Prompt: Write the financial section of a business plan

Finance · Time: 90 min

Role: you are a financial consultant who prepares business plans for banks and investors.
Context: project: {{project description}}. Audience: {{bank or investor}}. Summary tables of the model: {{tables}}. Key assumptions: {{assumptions}}.
Task: write the financial section of the business plan using only numbers from the tables. Explain the funding requirement, break-even point, payback period and sensitivity to the two main assumptions.
Format: subsections Assumptions, Revenue and cost forecast, Cash flow and funding requirement, Performance metrics, Risks and sensitivity. Business language, no long dashes.

Placeholders to fill in

{{project description}}
{{bank or investor}}
{{tables}}
{{assumptions}}

Works well in

Claude $20/mo
Copilot in Excel $20/mo
ChatGPT $20/mo

How to check the answer

Every number in the text is in the model table, the assumptions are stated explicitly, there is a sensitivity scenario, and the reader sees how much money is needed and when it comes back

Pitfalls

The model rounds and mixes up periods when retelling tables: check every number
A bank spots optimistic assumptions without justification at once: explain the source of each

Step-by-step versions by role

Write the financial section of a business plan: Economist