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Shareholder Analysis
Investor Analysis
Meetings & CRM
Sell-side analysts
Investor Targeting
More Monitor Data
Shareholder analysis
Prompts about current shareholders
To know which active funds own the most in you
Which are our [top X] active funds, and how much do they hold in us?
A quick overview of your largest owners
Who are our [top X] owners? Show the value of their holdings and their share of capital and votes in a table.
To know how concentrated your ownership is
How much of our capital is held by our [top X] owners?
To know how much of your register is passive
What share of our capital is held by active versus passive investors? Show it in a pie chart.
To know where your owners are
Which are the [top X] countries in our shareholder register by share of capital?
To know how your owners invest
What is our owner distribution by investment style? Show it in a table with share of capital.
To see who your owners are
What is our owner distribution by owner type detailed? Show it in a table with share of capital.
To know your ESG exposure
What share of our capital is held by ESG funds, and which are the [X] largest?
To see your owners in a specific city
Who are our [top X] owners based in [City X]?
Prompts about shareholder trends
To compare two years side by side
Compare our ownership at the end of [Year X] with the end of [Year Y]. What are the biggest differences?
To follow foreign vs. domestic ownership over time
How has our foreign versus domestic ownership developed over [the past X years]? Show it in a graph.
To see if passive ownership is taking over
How has the share of passive ownership changed since [Year X]? Show the trend per year in a line chart.
To see how your owner types have shifted
How has owner types in our register shifted over [the past X years]? Show it in a table year by year and current
To see if your register is becoming more concentrated
Compare the [top X] owners' share of capital year by year since [Year X].
To find investors who are steadily building up
Which investors have continuously increased their holdings in us over [the past X years]?
To find investors who are steadily cutting back
Which investors have continuously reduced their holdings in us over [the past X years]?
To compare your top 20 then and now
Compare our [top X] owners today with [end of XXXX]. Who has stayed, who is new and who has left?
To understand how stable your owners are
How many of our [top X] owners have owned us for more than [X years], and how many have entered in the last year?
Prompts about recent changes
To see who's been buying and selling
Who were our [top X] biggest buyers and sellers [last X]?
To compare activity over different periods
Show our [top X] biggest sellers, [this month] and [this quarter] in a table.
To see who's new and who's left
Among our [top X] owners, which have entered our register [last quarter], and which have sold out completely?
To track movement among your largest owners
How have our [top X] owners changed [last X]? Who has moved up or down? Show changes of positions in a table
To see if passive ownership is growing
How has the split between active and passive funds in our register changed over [last X quarters]? Show it in a graph
To follow foreign vs. domestic ownership
Show foreign vs domestic capital development [last X] in a table. Highlight if any countries changed notably.
To see which owner types are buying
Which owner types have increased their holdings in us last [Time period X]?
To know what a specific investor has done
What has [Investor X] done in our share [recently], and in which underlying funds?
To spot hedge fund activity
Have any hedge funds entered our register or made notable buys or sells [last X]?
Investor & Portfolio analysis
Prompts about positions in your company
To see an investor's current position
How much does [Investor X] own in us? Show number of shares,share of capital and votes.
To see which funds hold your share
Which of [Investor X]'s funds hold our share, and how is the position split between them? Show it in a table.
To know an investor's rank among your owners
Where does [Investor X] rank among our owners?
To see what an investor has done recently
Has [Investor X] bought or sold shares in us during the last quarter? How much?
To know when an investor first came in
When did [Investor X] first enter our register, and how large was the position then compared to now?
To follow an investor's position over time
How has [Investor X]'s holding in us developed over [the past X years]? Show it in a graph.
Prompts about meeting history and CRM
To see your meeting history with an investor
When have we met [Investor X], how many times, and in which formats? Show it in a table.
To know who you've met at an investor
Who have we met at [Investor X] [the past X years] and who from our team attended each meeting?
To get a summary of your latest meeting
Summarise what was said in our last meeting with [Investor X].
To see what an investor keeps asking about
What questions and concerns has [Investor X] raised in our meetings over [the past X years]?
To track how an investor's views have changed
How has [Investor X]'s feedback on our strategy changed over time?
To find investors you haven't met in a while
Which of our top 20 owners have we not met in [the past 12 months]?
To prepare for an upcoming meeting
I'm meeting [Fund X] next week. Summarise our relationship: past meetings, key discussions, their input and their current holding in us.
Prompts about an investor's portfolio
To get a quick profile of an investor
Give me a short profile of [Investor X], what should i know about them and their portfolio?
