HomeLibraryServicesCase studiesBlogAbout
consultance.ai
Book a discovery call →

Services

  • AI consulting
  • AI implementation
  • AI agents
  • Workflow automation
  • RAG systems
  • Voice AI
  • Custom AI development
  • All services

Library

  • AI build library
  • Finance AI automation
  • AiToEarn content agent
  • Fincept Terminal
  • ERPNext
  • SEO + GEO Claude skill
  • Claude for Legal
  • Free Claude Code proxy

Resources

  • Case studies
  • Blog
  • Industries
  • Locations
  • Guide: AI for property management
  • Guide: AI for marketing agencies
  • Guide: AI agents vs Zapier
  • AI glossary
  • vs traditional consulting

Company

  • About
  • Book a call
  • Contact
  • Privacy
  • Terms

© 2026 consultance.ai · AI, implemented.

audit → build → deploy

← Libraryconsultance.ai
Book a build call
Finance and data

The Blind Underwrite Kit

For allocators, PE deal teams, and IC members: the map of six agent desks that run a second underwrite on a live deal file with no seller narrative, from the quality of earnings rebuild and blind base case to the debt stress, concentration test, valuation attack, and the one page memo, with a refusal gate that leaves a cell empty rather than print a figure it cannot tie to source.

Free — runs in your own ClaudeMedium setup · 4 steps
Set it up free — takes 3 minutes ↓Or have us wire it in →
Step 1 · setup
Three minutes, three steps, nothing to install by hand

Claude sets it up for you. You just paste.

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.

  1. 1

    Copy your setup instruction

    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.

  2. 2

    Open Claude in a new tab

    Free account, no card, 30 seconds. This tab stays open so you can come back.

    Open claude.ai ↗
  3. 3

    Paste, send, and answer one question

    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.

▸How should Claude talk to you? (optional)
▸Prefer the full prompt instead of the link? (optional)
Install The Blind Underwrite Kit on my computer. Walk me through it.

Repo: https://consultance.ai/library/blind-underwrite-kit
What it does: For allocators, PE deal teams, and IC members: the map of six agent desks that run a second underwrite on a live deal file with no seller narrative, from the quality of earnings rebuild and blind base case to the debt stress, concentration test, valuation attack, and the one page memo, with a refusal gate that leaves a cell empty rather than print a figure it cannot tie to source.

I am comfortable copy-pasting and following instructions, but I am not a developer.

Rules:
- Plain English. Define jargon the first time it appears (repo, env var, port, dependency).
- One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows).
- One sentence per command explaining what it does and what success looks like.
- After each command, wait. I will tell you the output before you move on.
- If a tool is missing (git, node, docker, python), give me the one-line install for my OS first.
- If something errors, diagnose before the next step. Do not skip.

First message: ask only "What is your operating system, macOS, Windows, or Linux?" Then start step 1.

Reference steps from the public guide (adapt to my OS, do not just paste them at me):
1. Run the Quality of Earnings Desk first, always. Every number downstream inherits whatever the ledger rebuild gets wrong.
2. Run the Underwrite Desk before reading the seller model. The point is a base case that was never anchored to theirs.
3. Add the Credit and Concentration Desks in either order, then attack the valuation once you have your own numbers to attack with.
4. Pin Claude Fable 5 for the quality of earnings, credit, and memo runs. The Memo Desk goes last and forces a recommendation, including the decline.

Stop when the app opens and I confirm it works.

Rent it forever, or own it once.

For allocators, PE deal teams, and IC members: the map of six agent desks that run a second underwrite on a live deal file with no seller narrative, from the quality of earnings rebuild and blind base case to the debt stress, concentration test, valuation attack, and the one page memo, with a refusal gate that leaves a cell empty rather than print a figure it cannot tie to source.

Path A · free

You just did it

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 ↑
Path B · done with you

We wire it into your business

The desks are six separate guides you run by hand on one deal at a time. Consultance stands the underwrite up as one workspace in your own environment: your data room and ledger exports connected under governed access, the refusal gates wired to your IC standard, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.

