Part 01: AI Safety Briefing
What NOT To Share With Any AI Tool
Before you use any AI tool at work, your team needs to know these boundaries. Print this. Share it. Put it in your onboarding docs.
🚫
Never share login credentials or passwords
Even "just to help me log in," no AI tool needs your passwords. Ever. Full stop.
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Client names + deal specifics together
Use initials or "Client A." Combine a real name with a dollar amount and you've created a data liability.
⚠️
Social Security or EIN numbers
Never input these into a free AI interface. Use enterprise tiers with signed data privacy agreements.
⚠️
Wire instructions or banking details
AI tools can be accessed through shared networks. No financial routing info, ever.
✅
Safe: anonymized data + context
Remove names, swap real numbers for ranges, describe deals in general terms. You get 95% of the value.
Rule of Thumb
Would you be comfortable if this appeared in a press release? If not, anonymize it first.
Part 02: Executive Prompts
4 Prompts Every Executive Should Have Bookmarked
These are the exact prompts Lynn uses with clients. Copy them, customize them, and use them daily. Each one is designed to save you 30+ minutes per task.
Week 1
Use with: Claude (recommended) or ChatGPT
The Boardroom Voice Prompt
Instantly elevate any writing to executive-level clarity and authority.
Rewrite the following text in a boardroom-ready executive voice. Requirements: confident but not arrogant, specific not vague, active verbs, no corporate jargon, no filler phrases like "it's important to note." Strip any hedging language. Make every sentence earn its place.
[PASTE YOUR TEXT HERE]
Pro Tip:
Use this after you've drafted anything: emails, proposals, investor updates. It's your final polish layer.
Week 2
Use with: Claude (best for financial docs)
The Deal Summary Prompt
Turn messy deal notes into a clean 1-page executive summary in seconds.
You are an M&A analyst. Turn the following deal notes into a structured 1-page executive summary with these sections: (1) Deal Overview, (2) Key Financials, (3) Strategic Rationale, (4) Risks & Mitigants, (5) Recommended Next Step. Use bullet points under each section. Be concise; max 3 bullets per section. Tone: professional and direct.
[PASTE YOUR DEAL NOTES HERE]
Pro Tip:
Anonymize client names before pasting. Use "Target Co." and "Acquirer Co." instead of real names.
Week 3
Use with: Claude or ChatGPT
The Content Repurpose Prompt
Turn one piece of content into 5 formats for 5 different channels.
Take the content below and repurpose it into 5 formats:
1. LinkedIn post (under 200 words, hook first, end with question)
2. Instagram caption (punchy, 3 lines max, 3 relevant hashtags)
3. Email newsletter intro paragraph (warm, personal, 3 sentences)
4. Twitter/X thread (5 tweets, numbered, last tweet = CTA)
5. One-liner for a slide deck
Keep my voice: bold, empathetic, action-oriented. I'm a woman founder and PE advisor.
[PASTE YOUR ORIGINAL CONTENT HERE]
Pro Tip:
Feed it your best newsletter issue and you'll have a month of social content in 5 minutes.
Week 4
Use with: Claude (best for financial/legal tone)
The Investor Outreach Prompt
Cold outreach that doesn't feel cold: personalized, specific, and easy to say yes to.
Write a cold outreach email to a potential LP investor for my fund. Details:
- Fund focus: [YOUR FUND'S FOCUS AREA]
- Target raise: [AMOUNT]
- My background: [YOUR 2-LINE BIO]
- Why I'm reaching out to them specifically: [THEIR BACKGROUND/CONNECTION]
Requirements: Under 200 words. Subject line included. One specific ask at the end (a 20-minute call). No hype language. No attachments mentioned. Professional but human.
Pro Tip:
Customize the "why I'm reaching out" line for every single send. Personalization is the difference between ignored and replied to.
Want Prompts Built For Your Business?
Get a Custom AI Prompt Library
Book a consultation and Lynn will build a custom prompt library tailored to your industry, team, and workflows.
Book a Call with Lynn