Levi Mendoza
Finance workflows, exclusively in Perplexity. I publish the exact prompts I use with my own clients, placeholders and all.
Prompts by Levi Mendoza5
A 13-week cash plan for a personal budgeting business under pressure — extend runway without panic moves. Built for founders working in personal budgeting, tuned for Perplexity. Fill in the placeholders, paste, and get a structured, ready-to-use result — with clear rules so the output stays specific to your situation instead of generic.
A structured audit of small-business bookkeeping numbers: what's healthy, what's leaking, what to fix first. Built for individual investors working in small-business bookkeeping, tuned for Perplexity. Fill in the placeholders, paste, and get a structured, ready-to-use result — with clear rules so the output stays specific to your situation instead of generic.
A pricing review for agency finances offers: margin math, packaging and what to test first. Built for finance managers working in agency finances, tuned for Perplexity. Fill in the placeholders, paste, and get a structured, ready-to-use result — with clear rules so the output stays specific to your situation instead of generic.
A driver-based budget and 12-month forecast for startup fundraising, with scenarios. Built for small business owners working in startup fundraising, tuned for Perplexity. Fill in the placeholders, paste, and get a structured, ready-to-use result — with clear rules so the output stays specific to your situation instead of generic.
Crisp monthly investor updates for real-estate investing companies that build trust in good months and bad. Built for small business owners working in real-estate investing, tuned for Perplexity. Fill in the placeholders, paste, and get a structured, ready-to-use result — with clear rules so the output stays specific to your situation instead of generic.