Valuation Memo (Comps, Precedents, DCF)

Example prompt to use in ChatGPT or Gemini

Updated September 16, 2025

Prompt

Prepare a concise valuation memo for an investment committee for {{target_company}} as of {{valuation_date}}. Include: executive summary and valuation conclusion, comparable companies analysis (suggest 6–8 comps and the multiples to use), precedent transactions approach (3–5 deals and adjustments), DCF outline with key assumptions and terminal value methodologies, sensitivity table (EV/EBITDA & exit multiple vs. IRR), and clear recommendation on implied purchase price range. Provide sources to check and an assumptions justification section.
Recommended for: gpt-4o

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