To see an investor's largest holdings
What are [Investor X]'s 10 largest holdings? Show them in a table.
To see how you fit into an investor's portfolio
How large is our position in [Investor X]'s portfolio, and how does it rank among their holdings?
To see which of your peers an investor owns
Which of our peers does [Investor X] own? How much?
To compare your position with your peers'
How does [Investor X]'s holding in us compare to their holdings in [Peer A], [Peer B] and [Peer C]? Show % of porfolio in a chart.
To understand an investor's sector and geography
What is [Investor X]'s sector and geographic focus? How does that fit with our sector and market?
To see what an investor has bought and sold lately
What has [Investor X] bought and sold across their portfolio during [the last quarter]?
To see how an investor is moving in your sector
Has [Investor X] increased or reduced their exposure to our sector over [Time period X]?
Investor Targeting
Prompts about identifying high-prio targets
To find investors that match your ideal profile
Find investors that don't own us and match all of these criteria: owner type [Owner Type X], invests in [Country X], AUM above [X], median holding value between [X] and [Y], and owns at least [X] of our peers.
To find investors who own your peers but not you
Which investors own at least [X] of our peers but not us? Rank them by the number of peers they hold.
To find investors with the right position size
Which investors have a median holding value between [X] and [Y], own at least [X] companies in [Industry X], and don't own us? Exclude index and passive funds.
To find relevant investors far from max size
Show the top 20 investors with a fit score above 8 whose current holding value in us is furthest below their median position size.
To get AI's general targeting recommendations
Who are the top 20 investors that don't own us that we should target and why?
Prompts about targets for Roadshows & Conferences
To plan a roadshow in a specific city
Which current and potential investors should we meet in [City X] on our roadshow? Rank them with a short reason for each.
To find investors in a specific country
Which investors in [Country X] own our peers but not us? Rank by amount of peers they hold.
To get a summary of your latest meeting
Summarise what was said in our last meeting with [Investor X].
To get a long-list of possible candidates
Give me [X] active funds to meet on our roadshow in [City X], split into Tier 1 (strongest fit, such as high fit score or several peer holdings) and Tier 2 (relevant but weaker fit).
To meet as many new investors as possible
Give me [X] active funds to meet at a roadshow in [City X], focused on meeting as many new investors as possible.
To strengthen relationships with current owners
Which of our current owners in [City X] should we meet based 1) their size in us 2) their potential to increase in us?
To revisit investors you've met before
Which investors in [City X] have we met before, but not in the past [X] months, and are worth meeting again?
To decide which cities to visit
We plan [X] roadshows next year. Which cities should we prioritise, and why?
Prompts for continuous targeting
To spot new prospects in your share
Which new investors have bought into us in the past month?
To follow your high-priority targets
How have the investors on [List X (list of high-prio targtets)] changed their positions in us and our peers in the past [X] months? Show buys and sells in a table.
To follow your secondary targets
How have the investors on [List Y (list of secondary targtets)] changed their positions in us and our peers in the past [X] months? Show buys and sells in a table.
To spot new investors in your peers
Which new investors have entered our peers' registers in the past [X] months with a position value above [X]?
To spot notable activity among your owners
Has any of our current owners made notable changes to their holding in us in the past month?
To find investors building sector exposure
Which active investors have increased their exposure to [Our Sector] the most in the past [X] months?
Prompts about identifying secondary targets
To find investors that broadly match your profile
(Same as high-prio promt, but input wider criteria) Find investors that don't own us and match all of these criteria: owner type [Owner Type X], invests in [Country X], AUM above [X], median holding value between [X] and [Y], and owns at least [X] of our peers.
To find investors with room to increase their position
Show the top 30 investors with a fit score above 6 whose current holding value in us is furthest below their median position size.
To find the largest investors in your sector
Which are the [X] largest investors that own companies in [Sector X / our peer list] but not us?
To find foreign investors in companies your size
Which investors from [Country X and Country Y] hold companies in [Country Z] with a market cap between [X] and [Y] but not us
To find investors in similar-sized companies in your sector
Which investors own companies in [Sector X] with a market cap between [X] and [Y] but not us?
To find investors growing their exposure to your peers
Which investors have increased their exposure to our peers over the past year but don't own us?
To build a watchlist for the future
Create a watchlist of [X] active funds that don't own us today but are worth monitoring, ranked by fit score.
To find previous owners to approach again
Which are the [X] largest investors that have left our register in the past [X] years?
Prompts for targeting current owners
To find owners with potential to increase
Which of our current owners have the potential to increase their holding in us the most?
