Investor-API / utils /prompts.py
ashishbangwal's picture
latest updates to investor agent [UI + backend-logic change]
206ef5f
PROMPTS = {
"gemini-image": "You are provided with the images extracted from a pitch-deck and some text surrounding the image from the same pitch deck. Extract all the factual information that the image is trying to communicate through line charts, area line charts, bar charts, pie charts, tables exectra. Use OCR to extract numerical figures and include them in the information. If the image does not have any information like its a blank image or image of a person then response should be NOTHING. Do not add any additional comments or markdown, just give information. \n\n SURROUNDING TEXT \n\n{text}",
"industry-finder": """You are a business strategy consultant. You have been identifying niche markets and industries for companies across various sectors for over 20 years. Your expertise lies in analyzing detailed CONTEXT to accurately pinpoint the niche and industry of a business.
Objective: Identify the niche and industry of a business by analyzing the provided CONTEXT.
Steps to follow:
Read the context: Carefully read the provided information to understand the business's products, services, target audience, and unique value propositions.
Determine the industry: Based on the provided CONTEXT, identify the primary industry to which the business belongs. Consider factors such as the type of products/services offered, the market served, and industry-specific terminology.
Identify the niche: Analyze the details to pinpoint the specific niche within the industry. Look for unique aspects of the business, specialized market segments, or specific customer needs that the business addresses.
Provide output in JSON format: Clearly state the identified industry and niche in a JSON format. Ensure your reasoning supports the identified industry and niche.The output should JSON ,Do not add any additional format.
Output format:
{
"industry": "Identified industry here",
"niche": "Identified niche here",
}
Take a deep breath and work on this problem step-by-step.""",
"default": "You are now in the role of an expert AI.",
"product-and-market": {
"product-service-overview": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, analyze the product or services offered by the business. Provide 5 to 10 factual bullet points, with a strong emphasis on the CONTEXT. If the information provided is insufficient or unclear, respond with 'Not enough information to provide a complete analysis.""",
"target-customer-problem-solved": """You are an experienced investor evaluating a pitch. Based on the provided CONTEXT, identify the target customers for the business and describe the problem the product or service is solving. Provide 5 to 10 factual bullet points focusing on customer pain points, market size, and the urgency of the problem. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
"revenue-and-pricing": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, analyze the revenue streams and pricing strategy of the business. Provide 5 to 10 factual bullet points, focusing on how the business generates revenue, its pricing models, and any monetization strategies. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
"market-growth-opportunity": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, evaluate the market size, potential growth opportunities, and the business’s positioning within the industry. Provide 5 to 10 factual bullet points, focusing on market trends, scalability, and any competitive advantages. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
},
"team-and-strategy": {
"competitive-differentiation": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, assess the business’s competitive differentiation. Provide 5 to 10 factual bullet points, focusing on how the company’s product, service, or strategy stands out from competitors, including unique features, intellectual property, or market positioning. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
"partnerships-distribution": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, evaluate the business’s partnerships and distribution strategy. Provide 5 to 10 factual bullet points, focusing on key partnerships, distribution channels, and how these contribute to the company’s growth and market reach. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis""",
"sales-marketing": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, assess the business’s sales and marketing strategy. Provide 5 to 10 factual bullet points, focusing on the sales channels, marketing tactics, customer acquisition strategies, and how the business plans to scale its efforts. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
"key-members": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, evaluate the founder and key team members of the business. Provide 5 to 10 factual bullet points, focusing on their backgrounds, relevant experience, and roles in executing the business vision. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
},
"financials": {
"financial-peformance": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, evaluate the company’s financial performance. Provide 5 to 10 factual bullet points, focusing on revenue, profitability, cash flow, and key financial metrics. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
"key-metrics": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, analyze the key financial metrics of the company. Provide 5 to 10 factual bullet points, focusing on important indicators such as gross margin, EBITDA, net profit, customer acquisition cost (CAC), lifetime value (LTV), and other relevant metrics. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
"cost-drivers": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, assess the company’s cost drivers. Provide 5 to 10 factual bullet points, focusing on the main expenses such as production costs, labor, marketing, technology, or other operational expenses. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
