For family offices and PE deal teams: turn your own Claude into a value investing committee that forces a Pass, Fail, or Watch verdict with a price range on any stock. Your data never leaves your tenant.
For family offices and PE deal teams: turn your own Claude into a value investing committee that forces a Pass, Fail, or Watch verdict with a price range on any stock
The setup prompt and 12 task prompts are below — free. The cost is your time, and the risk of wiring it wrong on live data.
Jump to the prompts ↓We build the committee into your own environment, your portfolio and deal data never leaves the building: the prompts loaded into your Claude tenant, a connector to the filings and market data your verdicts rely on, the disqualification gate and source grading wired as standing pre-decision controls, and a retained verdict log so the call survives revisions. Done with you, then handed over so you own it.
Book a build call →Free access
Enter your name and email to open every setup prompt and the full vault. No spam. No blasting. Always free.
One email when a new build ships. Unsubscribe anytime.
Prompt set authored by consultance.ai. Buffett, Munger, and Berkshire Hathaway are referenced as the public value investing method the committee models, no affiliation implied. The optional ai-berkshire framework is an independent open-source project (MIT), linked as a power-user path, not ours. Your data stays in your own Claude tenant; we never see it. This is educational research and decision support, not investment advice; using it creates no advisory relationship, makes no performance claims, and a named human owns the decision before any capital moves.
The AI tools, launches, and shifts that actually matter, in plain English. New library drops the moment they land.
Want this wired into your stack instead of running it yourself? That is our AI business consulting service.
More like this
For CFOs, controllers, and fund accountants: 10 prompts plus an offline extractor that match scanned bank, custodian, and brokerage statements to your ledger in seconds and return only the breaks, on your own machine. An alternative to BlackLine.
For people who run their own book and pay 1% a year for a quarterly second opinion: 10 prompts that turn your own Claude into a bull, bear, and risk desk that argues before you trade, with a backtest guard. Paper and read only.
A free, open source terminal for analysts and finance founders. Track live stocks, bonds, and crypto, and run 37 AI agents, without paying for a Bloomberg seat.
AI Investment Committee for Stocks is a finance and data build in the consultance.ai AI Build Library. For family offices and PE deal teams: turn your own Claude into a value investing committee that forces a Pass, Fail, or Watch verdict with a price range on any stock. Your data never leaves your tenant. It fits family offices, solo allocators and GPs, PE deal teams, and self-directed investors who put real capital behind a call. Setup difficulty is Medium, with 5 plain-English steps.
For family offices and PE deal teams: turn your own Claude into a value investing committee that forces a Pass, Fail, or Watch verdict with a price range on any stock. Your data never leaves your tenant.
It fits family offices, solo allocators and GPs, PE deal teams, and self-directed investors who put real capital behind a call.
Medium to set up — 5 plain-English steps on the resource page.
We build the committee into your own environment, your portfolio and deal data never leaves the building: the prompts loaded into your Claude tenant, a connector to the filings and market data your verdicts rely on, the disqualification gate and source grading wired as standing pre-decision controls, and a retained verdict log so the call survives revisions. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. Buffett, Munger, and Berkshire Hathaway are referenced as the public value investing method the committee models, no affiliation implied. The optional ai-berkshire framework is an independent open-source project (MIT), linked as a power-user path, not ours. Your data stays in your own Claude tenant; we never see it. This is educational research and decision support, not investment advice; using it creates no advisory relationship, makes no performance claims, and a named human owns the decision before any capital moves.
AI Investment Committee for Stocks is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.