# Amy Handbook

## Docs

- [Changelog](https://docs.amy.vc/changelog.md)
- [Context Library](https://docs.amy.vc/context-library.md)
- [Memory](https://docs.amy.vc/memory.md)
- [Brief me on someone before a meeting](https://docs.amy.vc/prompt-library/all-industries/ask/brief-me-on-a-person.md): Get a quick background brief on a person — their role, history, and what to know before you talk.
- [Where does this project stand](https://docs.amy.vc/prompt-library/all-industries/ask/check-project-status.md): Get the current status, blockers, and next steps for a project pulled from across your tools.
- [Compare my options](https://docs.amy.vc/prompt-library/all-industries/ask/compare-options.md): Get a side-by-side comparison of vendors, tools, or approaches with a clear recommendation.
- [Find that file](https://docs.amy.vc/prompt-library/all-industries/ask/find-a-file.md): Locate a specific document, figure, or attachment buried across your files, email, and chat.
- [Summarize a long thread](https://docs.amy.vc/prompt-library/all-industries/ask/summarize-a-thread.md): Get the decision, the open questions, and who owns what from a sprawling email or chat thread.
- [What's on my plate this week](https://docs.amy.vc/prompt-library/all-industries/ask/whats-on-my-plate.md): Pull every open commitment and action item you owe from across email, chat, and your calendar.
- [Build a deck](https://docs.amy.vc/prompt-library/all-industries/delegate/build-a-deck.md): Turn rough notes or a document into a structured first-draft slide deck.
- [Draft a reply](https://docs.amy.vc/prompt-library/all-industries/delegate/draft-a-reply.md): Hand Amy an email and get a ready-to-send draft back in your voice.
- [Enrich my contacts](https://docs.amy.vc/prompt-library/all-industries/delegate/enrich-my-contacts.md): Turn a thin list of names into complete, CRM-ready contact records.
- [Prep for a meeting](https://docs.amy.vc/prompt-library/all-industries/delegate/prep-for-a-meeting.md): Get a one-page brief on who you're meeting and what to cover before you walk in.
- [Write a status report](https://docs.amy.vc/prompt-library/all-industries/delegate/write-a-status-report.md): Pull progress from your inbox and docs into a ready-to-share update.
- [Write meeting follow-ups](https://docs.amy.vc/prompt-library/all-industries/delegate/write-meeting-follow-ups.md): Turn your meeting notes into a recap and action items ready to send.
- [Brief me on a meeting invite](https://docs.amy.vc/prompt-library/all-industries/forward/brief-me-on-an-invite.md): Forward a calendar invite and know who you're meeting, why, and your shared history before you accept.
- [Draft a reply to this email](https://docs.amy.vc/prompt-library/all-industries/forward/draft-a-reply-to-this.md): Forward an email you need to answer and get a ready-to-send draft written in your voice.
- [Pull the action items out of this](https://docs.amy.vc/prompt-library/all-industries/forward/extract-action-items.md): Forward meeting notes or a transcript and get a clean task list with owners and due dates.
- [Fact-check this before I send it](https://docs.amy.vc/prompt-library/all-industries/forward/fact-check-this.md): Forward a draft, document, or claim and get every checkable fact verified against current data.
- [Summarize a forwarded document](https://docs.amy.vc/prompt-library/all-industries/forward/summarize-a-document.md): Forward a long report, contract, or thread and get the essentials, decisions, and action items back.
- [Tell me who this is from](https://docs.amy.vc/prompt-library/all-industries/forward/vet-a-sender.md): Forward a cold email or inbound request and get a background read on the sender and their company before you engage.
- [Alert me before meetings that need prep](https://docs.amy.vc/prompt-library/all-industries/monitor/alert-me-before-meetings.md): Get a heads-up the day before any meeting that needs context, an agenda, or a document ready.
- [Send me a daily inbox briefing](https://docs.amy.vc/prompt-library/all-industries/monitor/daily-inbox-briefing.md): Start each day with a scheduled summary of what's urgent, what needs a reply, and what can wait.
- [Track competitor news](https://docs.amy.vc/prompt-library/all-industries/monitor/track-competitor-news.md): Get a recurring digest of news, launches, and announcements about the companies you watch.
- [Tell me when a contact changes jobs](https://docs.amy.vc/prompt-library/all-industries/monitor/track-contact-job-changes.md): Get alerted when someone in your network changes roles, gets promoted, or joins a new company.
- [Watch a company for signals](https://docs.amy.vc/prompt-library/all-industries/monitor/watch-a-company-for-signals.md): Get alerted on funding, leadership changes, and hiring activity at a company you care about.
- [Watch for a reply](https://docs.amy.vc/prompt-library/all-industries/monitor/watch-for-a-reply.md): Get pinged the moment an important person replies to a thread you're waiting on.
- [All Industries](https://docs.amy.vc/prompt-library/all-industries/overview.md): Cross-industry prompts for inbox triage, meeting prep, research, drafting, scheduling, and contact enrichment with Amy.
- [Brief me before a tour](https://docs.amy.vc/prompt-library/commercial-real-estate/ask/brief-me-before-a-tour.md): Get a one-page prep brief on a tenant or landlord before a tour, pitch, or meeting.
- [Is this tenant about to need space?](https://docs.amy.vc/prompt-library/commercial-real-estate/ask/is-this-tenant-in-the-market.md): Read headcount, hiring, and expansion signals to gauge whether an occupier is in the market for space.
- [Pull comps for this space](https://docs.amy.vc/prompt-library/commercial-real-estate/ask/pull-comps-for-this-space.md): Get comparable lease or sale comps for a space with rents, terms, and concessions.
- [What's happening in this submarket?](https://docs.amy.vc/prompt-library/commercial-real-estate/ask/whats-happening-in-this-submarket.md): Get a fast read on a submarket — leasing activity, major tenants, new supply, and demand signals.
- [Which occupiers are growing here?](https://docs.amy.vc/prompt-library/commercial-real-estate/ask/which-occupiers-are-growing-here.md): Find expanding companies in a market by headcount growth and hiring, ranked as leasing prospects.
