Pitch Smarter with AI

  | Submit tool | Advertise | Tools Published Today |

Wednesday Deep Dive

_{(Reading Time: 4 minutes)}

The Wednesday Deep Dive takes a detailed look at what's new in AI. Each week, we share in-depth insights on new tools, proven prompts, and significant developments - helping tech professionals work smarter and stay ahead.

This week’s challenge: Writing investor-ready executive summaries that balance clarity, ambition, and data.

Too many updates sound either too raw or too rehearsed. But done well, an executive summary doesn’t just report progress: it builds momentum. And with the right AI prompts, you can turn your latest numbers into a narrative that sells your vision.

What this prompt delivers:

• A shortcut to well-structured, fundraising-ready summaries

• Custom tone options to match different investor types

• Support for deck slides, emails, or board updates

• A workflow to edit, adapt, and refine key messages fast

Let’s dive in.

Set the Stage

Fundraising is a communication game.

And whether you're pitching a new round, prepping a board update, or just sharing growth wins, how you present your company matters as much as the metrics themselves.

But crafting a great executive summary is a time sink. Founders get stuck in their heads, trying to strike the right tone, pick the right numbers, and explain the vision just enough.

That’s where AI comes in. Tools like Notion AI, ChatGPT, and Tome can now help you:

✅ Turn spreadsheets into compelling updates
✅ Match tone to investor persona (VC, PE, strategic)
✅ Generate multiple narrative angles from the same inputs
✅ Save hours while still sounding like you

It’s still your story, just faster and more focused.

Here’s the Prompt to Get Started

Build a Summary That Sells

Use this prompt to generate a high-impact executive summary for your next pitch deck or update email.

<prompt>
  <role>You are a founder preparing an executive summary for a funding pitch deck.</role>
  <task>
    Using the following inputs:
    <ul>
      <li>Key metrics: ARR, MoM growth, churn rate, CAC, LTV, runway, key customer logos</li>
      <li>Milestones: Recent product launches, new partnerships, revenue milestones</li>
      <li>Vision: Short description of your long-term strategy and market opportunity</li>
    </ul>
    Generate:
    <ol>
      <li>A concise, investor-ready summary of company performance</li>
      <li>Two tone/style options: one data-forward, one vision-led</li>
      <li>Bullet points for use in a pitch deck slide</li>
    </ol>
  </task>
  <context>Keep the summary punchy, confident, and tailored to early-stage VC investors looking for traction and clarity.</context>
</prompt>

What This Prompt Can Deliver

Input Provided:

• ARR: $3.2M | MoM Growth: 14% | Churn: 3.1%

• Milestones: Launched AI onboarding assistant, signed partnership with Salesforce, expanded into APAC

• Vision: AI-first vertical SaaS for logistics companies

Output Given:

Option 1: Data-Forward Summary (VC Style)

“[Company] has crossed $3.2M ARR with 14% MoM growth and industry-low churn (3.1%). We’ve launched a new AI onboarding product, partnered with Salesforce, and are now live in APAC. With a 12-month runway and growing enterprise traction, we’re raising to scale GTM and double ARR within 12 months.”

Option 2: Vision-Led Summary (Strategic Style)

“We’re building the AI operating system for logistics. With strong early adoption ($3.2M ARR), global expansion underway, and backing from strategic partners like Salesforce, [Company] is poised to transform a $100B+ industry through intelligent automation.”

Another Practical Prompt: Tailor Investor Updates by Persona

Use this prompt when customizing your messaging for different types of investors: venture, private equity, or strategic.

<prompt>
  <role>You are a founder customizing an investor update based on audience type.</role>
  <task>
    Using the following inputs:
    <ul>
      <li>Core metrics: MRR, cash burn, retention, CAC payback</li>
      <li>Recent updates: Product enhancements, hiring wins, pipeline metrics</li>
      <li>Investor persona: VC (early-stage), PE (growth), or Strategic (industry buyer)</li>
    </ul>
    Generate:
    <ol>
      <li>A summary email or slide intro tailored to that audience</li>
      <li>Highlight selection based on what that investor type values</li>
      <li>Suggested follow-up questions or metrics to include</li>
    </ol>
  </task>
  <context>Optimize message structure and tone for maximum alignment with investor expectations and decision criteria.</context>
</prompt>

What This Prompt Can Deliver

Here’s an example of what this prompt could generate:

Persona: Private Equity

Tone: Operational, efficiency-focused

Summary Example:
“With $750k MRR and a CAC payback of 6.2 months, [Company] has grown efficiently while maintaining 88% NRR. New enterprise features have increased average contract size by 25% QoQ. We’re seeking capital to fund M&A and deepen GTM efficiency.”

Persona: Strategic Investor

Tone: Market-alignment and product synergy

Summary Example:
“[Company] now serves over 300 logistics clients with AI-powered workflow tools. Our recent feature set mirrors gaps in your current offering and could accelerate time-to-value for your customer base. We're exploring strategic alignment opportunities across product and distribution.”

Why These Prompts Matter

Pitching is a craft, and great writing is a growth lever.

From sending monthly investor notes to finalizing a Series A deck, your words shape how others see your progress, potential, and plan.

These prompts make it easy to:

✅ Translate metrics into momentum
✅ Match tone to your audience without second-guessing
✅ Save hours on writing while staying clear and strategic

Between generic decks and vague updates, these tools help you stand out. Use them to sound polished, without sounding like a robot.

Want to Unsubscribe from future emails? Just hit “unsubscribe” below.