27 AI Prompts for Investor Relations

Examples for ChatGPT, Claude, Gemini and other LLMs

With the rise of AI large language models (LLMs) like different LLMs like ChatGPT, Claude and Gemini, investor relations (IR) managers now have a powerful tool at their disposal to assist with many aspects of their job.

In this article, we’ll explore various ways you can use AI to support your responsibilities as an IR manager. For each use case, we’ll provide sample prompts you can adapt and build upon for your own needs.

Should you use ChatGPT, Claude, Gemini or something else?

While ChatGPT is one of the most popular AI assistants available, there are multiple chat AI applications available now. Each is powered by a different LLM and each has their own unique strengths and weaknesses.

We’ve written a more in depth article about different LLMs here, but at the time of writing this article, we tend to use Claude and ChatGPT.

That said, the AI space is moving so fast that today’s best could be tomorrow’s worst, so we recommend testing your prompts across different platforms and using the one that gives you the best result for your specific task today.

Throughout this article we’ll use ChatGPT, Claude and Gemini interchangeably, but just know that these prompts can be used with any LLM.

ChatGPT prompts for financial reporting

ChatGPT can help you generate first drafts of these reports, allowing you to focus on polishing and finalizing them.

Example prompts:

Summarize the key financial metrics from the latest quarterly report of {{company name}} and highlight any significant changes from the previous quarter.

Compare {{company name}}’s current financial performance with its main competitors in the {{industry}} industry and identify any areas of concern or opportunities.

Summarize the key financial highlights from our latest quarterly report for a press release, focusing on {{company’s core financial metrics}}, and suggest how we can frame these results to highlight our strategic growth and operational efficiency.

Generate a detailed analysis of our year-over-year financial performance based on the provided financial statements, identifying trends in {{specific areas such as revenue, profit margins, and cash flow}}, and provide suggestions for areas of improvement.

ChatGPT prompts for investor communications

ChatGPT can assist you in writing clear, consistent messaging for your interactions with investors and analysts. Use it to write talking points, draft responses to FAQs, and roleplay investor conversations.

Example prompts:

Create a draft for an earnings call script that highlights {{company name}}’s financial achievements and outlines future growth plans.

Design a Q&A for upcoming investor meetings that anticipates and addresses potential concerns about {{company name}}’s performance and strategic direction.

Outline a presentation for an upcoming investor meeting that communicates our past year’s achievements, our strategy for addressing current market challenges, and our roadmap for future growth. Include key talking points and data visuals that succinctly convey our message.

Propose a script for addressing investor concerns regarding {{specific issue or challenge}}, including key points that reassure investors of our proactive measures and long-term strategy for value creation.

ChatGPT prompts for regulatory compliance

Ensuring your investor communications comply with securities regulations is critical. While ChatGPT doesn’t replace official legal review, it can be a helpful compliance aid.

Example prompts:

Summarize the latest SEC regulations affecting {{industry}} companies and how they impact {{company name}}’s reporting and compliance requirements.

Prepare a briefing on corporate governance best practices for {{company name}} to ensure alignment with investor expectations and regulatory standards.

Generate a checklist for our upcoming regulatory audit, covering all necessary documents, reports, and procedures that need to be reviewed. Include guidance on how to address potential areas of concern.

Explain the latest {{specific regulation}} requirements affecting our industry and assess how our current practices align with these standards. Suggest any adjustments needed to ensure full compliance and how we can communicate this compliance to our stakeholders.

ChatGPT prompts for analyzing market trends

Staying on top of market trends and investor sentiment is key to your role. ChatGPT can help you distill insights from large amounts of data.

Example prompts:

Provide an analysis of recent trends in the {{specific industry}} and how they might affect {{company name}}’s market position and strategy.

Identify new emerging markets for {{product/service}} and evaluate the potential investment and risks associated with entering these markets.

Compile a report on the latest technological advancements in the {{industry}} and assess whether {{company name}} should adopt, partner, or invest in these technologies.