- [Who owns this building?](https://docs.amy.vc/prompt-library/commercial-real-estate/ask/who-owns-this-building.md): Identify the owner of an asset, their portfolio, and your warmest path to reach them.
- [Build a submarket comps snapshot](https://docs.amy.vc/prompt-library/commercial-real-estate/delegate/build-a-submarket-comps-snapshot.md): Compile recent lease and sale comps for a submarket into a clean snapshot for a pitch or client update.
- [Build a tenant-in-the-market tracker](https://docs.amy.vc/prompt-library/commercial-real-estate/delegate/build-a-tenant-in-the-market-tracker.md): Compile a list of tenants likely to be in the market for space soon based on expansion, relocation, and growth signals.
- [Build an occupier target list](https://docs.amy.vc/prompt-library/commercial-real-estate/delegate/build-an-occupier-target-list.md): Surface companies showing space-demand signals like fast headcount growth or hiring and enrich them into a prospecting list.
- [Draft a tour follow-up email](https://docs.amy.vc/prompt-library/commercial-real-estate/delegate/draft-a-tour-follow-up.md): Turn your tour notes into a tailored follow-up email to a prospect with the space details and clear next steps.
- [Log a deal to the CRM](https://docs.amy.vc/prompt-library/commercial-real-estate/delegate/log-a-deal-to-the-crm.md): Turn tour or deal notes into a structured, enriched deal record updated in your CRM with the tenant and next steps.
- [Research a landlord](https://docs.amy.vc/prompt-library/commercial-real-estate/delegate/research-a-landlord.md): Produce an ownership and contact profile for a building's landlord or owner before a leasing or capital markets approach.
- [Log a prospect to the CRM](https://docs.amy.vc/prompt-library/commercial-real-estate/forward/log-a-prospect-to-the-crm.md): Forward a contact from an email or card and get an enriched, deduped CRM record tagged by submarket and asset class.
- [Prep for a property tour](https://docs.amy.vc/prompt-library/commercial-real-estate/forward/prep-for-a-property-tour.md): Forward a tour invite and get a brief on who's coming, their space needs, and what to lead with on site.
- [Qualify a tenant requirement](https://docs.amy.vc/prompt-library/commercial-real-estate/forward/qualify-a-tenant-requirement.md): Forward an occupier's space requirement or RFP and get a read on the requirement plus matching listings.
- [Research a building's owner](https://docs.amy.vc/prompt-library/commercial-real-estate/forward/research-a-buildings-owner.md): Forward a property record or listing and get the ownership, their portfolio, and the right person to reach.
- [Underwrite a listing](https://docs.amy.vc/prompt-library/commercial-real-estate/forward/underwrite-a-listing.md): Forward an offering memorandum or listing and get the owner, submarket, and a buy-side fit read.
- [Vet a leasing inquiry](https://docs.amy.vc/prompt-library/commercial-real-estate/forward/vet-a-leasing-inquiry.md): Forward an inbound prospect's inquiry on a listing and get a credibility and space-need read before you reply.
- [Flag stalled deals in the pipeline](https://docs.amy.vc/prompt-library/commercial-real-estate/monitor/flag-stalled-deals-in-the-pipeline.md): Get a recurring alert on active deals and tours that have gone quiet so none slip through the cracks.
- [Monitor a submarket for new listings and comps](https://docs.amy.vc/prompt-library/commercial-real-estate/monitor/monitor-a-submarket-for-new-listings-and-comps.md): Get a recurring digest of new listings, lease comps, and sale transactions in the submarkets you cover.
- [Track a target tenant until it expands](https://docs.amy.vc/prompt-library/commercial-real-estate/monitor/track-a-target-tenant-until-it-expands.md): Get a heads-up the moment a company you want to win starts showing signs it needs more space.
- [Track real-estate decision-maker moves](https://docs.amy.vc/prompt-library/commercial-real-estate/monitor/track-real-estate-decision-maker-moves.md): Get alerted when the people who decide on space at your target tenants change roles or join a new company.
- [Watch for tenants in the market](https://docs.amy.vc/prompt-library/commercial-real-estate/monitor/watch-for-tenants-in-the-market.md): Get alerted when companies in your submarket show signals they need new space — headcount growth, new funding, or expansion.
- [Watch owners for refinancing or sale signals](https://docs.amy.vc/prompt-library/commercial-real-estate/monitor/watch-owners-for-refinancing-or-sale-signals.md): Get alerted when landlords and owners in your market show signals they may refinance or sell an asset.
- [Commercial Real Estate](https://docs.amy.vc/prompt-library/commercial-real-estate/overview.md): Prompts for CRE brokers and investors — occupier targeting, tenant-in-the-market signals, owner and landlord research, comps, market tracking, and tour and pitch prep.
- [What does this role pay?](https://docs.amy.vc/prompt-library/executive-search/ask/benchmark-the-comp.md): Benchmark compensation for a role against comparable companies, market, and live job postings.
- [Brief me before a candidate call](https://docs.amy.vc/prompt-library/executive-search/ask/brief-me-on-a-candidate.md): Assemble a candidate's work history, prior contact, and talking points before a screen.
- [Who fits this role?](https://docs.amy.vc/prompt-library/executive-search/ask/map-the-talent-pool.md): Build a talent map of qualified candidates by title, seniority, and current company for a search.
- [Where does this search stand?](https://docs.amy.vc/prompt-library/executive-search/ask/prep-a-client-status-update.md): Synthesize the current pipeline, stages, and next steps for a live search before a client update.
- [Where should I source for this role?](https://docs.amy.vc/prompt-library/executive-search/ask/where-to-source-for-a-search.md): Identify the best target companies to source candidates from for a specific search.
- [Who on my list is open to a move?](https://docs.amy.vc/prompt-library/executive-search/ask/who-is-open-to-a-move.md): Spot which candidates are likely receptive to outreach based on tenure and employer signals.
- [Build a candidate deep-dive](https://docs.amy.vc/prompt-library/executive-search/delegate/build-candidate-deep-dive.md): Get an enriched single-candidate dossier with full background, references, and fit for client submission.
