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Custom Analysis Prompts

Create tailored analysis templates for specific use cases.

PROMPT

Overview​

Custom prompts allow specialized analysis frameworks tailored to your specific business needs. These prompts guide Claude to provide structured, consistent analysis based on your requirements.

How Custom Prompts Work​

When you ask Claude for specific types of analysis, the MCP server can provide pre-configured prompt templates that ensure comprehensive and consistent responses.

Available Prompt Templates​

Due Diligence Deep Dive​

Ask Claude:

"Perform comprehensive due diligence on [Company Name] including 5 years of history and subsidiary analysis"

Claude will analyze:

  • Financial stability over multiple years
  • Management team assessment
  • Legal and compliance review
  • Market position analysis
  • Related entity structures

ESG Assessment​

Ask Claude:

"Evaluate the ESG (Environmental, Social, Governance) factors for [Company Name]"

Claude will evaluate:

  • Environmental: Industry impact, sustainability indicators
  • Social: Employee relations, community engagement metrics
  • Governance: Board composition, transparency measures

Credit Risk Assessment​

Ask Claude:

"Assess the credit risk of [Company Name] for a potential £X credit line"

Claude will examine:

  • Payment capability
  • Debt service coverage
  • Working capital adequacy
  • Historical payment patterns
  • Industry risk factors

M&A Readiness​

Ask Claude:

"Evaluate [Company Name] for acquisition readiness and integration complexity"

Claude will assess:

  • Financial health and valuation indicators
  • Operational complexity
  • Management stability
  • Integration risks
  • Synergy potential

Using Prompts Effectively​

Be Specific with Requirements​

Instead of:

"Analyze this company"

Try:

"Perform a credit risk assessment of ABC Ltd for a £500k credit facility"

Provide Context​

"We're a retail supplier evaluating XYZ Ltd as a potential B2B customer with 90-day payment terms"

Request Specific Formats​

"Provide an executive summary of the due diligence findings for board presentation"

Industry-Specific Prompts​

Technology Sector​

"Analyze [Tech Company] focusing on R&D intensity, intellectual property indicators, and scalability metrics"

Retail Sector​

"Evaluate [Retail Company] emphasizing inventory turnover, same-store metrics, and online presence indicators"

Manufacturing​

"Assess [Manufacturing Company] with focus on asset utilization, supply chain stability, and capital efficiency"

Structured Output Examples​

When using custom prompts, Claude provides structured responses like:

Risk Assessment Output​

RISK ASSESSMENT: [Company Name]

Overall Risk: [Low/Medium/High]

Financial Risks:
• Liquidity: [Assessment]
• Solvency: [Assessment]
• Profitability: [Assessment]

Operational Risks:
• Market Position: [Assessment]
• Management Stability: [Assessment]

Recommendations:
• [Specific actionable items]

Investment Analysis Output​

INVESTMENT ANALYSIS: [Company Name]

Investment Grade: [A/B/C]

Strengths:
• [Key strength 1]
• [Key strength 2]

Concerns:
• [Risk factor 1]
• [Risk factor 2]

Valuation Indicators:
• [Relevant metrics]

Recommendation: [Proceed/Caution/Avoid]

Best Practices​

1. Layer Your Analysis​

Start broad, then focus:

"First, give me a quick financial summary of [Company]"
"Now perform detailed credit risk assessment"
"Finally, identify any red flags or concerns"

2. Compare Multiple Companies​

"Compare the financial health of [Company A] vs [Company B] using the same assessment criteria"

3. Track Changes Over Time​

"How has [Company]'s financial position changed over the last 3 years?"

4. Focus on Decision Criteria​

"Based on our minimum requirements (current ratio >1.5, debt/equity <2), does [Company] qualify?"

Common Analysis Scenarios​

Pre-Investment Review​

"I'm considering a £2M investment in [Company]. Provide a comprehensive investment assessment including growth potential and risk factors"

Supplier Evaluation​

"Evaluate [Company] as a critical supplier, focusing on financial stability and business continuity risks"

Competitor Benchmarking​

"Compare our main competitors [Company A, B, C] on financial strength and market position"

Portfolio Review​

"Assess the financial health of our top 5 customers to identify credit risks"

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