To spot owners at risk of selling
Which of our current owners are at the highest risk of reducing their holding in us, and why?
To find owners who prefer your peers
Which of our owners hold more on average in our peers than in us? Show it in a table.
To prioritise meetings with your owners
Which of our top [X] owners have we not met in [Time Period X]?
To find new top owners to meet
Which of our top [X] owners initiated their position in us in the past [X] months?
To find owners who have sold
Which of our top [X] owners has reduced their holding in us in the past [X] months? Rank them by the size of the reduction.
Prompts about prioritising targeting an investor
To know if you should meet an investor
Should we meet [Investor X]? Give me your assessment and the main reasons.
To estimate max size an investor would invest
What is [Investor X]'s expected position size in us, based on their typical holding size and investment profile?
To see an investor's position sizes in your peers
How large are [Investor X]'s positions in us and our peers? Show it in a table.
To know how active an investor is
How active is [Investor X]? Show their turnover and most recent transactions.
To check your relationship with an investor
When did we last meet [Investor X], and how often do they usually take meetings with us?
To find the right fund and contact person
Which of [Investor X]'s funds are most relevant for us, and who should we contact?
Prompts about prioritising targeting among many investors
To prioritise your target lists for a roadshow
In [City X], which [X] investors from [List X] and [List Y] should we focus on when we visit in [Month X]?
To find the biggest gaps between your peers and you
Which investors on [List X] and [List Y] have the largest gap between their exposure to our peers and to us? Show it in a table.
To find the most active investors among your targets
Rank the investors on [List X] by how active they are, based on turnover.
To choose which meeting requests to accept
We've received [12] meeting requests for our roadshow but only have time for [6]. Which of these investors should we accept, and why?
To prioritise which meetings management should join
Rank our upcoming investor meetings in [Quarter X] by how important it is for our [Role X] to join. Base it on each investor's importance to us and the questions they have raised in previous meetings, and give a short reason for each.
Investor Meetings & CRM
Prompts about your meeting activities
To see which investors you met
Which investors did we meet in [Quarter X], and how many meetings did we have with each?
To see how you met them
How many of our meetings in the past [X] months were in-person vs. virtual, and one-on-one vs. group? Show it in a chart.
To break down your meetings by investor type
Break down our meetings in [Year X] by country, investor style and owner type.
To see if you're meeting owners or new investors
Of the investors we met in [Year X], how many are current owners, previous owners or have never owned us?
To see who from your team attended
Who from our team attended meetings in [Quarter X], and how many meetings did each person have?
To review a specific event
Summarise our meetings during our roadshow in [City X] in [Month X]: who we met, which formats and who attended.
To compare with previous periods
How does our meeting activity in [Year X] compare to [Year Y]? Show the number of meetings by format and countries in a table.
Prompts about outcomes on shareholding
To track holding changes after meetings
How have the holdings of each investor we met in [Quarter X] changed since the meeting? Show it in a table, ranked by size of change.
To track the share of investors who bought or sold
Of the investors we met [last quarter], what share bought, sold or stayed unchanged? Show it in a pie chart.
To compare average buy and sell sizes
What was the average buy size vs. the average sell size among investors we met in [Time Period X]?
To find new investors who bought after meeting you
The past [Time Period X], which investors didn't own us when we met them, but have since bought shares?
To see the effect of different organisers' meetings
Which organisers' investor meetings have led to the most buys in [Time Period X]? For each organiser, show the number of meetings, the number that led to a buy, and that share as a percentage, in a table.
Prompts about themes/content in meetings
To see what you talked about
What topics did we discuss the most in our investor meetings in [Quarter X], and which messages did we focus on?
To see what investors asked about
What were the most common questions from investors in [the past X]?
To see what investors liked and disliked
What did investors seem to like and dislike in our meetings during [Quarter X]? Summarise in two lists.
To get feedback on a specific topic
What questions and feedback have we received about [Topic X] in the last quarter?
To see how themes have changed
How have the key topics in our investor meetings changed from [time period X to Y]?
To compare owners and non-owners
How does feedback and questions from our current owners differ from investors who don't own us during this year?
To check which follow-ups you promised
Which follow-ups did we promise investors in Investor Meetings [the past X weeks]? Show them in a table with investors and the follow-up.
Analyst consensus & Transcripts
Prompts about analyst consensus
To see consensus for key figures
What is our analyst consensus for revenue, EBIT, EPS and dividend for [Year X]?
To see expectations for different periods
Show our analyst consensus for [revenue and EBIT margin] for [Quarter X], [Year X] and [Year Y] in a table.
