Claude Prompt Library

Claude Prompts for Investor-Grade Business Plans

20 copy-paste prompts

20 copy-paste Claude prompts for business plans that survive investor scrutiny: market sizing math, defensible financial projections, competitive landscape, go-to-market specifics, and the executive summary that opens the door.

Strategy + Market

4 prompts

Market Sizing — TAM/SAM/SOM

1/20

Help me build TAM/SAM/SOM for [business]. Approach: top-down (industry size × penetration) AND bottom-up (target customers × ARPU). Show both. Output: TAM (total industry $), SAM (addressable for our model $), SOM (realistic capture year 1-3 $), assumptions explicit, where data is from. Pressure-test math.

Builds TAM/SAM/SOM with both methods.

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Pro tip: Top-down only = "$1T market, just need 0.1%" = lazy. Bottom-up only = "10K customers × $100" = no context. Both = credible. Investors check both directions.

Competitive Landscape Map

2/20

Map competitive landscape for [business]. Output: direct competitors (3-5 with positioning + revenue if known), indirect competitors (substitutes), adjacent threats (could enter), incumbents possibly entering, market structure (consolidating / fragmenting). Frame YOUR positioning relative to all. Honest about strengths.

Maps competitive landscapes.

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Pro tip: Most plans claim "no direct competition" = red flag for investors. Means founder hasn't looked or market doesn't exist. Real plans show competition + articulate why we win specific segments.

Go-to-Market Strategy

3/20

GTM strategy for [product] launching to [target market]. Output: ideal customer profile (specific job titles + company specs), 3 acquisition channels ranked by CAC + scalability, sales motion (self-serve / inside sales / enterprise), pricing entry point, expansion path within accounts, 90-day GTM milestones.

Builds go-to-market strategies.

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Pro tip: GTM strategy weakest part of most plans. Three channels ranked > "we'll try everything." Specific ICP > "small business owners." Specific motion > "we'll figure it out."

Customer Discovery Synthesis

4/20

[Paste 5-10 customer interview transcripts]. Synthesize for business plan: jobs to be done patterns, pain quantification (in time/$/frustration), workarounds they use today, willingness to pay signal, deal-breaker objections, segments emerging. Real customer evidence > opinion.

Synthesizes customer discovery for plans.

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Pro tip: Plans claiming "customers want X" without evidence = founder opinion. Plans citing customer interviews with specific quotes = evidence-based. Investors weigh the latter 10x more.

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Financials

4 prompts

Financial Projections — Bottom-Up

5/20

Build 3-year financial projections bottom-up for [business model]. Drivers: customers acquired per channel × conversion × ARPU. Costs: COGS, S&M (with CAC), R&D (with team plan), G&A. Output: monthly P&L year 1, quarterly years 2-3. Highlight: gross margin, EBITDA, burn, runway. Sensitivity table for top 3 assumptions.

Builds bottom-up financial projections.

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Pro tip: Top-down projections ("market × 1%") = wishful. Bottom-up (customer acquisition math) = credible. Sensitivity table on key assumptions = mature. All three = investor-ready.

Unit Economics Breakdown

6/20

Unit economics for [business]. Output: CAC (by channel), LTV (gross margin × payback × retention curve), LTV/CAC ratio, payback period, contribution margin per customer, breakeven volume, leverage points (where can ratios improve). Be honest about current state vs target state.

Calculates unit economics.

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Pro tip: Healthy SaaS LTV/CAC = 3+. Payback < 12 mo. If not yet, plan should explicitly say "today X, target Y by month Z, here's how." Honest projection beats optimistic fiction.

Funding Ask Calculation

7/20

Calculate funding ask for [business]. Inputs: current burn, growth plan, milestones to hit, runway buffer. Output: $X for [duration] runway, milestone ladder ($X gets us to milestone Y), valuation range justified by milestones, dilution math, follow-on plan. "Why this amount" answerable.

Calculates and justifies funding asks.

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Pro tip: "How much do you need?" = "as much as I can get" is amateur. "$X for 18 months to reach milestone Y, which justifies series B at Z valuation" = pro. Specific math beats vague ambition.

Burn + Runway Scenarios

8/20

Build 3 burn scenarios for [business]: aggressive (full hire plan), moderate (selective), conservative (minimum viable team). Per scenario: monthly burn, runway with current funding, milestone reachable, revenue assumed. Show tradeoff: speed vs option value. Investors want this analysis.

Models burn and runway scenarios.

