For equity research analysts and founders prepping a pre-IPO round: 10 prompts plus a live Anthropic vs OpenAI dashboard that builds a sourced IPO valuation model in 20 minutes.
Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.
A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.
Free account, no card, 30 seconds. This tab stays open so you can come back.
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 start running the IPO Comp prompts from the Anthropic vs OpenAI vault against my own deal or portfolio. Walk me through it.
This is NOT a Terminal or coding install. There is no `git clone`, no `npm install`. It is all inside the Claude app (claude.ai in a browser, or Claude desktop). Treat me like an analyst, banker, or fund associate who has never touched code.
What I am setting up: a Claude Project that holds my comp set, my source bundle (10-Qs, secondary marks, paywalled scoops), and my IC defensibility memo template. Once the Project is up, I paste one of the 10 vault prompts, replace the `{{TOKENS}}` with my deal data, and Claude produces the comp table, DCF, sensitivity grid, or rebuttal.
Walk me through this, one step at a time. Wait for me to confirm before moving on:
1. Open `claude.ai` in a browser. Sign in. For IC-grade work I want Pro or Team (Opus 4.7 access); free + Sonnet 4.6 is fine to test the first prompt.
2. Left sidebar → "Projects" → "Create Project". Name it after the deal or fund — e.g. "Anthropic IPO Comp" or "Fund III Comp Lab".
3. In the Project Knowledge section, paste / upload these:
- My target company profile (sector, last mark, revenue trajectory, peer set 5-8 names)
- The most recent 10-Q or earnings deck for each peer (PDF upload works)
- My fund's IC memo template (so Claude knows the format)
- The bundle's `reality-check.md` ceiling note + `audit-compliance-overlay.md` so Claude respects source licensing (paywalled scoops can be cited but never republished)
4. In Custom Instructions, paste this short system prompt: "You are an equity research associate at Morgan Stanley with a long-short fund tour stop. Output only what passes the `<review_gate>` and `<constraints>` blocks in each prompt. Never invent a number. Cite every fact to a specific filing, transcript, or platform mark with date."
5. Start with vault prompt 01 (Peer Comp Table Builder). Walk me through:
- Copy prompt 01 from the `anthropic-vs-openai-comp-vault.md` file
- Open a new chat inside the Project
- Paste it
- Replace each `{{TOKEN}}` with my real input (`{{COMPANY}}` → my target, `{{PEERS}}` → my peer set names, plus source documents already in Project Knowledge)
- Send
6. Read Claude's output. Confirm:
- Every cell in the comp table has a cited source + date
- No invented numbers
- The 4-sentence read at the bottom names the truest comp + the defensible IPO multiple range
7. If a number looks off, walk me through tightening the prompt context (add a source URL, narrow the peer set, set the as-of date) rather than re-running blind.
8. Once prompt 01 works, repeat the flow for prompts 02 (Burn-Adjusted Multiple), 04 (DCF with WACC), 10 (IC Defence Prompt). Those four cover the full IC defence motion.
Rules for walking me through this:
- One step at a time. Tell me exactly what to click and where it is on claude.ai.
- Define jargon once: Project, Project Knowledge, Custom Instructions, `<review_gate>`, `{{TOKEN}}`, comp set, EV / NTM, Rule of 40.
- If a step looks different on my account (Projects feature missing, Custom Instructions renamed), do NOT tell me it is "not possible". Tell me to look under my profile menu → "Try Projects" toggle, OR fall back to pasting everything into a regular chat each time.
- Never tell me to install anything via Terminal. This vault runs from a browser tab.
- Anti-pattern callouts:
- If I say "my firm uses Claude Code via Anthropic Console only", tell me to use the API + a single-file Python script or n8n flow to ship the same prompts — same Project Knowledge pattern, different surface
- If I say "my IT blocked claude.ai", point at Anthropic Workspace with SSO or Claude on AWS Bedrock through my firm's tenant
- If I say "I cannot upload paywalled scoops", remind me they can be cited but never republished; my Project Knowledge can hold a summary I wrote myself, not the article PDF
First message: ask "Are you on claude.ai web, the desktop app, or Anthropic Console — and is this a single deal, a portfolio comp lab, or a fund-wide setup?" Then start with step 1.
When prompts 01, 02, 04, 10 run cleanly, switch into "IC rehearsal mode" and run me through defending the comp number against the 3 most common pushbacks (multiple too high, burn-adjusted too aggressive, comp set wrong).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.
The code is public and free. The setup instruction above installs and wires it for you. You never need to open this link.
Browser-based. No signup. Drop in your numbers and see the trade in real time. Opens in a new tab so the prompts stay where you left them.
AI now builds IPO comp models that rival Morgan Stanley analysts. This gives you 10 prompts plus a live Anthropic vs OpenAI dashboard with an EV/NTM slider, three price scenarios, and every source cited line by line — a defensible valuation in under 20 minutes.
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 deliver a private comp lab: a branded dashboard for your portfolio companies, a Claude project pre-loaded with your prestige comps, source bundles refreshed weekly, and a 1-page IC memo template that pairs the model with the rebuttal prompt. You walk into IC with a number you can defend, sourced.
Book a build call →Public market data and SEC filings are public domain. Paywalled scoops (The Information, Semafor, CNBC) must be cited and never republished. Respect the original publishers and never claim secondary marks you did not pull from a real platform.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
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Anthropic vs OpenAI Valuation Model is a finance and data build in the consultance.ai AI Build Library. For equity research analysts and founders prepping a pre-IPO round: 10 prompts plus a live Anthropic vs OpenAI dashboard that builds a sourced IPO valuation model in 20 minutes. It fits CFOs, FP&A leads, investment associates, equity research analysts, and founders prepping pre-IPO rounds who want a defensible valuation model in under 20 minutes. Setup difficulty is Medium, with 5 plain-English steps.
For equity research analysts and founders prepping a pre-IPO round: 10 prompts plus a live Anthropic vs OpenAI dashboard that builds a sourced IPO valuation model in 20 minutes.
It fits CFOs, FP&A leads, investment associates, equity research analysts, and founders prepping pre-IPO rounds who want a defensible valuation model in under 20 minutes.
Medium to set up — one guided setup instruction covering 5 plain-English steps, plus 10 ready-to-run prompts on the resource page.
We would deliver a private comp lab: branded dashboard for your portfolio companies, a Claude project pre-loaded with your prestige comps, source bundles refreshed weekly, and a 1-page IC memo template that pairs the model output with the rebuttal prompt.
Public market data and SEC filings are public domain. Paywalled scoops (The Information, Semafor, CNBC) must be cited and never republished. Respect the original publishers and never claim secondary marks you did not pull from a real platform.
Anthropic vs OpenAI Valuation Model 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.