- [Build a talent map](https://docs.amy.vc/prompt-library/executive-search/delegate/build-talent-map.md): Get an enriched, sourced talent map of candidates by title, seniority, and company for a search.
- [Draft candidate outreach](https://docs.amy.vc/prompt-library/executive-search/delegate/draft-candidate-outreach.md): Get personalized first-touch outreach emails drafted for a list of sourced candidates.
- [Draft a client search update](https://docs.amy.vc/prompt-library/executive-search/delegate/draft-client-search-update.md): Produce a client-ready progress update on an active retained search with pipeline status and next steps.
- [Draft a shortlist brief](https://docs.amy.vc/prompt-library/executive-search/delegate/draft-shortlist-brief.md): Turn your sourced candidates into a client-ready shortlist document with profiles and assessments.
- [Log a candidate to the ATS](https://docs.amy.vc/prompt-library/executive-search/delegate/log-candidate-to-ats.md): Turn interview notes into a structured, enriched candidate record updated in your ATS.
- [Log candidate call notes](https://docs.amy.vc/prompt-library/executive-search/forward/log-candidate-call-notes.md): Forward your notes from a candidate screen and get a structured ATS record with a fit assessment.
- [Prep for a prospect pitch](https://docs.amy.vc/prompt-library/executive-search/forward/prep-for-a-prospect-pitch.md): Forward an inbound from a prospective client and get the company enriched with hiring signals before you pitch.
- [Reply to a candidate](https://docs.amy.vc/prompt-library/executive-search/forward/reply-to-a-candidate.md): Forward a candidate's email and get an on-tone reply drafted with their pipeline context pulled in.
- [Scope a new role brief](https://docs.amy.vc/prompt-library/executive-search/forward/scope-a-new-role-brief.md): Forward a client's job spec and get a search strategy with a target-company list and comp read.
- [Triage a candidate referral](https://docs.amy.vc/prompt-library/executive-search/forward/triage-a-candidate-referral.md): Forward a 'you should talk to this person' intro and get them enriched, fit-checked, and a reply drafted.
- [Vet an inbound CV](https://docs.amy.vc/prompt-library/executive-search/forward/vet-an-inbound-cv.md): Forward a candidate's CV and get a verified track record and fit read against the role spec before you reply.
- [Alert me when a candidate changes jobs](https://docs.amy.vc/prompt-library/executive-search/monitor/alert-me-when-a-candidate-changes-jobs.md): Track shortlisted and passive candidates for job moves so you re-engage at exactly the right moment.
- [Flag news on a finalist candidate](https://docs.amy.vc/prompt-library/executive-search/monitor/flag-news-on-a-finalist-candidate.md): Get alerted to any news about a finalist candidate so there are no surprises before a placement.
- [Monitor a talent pool for attrition](https://docs.amy.vc/prompt-library/executive-search/monitor/monitor-a-talent-pool-for-attrition.md): Track a target company's leadership team for instability and departures to keep your talent map fresh.
- [Track funding rounds in my sector](https://docs.amy.vc/prompt-library/executive-search/monitor/track-funding-rounds-in-my-sector.md): Get alerted when companies in your sector raise capital and are about to scale their leadership team.
- [Watch a client for new hiring signals](https://docs.amy.vc/prompt-library/executive-search/monitor/watch-a-client-for-new-hiring-signals.md): Get alerted when a client company ramps hiring or opens senior roles so you can pitch a search early.
- [Watch target companies for leadership departures](https://docs.amy.vc/prompt-library/executive-search/monitor/watch-target-companies-for-leadership-departures.md): Get alerted when an executive exits a target company, opening both a new search and a fresh candidate.
- [Executive Search & Recruiting](https://docs.amy.vc/prompt-library/executive-search/overview.md): Prompts for executive search and recruiting teams to source candidates, build talent maps, run outreach, and keep clients updated across searches, shortlists, and placements.
- [Brief me on a target](https://docs.amy.vc/prompt-library/investment-banking/ask/brief-me-on-a-target.md): Turn a CIM or data room into a fast business, financial, and risk read on a target company.
- [Where does the deal stand?](https://docs.amy.vc/prompt-library/investment-banking/ask/check-deal-status.md): Get a status read on a live deal process — where each buyer stands, what's outstanding, and what needs chasing.
- [Map M&A activity in a sector](https://docs.amy.vc/prompt-library/investment-banking/ask/map-sector-ma-activity.md): Get a fast read on recent deals, valuations, and active acquirers in a sector for a pitch or market view.
- [Prep me for a client meeting](https://docs.amy.vc/prompt-library/investment-banking/ask/prep-for-a-client-meeting.md): Get a relationship brief on a client or management team — history, open items, and who's in the room — before a pitch or call.
- [Profile a potential buyer](https://docs.amy.vc/prompt-library/investment-banking/ask/profile-a-buyer.md): Get a strategic and firmographic read on a likely acquirer before you put them on a buyer list or reach out.
- [Pull trading comps](https://docs.amy.vc/prompt-library/investment-banking/ask/pull-trading-comps.md): Get a quick comparable-company set with multiples and firmographics to anchor a valuation read.
- [Build a buyer list](https://docs.amy.vc/prompt-library/investment-banking/delegate/build-a-buyer-list.md): Produce an enriched, prioritized list of strategic and financial buyers for a sell-side mandate.
- [Build a comps table](https://docs.amy.vc/prompt-library/investment-banking/delegate/build-a-comps-table.md): Generate a trading comparables table of public peers with valuation multiples for a pitch or valuation.
- [Build a market map](https://docs.amy.vc/prompt-library/investment-banking/delegate/build-a-market-map.md): Create a sector market map segmenting companies into categories for a pitch or coverage thesis.
- [Draft a CIM](https://docs.amy.vc/prompt-library/investment-banking/delegate/draft-a-cim.md): Turn the data room into a structured first-draft confidential information memorandum for a sell-side deal.
- [Draft buyer outreach emails](https://docs.amy.vc/prompt-library/investment-banking/delegate/draft-buyer-outreach-emails.md): Write personalized outreach emails to buyers or targets to launch a deal process.