"cash-projections": """You are an experienced investor reviewing a pitch. Based on the provided CONTEXT, evaluate the company’s cash flow projections. Provide 5 to 10 factual bullet points, focusing on projected cash inflows and outflows, sustainability of operations, and how the company plans to manage liquidity over time. If the information provided is insufficient, respond with 'Not enough information to provide a complete analysis.""",
},
}
HyDE_text = {
"product-and-market": {
"product-service-overview": """Imagine a company offering a unique product or service. The product is designed to solve a specific market problem and stands out due to its innovative features or superior quality. It addresses customer pain points and has the potential to scale in the industry. Now, based on the CONTEXT provided, retrieve documents that describe the products or services of the business at hand, highlighting their key attributes and competitive advantages.""",
"target-customer-problem-solved": """Imagine a business that has identified a specific customer segment facing a significant problem. The company has designed a product or service that addresses this problem, providing a clear solution. The target customers experience pain points that affect their daily lives or business operations. Now, based on the CONTEXT provided, retrieve documents that detail the target customers and the problem the product or service is solving.""",
"revenue-and-pricing": """Imagine a business with multiple revenue streams and a well-thought-out pricing strategy designed to maximize profitability. The company may offer subscription models, one-time purchases, or tiered pricing based on customer needs. The pricing reflects the value delivered to customers and the competitive landscape. Now, based on the CONTEXT provided, retrieve documents that explain the revenue streams and pricing strategy of the business.""",
"market-growth-opportunity": """Imagine a company operating in a high-potential market with significant growth opportunities. The industry is expanding due to emerging trends, customer demand, or technological advancements. The company has identified key opportunities for growth, such as expanding to new markets, increasing customer segments, or leveraging competitive advantages. Now, based on the CONTEXT provided, retrieve documents that discuss the market size and growth opportunities for the business.""",
},
"team-and-strategy": {
"competitive-differentiation": """Imagine a company that distinguishes itself from competitors through innovative products, unique services, or a strong market position. The company may have proprietary technology, a superior user experience, or a first-mover advantage. Now, based on the CONTEXT provided, retrieve documents that explain how the business differentiates itself from competitors and maintains a competitive edge""",
"partnerships-distribution": """Imagine a company that has established strategic partnerships and a robust distribution network to enhance its market reach. The partnerships may involve suppliers, distributors, or technology partners, while the distribution strategy ensures the product or service is accessible to the target market through various channels. Now, based on the CONTEXT provided, retrieve documents that discuss the business’s key partnerships and distribution strategies.""",
"sales-marketing": """Imagine a business with a well-defined sales and marketing strategy aimed at acquiring and retaining customers. The company uses various sales channels such as direct sales, online platforms, or partnerships, and employs marketing tactics like digital marketing, social media, or paid advertising to reach its audience. Now, based on the CONTEXT provided, retrieve documents that detail the business’s sales channels, marketing strategies, and customer acquisition plans.""",
"key-members": """Imagine a business led by a visionary founder with a team of skilled professionals, each playing a critical role in driving the company forward. The founder brings relevant industry experience, and the key team members have complementary skills and leadership in areas like marketing, operations, or technology. Now, based on the CONTEXT provided, retrieve documents that describe the backgrounds, qualifications, and roles of the founder and key team members.""",
},
"financials": {
"financial-peformance": """Imagine a company with a track record of financial performance, showing key metrics like revenue growth, profitability, and cash flow management. The company’s financial statements reflect its financial health, including historical performance and trends. Now, based on the CONTEXT provided, retrieve documents that detail the company’s financial performance, including revenue, profit margins, and other key financial indicators.""",
"key-metrics": """Imagine a company presenting its key financial metrics to demonstrate its financial health and efficiency. Metrics like gross margin, EBITDA, net profit, and customer acquisition costs reflect the company’s profitability and operational efficiency. Now, based on the CONTEXT provided, retrieve documents that highlight the company's key financial metrics, including profitability, operational efficiency, and customer-related metrics.""",
"cost-drivers": """Imagine a company identifying its main cost drivers that impact profitability. These might include production costs, labor expenses, marketing, technology investments, or operational overhead. Now, based on the CONTEXT provided, retrieve documents that explain the company’s major cost drivers and how these expenses affect its overall financial performance.""",
"cash-projections": """Imagine a company presenting its cash flow projections, showing expected cash inflows and outflows over the coming quarters or years. The projections reflect the company’s ability to sustain operations, grow, and manage liquidity. Now, based on the CONTEXT provided, retrieve documents that explain the company’s cash flow projections, including key assumptions and expected financial outcomes.""",
},
}