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Pro tip: Single-scenario plans = naive. Three scenarios + tradeoffs = mature founder. Investors test the conservative scenario as the realistic one. Showing you've thought about it = credibility.

Team + Operations

3 prompts

Team Plan + Hiring Sequence

9/20

Hiring plan for [business] over [duration]. Output: team today, hires by month (role, level, comp), why this sequence (revenue-unblocking vs cost-saving), key dependencies (this hire required before that), org chart at end of period, dilution from equity grants.

Plans hiring sequences.

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Pro tip: Hiring plan order matters. Sales lead before product polish = wasted spend. Right order = compounding hires. Wrong order = expensive learning. Plan should defend the sequence.

Founder Bio + Why Us

10/20

Write founder bio sections for business plan. Per founder: relevant experience tied to opportunity, specific accomplishments (numbers + outcomes), skill complement to other founders, why us specifically for this market (insider knowledge, network, scars). 1 paragraph each. Avoid resume-dump.

Writes founder bio sections.

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Pro tip: "Why us" = the question investors actually ask. Resume-dump answers don't. Specific scar tissue from this market + complementary skills with co-founders = compelling. Generic credentials = forgotten.

Operations Plan

11/20

Operations plan for [business]. Output: critical processes (sales pipeline, product delivery, customer success, finance), tools/systems used, where automation reduces headcount need, KPIs tracked + cadence, vendor + partner dependencies, risk areas + mitigation. Operations boring = good. Boring operations = scalable.

Writes operations plans.

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Pro tip: Sexy strategy + crap operations = startup that misses Q3. Boring + reliable operations = scaled company. Investors like boring operations. They've seen too many great ideas die at execution.

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Polish + Presentation

4 prompts

Executive Summary

12/20

[Paste full business plan]. Write a 1-page executive summary. Include: problem (1 sentence), solution (1 sentence), market size (1 line), business model (1 line), traction (3 specific numbers), team (1 sentence), ask (specific). Investors read summary; some read no further. Make it count.

Writes 1-page executive summaries.

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Pro tip: 70% of investors decide from summary. If it doesn't pass that filter, the rest is unread. Specific numbers + crisp answers > eloquent prose. Earn the second page.

Pitch Deck from Plan

13/20

[Paste business plan]. Convert into 10-slide pitch deck outline. Slides: problem, solution, market, business model, traction, competition, GTM, financials, team, ask. Per slide: 1 takeaway sentence, 3 supporting points max. Plan = 30 pages of detail; deck = 10 slides of distillation.

Converts plans to pitch decks.

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Pro tip: Plan informs deck; deck doesn't replace plan. Investors who like deck read plan for due diligence. Plan with no deck = no first meeting; deck without plan backing = no second meeting.

Risk Section

14/20

Risk + mitigation section for [business]. Output: 5 biggest risks (market, execution, competition, regulatory, team), severity × likelihood per, mitigation strategy per, what we're monitoring as early warning. Honest. "No risks" = no credibility.

Writes risk + mitigation sections.

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Pro tip: Skipping risks = "founder hasn't thought about it" = red flag. Listing 5 risks + mitigation = mature thinking. Investors fund people who see risks they manage, not people who claim no risks exist.

Investor Q&A Prep

15/20

Anticipated investor questions for [business plan]. Output: 15 hard questions investors will ask, ideal answer per (under 60 seconds), evidence to back each answer, where I might struggle. Include: "why now," "why you," "biggest risk," "what if competitor X does Y," "how do you defend moat."

Preps for investor Q&A.

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Pro tip: Memorized answers sound canned. Prepared answers (knowing the answer + ad-libbing delivery) sound real. The prep work shows up as fluent answers, not robotic recitation.

Frequently Asked Questions

Long context. You can paste your full plan, customer interviews, financial models, competitor research — Claude holds it all + reasons across. ChatGPT context limits chop the workflow. Claude's long context is the unlock.
No. It writes a plausible plan that hasn't been validated. Real plans require customer discovery, real financials, real team. Claude polishes + structures + pressure-tests; doesn't replace work.
Investors evaluate the plan + the founder. If the plan is well-structured but founder can't answer questions = caught. AI-helped writing + founder-owned thinking = standard. AI-replacing-founder = exposed in 5 minutes of Q&A.
Investor-facing: 15-25 pages. Bank loan: 25-40. Internal operating plan: as long as needed. Most plans over-write detail no one reads. Tight, evidenced, specific = best.
Yes. Deck for first meetings. Plan for due diligence. Most founders have only deck = stalls at "send us your plan." Most write plan only = no first meeting. Both ready = move fast through process.

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