- [Update the deal pipeline](https://docs.amy.vc/prompt-library/investment-banking/delegate/update-the-deal-pipeline.md): Log buyer activity and refresh mandate stages across the deal pipeline in your CRM.
- [Benchmark an incoming bid](https://docs.amy.vc/prompt-library/investment-banking/forward/benchmark-an-incoming-bid.md): Forward an IOI or first-round bid letter and get the terms extracted and benchmarked against the other bids.
- [Build comps from a list](https://docs.amy.vc/prompt-library/investment-banking/forward/build-comps-from-a-list.md): Forward a list of companies or a target name and get a trading comparables set assembled and enriched.
- [Log a process reply](https://docs.amy.vc/prompt-library/investment-banking/forward/log-a-process-reply.md): Forward a buyer's reply during a live deal and get the deal tracker and next steps updated automatically.
- [Prep for a management meeting](https://docs.amy.vc/prompt-library/investment-banking/forward/prep-for-a-management-meeting.md): Forward a meeting invite for a pitch or management presentation and get a brief on the attendees and deal context.
- [Qualify an inbound buyer](https://docs.amy.vc/prompt-library/investment-banking/forward/qualify-an-inbound-buyer.md): Forward a buyer's inbound inquiry on a live sell-side mandate and get a credibility and fit read before you engage.
- [Triage a mandate opportunity](https://docs.amy.vc/prompt-library/investment-banking/forward/triage-a-mandate-opportunity.md): Forward an inbound deal teaser or referral and get a fast read on whether the mandate is worth pursuing.
- [Monitor a live deal process](https://docs.amy.vc/prompt-library/investment-banking/monitor/monitor-a-live-deal-process.md): Get alerted to competing bids, leaks, regulatory news, and rival-advisor moves on a transaction you are advising.
- [Track comparable company earnings and multiples](https://docs.amy.vc/prompt-library/investment-banking/monitor/track-comparable-company-earnings.md): Get alerted when public comps report earnings, revise guidance, or see trading-multiple moves that affect your valuation work.
- [Track sector M&A deal flow](https://docs.amy.vc/prompt-library/investment-banking/monitor/track-sector-ma-deal-flow.md): Get a recurring digest of announced deals, valuations, and consolidation themes in your coverage sector to fuel origination and pitches.
- [Track strategic buyer appetite](https://docs.amy.vc/prompt-library/investment-banking/monitor/track-strategic-buyer-appetite.md): Get alerted when strategic acquirers in a sector make acquisitions, divestitures, or moves that show who is actively buying.
- [Watch buyers raising fresh capital](https://docs.amy.vc/prompt-library/investment-banking/monitor/watch-buyers-raising-capital.md): Get alerted when sponsors and strategics raise new funds, close financing, or build dry powder that funds your next deal.
- [Watch for sell-side mandate signals](https://docs.amy.vc/prompt-library/investment-banking/monitor/watch-for-sell-side-mandate-signals.md): Get alerted when companies in your coverage approach a sale — hold-period exits, new advisors, or ownership changes worth an origination call.
- [Investment Banking & M&A](https://docs.amy.vc/prompt-library/investment-banking/overview.md): Amy is the AI coworker for M&A and capital-markets advisors — building buyer and target lists, comps and market maps, pitchbook and CIM prep, outreach, and live deal monitoring.
- [Where does this engagement stand?](https://docs.amy.vc/prompt-library/management-consulting/ask/check-engagement-status.md): Pull a current status read on a live engagement from your notes, email, and workstream files.
- [Find experts I can interview](https://docs.amy.vc/prompt-library/management-consulting/ask/find-experts-to-interview.md): Identify named experts and practitioners to interview on a topic, with their background and reach-out details.
- [Map this company's org structure](https://docs.amy.vc/prompt-library/management-consulting/ask/map-an-org.md): Get an org map of a target company — leadership, reporting lines, team sizes, and recent moves.
- [Prep me for this client meeting](https://docs.amy.vc/prompt-library/management-consulting/ask/prep-for-a-client-meeting.md): Get a one-page brief on the client, the attendees, and open threads before a working session.
- [How big is this market?](https://docs.amy.vc/prompt-library/management-consulting/ask/size-a-market.md): Size a market with TAM, SAM, and growth, built bottom-up with clear assumptions and sources.
- [Break down this competitor's strategy](https://docs.amy.vc/prompt-library/management-consulting/ask/tear-down-a-competitor.md): Get a competitive teardown of a rival's positioning, moves, hiring, and where it's vulnerable.
- [Build a market sizing analysis](https://docs.amy.vc/prompt-library/management-consulting/delegate/build-a-market-sizing-model.md): Produce a sourced TAM, SAM, and SOM analysis for a sector with a bottom-up and top-down view.
- [Build an expert shortlist](https://docs.amy.vc/prompt-library/management-consulting/delegate/build-an-expert-shortlist.md): Produce an enriched, outreach-ready shortlist of experts to interview for primary research.
- [Draft a competitive teardown](https://docs.amy.vc/prompt-library/management-consulting/delegate/draft-a-competitive-teardown.md): Benchmark a client against its competitors across positioning, pricing, scale, and recent moves.
- [Draft a findings deck](https://docs.amy.vc/prompt-library/management-consulting/delegate/draft-a-findings-deck.md): Turn your analysis and notes into a structured client findings deck with a clear storyline.
- [Map a target organization](https://docs.amy.vc/prompt-library/management-consulting/delegate/map-a-target-organization.md): Build a decision-maker and org structure map for a client or target company.
- [Write an engagement status report](https://docs.amy.vc/prompt-library/management-consulting/delegate/write-an-engagement-status-report.md): Turn workstream notes and tasks into a client-ready weekly engagement status report.
- [Assess a competitor move](https://docs.amy.vc/prompt-library/management-consulting/forward/assess-a-competitor-move.md): Forward a press release or news item on a competitor and get the strategic implications for your client.
- [Digest a client deck](https://docs.amy.vc/prompt-library/management-consulting/forward/digest-a-client-deck.md): Forward an inbound client deck or report and get the key points, gaps, and questions extracted.
