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Board investment decision prompt for PowerPoint

A prompt for a 10-slide board deck that compares three investment options on strategic fit, NPV, payback, capital and execution risk. It shows base, upside and downside cases from your financial model, recommends one option and states the conditions for approval.

Output
Full deck
Works with
Tosea, ChatGPT, Claude, Gemini
Updated
Board investment decision example slide: three options on NPV, payback and risk, weighted matrix, NPV scenarios, recommendation
Option comparison · Three options on NPV, payback and risk, weighted matrix, NPV scenarios, recommendationExample slide

Board investment decision prompt

Fill in any highlighted fields, then copy or run it.

Create a 10-slide board deck comparing [option A], [option B], and [option C].
Decision: approve one option, reject all, or request evidence.
Compare strategic fit, customer value, NPV, payback, capital, execution risk, dependencies, and capacity.
Show base, upside, and downside cases from the attached model.
Provide a weighted matrix, recommendation, dissenting case, and approval conditions.
Do not change financial assumptions. Identify where judgment affects the result.
66 words

Why this prompt works

  • Three outcomes are allowed

    "Approve one option, reject all, or request evidence" gives the board a real choice, including no, rather than a single path to sign off.

  • Scenarios, not one number

    Base, upside and downside cases from the attached model show how sensitive each option's NPV is before the board commits capital.

  • A dissenting case is required

    Asking for a dissenting case makes the deck state the strongest argument against its own recommendation, before a director has to raise it.

  • The model stays untouched

    "Do not change financial assumptions" and "Identify where judgment affects the result" keep the slides consistent with the model finance signed off.

Adapt it to your own deck

  • Name your options

    Replace [option A], [option B] and [option C] with short names such as "Extend core", "Scale platform" and "Adjacency play", and attach the model that holds their cases.

  • Use your board's criteria

    If your investment policy fixes the criteria, paste them: "Score options only on these criteria and weights from the investment policy." The weighted matrix will follow.

  • A single proposal

    For one proposal, change the decision to "approve, defer or reject" and compare it with a do-nothing baseline instead of rival options.

Board investment decision FAQ

What is a board investment decision deck?

A short paper or deck that asks the board to approve, reject or defer a major investment. It sets out the options, the financial case, the risks and the conditions attached to approval.

What do NPV and payback mean here?

Net present value is today's value of an option's expected future cash flows minus its cost, discounted at the required rate of return. Payback is the number of years until cumulative cash inflows repay the initial investment.

Can I use the prompt in ChatGPT, Claude or Gemini?

Yes. A chat assistant will return the comparison tables and slide text for you to build. In Tosea you attach the investment memo or model summary with the prompt, choose a template, and get slides you can edit and export to PowerPoint (.pptx).

Figures on the example slides are illustrative.

Prefer not to write a prompt?

Upload the document. Tosea drafts the deck, you edit and export.

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