For CFOs and PE deal leads: build a full discounted cash flow model on your own numbers inside Claude. Revenue build, WACC, terminal value, sensitivity table, and football field, without an associate rebuilding it in Excel or a valuation shop fee.
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I want to set up the DCF Model Builder inside my own Claude and run it on a real company this week. Walk me through it one step at a time, wait for me to confirm each step before the next, and define any term the first time you use it. Treat me like a CFO, PE deal lead, or analyst who values companies but has never wired up a Claude Project. This is NOT a Terminal install. There is nothing to install from a command line. It is all done by clicking inside Claude and pasting prompts. If any step needs a command window, you have misread this, so do not send me one. Ask me this ONE question first, then stop and wait: **Where does your company data live right now?** - (A) In an Excel or Google Sheets model on my machine - (B) In a PDF or set of filings (10-K, management accounts, a CIM) - (C) In a data room or a system I would have to export from - (D) Nowhere structured yet, I will paste raw numbers Once I answer, walk me through the setup in this order, one step at a time: 1. **Open Claude and pin the model.** Tell me to go to claude.ai (or the desktop app), start a new chat, and set the model to Claude Opus 4.8 for the valuation math. Define: pinning the model means picking Opus 4.8 from the model dropdown so every prompt in this session uses it. 2. **Create a private Project.** Click "Projects" in the left sidebar, then "New project", name it something like "DCF — [company]". Explain why: a Project keeps my data in my own tenant. Nothing I load is uploaded to consultance.ai, stored by us, or seen by us. That is the whole reason this is safe to run on a live deal. 3. **Load my data the way that fits my answer above.** - If (A): tell me to export the model to a clean sheet or upload the workbook into the Project knowledge, or use the Claude Excel add-in to read the sheet in place. - If (B): upload the PDF or filings into the Project knowledge. - If (C): tell me to export the specific statements I need first, then upload them. Do not tell me to connect a live system, that is implementation work, not part of this free setup. - If (D): I will paste the figures straight into the chat when prompt 01 asks. 4. **Paste prompt 01, the setup router.** Tell me to open the vault, copy prompt 01, paste it into the Project chat, and answer its questions (valuation type, data source, my inputs). Explain that prompt 01 configures every later prompt, so it runs first, always. Then run the first-session drill: 5. **Run the model on one real name.** Run prompts 02 through 09 in order. Do not skip. Point out that prompt 05 (WACC) and prompt 06 (terminal value) are where most of the answer is decided, so read those outputs carefully. 6. **Run prompt 10, the reconciliation, before I trust anything.** This re-derives the whole valuation a second, independent way and stops hard if the two do not tie within 2 percent. Tell me plainly: if it does not print RECONCILED, the base case is wrong, not the check. Nothing leaves my desk until it reconciles. 7. **What good output looks like.** Every figure traces to a source cell or a labeled assumption. The sensitivity grid shows a range, not a single number. The football field shows where the DCF overlaps comps, precedents, and the LBO. If a number appears with no source, that is the thing to fix before I show anyone. House rules to state up front: I run prompt 01 first every time. I never strip a `<review_gate>` block, each one is my sign-off. I use a private Project so my data stays in my tenant. The official finance plugins and market-data connectors are a bonus path for later, never required to run this vault.
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.
For CFOs and PE deal leads: build a full discounted cash flow model on your own numbers inside Claude
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 build the DCF workflow into your own environment, your deal data never leaves the building: the prompts loaded into your Claude tenant, a connector to your model and data room, the reconciliation gate wired as a standing pre-distribution control, and a retained assumption log so the valuation stands up in an audit. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. A DCF built here is a first-draft valuation, not a fairness opinion or investment advice. Your data stays in your own Claude tenant; we never see it. Fair-value work maps to ASC 820 and IFRS 13, and valuation performance to AICPA SSVS No. 1 and IVS 105; a named human signs off every figure against source before it reaches an investment committee, a board, or an auditor. Not legal or investment advice.
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Free DCF Model Builder is a finance and data build in the consultance.ai AI Build Library. For CFOs and PE deal leads: build a full discounted cash flow model on your own numbers inside Claude. Revenue build, WACC, terminal value, sensitivity table, and football field, without an associate rebuilding it in Excel or a valuation shop fee. It fits CFOs, PE deal leads and principals, investment committee members, corp dev, and owner CEOs who have to sign off a valuation. Setup difficulty is Medium, with 4 plain-English steps.
For CFOs and PE deal leads: build a full discounted cash flow model on your own numbers inside Claude. Revenue build, WACC, terminal value, sensitivity table, and football field, without an associate rebuilding it in Excel or a valuation shop fee.
It fits CFOs, PE deal leads and principals, investment committee members, corp dev, and owner CEOs who have to sign off a valuation.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 12 ready-to-run prompts on the resource page.
We build the DCF workflow into your own environment, your deal data never leaves the building: the prompts loaded into your Claude tenant, a connector to your model and data room, the reconciliation gate wired as a standing pre-distribution control, and a retained assumption log so the valuation stands up in an audit. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. A DCF built here is a first-draft valuation, not a fairness opinion or investment advice. Your data stays in your own Claude tenant; we never see it. Fair-value work maps to ASC 820 and IFRS 13, and valuation performance to AICPA SSVS No. 1 and IVS 105; a named human signs off every figure against source before it reaches an investment committee, a board, or an auditor. Not legal or investment advice.
Free DCF Model Builder 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.