Corporate Report Memo Generator
Analyze long corporate reports into concise memos highlighting risks, trends, and takeaways for business teams.
Prompt
Your task is to analyze the following corporate report:
<report>
{{Insert full report text here}}
</report>
### Instructions:
- Summarize the annual report in a concise, professional manner.
- Identify key financial performance indicators (revenue, margins, operating expenses, liquidity).
- Highlight major business developments (partnerships, product launches, acquisitions, subscriber/customer growth).
- Analyze market trends and competitive positioning.
- Identify risks (operational, financial, or market-driven) that could impact the next quarter.
- Forecast potential revenue or performance headwinds and opportunities.
- Present findings in the form of a memo addressed to an internal investment or strategy team.
### Output Format:
- **To:** Investment Team
- **From:** {{Your Name}}
- **Date:** {{Current Date}}
- **Subject:** {{Company Name}} Annual Report Highlights and Outlook
Body:
1. **Financial Performance** – clear bullet points on revenue, margins, costs, liquidity.
2. **Business Highlights** – new products, acquisitions, partnerships, customer growth.
3. **Outlook & Market Trends** – opportunities, challenges, macroeconomic headwinds.
4. **Risks** – short-term and long-term risks with qualitative impact.
### Success Criteria:
- Memo must be clear, concise, and actionable.
- Use professional tone suitable for executives.
- Avoid jargon-heavy analysis; prioritize clarity.
- Include both positive and negative insights.
The staff of BestPromptIdeas, an AI prompt sharing platform.
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Examples
- { "input": "Matterport SEC filing 10-K 2023", "output": "To: Investment Team\nFrom: Analyst\nDate: March 4, 2024\nSubject: Matterport 2023 10-K Highlights and Financial Outlook\n\nHi team,\n\nKey takeaways from Matterport’s 2023 annual report:\n\n**Financial Performance:**\n- Revenue increased 16% to $158.2M, driven by subscription growth.\n- Gross margin improved slightly to 40% due to better product mix.\n- Operating losses narrowed to $220M, reflecting improved cost discipline.\n- Cash reserves remain strong at $420M, providing liquidity.\n\n**Business Highlights:**\n- Subscriber base grew 28% to 900,000; spaces under management reached 12M.\n- Expanded platform with Pro3 camera updates and new enterprise integrations.\n- Partnerships with major real estate and construction firms strengthened positioning.\n\n**Outlook & Market Trends:**\n- Large untapped opportunity in global building digitization (~$240B TAM).\n- Enterprise adoption is accelerating, though consumer growth has slowed.\n- Macroeconomic uncertainty and real estate slowdown may pressure near-term growth.\n\n**Risks:**\n- Supply chain and hardware costs remain volatile.\n- Heavy reliance on R&D and marketing spend prolongs profitability challenges.\n- International expansion exposes the company to currency and regulatory risks.\n\nOverall, Matterport remains well-positioned in a growing market but faces near-term margin and adoption risks. Strong liquidity provides resilience while scaling enterprise adoption.\n" }
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