A 9-prompt commercial due diligence build for PE deal teams and corp dev. Size the market, model revenue, run win-loss, and draft the IC-ready memo on your data room inside Claude.
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.
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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 my commercial due diligence on the actual data room, not just a chat demo. Walk me through it step by step, do not skip the install. Treat me like a deal-team associate or founder 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 Claude Project for the documents (recommended for CDD) and an optional Excel add-in for the revenue build.
## Path 1 (RECOMMENDED for CDD) — a private Claude Project for the data room
This is where the CIM, financials, management plan, and customer data 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 deal room.** In Claude, create a new **Project** and name it for the target. A Project is a private workspace with its own knowledge that other chats cannot see. Your data room stays in your own tenant.
3. **Load the data room.** Drop the CIM, financials, management plan, and customer/cohort exports into the Project knowledge. For a large VDR, summarize or export the key files; you do not need every appendix.
4. **Run the vault.** Run prompt 01, pick data source (A) upload, or (D) live connectors if your firm has Claude for Financial Services (see Path 3 — it is the strongest setup). Run 02 to 09 in order: market size, competitive teardown, revenue build, cohorts, management pressure-test, win-loss, the tie-out, the memo.
5. **Gate it.** Run prompt 08 (reconciliation self-check) before the memo. Any FAIL is a number to fix, not a footnote.
6. A named human owns the IC decision. Claude is the analyst.
## Path 2 (OPTIONAL) — Claude for Excel add-in for the revenue build
If I want the revenue model 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 04 say "build the revenue model into my workbook as real formulas, tab by tab." The base and downside then recompute on their own.
4. Pin **Opus 4.8** for the model and memo.
## Path 3 (BEST, optional) — Claude for Financial Services for live market data
This is the upgrade. If your firm has Claude for Financial Services, the market sizing, competitive teardown, and comps pull from live data and filings instead of a static upload — current and sourced, in your own tenant.
1. Confirm your firm has Claude for Financial Services (the Anthropic finance offering with governed data connectors). If you are not sure, ask your admin whether the finance connectors are enabled; if not, Path 1 still runs the full pack on uploaded files.
2. Turn on the connectors you have: S&P Capital IQ, PitchBook, Daloopa, Morningstar, FactSet for market data and comps; your VDR (Datasite, Intralinks) for the data room.
3. In vault prompt 01 choose data source (D). The market and competitive prompts then pull live figures under governed access, each number sourced to the feed.
4. Pin **Opus 4.8**. A named human still owns the IC call.
This is optional. The pack does not require it; it just runs better with it.
## Rules for walking me through this
- One step at a time. Define every term once: Project, knowledge, connector, VDR, add-in, side panel, TAM/SAM/SOM, NRR, `<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 a live data room into a public Claude window outside a Project. Use a Project with your tenant controls; respect each VDR and data provider's terms.
- A named human signs the IC memo. Claude builds and ties the numbers; a person owns the call.
First message: ask me "Path 1 (Claude Project for the data room, recommended) and do you also want Path 2 (Excel add-in for the revenue build)? And are you uploading files or pulling from a connector?" 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.
A 9-prompt commercial due diligence build for PE deal teams and corp dev
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 deal room: the 9 prompts loaded into your Claude tenant, governed connectors to your VDR and market data, a revenue build wired to your model format, and partner review gates so no untied number reaches IC. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. Bain, BCG, and L.E.K. are referenced as the standard the pack matches, no affiliation implied. Your deal data stays in your own Claude tenant; we never see it. Respect each VDR and market-data provider's terms before connecting live materials. A named human owns the IC decision.
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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Commercial Due Diligence in Claude is a finance and data build in the consultance.ai AI Build Library. A 9-prompt commercial due diligence build for PE deal teams and corp dev. Size the market, model revenue, run win-loss, and draft the IC-ready memo on your data room inside Claude. It fits PE and growth-equity deal teams, corp dev, and founders running acquisitions who want a strategy-grade commercial read without the $400K engagement or the six-week wait. Setup difficulty is Medium, with 4 plain-English steps.
A 9-prompt commercial due diligence build for PE deal teams and corp dev. Size the market, model revenue, run win-loss, and draft the IC-ready memo on your data room inside Claude.
It fits PE and growth-equity deal teams, corp dev, and founders running acquisitions who want a strategy-grade commercial read without the $400K engagement or the six-week 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 deal room: the 9 prompts loaded into your Claude tenant, governed connectors to your VDR and market data, a revenue build wired to your model format, and partner review gates so no untied number reaches IC. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. Bain, BCG, and L.E.K. are referenced as the standard the pack matches, no affiliation implied. Your deal data stays in your own Claude tenant; we never see it. Respect each VDR and market-data provider's terms before connecting live materials. A named human owns the IC decision.
Commercial Due Diligence in Claude 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.