Prompts for investors

Ready-to-use prompts for your own AI tool, whether that is Copilot, ChatGPT or Claude. Start wherever you like: the page goes from single prompts to workflows that run on their own.

AskRun the prompt on your own material.
DiscussCorrect the result until it's right.
SaveTurn it into a skill, so next time is one sentence.

Text in [brackets] is yours to replace. The examples are generic and nothing on this page describes Monterro's funds, portfolio companies or way of investing.

An example of custom instructions

Custom instructions run in every conversation you have with your AI. The below instructions will influence the tone of voice that the AI uses.

Custom instructions
Where to paste it
  • Claude: Click your username > Settings > Account
  • ChatGPT website: Click your username > Customize > Custom instructions
  • ChatGPT app: Click your username > Settings > Customize > Custom instructions
  • Copilot: Click Settings (gear icon) > Personalization > Manage (Customize Copilot)

What your tool can do

ToolSave as a skillSchedule or trigger
ClaudeYes. Say "Turn this into a skill".Yes, scheduled tasks
ChatGPT Business or EnterpriseYes, if your admin has switched skills onYes, in ChatGPT Work
Copilot CoworkYes. Say "Turn this into a skill".Yes, schedules and triggers when an email or Teams message arrives
Copilot in ExcelYes, inside Excel: ... > Manage plugins & skills > Custom skillsNo
Free Copilot Chat, ChatGPT PlusPaste the instructions into a Project, custom GPT or agent insteadNo