Nine Claude prompts that run full manager due diligence: screen managers, check fees, attribute performance, and write the IC memo. For family offices and allocators replacing a $500K OCIO retainer.
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Open claude.ai ↗Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.
I want to INSTALL the real setup so Claude runs manager due diligence on the actual manager materials, not just a chat demo. Walk me through it step by step, do not skip the install. Treat me like an allocator or family-office CIO who has never built a Claude Project or installed an Office add-in, and define every term once.
This is NOT a Terminal or coding install. There is nothing to compile. It is two paths: a private Claude Project for the manager documents (recommended) and an optional Excel add-in for the screen and the sizing math.
## Path 1 (RECOMMENDED) — a private Claude Project for the diligence
This is where the DDQ, pitchbook, audited financials, returns series, and terms live so every prompt reads from one governed place.
Walk me through ONE step at a time, waiting for me to confirm each:
1. **What I need.** A Claude account. Pin **Opus 4.8**. Nothing to install for this path.
2. **Create the diligence workspace.** In Claude, create a new **Project** named for the manager or the mandate. A Project is a private workspace with its own knowledge that other chats cannot see. Your manager materials and client data stay in your own tenant.
3. **Load the materials.** Drop the DDQ, pitchbook, audited financials, the monthly returns series, and the offering/terms documents into the Project knowledge. For a roster review, load each manager's pack or summarize the key files.
4. **Run the vault.** Run prompt 01, pick your allocator type, what you are vetting, and data source (A) upload (or (D) connector if you pull from Albourne / Morningstar / a manager database under governed access). Run 02 to 09 in order: universe screen, investment DD, operational DD, performance attribution, portfolio sizing, fees and terms, the reconciliation self-check, and the IC memo.
5. **Gate it.** Run prompt 08 before the memo. The ODD fail (prompt 04) is absolute — a strong return never overrides an operational red flag. Any reconciliation FAIL is a number to fix, not a footnote.
6. A named human signs the allocation. This is a working tool, not investment advice.
## Path 2 (OPTIONAL) — Claude for Excel add-in for the screen and sizing
If I want the manager screen and the portfolio sizing to live in real formulas:
1. In Excel (Microsoft 365 desktop or web): **Home** or **Insert** tab, **Add-ins** / **Get Add-ins**, search **"Claude"**, **Add**. Tell me where the button is in my version.
2. Sign in to the docked Claude side panel.
3. In vault prompt 01 choose data source (C) Excel add-in. For prompt 02 (screen) and prompt 06 (sizing) say "build this into my workbook as real formulas," so the screen ranks and the allocation recomputes and the prompt 08 tie-out runs on live cells.
4. Pin **Opus 4.8** for the DD, sizing, and memo.
## Rules for walking me through this
- One step at a time. Define every term once: Project, knowledge, DDQ, ODD, administrator, high-water mark, side letter, beta vs alpha, `<review_gate>`, `{{TOKEN}}`.
- Do NOT tell me a step is "not possible." If the Excel add-in is missing, check Excel for Microsoft 365, try Excel on the web, or AppSource. For the Project path there is nothing to install.
- Never paste live client PII or a manager's confidential materials into a public Claude window outside a Project. Use a Project with your tenant controls; respect each data provider's and manager's terms.
- A named human signs the allocation. Claude runs the diligence and ties the numbers; a person owns the decision. Not investment advice.
First message: ask me "Path 1 (Claude Project for the manager materials, recommended) and do you also want Path 2 (Excel add-in for the screen and sizing)? And are you vetting one manager, ranking a shortlist, or building a full portfolio?" Then start step 1.Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
Nine Claude prompts that run full manager due diligence: screen managers, check fees, attribute performance, and write the IC memo
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑We would deliver a private diligence workspace: the 9 prompts loaded into your Claude tenant, governed connectors to your manager database and custodian, the screen and sizing wired to your roster and risk budget, your DDQ and IC memo built to your committee's format, and review gates so no allocation reaches committee unchecked. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. Cambridge Associates, Mercer, Bridgewater, and BlackRock are referenced as the standard the pack matches, no affiliation implied. Your manager and client data stays in your own Claude tenant; we never see it. Respect each manager's and data provider's terms. This is not investment advice; a named human signs every allocation before capital is committed.
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Manager Due Diligence Pack is a finance and data build in the consultance.ai AI Build Library. Nine Claude prompts that run full manager due diligence: screen managers, check fees, attribute performance, and write the IC memo. For family offices and allocators replacing a $500K OCIO retainer. It fits family offices, endowments, fund-of-funds and OCIOs, pension and insurance allocators, and RIAs building a manager roster who want institutional-grade manager DD without the $500K retainer or the quarter-long wait. Setup difficulty is Medium, with 4 plain-English steps.
Nine Claude prompts that run full manager due diligence: screen managers, check fees, attribute performance, and write the IC memo. For family offices and allocators replacing a $500K OCIO retainer.
It fits family offices, endowments, fund-of-funds and OCIOs, pension and insurance allocators, and RIAs building a manager roster who want institutional-grade manager DD without the $500K retainer or the quarter-long wait.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 9 ready-to-run prompts on the resource page.
We would deliver a private diligence workspace: the 9 prompts loaded into your Claude tenant, governed connectors to your manager database and custodian, the screen and sizing wired to your roster and risk budget, your DDQ and IC memo built to your committee's format, and review gates so no allocation reaches committee unchecked. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. Cambridge Associates, Mercer, Bridgewater, and BlackRock are referenced as the standard the pack matches, no affiliation implied. Your manager and client data stays in your own Claude tenant; we never see it. Respect each manager's and data provider's terms. This is not investment advice; a named human signs every allocation before capital is committed.
Manager Due Diligence Pack is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.