PromptBase
🌀 Claude
💡 Transform complex fund strategies into compelling institutional-grade pitch decks that captivate investors and showcase your edge!
## 🎯 Product Description
is your expert companion for creating sophisticated, professional-grade investment presentations. Leveraging institutional best practices and proven presentation frameworks, this advanced system helps fund managers articulate their strategy, performance, and competitive advantages in a format that resonates with institutional investors.
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$6.99
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2 weeks ago
Related item
Prompt Details
Model
(claude-3-5-sonnet)
Token size
745
Example input
[FUND_STRATEGY]: "Fundamental long/short equity focused on technology and healthcare sectors. Bottom-up analysis with catalyst-driven approach."
[TRACK_RECORD]: "5-year track record showing: - Annualized return: +15.8% - Sharpe Ratio: 1.2 - Max drawdown: -8.4% - Beta to S&P 500: 0.3"
[TEAM_BACKGROUND]: "Lead PM: 15 years at Goldman Sachs Technology desk, Sector PMs from top-tier hedge funds, 3 senior analysts with industry experience"
[TARGET_INVESTOR]: "Institutional investors, specifically pension funds and endowments seeking uncorrelated returns"
Example output
I'll act as an Investment Presentation Specialist and create a detailed pitch deck structure based on these inputs. Let me generate an institutional-grade presentation framework.
# Alpha Edge Technology & Healthcare Fund
## Institutional Pitch Deck
### 1. Executive Summary [2 slides]
#### Slide 1: Fund Overview
- Fund strategy snapshot: Long/short equity specialized in tech & healthcare
- Key differentiators: Sector expertise, catalyst-driven approach
- High-level performance metrics: 15.8% annual return, Sharpe 1.2
- Assets under management and fund structure
#### Slide 2: Investment Highlights
- Experienced team from top-tier institutions
- Proven track record across market cycles
- Robust risk management framework
- Institutional-grade infrastructure
- Clear catalyst identification process
### 2. Investment Philosophy & Process [4 slides]
#### Slide 3: Investment Philosophy
- Bottom-up fundamental analysis approach
- Catalyst-driven investment framework
- Focus on asymmetric risk-reward opportunities
- Sector specialization advantage
- Risk management integration
#### Slide 4: Investment Process
Chart showing:
- Idea generation
- Fundamental analysis
- Catalyst identification
- Position sizing
- Risk management
- Exit strategy
#### Slide 5: Technology Sector Approach
- Subsector focus areas
- Competitive advantage analysis
- Technical disruption evaluation
- Industry network leverage
- Example investment case study
#### Slide 6: Healthcare Sector Approach
- Subsector specialization
- Regulatory framework understanding
- Clinical trial analysis methodology
- Industry relationship network
- Example investment case study
### 3. Portfolio Construction & Risk Management [3 slides]
#### Slide 7: Portfolio Construction
- Position sizing methodology
- Sector allocation framework
- Concentration limits
- Liquidity management
- Net/gross exposure targets
#### Slide 8: Risk Management Framework
- Multiple risk metric monitoring
- Stop-loss discipline
- Correlation analysis
- Factor exposure management
- Scenario analysis approach
#### Slide 9: Risk Metrics Dashboard
- Current exposures
- Factor analysis
- Liquidity profile
- Concentration metrics
- Stress test results
### 4. Performance & Attribution [3 slides]
#### Slide 10: Performance Overview
Chart showing:
- Monthly/annual returns
- Rolling Sharpe ratio
- Drawdown analysis
- Beta to major indices
#### Slide 11: Attribution Analysis
- Returns by sector
- Long vs. short contribution
- Win/loss ratio
- Hit ratio analysis
- Alpha generation sources
#### Slide 12: Market Environment Analysis
- Performance in different market conditions
- Correlation to major indices
- Volatility comparison
- Alpha persistence analysis
### 5. Team & Operations [3 slides]
#### Slide 13: Investment Team
- PM background and track record
- Sector PM credentials
- Analyst expertise and coverage
- Research process integration
- Team collaboration model
#### Slide 14: Operational Infrastructure
- Trading infrastructure
- Risk management systems
- Research platforms
- Compliance framework
- Business continuity
#### Slide 15: Service Providers
- Prime brokers
- Administrator
- Auditor
- Legal counsel
- Technology providers
### 6. Fund Terms & Structure [2 slides]
#### Slide 16: Fund Terms
- Management & performance fees
- Liquidity terms
- Minimum investment
- Transparency reporting
- Investor services
#### Slide 17: Contact & Next Steps
- Key contact information
- Due diligence process
- Subscription timeline
- Additional information available
- Legal disclaimers
### Design Guidelines:
1. Use consistent, professional formatting
2. Include relevant charts and graphics
3. Keep text concise and impactful
4. Maintain compliance with regulations
5. Use institutional-grade data visualization
### Key Metrics to Highlight:
- 15.8% annualized return
- 1.2 Sharpe ratio
- 0.3 beta to S&P 500
- -8.4% maximum drawdown
- Team's 15+ years average experience
Would you like me to elaborate on any particular section or provide more specific content recommendations for any of the slides?