To see how spread out the estimates are
What are the highest and lowest estimates for EPS for [Year X], and how spread out are the sell-side analysts?
To compare an analyst with consensus
How do [Sell-side Analyst X]'s estimates compare to our analyst consensus?
To find the outliers
Which sell-side analysts deviate most from our analyst consensus, and on which KPIs?
To see how consensus has changed
How has our analyst consensus for [KPI X] changed since our last report? Show it in a graph.
To see who has revised their estimates
Which sell-side analysts have revised their estimates in [Time Period X], and in which direction?
To get an overview ahead of your report
Summarise what sell-side analysts expect ahead of our next report in [X] bullet points.
Prompts about target prices and recommendations
To see current target prices
What are the average, highest and lowest target prices for our share?
To see the split of recommendations
How many sell-side analysts have a buy, hold or sell recommendation on us? Show it in a pie chart.
To see a specific analyst's view
What is [Sell-side Analyst X]'s current target price and recommendation?
To catch recent upgrades and downgrades
Have any analysts upgraded, downgraded or changed their target price in [the past month]?
To follow target prices over time
How has the average target price and the split of recommendations developed over [the past year]? Show it in a graph.
Prompts about actuals vs analyst consensus
To compare your report with consensus
How did our latest report compare to consensus? Show the most important KPIs in a table.
To see where you beat or missed
Where did we beat or miss consensus with more than 5% in [Quarter X], and by how much?
To see your track record over time
How have we performed against consensus on [revenue and EBIT] over the last four quarters?
To know which analysts are most accurate
Which sell-side analysts have been most accurate in their estimates for over the past [X] quarters, compared with our reported results? Rank them in a table.
To find patterns in how analysts estimate you
Are there any KPIs where analysts consistently over- or underestimate us?
To see how consensus reacted to your report
How did consensus for [next year] change after our latest report?
Prompts about research reports
To understand a sell-side analyst's reasoning
Why did [Analyst X] change their estimates or recommendation in their latest research? Summarise their reasoning.
To see what sell-side analysts say about a topic
What do the analysts covering us say about [Topic X] in their research? Summarise the main views and where they disagree.
To spot sell-side analysts' main concerns
What are the most common concerns or risks analysts raise about us in their latest research?
To understand analysts' valuation
How do analysts justify their target prices for us in their research? Summarise the valuation methods and key assumptions.
Prompts about investor event transripts
To summarise your latest earnings call
Summarise what was asked and said in our latest earnings call in bullet points.
To see what analysts asked about
What did analysts and investors ask about in our [Quarter X] earnings call, and which topics dominated?
To see questions on a specific topic
What have analysts asked about [Topic X] in our last [X] earnings calls?
To follow a specific analyst's questions
What has [Analyst X] asked about in our earnings calls over the past [X] months?
To summarise your peers' earnings calls
Summarise [Peer X]'s latest earnings call: key messages, main questions and tone.
To prepare for questions in your next call
What have analysts asked our peers in their latest earnings calls, and which questions are we likely to get in our next call?
To compare how you and your peers are questioned
How are we and our peers questioned on [Topic X] in our earnings calls? Compare the questions in a table.
To see what peers say at other events
What has [Peer X] said about [Topic X] at capital markets days or investor conferences in the past [X] months?
More Monitor Data
Prompts about bonds
To see your largest bondholders
Who are our [top X] bondholders? Show their holdings and share of each bond in a table.
To see how bond holdings have changed
How have our bond holdings changed in the past [X] months? Show buyers and sellers in a table, ranked by size of change.
To see which bondholders you've met
Which of our [top X] bondholders have we met, and when did we last meet each of them?
To follow a specific bond issue
Who holds [Bond X], and how have the holdings changed since the issue date?
To find investors who hold your peers' bonds but not yours
Which investors hold bonds issued by our peers but none of our bonds? Rank them by the total value of their holdings in our peers' bonds.
Prompts about liquidity
To see your trading volume and turnover
What was our average daily trading volume and turnover in the past [X] months?
To follow liquidity over time
How has the liquidity in our share developed over the past [X] years? Show average daily turnover in a graph.
To compare your liquidity with your peers
How does our liquidity compare to our peers'? Show average daily turnover and turnover as a share of market cap in a table.
To see trading around reports and events
How did trading volume in our share change in the [X] days before and after our [Quarter X] report or [Event X]?
To see where your share is traded
Which marketplaces is our share traded on, and how was the volume split between them in the past [X] months? Show it in a pie chart.