Analyze the feedback from our latest investor survey, identifying key themes and concerns. Suggest actionable insights that can help improve our investor relations strategy and enhance shareholder value.

Conduct a sentiment analysis of social media mentions related to {{company name}} over the last quarter. Summarize the public perception and provide recommendations on how we can positively influence our brand image among investors and the market.

ChatGPT prompts for managing crises

When unexpected negative events occur, you need to communicate quickly and effectively to minimize impact. ChatGPT can help you craft your initial response.

Example prompts:

Draft a communication plan for investors in the event of a significant operational setback or market downturn affecting {{company name}}.

Create a scenario analysis report that evaluates {{company name}}’s resilience and contingency plans for various economic stress tests.

Draft an emergency communication plan for addressing {{specific crisis scenario}}, including key messages for our stakeholders, a timeline for communication, and strategies for maintaining trust and confidence during the crisis.

Provide a step-by-step guide for conducting a post-crisis analysis, including evaluating our response, the effectiveness of our communication, and lessons learned that can be applied to future crisis management planning.

ChatGPT prompts for creating content

From your IR website to your social media profiles to your press releases, content is the key to telling your company’s investment story. ChatGPT can be a brainstorming partner and sounding board to help you create engaging and interesting content.

Example prompts:

Develop a content calendar for our investor relations website that includes a mix of financial updates, leadership interviews, and insights into our company culture and values, ensuring each piece aligns with our strategic messaging and enhances our brand narrative.

Write an engaging story that highlights our company’s journey, challenges we’ve overcome, and our strategic vision for the future, to be featured in our annual report. The story should resonate with our values and underscore our commitment to innovation and sustainability.

Design an educational webinar series for our investors that explains {{complex financial concepts or strategies}}

Design a webinar series on topics relevant to {{company_name}}’s industry, featuring subject matter experts and thought leaders as guest speakers.

Develop educational materials, such as whitepapers or case studies, to help investors and stakeholders better understand {{company_name}}’s business model, technology, and market opportunities.

Generate a monthly investor newsletter including updates on {{company name}}’s performance, upcoming events, and industry news that could impact our valuation.

How to integrate AI into your daily workflow

Use the website for ChatGPT, Claude or Gemini

You can use ChatGPT, Claude or Gemini directly through their websites. You’ll typically have to create an account and you’ll get instant access to a free version of one of their LLMs, but if you want a more advanced LLM, you’ll have to pay. For example, right now OpenAI offers GPT3.5 for free, but you can pay to upgrade to GPT4.

We’ve found this option is best for individuals who only need to use one platform and only need to use it by themselves.

If that’s you, then you can also use PromptDrive.ai as your prompt management tool. We have an unlimited free plan for individual users and a free chrome extension that will allow you to access your entire prompt library without the need to switch between tabs.

But if you want to save money, use different LLMs and collaborate on prompts and chat responses, then you might benefit from using PromptDrive.

Use PromptDrive.ai

PromptDrive.ai is a platform designed specifically for teams to collaborate on ChatGPT, Claude and Gemini prompts and workflows. It’s particularly useful for businesses or organizations where multiple team members need to work together on projects involving one or more LLMs.

An additional benefit is that you’ll be able to take advantage of AI for a fraction of the cost of using their native websites. You do need to add your own API keys, the process to get one is straightforward and we have guides to help you get started.

Final word

As you can see, AI tools like ChatGPT, Claude, and Gemini can help you streamline repetitive tasks and offer insights faster and more efficiently than ever before.

However, it’s crucial to remember that while AI can assist, it cannot replace the expertise and personal touch you bring to your role. The key is to view these prompts as a starting point, the more you interact with AI, the more use cases you’ll likely discover based on your specific needs and preferences.

As with any AI tool, it’s important to be thoughtful about potential risks and limitations, always double check the output for accuracy, compliance and tone. And of course, sensitive, material nonpublic information should never be entered into ChatGPT.

That said, when used responsibly, ChatGPT can be a valuable addition to the IR manager’s toolkit in telling your company’s story, building relationships and providing strategic counsel. The time to start exploring its potential is now.

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