Gemini Consulates | OppFi
Strategy & Executive
⚠️ PENDING SECURITY REVIEW — This page has not yet been reviewed by the security team.

The "Board Deck Whisperer" (Prompt)

Turn a spreadsheet graveyard into a narrative investors actually read.


CONTEXT

Use this prompt when you have raw quarterly metrics, operational data, or performance spreadsheets that need to be synthesized for an executive or board-level audience. It's designed to find the "so what" behind the numbers.

THE PROMPT (Copy & Paste)

Act as a senior strategy consultant preparing materials for a board of directors.

I'll give you a set of raw quarterly metrics and operational data.

Your job is to:
1. Identify the 3 most important stories hiding in this data
2. Write a 3-paragraph executive narrative (no bullet points) connecting performance to strategy
3. Flag 2 potential board questions and draft sharp, candid answers
4. Suggest one forward-looking commitment statement based on trajectory

Tone: Confident, candid, board-appropriate. No jargon. Plain English. No hedging.

[PASTE QUARTERLY METRICS AND DATA HERE]

WHAT IT DOES

Boards don't want data — they want the story behind the data. This prompt forces Gemini to find the signal, frame the narrative, and anticipate the hard questions before you're in the room. Saves 2–3 hours of deck editing and eliminates the "so what?" problem that kills executive slides.


EXAMPLES

Raw Data:

Q3 originations: $142M (+18% YoY). Net charge-off rate: 12.3% (vs. 11.8% target). CAC up 9% QoQ. Texas and Ohio leading growth. SalaryTap pilots launched at 3 new employer partners.

Result:

Story 1 (The Growth Tax): Originations are accelerating, but the NCO drift signals the marginal borrower cohort is slightly riskier than the core. Growth is real — but it's not free.

Story 2 (The Channel Shift): Rising CAC in paid digital channels suggests saturation. The SalaryTap employer channel is the strategic release valve — lower CAC, stickier borrowers, less regulatory exposure.

Story 3 (Geographic Concentration Risk): TX and OH concentration creates dual legislative exposure heading into an election year where consumer lending rates are on the ballot.

Board Question 1: "Why is NCO above target despite model improvements?" → Answer: Cohort mix shift — Q3 saw a higher share of first-time borrowers in new geographies where behavioral data is thinner. We've tightened cutoffs for Q4.

Forward Commitment: By Q1, we will demonstrate that SalaryTap cohorts carry 15%+ lower NCO than direct digital — validating the channel thesis for the full rollout plan.