Prompts about short selling
To see your current short interest
What is our current short interest as a share of capital, and how has it changed in the past [X] months?
To see who is shorting your share
Which investors have public short positions in us? Show the size of each position and when it last changed in a table.
To follow short interest over time
How has our short interest changed over the past [X] months? Show it in a graph.
To compare short interest with your peers
How does our short interest compare to our peers'? Show it in a table.
To spot recent changes in short positions
Which investors have increased, reduced or closed short positions in us in the past [X] weeks?
Prompts about buybacks
To check the status of your buyback programme
What is the status of our current buyback programme? How much has been repurchased, and how much remains?
To see how much you've bought back
How many shares did we repurchase in [Quarter X], and at what average price?
To see buybacks as a share of trading
How large a share of the trading volume in our share did our buybacks make up in the past [X] months?
To compare with your peers' buybacks
Which of our peers have active buyback programmes, and how much have they repurchased in [Year X]? Show the amount and the share of their market cap in a table.
To brief management on buybacks
Summarise our buyback activity in [Quarter X] in [X] bullet points for our [Role X].
Shareholder Analysis
Investor Analysis
Meetings & CRM
Sell-side analysts
Investor Targeting
Shareholder analysis
Prompts about current shareholders
To know which active funds own the most in you
Which are our [top X] active funds, and how much do they hold in us?
A quick overview of your largest owners
Who are our [top X] owners? Show the value of their holdings and their share of capital and votes in a table.
To know how concentrated your ownership is
How much of our capital is held by our [top X] owners?
To know how much of your register is passive
What share of our capital is held by active versus passive investors? Show it in a pie chart.
To know where your owners are
Which are the [top X] countries in our shareholder register by share of capital?
To know how your owners invest
What is our owner distribution by investment style? Show it in a table with share of capital.
To see who your owners are
What is our owner distribution by owner type detailed? Show it in a table with share of capital.
To know your ESG exposure
What share of our capital is held by ESG funds, and which are the [X] largest?
To see your owners in a specific city
Who are our [top X] owners based in [City X]?
Prompts about shareholder trends
To compare two years side by side
Compare our ownership at the end of [Year X] with the end of [Year Y]. What are the biggest differences?
To follow foreign vs. domestic ownership over time
How has our foreign versus domestic ownership developed over [the past X years]? Show it in a graph.
To see if passive ownership is taking over
How has the share of passive ownership changed since [Year X]? Show the trend per year in a line chart.
To see how your owner types have shifted
How has owner types in our register shifted over [the past X years]? Show it in a table year by year and current
To see if your register is becoming more concentrated
Compare the [top X] owners' share of capital year by year since [Year X].
To find investors who are steadily building up
Which investors have continuously increased their holdings in us over [the past X years]?
To find investors who are steadily cutting back
Which investors have continuously reduced their holdings in us over [the past X years]?
To compare your top 20 then and now
Compare our [top X] owners today with [end of XXXX]. Who has stayed, who is new and who has left?
To understand how stable your owners are
How many of our [top X] owners have owned us for more than [X years], and how many have entered in the last year?
Prompts about recent changes
To see who's been buying and selling
Who were our [top X] biggest buyers and sellers [last X]?
To compare activity over different periods
Show our [top X] biggest sellers, [this month] and [this quarter] in a table.
To see who's new and who's left
Among our [top X] owners, which have entered our register [last quarter], and which have sold out completely?
To track movement among your largest owners
How have our [top X] owners changed [last X]? Who has moved up or down? Show changes of positions in a table
To see if passive ownership is growing
How has the split between active and passive funds in our register changed over [last X quarters]? Show it in a graph
To follow foreign vs. domestic ownership
Show foreign vs domestic capital development [last X] in a table. Highlight if any countries changed notably.
To see which owner types are buying
Which owner types have increased their holdings in us last [Time period X]?
To know what a specific investor has done
What has [Investor X] done in our share [recently], and in which underlying funds?
To spot hedge fund activity
Have any hedge funds entered our register or made notable buys or sells [last X]?
Investor & Portfolio analysis
Prompts about positions in your company
To see an investor's current position
How much does [Investor X] own in us? Show number of shares,share of capital and votes.
To see which funds hold your share
Which of [Investor X]'s funds hold our share, and how is the position split between them? Show it in a table.
To know an investor's rank among your owners
Where does [Investor X] rank among our owners?
To see what an investor has done recently
Has [Investor X] bought or sold shares in us during the last quarter? How much?