- [Prep for a client meeting](https://docs.amy.vc/prompt-library/management-consulting/forward/prep-for-a-client-meeting.md): Forward a meeting invite and get a brief on the attendees, the client, and what to walk in ready to say.
- [Profile a company](https://docs.amy.vc/prompt-library/management-consulting/forward/profile-a-company.md): Forward a company name or listing and get an enriched firmographic and org profile for your market work.
- [Scope a client request](https://docs.amy.vc/prompt-library/management-consulting/forward/scope-a-client-request.md): Forward an inbound client ask or RFP and get it broken into an approach, workplan, and clarifying questions.
- [Vet an expert profile](https://docs.amy.vc/prompt-library/management-consulting/forward/vet-an-expert-profile.md): Forward an expert network bio and get relevance, conflicts, and screening questions for an engagement.
- [Track a target market for an engagement](https://docs.amy.vc/prompt-library/management-consulting/monitor/track-a-target-market-for-an-engagement.md): Get recurring alerts on funding, new entrants, expansion, and demand signals in a market you're studying.
- [Track leadership moves at client accounts](https://docs.amy.vc/prompt-library/management-consulting/monitor/track-leadership-moves-at-client-accounts.md): Get alerted when executives join, leave, or change roles at your key client accounts so relationships and opportunities never slip.
- [Track regulatory and policy signals in a sector](https://docs.amy.vc/prompt-library/management-consulting/monitor/track-regulatory-and-policy-signals.md): Get alerted to new regulation, policy shifts, and standards changes that affect a client's market or recommendation.
- [Track sector hiring and tech-adoption signals](https://docs.amy.vc/prompt-library/management-consulting/monitor/track-sector-hiring-and-tech-adoption.md): Read demand and technology trends across a sector from job postings, hiring pace, and tech-stack signals.
- [Watch a client's competitive landscape](https://docs.amy.vc/prompt-library/management-consulting/monitor/watch-a-clients-competitive-landscape.md): Get alerted to competitor product launches, M&A, funding, and strategic moves throughout an engagement.
- [Watch for experts to interview](https://docs.amy.vc/prompt-library/management-consulting/monitor/watch-for-experts-to-interview.md): Get alerted when relevant operators and former executives change roles or become available for primary-research interviews.
- [Management Consulting](https://docs.amy.vc/prompt-library/management-consulting/overview.md): Prompts for strategy and management consultants — market sizing, competitive teardowns, expert lists, deliverable drafting, and engagement prep, powered by Amy.
- [How is this portfolio company tracking?](https://docs.amy.vc/prompt-library/private-equity/ask/check-a-portfolio-kpi.md): Get an instant read on a portfolio company's KPIs versus plan from the latest reporting.
- [Where do we stand on this deal?](https://docs.amy.vc/prompt-library/private-equity/ask/check-diligence-status.md): Get a status read across diligence workstreams, open items, and outstanding requests for a live deal.
- [Who are the add-on targets in this space?](https://docs.amy.vc/prompt-library/private-equity/ask/map-add-on-landscape.md): Map the buyable companies in a sector with size, ownership, and fit against your platform.
- [Prep me for an LP call](https://docs.amy.vc/prompt-library/private-equity/ask/prep-for-an-lp-call.md): Get a brief on an LP's commitments, concerns, and your recent history before you get on the call.
- [Size up an add-on target](https://docs.amy.vc/prompt-library/private-equity/ask/size-up-an-add-on.md): Get a fast firmographic and financial read on a potential bolt-on acquisition before you engage.
- [Vet this management team](https://docs.amy.vc/prompt-library/private-equity/ask/vet-a-management-team.md): Get a background read on a target's leadership — track record, tenure, and prior exits — before you meet.
- [Build an add-on target list](https://docs.amy.vc/prompt-library/private-equity/delegate/build-add-on-target-list.md): Generate an enriched list of bolt-on acquisition targets for a platform company in a given sector and region.
- [Build a management meeting brief](https://docs.amy.vc/prompt-library/private-equity/delegate/build-management-meeting-brief.md): Prepare a briefing pack on a target's management team and business ahead of a diligence meeting.
- [Build a portfolio KPI report](https://docs.amy.vc/prompt-library/private-equity/delegate/build-portfolio-kpi-report.md): Compile a monthly portfolio company performance report from KPI data, financials, and management commentary.
- [Build a sector market map](https://docs.amy.vc/prompt-library/private-equity/delegate/build-sector-market-map.md): Produce a competitive landscape mapping the players, segments, and consolidation activity in a target sector.
- [Draft the LP quarterly update](https://docs.amy.vc/prompt-library/private-equity/delegate/draft-lp-quarterly-update.md): Turn fund performance data and portfolio progress into a polished quarterly letter for limited partners.
- [Log a deal meeting to the CRM](https://docs.amy.vc/prompt-library/private-equity/delegate/log-deal-meeting-to-crm.md): Turn meeting notes into a structured, enriched deal record updated in your CRM after a management call.
- [Answer an LP request](https://docs.amy.vc/prompt-library/private-equity/forward/answer-an-lp-request.md): Forward an LP's email and get a drafted reply with the portfolio data they asked for.
- [Digest a board pack](https://docs.amy.vc/prompt-library/private-equity/forward/digest-a-board-pack.md): Forward a portfolio company's monthly board pack and get the variance to plan and red flags.
- [Digest a CIM](https://docs.amy.vc/prompt-library/private-equity/forward/digest-a-cim.md): Forward a confidential information memorandum and get the financials and diligence questions extracted.
- [Review an LOI](https://docs.amy.vc/prompt-library/private-equity/forward/review-an-loi.md): Forward a letter of intent or term sheet and get the key terms and negotiation points flagged.
- [Screen an add-on target](https://docs.amy.vc/prompt-library/private-equity/forward/screen-an-add-on-target.md): Forward a banker's teaser and get a fast fit assessment against your platform thesis.
- [Vet a management CV](https://docs.amy.vc/prompt-library/private-equity/forward/vet-a-management-cv.md): Forward an executive CV and get a background read and reference-call prep before you meet.
