Management Q&A Builder for Equity Research Meetings
Identify and synthesize the burning questions to ask management in company meetings, ranked by materiality and topic
Last updated: 10 November 2025 (v1)
Objective:
To identify and prioritize the most material strategic, financial, and competitive issues influencing a company’s near-term performance, and to translate those insights into a focused, evidence-based set of up to 15 questions for management.
This enables the investor to test key assumptions underlying the market’s expectations, refine their investment thesis, and extract decision-relevant information during a management meeting.
Explanation:
You have a 45 minute 1-on-1 meeting with the CEO of a company. What do you ask to get the most out of the meeting and make good investment decisions? How do you ask the questions to elicit direct and informative answers?
This prompt functions as a structured analytical workflow for equity analysts or investors preparing to meet company management to first identify the key, current issues, rank them by priority and then structure them into questions.
By guiding the model to synthesize insights from recent earnings reports, transcripts, analyst notes, and market developments, it distills the core strategic, financial, risk and competitive issues that are most relevant to the stock’s near-term performance. It enforces a disciplined approach: identifying the range of potential issues then prioritizing them by materiality to share price and recency. The result is a set of questions that are not generic or conversational, but instead grounded in data, valuation levers, and decision-critical uncertainties.
For investors, this prompt serves as a maximum efficiency preparation tool that replaces intuition with structured inference grounded in research. It enables the investor to identify the issues that are likely to truly drive the next phase of performance and to interrogate management on those points directly. The generated questions drive to what assumptions underpin the market’s consensus, where sentiment or risk perception may shift, and what quantitative triggers to monitor in coming quarters. Used consistently, it transforms meetings from soft narratives into focused data-gathering sessions that test the integrity of one’s investment thesis and improve both conviction and timing.
As always, be aware that models can make mistakes. At each step, examine the response and challenge information or conclusions that appear erroneous before proceeding to any subsequent steps. If in doubt use a second model with the same prompt to verify the information and generate challenge questions and answers (CoVe process) to correct interpretations of data.
Link to blog post explanation:
N/A
Preferred Model(s):
Gemini 2.5+ and ChatGPT-5+
Important Execution Notes:
The best results are achieved by attaching recent transcripts and presentations. It is often good to attached them for the last 2 quarters to bring additional context from the last 3 months into consideration
Where indicated in the Inputs section, simply put company name, ticker and exchange and Yes/No as to whether reports are attached to be used in preference to web retrieval (greater risk of hallucinations)
Sample Output:
Copy/Paste Prompt Set:
Important note: Subscribers can use this prompt set for their own analysis. However, the prompt is copyrighted by The Inferential Investor, paywalled, and must not be shared without permission.