To know when an investor first came in
When did [Investor X] first enter our register, and how large was the position then compared to now?
To follow an investor's position over time
How has [Investor X]'s holding in us developed over [the past X years]? Show it in a graph.
Prompts about meeting history and CRM
To see your meeting history with an investor
When have we met [Investor X], how many times, and in which formats? Show it in a table.
To know who you've met at an investor
Who have we met at [Investor X] [the past X years] and who from our team attended each meeting?
To get a summary of your latest meeting
Summarise what was said in our last meeting with [Investor X].
To see what an investor keeps asking about
What questions and concerns has [Investor X] raised in our meetings over [the past X years]?
To track how an investor's views have changed
How has [Investor X]'s feedback on our strategy changed over time?
To find investors you haven't met in a while
Which of our top 20 owners have we not met in [the past 12 months]?
To prepare for an upcoming meeting
I'm meeting [Fund X] next week. Summarise our relationship: past meetings, key discussions, their input and their current holding in us.
Prompts about an investor's portfolio
To get a quick profile of an investor
Give me a short profile of [Investor X], what should i know about them and their portfolio?
To see an investor's largest holdings
What are [Investor X]'s 10 largest holdings? Show them in a table.
To see how you fit into an investor's portfolio
How large is our position in [Investor X]'s portfolio, and how does it rank among their holdings?
To see which of your peers an investor owns
Which of our peers does [Investor X] own? How much?
To compare your position with your peers'
How does [Investor X]'s holding in us compare to their holdings in [Peer A], [Peer B] and [Peer C]? Show % of porfolio in a chart.
To understand an investor's sector and geography
What is [Investor X]'s sector and geographic focus? How does that fit with our sector and market?
To see what an investor has bought and sold lately
What has [Investor X] bought and sold across their portfolio during [the last quarter]?
To see how an investor is moving in your sector
Has [Investor X] increased or reduced their exposure to our sector over [Time period X]?
Investor Targeting
Prompts about identifying high-prio targets
To find investors that match your ideal profile
Find investors that don't own us and match all of these criteria: owner type [Owner Type X], invests in [Country X], AUM above [X], median holding value between [X] and [Y], and owns at least [X] of our peers.
To find investors who own your peers but not you
Which investors own at least [X] of our peers but not us? Rank them by the number of peers they hold.
To find investors with the right position size
Which investors have a median holding value between [X] and [Y], own at least [X] companies in [Industry X], and don't own us? Exclude index and passive funds.
To find relevant investors far from max size
Show the top 20 investors with a fit score above 8 whose current holding value in us is furthest below their median position size.
To get AI's general targeting recommendations
Who are the top 20 investors that don't own us that we should target and why?
Prompts about targets for Roadshows & Conferences
To plan a roadshow in a specific city
Which current and potential investors should we meet in [City X] on our roadshow? Rank them with a short reason for each.
To find investors in a specific country
Which investors in [Country X] own our peers but not us? Rank by amount of peers they hold.
To get a summary of your latest meeting
Summarise what was said in our last meeting with [Investor X].
To get a long-list of possible candidates
Give me [X] active funds to meet on our roadshow in [City X], split into Tier 1 (strongest fit, such as high fit score or several peer holdings) and Tier 2 (relevant but weaker fit).
To meet as many new investors as possible
Give me [X] active funds to meet at a roadshow in [City X], focused on meeting as many new investors as possible.
To strengthen relationships with current owners
Which of our current owners in [City X] should we meet based 1) their size in us 2) their potential to increase in us?
To revisit investors you've met before
Which investors in [City X] have we met before, but not in the past [X] months, and are worth meeting again?
To decide which cities to visit
We plan [X] roadshows next year. Which cities should we prioritise, and why?
Prompts for continuous targeting
To spot new prospects in your share
Which new investors have bought into us in the past month?
To follow your high-priority targets
How have the investors on [List X (list of high-prio targtets)] changed their positions in us and our peers in the past [X] months? Show buys and sells in a table.
To follow your secondary targets
How have the investors on [List Y (list of secondary targtets)] changed their positions in us and our peers in the past [X] months? Show buys and sells in a table.
To spot new investors in your peers
Which new investors have entered our peers' registers in the past [X] months with a position value above [X]?
To spot notable activity among your owners
Has any of our current owners made notable changes to their holding in us in the past month?
To find investors building sector exposure
Which active investors have increased their exposure to [Our Sector] the most in the past [X] months?