- [Monitor portfolio KPIs](https://docs.amy.vc/prompt-library/private-equity/monitor/monitor-portfolio-kpis.md): Get a recurring digest of portfolio company operating metrics with flags when any KPI moves off plan.
- [Track competitor funding and M&A](https://docs.amy.vc/prompt-library/private-equity/monitor/track-competitor-funding-and-ma.md): Get alerted to funding rounds, acquisitions, and deals among the competitors of a portfolio company or platform.
- [Watch deal pipeline signals](https://docs.amy.vc/prompt-library/private-equity/monitor/watch-deal-pipeline-signals.md): Get alerted when companies in your active deal pipeline show new funding, leadership, or ownership signals worth acting on.
- [Watch for add-on targets](https://docs.amy.vc/prompt-library/private-equity/monitor/watch-for-add-on-targets.md): Get alerted when companies in a fragmented sector show signals they're ready to be acquired as add-ons.
- [Watch portfolio hiring velocity](https://docs.amy.vc/prompt-library/private-equity/monitor/watch-portfolio-hiring-velocity.md): Get alerted to changes in headcount, open roles, and hiring pace across your portfolio companies as value-creation signals.
- [Watch portfolio leadership moves](https://docs.amy.vc/prompt-library/private-equity/monitor/watch-portfolio-leadership-moves.md): Get alerted when executives leave or join your portfolio companies so retention risks never surprise you.
- [Private Equity](https://docs.amy.vc/prompt-library/private-equity/overview.md): Prompts for PE investors to source add-ons, run diligence, track value creation, monitor portfolio KPIs, and report to LPs with Amy.
- [Brief me before a sales call](https://docs.amy.vc/prompt-library/sales-bd/ask/brief-me-before-a-sales-call.md): Get a one-page account brief — relationship history, open items, and who's on the call — before a discovery or deal call.
- [Does this account fit our ICP?](https://docs.amy.vc/prompt-library/sales-bd/ask/does-this-account-fit-our-icp.md): Score a target account against your ideal customer profile — industry, size, growth, and tech stack — before you invest time.
- [What's the status of this deal?](https://docs.amy.vc/prompt-library/sales-bd/ask/whats-the-status-of-this-deal.md): Get a fast read on a single opportunity — stage, next steps, who's engaged, and what's at risk — from your CRM and email.
- [Where does my pipeline stand?](https://docs.amy.vc/prompt-library/sales-bd/ask/where-does-my-pipeline-stand.md): Get a synthesized read on your open pipeline — by stage, what's moving, what's stalled, and where to spend your time.
- [Who are the decision-makers here?](https://docs.amy.vc/prompt-library/sales-bd/ask/who-are-the-decision-makers-here.md): Map the buying committee at an account — economic buyer, champion, and blockers — with titles, seniority, and verified contact details.
- [Why should I prioritize this account?](https://docs.amy.vc/prompt-library/sales-bd/ask/why-should-i-prioritize-this-account.md): Surface the buying signals — hiring, tech-stack changes, headcount growth, and funding — that say an account is in-market now.
- [Build a pipeline review](https://docs.amy.vc/prompt-library/sales-bd/delegate/build-a-pipeline-review.md): Turn your CRM pipeline into a structured deal-by-deal review document for a forecast or QBR meeting.
- [Build a signal-based prospect list](https://docs.amy.vc/prompt-library/sales-bd/delegate/build-a-signal-based-prospect-list.md): Surface accounts showing buying signals like hiring, funding, or tech adoption and enrich them for outreach.
- [Build a target account list](https://docs.amy.vc/prompt-library/sales-bd/delegate/build-a-target-account-list.md): Produce an enriched, prioritized list of target accounts that match your ICP for outbound prospecting.
- [Clean up the CRM](https://docs.amy.vc/prompt-library/sales-bd/delegate/clean-up-the-crm.md): De-duplicate, enrich, and fill in missing fields across your accounts and contacts to fix CRM hygiene.
- [Draft a cold outreach sequence](https://docs.amy.vc/prompt-library/sales-bd/delegate/draft-a-cold-outreach-sequence.md): Write a personalized multi-touch outbound email sequence for a target persona or account list.
- [Write a pre-meeting account brief](https://docs.amy.vc/prompt-library/sales-bd/delegate/write-a-pre-meeting-account-brief.md): Produce a one-page brief on an account and its attendees before a discovery or sales call.
- [Draft a reply to a prospect](https://docs.amy.vc/prompt-library/sales-bd/forward/draft-a-reply-to-a-prospect.md): Forward a prospect's reply with an objection or question and get an on-tone response drafted for review.
- [Log a new contact](https://docs.amy.vc/prompt-library/sales-bd/forward/log-a-new-contact.md): Forward an email signature or business card and get an enriched, deduped contact created in your CRM.
- [Prep for a discovery call](https://docs.amy.vc/prompt-library/sales-bd/forward/prep-for-a-discovery-call.md): Forward a prospect meeting invite and get an account brief with talking points before you join.
- [Qualify an inbound lead](https://docs.amy.vc/prompt-library/sales-bd/forward/qualify-an-inbound-lead.md): Forward an inbound lead's email or form fill and get an enriched ICP fit score and routing call.
- [Triage an RFP](https://docs.amy.vc/prompt-library/sales-bd/forward/triage-an-rfp.md): Forward an inbound RFP or RFI and get the requirements, deadlines, and a bid/no-bid fit read.
- [Turn a signal into outreach](https://docs.amy.vc/prompt-library/sales-bd/forward/turn-a-signal-into-outreach.md): Forward a funding or hiring announcement and get a drafted, personalized outreach to the right contact.
- [Alert me when a contact changes jobs](https://docs.amy.vc/prompt-library/sales-bd/monitor/alert-me-when-a-contact-changes-jobs.md): Get notified when a champion or buyer in your CRM moves to a new company so you can follow them.
- [Flag at-risk deals in my pipeline](https://docs.amy.vc/prompt-library/sales-bd/monitor/flag-at-risk-deals-in-my-pipeline.md): Get a weekly nudge on open opportunities showing risk signals like gone quiet, stalled, or a buyer change.
