◆ Salesforce

Identify potential investors or capital sources

This is real work, not a feature someone invented — it comes from real job ads and real questions people asked. Below are four ready AI prompts: get it done, make it easy for the next person to say yes to, work out the right move when you are stuck, and stop it coming back.

4prompts

The same task, four prompts

today's deadline · the next reviewer · the stuck moment · the pattern
AExecute — do the immediate taskAdd the new investor, Greenlight Ventures, to our potential capital sources list. Their primary…+
Add the new investor, Greenlight Ventures, to our potential capital sources list. Their primary contact is Michael Lee, email michael.lee@greenlight.com, and they focus on Series B tech companies.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
BImprove — make it easier to acceptBefore I present our pitch to the new round of VCs, help me identify which ones have previously…+
Before I present our pitch to the new round of VCs, help me identify which ones have previously invested in similar companies to ours. I want to highlight those connections and tailor my talking points to their portfolio interests, so I sound more informed.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
CDecide — diagnose the stuck momentAn angel investor, Sarah Jenkins, who showed strong initial interest in our seed round, just…+
An angel investor I've been cultivating just told me they're putting their investments on hold indefinitely.
An angel investor, Sarah Jenkins, who showed strong initial interest in our seed round, just informed me she's pausing all new investments due to personal reasons. We were counting on her commitment to hit our initial funding target. I'm unsure if this is a temporary setback or a polite rejection, and I'm afraid of pushing too hard. What's the most effective way to understand her true position without alienating her, and what's the best immediate pivot for our funding strategy?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternI frequently go into investor meetings feeling underprepared on their specific investment…+
I often struggle to find relevant background on potential investors right before a meeting.
I frequently go into investor meetings feeling underprepared on their specific investment thesis or prior portfolio, forcing me to ask basic questions. This wastes valuable time and makes me seem less sophisticated. What habit can I change to ensure I consistently have a concise, relevant brief on each potential investor readily available before every interaction, so I can focus on deeper conversation?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?

Questions people actually ask

honest answers, no sign-up

Every task here was seen in the real world. Someone doing the job named it, a real job ad asked for it, or a lot of people asked about it online.

If nothing real showed a task, it is not on the page. That is the whole rule.

They are the same job approached four ways, because what you need depends on where you are.

Get it done today. Make it easy for the next person to say yes to. Work out the right move when you are stuck. Learn the pattern so the job stops coming back.

For most of these jobs it can carry the heavy thinking - draft it, sort it, check it, rehearse it with you.

It cannot sit in your chair, take the blame when a number is wrong, or notice what nobody wrote down. Let it do the first 80%. Keep the last 20% that is truly yours.

No. Copy any prompt and paste it into the AI you already use. No account, no score, no wall in the way.

Any of them. The prompts describe the work rather than naming a product, so they are not tied to one assistant.

That is also why they keep working when you switch.

Change it freely. Every prompt is a starting line, not a rule.

Put in your real numbers, your real names and your real deadline. The more you make it yours, the better the answer comes back.

The tasks come from real job ads, published job data and the questions people ask in public forums.

The steps come from Salesforce's own documentation, with practitioner sources for the traps the manual does not mention.

Push once. Ask it to sharpen the weakest part and to say what it assumed.

Most wrong answers come from a missing detail rather than a bad prompt - tell it the thing it could not know.