Book a build call →
data safety

Before you use live numbers

  • • Run last quarter's numbers first. Live data is not a test bed.
  • • Nothing here uploads to us. It runs in your own Claude account, on your own machine.
  • • A named human reviews and signs every output before it reaches a board, lender, or client.
  • • Mask account numbers and names to the minimum the task needs.
the fine print

Straight answers on ownership

Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. This is decision support, not investment, legal, tax, or accounting advice, and no desk replaces a quality of earnings engagement or a control your LPs expect to see. A named human signs every output before it reaches an investment committee. Your data stays in your own Claude tenant, we never see it.

Want this running in your business, not just your laptop? We build it and hand you the keys.

Book a build callBack to the library

Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.

the newsletter

AI news worth opening.

The AI tools, launches, and shifts that actually matter, in plain English. New library drops the moment they land.

100% freeNo paywall, everUnsubscribe anytime

More like this

Other builds worth a weekend

All repos →
Finance and data

Cap Table Desk

For founders, CFOs, and deal teams: 9 Claude prompts that rebuild the cap table from the signed documents instead of the spreadsheet, run the waterfall clause by clause against the actual LPA or charter, and recompute fee and carry independently, so a stale sheet gets caught before a round closes on it.

Setup guide →
Finance and data

The CFO Claude Stack

For CFOs and finance leaders: the map of seven finance desks, deal, diligence, close, tax, underwriting, family office, and market, each one a free prompt vault that runs inside your own Claude, plus the order to install them in so a team actually adopts them.

Setup guide →
Finance and data

Month End Close Reconciliation Engine

For CFOs and controllers, including sponsor backed portfolio finance teams: 14 Claude prompts that run the month end close reconciliation itself, match bank and subledgers both directions, refuse to report a tie six ways before it reaches you, and draft the break memo and flux memo, so a 6 day close lands in 2.

Setup guide →
Get the free kitBook a call

Forward this to whoever owns the workflow.

The person drowning in this every week is the one who'll actually want it.

Forward by email
in one line

What is The Blind Underwrite Kit?

The Blind Underwrite Kit is a finance and data build in the consultance.ai AI Build Library. For allocators, PE deal teams, and IC members: the map of six agent desks that run a second underwrite on a live deal file with no seller narrative, from the quality of earnings rebuild and blind base case to the debt stress, concentration test, valuation attack, and the one page memo, with a refusal gate that leaves a cell empty rather than print a figure it cannot tie to source. It fits Allocators, PE deal teams and investment committee members, family office principals, and fund CFOs who need a second read before the exclusivity clock runs out and will not get one from a six figure commercial diligence engagement in time. Setup difficulty is Medium, with 4 plain-English steps.

What does The Blind Underwrite Kit do?

For allocators, PE deal teams, and IC members: the map of six agent desks that run a second underwrite on a live deal file with no seller narrative, from the quality of earnings rebuild and blind base case to the debt stress, concentration test, valuation attack, and the one page memo, with a refusal gate that leaves a cell empty rather than print a figure it cannot tie to source.

Who is The Blind Underwrite Kit for?

It fits Allocators, PE deal teams and investment committee members, family office principals, and fund CFOs who need a second read before the exclusivity clock runs out and will not get one from a six figure commercial diligence engagement in time.

How hard is The Blind Underwrite Kit to set up?

Medium to set up — one guided setup instruction covering 4 plain-English steps on the resource page.

How would consultance.ai build this out?

The desks are six separate guides you run by hand on one deal at a time. Consultance stands the underwrite up as one workspace in your own environment: your data room and ledger exports connected under governed access, the refusal gates wired to your IC standard, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.

What are the licensing terms?

Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. This is decision support, not investment, legal, tax, or accounting advice, and no desk replaces a quality of earnings engagement or a control your LPs expect to see. A named human signs every output before it reaches an investment committee. Your data stays in your own Claude tenant, we never see it.

Want this built into your workflow?

The Blind Underwrite Kit 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.

Book your free AI audit