Deep Research Summarization Prompt
This prompt can be used to summarize lengthy deep research report, or any report for that matter.
Description/Use Case(s):
Deep research reports generated by ChatGPT or other AI LLMs are often extremely lengthy and often difficult to digest. Just paste that deep research report from any AI into a document, and attach it back to an AI model with this prompt to summarize it into a more concise report.
Prompt:
Summarize the provided deep research report into a comprehensive yet manageable document of approximately 5,000-10,000 words. The summary must retain the critical information an investor needs for an informed analysis of the company's stock. Ensure the summary is well-structured, clear, and maintains the nuanced insights of the original report.
The goal is to provide a condensed version of the deep research report that allows an investor to quickly grasp the essential aspects of the company as an investment opportunity.
The summary should cover the following key areas, drawing parallels in depth and focus to a typical institutional research report:
Company Overview (~500 words):
Core Business: What the company does, its primary products/services, and its mission.
Market Role and Positioning: The company's role in its industry, its unique selling propositions, and how it differentiates itself.
Recent Significant Developments: (e.g., mergers, new product launches, public offerings).
Business Model (~500 words):
Revenue Generation: How the company makes money (e.g., licensing, direct sales, services).
Value Proposition and Customer Base: What value it offers to its customers and who its primary customers/partners are.
Key Aspects of its Operational Model: (e.g., capital-light, vertically integrated).
Recent Performance and Future Revenue Outlook: Analysis of recent revenue trends and drivers for future growth.
Products, Services, and Projects (~500 words):
Key Offerings: Detailed description of major products, services, and technological platforms.
Innovation and R&D Pipeline: Information on new product development, technological advancements, and future commercialization plans (e.g., spin-offs).
Major Projects and Deployments: Overview of significant commercial-scale projects, pilot programs, and their status/outcomes.
Real-world Applications and Collaborations: Examples of how its products/services are used by partners and in end-consumer products.
Industry and Market Analysis (~500 words):
Market Overview: Description of the industry the company operates in, including size (TAM/SAM), growth trends, and key segments.
Key Market Drivers: Macroeconomic, policy (e.g., government incentives like tax credits), and technological trends shaping the market.
Geographical Focus: Key geographical markets and the reasons for their importance.
Overall Market Outlook: Short-term and long-term prospects for the industry and the company’s potential share.
Competitive Landscape (~500 words):
Overview of Competition: Identify direct and indirect competitors, including traditional players and emerging startups.
Competitive Positioning and Differentiation: Analyze the company's strengths and weaknesses relative to competitors, focusing on technology, integrated solutions, cost, brand, and partnerships.
Market Share (if available/estimable): Current or potential market share in key segments.
Future Competitive Dynamics: How the competitive landscape might evolve and potential threats.
Strategic Partnerships and Collaborations (~500 words):
Major Alliances: Detail key partnerships and their strategic importance.
Purpose of Partnerships: Explain how these collaborations contribute to project development, financing, market access, technology integration, and demand creation.
Economic Moats – Competitive Advantages (~500 words):
Identify and explain the company's durable competitive advantages (e.g., technological IP, first-mover advantage, network effects, high switching costs, economies of scale, regulatory expertise, human capital).
Sustainability of Moats: Assess how strong and sustainable these advantages are.
Management Team and Governance (~500 words):
Leadership: Profile key executives (CEO, President, CFO), their experience, and track record.
Board of Directors: Overview of the board composition and relevant expertise.
Ownership Structure: Key shareholders (VCs, strategic partners, public float) and any implications.
Corporate Governance Practices: Highlight key governance aspects, any recent changes or concerns.
Overall Assessment: Evaluate the strength and credibility of the management team and governance structure in achieving strategic goals.
Financial Analysis (~500 words):
Income Statement Highlights: Revenue, gross profit/margins, operating expenses, net income/loss, and Adjusted EBITDA. Analyze trends and drivers.
Balance Sheet and Liquidity: Cash position, debt levels, shareholders' equity, current ratio. Assess financial health and runway, including any 'going concern' issues.
Cash Flow: Operating cash flow, capital expenditures, and financing activities.
Key Financial Ratios: Gross margin, operating margin, net margin, cash burn rate.
Financial Outlook and Risks: Summarize the financial position, path to profitability (if applicable), and key financial risks.
Capital Structure and Dilution Risk (~500 words):
Equity Structure: Common shares, warrants, sponsor shares, SAFEs, convertible notes, and other equity-linked instruments.
Debt and Liabilities: Analysis of significant debt (if any) and other major liabilities (e.g., FPA liability, lease liabilities).
Dilution Risk: Assess current and future dilution risks from outstanding instruments, potential future equity raises (e.g., ATM programs), and Nasdaq compliance issues (e.g., reverse stock splits).
Recent Capital Events: (e.g., unsolicited offers, strategic investments).
Overall Assessment: Evaluate the stability of the capital structure and the potential impact on shareholder value.
Upcoming Catalysts and Growth Drivers (~500 words):
Identify specific near-term (12-24 months) and long-term catalysts that could significantly impact the company’s valuation and trajectory (e.g., spin-offs, new product launches, project milestones/FIDs, SAF production, new partnerships, strategic investments/M&A, policy changes, earnings surprises).
Timeline and Potential Impact: Discuss the potential timing and magnitude of these catalysts.
Key Investment Risks (~500 words):
Summarize the primary risks facing the company and its stock (e.g., financial/liquidity risk, execution risk, technological obsolescence, competitive pressures, regulatory changes, dependence on key personnel/partners, market adoption rates).
Investment Summary / Conclusion (~500 words):
Provide a balanced overview of the investment thesis, reiterating the key opportunities and risks.
Offer a concluding perspective on the company's outlook based SOLELY on the information presented in the report.
Analysis Guidelines:
Ensure the summary is objective, fact-based (citing information from the report where appropriate).
Avoid speculation beyond what is discussed in the source material.
Use clear headings and subheadings for each section.
Write in a professional and analytical tone.
Ask the user to continue after each section to ensure appropriate word length.