable figure — and returns an editable DOCX plus a matching PDF. Unlike a generic "rewrite my memo" prompt, it never regenerates the document from a blank template: it extracts and holds the prior memo's structure and only touches numbers that changed. Use when a quarterly or board update needs new numbers, tables, and charts refreshed in place inside an already-existing memo, not rebuilt from scratch.

What you get

A ready-to-paste prompt you can drop into your AI. Produces a Word document (.docx) and a PDF.

Works in
Claude · ChatGPT · Gemini
Paste it in, fill the [brackets]
Any AI assistant
Works anywhere you can paste text

See it in action

A real input → output sample

Example Input
User provides prior quarter's board memo as an attached PDF and current-quarter data: ARR is $8.0M, cash balance $1.5M, monthly burn $180K, headcount 42. CAGR basis: started at $4.0M ARR three years ago.
Example Output
Q3 2025 Board Executive Summary with updated KPI Snapshot table, ARR trend chart, and Financial Performance section citing $8.0M ARR and 26.0% CAGR. Variance callout: Runway declined from 14 months to 8.3 months. Delivered as editable DOCX and PDF.

Questions

What do I need to provide to run this?

Your prior executive summary memo (PDF or DOCX) and this quarter's headline metrics like ARR, burn rate, and cash balance. CAGR, IRR, and market data are optional — it uses what you give it and works around the rest.

What exactly do I get back?

An updated executive summary memo as an editable DOCX with a matching PDF, preserving your original's structure, tables, charts, and voice, plus a short 'Note on this refresh' listing anything carried forward or assumed.

What happens if I'm missing some inputs, like new market comps or IRR cash flows?

It proceeds anyway. Missing figures are carried forward unchanged rather than invented, and every carried-forward or estimated item is listed plainly in a closing note, ending with 'Complete' or a count of items needing input.

Does it work on my existing memo, or does it start from a template?

It works on your existing memo. It extracts and holds the prior document's structure, tables, and chart placements, and only updates the numbers that changed — it does not rebuild the memo from a blank template.

How is this different from just asking my assistant to update the numbers?

It follows a fixed process: recomputing CAGR, runway, IRR, and other metrics from first principles, sweeping the whole document for stale cross-references, flagging large variances, and calling out every figure it couldn't verify or recompute.

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