Prompts about identifying secondary targets
To find investors that broadly match your profile
(Same as high-prio promt, but input wider criteria) Find investors that don't own us and match all of these criteria: owner type [Owner Type X], invests in [Country X], AUM above [X], median holding value between [X] and [Y], and owns at least [X] of our peers.
To find investors with room to increase their position
Show the top 30 investors with a fit score above 6 whose current holding value in us is furthest below their median position size.
To find the largest investors in your sector
Which are the [X] largest investors that own companies in [Sector X / our peer list] but not us?
To find foreign investors in companies your size
Which investors from [Country X and Country Y] hold companies in [Country Z] with a market cap between [X] and [Y] but not us
To find investors in similar-sized companies in your sector
Which investors own companies in [Sector X] with a market cap between [X] and [Y] but not us?
To find investors growing their exposure to your peers
Which investors have increased their exposure to our peers over the past year but don't own us?
To build a watchlist for the future
Create a watchlist of [X] active funds that don't own us today but are worth monitoring, ranked by fit score.
To find previous owners to approach again
Which are the [X] largest investors that have left our register in the past [X] years?
Prompts for targeting current owners
To find owners with potential to increase
Which of our current owners have the potential to increase their holding in us the most?
To spot owners at risk of selling
Which of our current owners are at the highest risk of reducing their holding in us, and why?
To find owners who prefer your peers
Which of our owners hold more on average in our peers than in us? Show it in a table.
To prioritise meetings with your owners
Which of our top [X] owners have we not met in [Time Period X]?
To find new top owners to meet
Which of our top [X] owners initiated their position in us in the past [X] months?
To find owners who have sold
Which of our top [X] owners has reduced their holding in us in the past [X] months? Rank them by the size of the reduction.
Prompts about prioritising targeting an investor
To know if you should meet an investor
Should we meet [Investor X]? Give me your assessment and the main reasons.
To estimate max size an investor would invest
What is [Investor X]'s expected position size in us, based on their typical holding size and investment profile?
To see an investor's position sizes in your peers
How large are [Investor X]'s positions in us and our peers? Show it in a table.
To know how active an investor is
How active is [Investor X]? Show their turnover and most recent transactions.
To check your relationship with an investor
When did we last meet [Investor X], and how often do they usually take meetings with us?
To find the right fund and contact person
Which of [Investor X]'s funds are most relevant for us, and who should we contact?
Prompts about prioritising targeting among many investors
To prioritise your target lists for a roadshow
In [City X], which [X] investors from [List X] and [List Y] should we focus on when we visit in [Month X]?
To find the biggest gaps between your peers and you
Which investors on [List X] and [List Y] have the largest gap between their exposure to our peers and to us? Show it in a table.
To find the most active investors among your targets
Rank the investors on [List X] by how active they are, based on turnover.
To choose which meeting requests to accept
We've received [12] meeting requests for our roadshow but only have time for [6]. Which of these investors should we accept, and why?
To prioritise which meetings management should join
Rank our upcoming investor meetings in [Quarter X] by how important it is for our [Role X] to join. Base it on each investor's importance to us and the questions they have raised in previous meetings, and give a short reason for each.
Investor Meetings & CRM
Prompts about your meeting activities
To see which investors you met
Which investors did we meet in [Quarter X], and how many meetings did we have with each?
To see how you met them
How many of our meetings in the past [X] months were in-person vs. virtual, and one-on-one vs. group? Show it in a chart.
To break down your meetings by investor type
Break down our meetings in [Year X] by country, investor style and owner type.
To see if you're meeting owners or new investors
Of the investors we met in [Year X], how many are current owners, previous owners or have never owned us?
To see who from your team attended
Who from our team attended meetings in [Quarter X], and how many meetings did each person have?
To review a specific event
Summarise our meetings during our roadshow in [City X] in [Month X]: who we met, which formats and who attended.
To compare with previous periods
How does our meeting activity in [Year X] compare to [Year Y]? Show the number of meetings by format and countries in a table.
Prompts about outcomes on shareholding
To track holding changes after meetings
How have the holdings of each investor we met in [Quarter X] changed since the meeting? Show it in a table, ranked by size of change.
To track the share of investors who bought or sold
Of the investors we met [last quarter], what share bought, sold or stayed unchanged? Show it in a pie chart.
To compare average buy and sell sizes
What was the average buy size vs. the average sell size among investors we met in [Time Period X]?
To find new investors who bought after meeting you
The past [Time Period X], which investors didn't own us when we met them, but have since bought shares?
To see the effect of different organisers' meetings
Which organisers' investor meetings have led to the most buys in [Time Period X]? For each organiser, show the number of meetings, the number that led to a buy, and that share as a percentage, in a table.