- [Send me a daily prospecting queue](https://docs.amy.vc/prompt-library/sales-bd/monitor/send-me-a-daily-prospecting-queue.md): Start each day with a prioritized outreach queue built from fresh signals and your CRM.
- [Track job postings for a tech-stack fit](https://docs.amy.vc/prompt-library/sales-bd/monitor/track-job-postings-for-a-tech-stack-fit.md): Get alerted when companies post jobs that reveal a tech stack or hiring trend matching your ICP.
- [Watch a sector for new ICP-fit accounts](https://docs.amy.vc/prompt-library/sales-bd/monitor/watch-a-sector-for-new-icp-fit-accounts.md): Get alerted when new or fast-growing companies in a sector match your ideal customer profile.
- [Watch target accounts for buying signals](https://docs.amy.vc/prompt-library/sales-bd/monitor/watch-target-accounts-for-buying-signals.md): Get alerted when accounts on your target list show buying signals like funding, headcount growth, or a new exec.
- [Sales & Business Development](https://docs.amy.vc/prompt-library/sales-bd/overview.md): Prompts for B2B sales teams to build target lists, enrich contacts, surface buying signals, draft outreach, keep the CRM clean, and run pipeline reviews with Amy.
- [Is this round priced right?](https://docs.amy.vc/prompt-library/venture-capital/ask/benchmark-a-round.md): Benchmark a deal's valuation, round size, and traction against comparable companies.
- [Who could co-invest in this round?](https://docs.amy.vc/prompt-library/venture-capital/ask/find-co-investors.md): Identify likely co-investors for a round and how to reach each one.
- [What are the red flags in this deal?](https://docs.amy.vc/prompt-library/venture-capital/ask/find-the-red-flags.md): Surface the risks and inconsistencies hiding in a deal's data room and notes.
- [Who else is in this market?](https://docs.amy.vc/prompt-library/venture-capital/ask/map-a-market.md): Get a competitive landscape of the players, funding, and momentum in a sector.
- [Run the math on this term sheet](https://docs.amy.vc/prompt-library/venture-capital/ask/run-the-round-math.md): Get ownership, dilution, and post-round cap table answers from a term sheet.
- [What's this founder's track record?](https://docs.amy.vc/prompt-library/venture-capital/ask/vet-a-founder.md): Verify a founder's work history, prior companies, and reputation before you meet.
- [Build a target list](https://docs.amy.vc/prompt-library/venture-capital/delegate/build-target-list.md): Get an enriched, sourced list of companies to track or reach out to in a sector.
- [Compile a diligence pack](https://docs.amy.vc/prompt-library/venture-capital/delegate/compile-diligence-pack.md): Bundle team, market, competitor, and reference research into one diligence document.
- [Draft an IC memo](https://docs.amy.vc/prompt-library/venture-capital/delegate/draft-ic-memo.md): Turn your notes and the data room into a structured investment committee memo.
- [Log a deal in the CRM](https://docs.amy.vc/prompt-library/venture-capital/delegate/log-deal-in-crm.md): Turn your pitch meeting notes into a clean, enriched CRM record for the deal.
- [Map warm intro paths](https://docs.amy.vc/prompt-library/venture-capital/delegate/map-warm-intro-paths.md): Get a list of the best mutual connections who can make a warm intro to a target.
- [Write the LP update](https://docs.amy.vc/prompt-library/venture-capital/delegate/write-lp-update.md): Draft a quarterly LP update with portfolio performance, highlights, and fund metrics.
- [Assess a candidate for a portfolio role](https://docs.amy.vc/prompt-library/venture-capital/forward/assess-a-candidate-cv.md): Forward a CV and get a fit assessment against an open portfolio company role with enriched background.
- [Digest a portfolio update](https://docs.amy.vc/prompt-library/venture-capital/forward/digest-a-portfolio-update.md): Forward a portfolio company's investor update and get KPIs extracted and risks flagged.
- [Draft a warm intro from a request](https://docs.amy.vc/prompt-library/venture-capital/forward/draft-a-warm-intro.md): Forward an intro request and get a double opt-in introduction drafted and ready to send.
- [Enrich a founder's intro email](https://docs.amy.vc/prompt-library/venture-capital/forward/enrich-a-founder-intro.md): Forward a founder's cold or warm intro and get the team and company enriched and logged to your CRM.
- [Screen a forwarded pitch deck](https://docs.amy.vc/prompt-library/venture-capital/forward/screen-a-pitch-deck.md): Forward an inbound deck and get a fast thesis-fit screen with a fit, flag, or pass call.
- [Triage a co-investor's deal share](https://docs.amy.vc/prompt-library/venture-capital/forward/triage-a-coinvest-share.md): Forward a deal a co-investor shared and get it screened with a draft reply on whether you're in.
- [Flag stale deals in the pipeline](https://docs.amy.vc/prompt-library/venture-capital/monitor/flag-stale-deals-in-the-pipeline.md): Get a weekly nudge on active deals that have gone quiet so none slip through.
- [Track a target until it raises](https://docs.amy.vc/prompt-library/venture-capital/monitor/track-a-target-until-it-raises.md): Get a heads-up the moment a company you want to back starts raising.
- [Track hiring velocity on a watchlist](https://docs.amy.vc/prompt-library/venture-capital/monitor/track-hiring-velocity-on-a-watchlist.md): Use headcount growth and open roles as an early traction signal on target companies.
- [Track new fund and co-investor activity](https://docs.amy.vc/prompt-library/venture-capital/monitor/track-new-fund-and-co-investor-activity.md): Know when funds in your network raise, close, or deploy into your space.
- [Watch a founder go out on their own](https://docs.amy.vc/prompt-library/venture-capital/monitor/watch-a-founder-go-out-on-their-own.md): Get alerted the moment a tracked operator leaves to start something new.
- [Watch a portfolio company's competitors](https://docs.amy.vc/prompt-library/venture-capital/monitor/watch-a-portfolio-companys-competitors.md): Stay ahead of the rivals to your portfolio companies before the next board meeting.
- [Venture Capital](https://docs.amy.vc/prompt-library/venture-capital/overview.md): Prompts for VC investors — deal sourcing, diligence, IC memos, portfolio support, LP updates, and warm intros, powered by Amy's built-in enrichment and web research.
