Finance AI Model Map

I want to SET UP the three-model finance stack the right way so each job runs on the model that wins it, not all of it through one chat window. Walk me through it step by step. Treat me like a deal-team lead or fund operator who has never deliberately routed work across models, and define every term once.

This is NOT a coding install. There is nothing to compile. It is three accounts and a routing habit. The whole point: diligence on Claude, distribution on GPT, design on Gemini.

## Step 1 — Stand up the three accounts
Walk me through ONE at a time, waiting for me to confirm each:
1. **Claude (the underwriter).** Pin **Opus 4.8**. Create a private **Project** for diligence — a Project is a private workspace with its own knowledge other chats cannot see. Your data room stays in your tenant. This is where rent rolls, T12s, LBO math, QoE, and IC memos run.
2. **OpenAI GPT (the operator).** Use it for sourcing, outreach, CRM, and LP updates. Connect the integrations/actions to the CRM and outreach tools you already use, so it runs the follow-ups, not just drafts them.
3. **Google Gemini (the designer).** Use it for charts, maps, teasers, and deck visuals. Keep the writing on Claude.

## Step 2 — Route by job, not by habit
Before you open a chat, name the lane:
- Numbers, documents, a deal decision → **Claude**.
- Reaching people, CRM, updates at scale → **GPT**.
- Visuals, a deck, a chart → **Gemini** (then Claude for the words).
If you are not sure, ask "is this a judgment call on numbers?" If yes, it is Claude's.

## Step 3 — Keep one source of truth
Whatever GPT or Gemini produces, the figures tie back to the Claude-built diligence model. The underwriting model is the number of record. Marketing and outreach never invent a figure the diligence did not produce.

## Step 4 — Privacy
For client, manager, or deal data, use each tool's private/enterprise workspace (e.g. a Claude Project, an enterprise tenant) so nothing leaves your control. Never paste a live data room into a public window.

## Rules for walking me through this
- One step at a time. Define each term once: model, Project, integration/action, connector, pin, lane, tenant.
- Do NOT tell me a step is "not possible." If an integration is missing, tell me what to check or the manual fallback.
- This is a routing habit plus three accounts. The upgrade — wiring the right model under each task inside your deal pipeline so the routing is automatic — is a separate build, not part of this setup.

First message: ask me "which lane hurts most right now — diligence, sourcing, or deck design? — and which of the three models do you already have?" Then start with the lane I name.