Prompts about themes/content in meetings
To see what you talked about
What topics did we discuss the most in our investor meetings in [Quarter X], and which messages did we focus on?
To see what investors asked about
What were the most common questions from investors in [the past X]?
To see what investors liked and disliked
What did investors seem to like and dislike in our meetings during [Quarter X]? Summarise in two lists.
To get feedback on a specific topic
What questions and feedback have we received about [Topic X] in the last quarter?
To see how themes have changed
How have the key topics in our investor meetings changed from [time period X to Y]?
To compare owners and non-owners
How does feedback and questions from our current owners differ from investors who don't own us during this year?
To check which follow-ups you promised
Which follow-ups did we promise investors in Investor Meetings [the past X weeks]? Show them in a table with investors and the follow-up.
Analyst consensus & Transcripts
Prompts about analyst consensus
To see consensus for key figures
What is our analyst consensus for revenue, EBIT, EPS and dividend for [Year X]?
To see expectations for different periods
Show our analyst consensus for [revenue and EBIT margin] for [Quarter X], [Year X] and [Year Y] in a table.
To see how spread out the estimates are
What are the highest and lowest estimates for EPS for [Year X], and how spread out are the sell-side analysts?
To compare an analyst with consensus
How do [Sell-side Analyst X]'s estimates compare to our analyst consensus?
To find the outliers
Which sell-side analysts deviate most from our analyst consensus, and on which KPIs?
To see how consensus has changed
How has our analyst consensus for [KPI X] changed since our last report? Show it in a graph.
To see who has revised their estimates
Which sell-side analysts have revised their estimates in [Time Period X], and in which direction?
To get an overview ahead of your report
Summarise what sell-side analysts expect ahead of our next report in [X] bullet points.
Prompts about target prices and recommendations
To see current target prices
What are the average, highest and lowest target prices for our share?
To see the split of recommendations
How many sell-side analysts have a buy, hold or sell recommendation on us? Show it in a pie chart.
To see a specific analyst's view
What is [Sell-side Analyst X]'s current target price and recommendation?
To catch recent upgrades and downgrades
Have any analysts upgraded, downgraded or changed their target price in [the past month]?
To follow target prices over time
How has the average target price and the split of recommendations developed over [the past year]? Show it in a graph.
Prompts about actuals vs analyst consensus
To compare your report with consensus
How did our latest report compare to consensus? Show the most important KPIs in a table.
To see where you beat or missed
Where did we beat or miss consensus with more than 5% in [Quarter X], and by how much?
To see your track record over time
How have we performed against consensus on [revenue and EBIT] over the last four quarters?
To know which analysts are most accurate
Which sell-side analysts have been most accurate in their estimates for over the past [X] quarters, compared with our reported results? Rank them in a table.
To find patterns in how analysts estimate you
Are there any KPIs where analysts consistently over- or underestimate us?
To see how consensus reacted to your report
How did consensus for [next year] change after our latest report?
Prompts about research reports
To understand a sell-side analyst's reasoning
Why did [Analyst X] change their estimates or recommendation in their latest research? Summarise their reasoning.
To see what sell-side analysts say about a topic
What do the analysts covering us say about [Topic X] in their research? Summarise the main views and where they disagree.
To spot sell-side analysts' main concerns
What are the most common concerns or risks analysts raise about us in their latest research?
To understand analysts' valuation
How do analysts justify their target prices for us in their research? Summarise the valuation methods and key assumptions.
Prompts about investor event transripts
To summarise your latest earnings call
Summarise what was asked and said in our latest earnings call in bullet points.
To see what analysts asked about
What did analysts and investors ask about in our [Quarter X] earnings call, and which topics dominated?
To see questions on a specific topic
What have analysts asked about [Topic X] in our last [X] earnings calls?
To follow a specific analyst's questions
What has [Analyst X] asked about in our earnings calls over the past [X] months?
To summarise your peers' earnings calls
Summarise [Peer X]'s latest earnings call: key messages, main questions and tone.
To prepare for questions in your next call
What have analysts asked our peers in their latest earnings calls, and which questions are we likely to get in our next call?
To compare how you and your peers are questioned
How are we and our peers questioned on [Topic X] in our earnings calls? Compare the questions in a table.
To see what peers say at other events
What has [Peer X] said about [Topic X] at capital markets days or investor conferences in the past [X] months?
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GUIDE
Prompting Monitor AI Chat
A guide with best practises and 150+ prompts to get the most out of Monitor AI Chat.
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