- [How can I get introduced to this prospect?](https://docs.amy.vc/prompt-library/wealth-management/ask/how-can-i-get-introduced.md): Find the warmest path to a prospect through your clients, centers of influence, and existing relationships.
- [Is this prospect worth pursuing?](https://docs.amy.vc/prompt-library/wealth-management/ask/is-this-prospect-a-fit.md): Qualify a prospect's wealth profile, background, and fit against your ideal client before you invest time.
- [Prep me for this client review](https://docs.amy.vc/prompt-library/wealth-management/ask/prep-me-for-a-client-review.md): Get a pre-meeting brief on a client household — portfolio, life changes, open items, and prior commitments — before the review.
- [What did I promise this client last time?](https://docs.amy.vc/prompt-library/wealth-management/ask/what-did-i-promise-this-client.md): Recall the open commitments, action items, and follow-ups owed to a client across past conversations.
- [What's driving this client's portfolio today?](https://docs.amy.vc/prompt-library/wealth-management/ask/whats-moving-my-clients-portfolio.md): Get a plain-English read on what market moves are affecting a client's holdings, ready to relay to them.
- [Who just had a liquidity event I should reach out to?](https://docs.amy.vc/prompt-library/wealth-management/ask/who-just-had-a-liquidity-event.md): Surface recent liquidity events — IPOs, acquisitions, funding, executive stock sales — and the people behind them worth prospecting.
- [Build a client review pack](https://docs.amy.vc/prompt-library/wealth-management/delegate/build-a-client-review-pack.md): Prepare a briefing pack for an upcoming client or household review covering portfolio, goals, life changes, and talking points.
- [Build a liquidity-event prospect list](https://docs.amy.vc/prompt-library/wealth-management/delegate/build-a-liquidity-event-prospect-list.md): Generate an enriched list of prospects tied to recent liquidity events like IPOs, acquisitions, funding rounds, or executive stock sales.
- [Build a referral and COI tracker](https://docs.amy.vc/prompt-library/wealth-management/delegate/build-a-referral-and-coi-tracker.md): Map your centers of influence and the referrals they've sent into an enriched, prioritized tracker for relationship outreach.
- [Draft a client market commentary](https://docs.amy.vc/prompt-library/wealth-management/delegate/draft-a-client-market-commentary.md): Turn recent market moves and portfolio context into a clear, client-facing commentary note in your firm's voice.
- [Draft prospect outreach on a liquidity event](https://docs.amy.vc/prompt-library/wealth-management/delegate/draft-prospect-outreach-on-a-liquidity-event.md): Write personalized outreach emails to prospects who just had a liquidity event, referencing the event and a relevant hook.
- [Log a client meeting to the CRM](https://docs.amy.vc/prompt-library/wealth-management/delegate/log-a-client-meeting-to-the-crm.md): Turn client meeting notes into a structured CRM record with action items and follow-up tasks after a review or call.
- [Digest a held-away statement](https://docs.amy.vc/prompt-library/wealth-management/forward/digest-a-held-away-statement.md): Forward an outside account statement a prospect or client sent and get holdings, fees, and allocation gaps extracted.
- [Fact-check a client tip](https://docs.amy.vc/prompt-library/wealth-management/forward/fact-check-a-client-tip.md): Forward an article or hot stock tip a client sent and get the claims verified plus a measured reply you can send.
- [Prep me for this client reply](https://docs.amy.vc/prompt-library/wealth-management/forward/prep-me-for-this-client-reply.md): Forward an incoming note from a client and get their history, open items, and talking points before you respond or meet.
- [Summarize an estate document](https://docs.amy.vc/prompt-library/wealth-management/forward/summarize-an-estate-document.md): Forward a trust, will, or operating agreement and get a plain-language summary with planning flags before the client meeting.
- [Triage a client request](https://docs.amy.vc/prompt-library/wealth-management/forward/triage-a-client-request.md): Forward a client email with an ask and get the action items, deadlines, and a draft acknowledgment extracted.
- [Vet a referred prospect](https://docs.amy.vc/prompt-library/wealth-management/forward/vet-a-referred-prospect.md): Forward a referral introduction email and get a background read on the prospect plus any liquidity context before you reach out.
- [Monitor portfolios for rebalancing triggers](https://docs.amy.vc/prompt-library/wealth-management/monitor/monitor-portfolios-for-rebalancing-triggers.md): Get alerted when client portfolios drift past their target allocations or breach concentration limits and need rebalancing.
- [Track centers of influence](https://docs.amy.vc/prompt-library/wealth-management/monitor/track-centers-of-influence.md): Get alerted when your referral sources and centers of influence change firms, get promoted, or make news worth a touchpoint.
- [Track executive stock sales](https://docs.amy.vc/prompt-library/wealth-management/monitor/track-executive-stock-sales.md): Get alerted when executives at public companies file insider stock sales, signaling fresh cash ready to be deployed.
- [Watch a concentrated stock position](https://docs.amy.vc/prompt-library/wealth-management/monitor/watch-a-concentrated-stock-position.md): Get alerted to earnings, ratings changes, lockup expirations, and big price moves on a client's concentrated single-stock holding.
- [Watch for liquidity events](https://docs.amy.vc/prompt-library/wealth-management/monitor/watch-for-liquidity-events.md): Get alerted when IPOs, acquisitions, or funding rounds create new investable wealth among your prospects and target companies.
- [Watch market events for client outreach](https://docs.amy.vc/prompt-library/wealth-management/monitor/watch-market-events-for-client-outreach.md): Get alerted to rate decisions, market selloffs, and tax-law changes that warrant proactive outreach to your clients.
- [Wealth Management & Advisory](https://docs.amy.vc/prompt-library/wealth-management/overview.md): Prompts for wealth managers and financial advisors to prospect on liquidity events, prep client reviews, monitor portfolios and markets, track referrals, and follow up faster with Amy.
- [Scheduled Tasks](https://docs.amy.vc/scheduled-tasks.md)
- [Support Page](https://docs.amy.vc/support-page.md)