A free routing map for which AI model wins each finance job: Claude for diligence, GPT for sourcing, Gemini for deal marketing. You get a starter prompt for every lane.
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 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.
A free routing map for which AI model wins each finance job: Claude for diligence, GPT for sourcing, Gemini for deal marketing
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 AI analysts that layer the right model under each task and wire them into your existing deal pipeline, so the routing is automatic instead of three chat windows and copy-paste. Diligence on Claude, distribution on GPT, design on Gemini, one workflow.
Book a build call →Guide authored by consultance.ai. Claude, OpenAI GPT, and Google Gemini are referenced as the model that wins each lane; model labels are the lane, not a version lock, pin the current frontier of each. Run it in your own accounts; nothing is hosted by us. This is not investment advice.
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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Which AI model for each finance job is a finance and data build in the consultance.ai AI Build Library. A free routing map for which AI model wins each finance job: Claude for diligence, GPT for sourcing, Gemini for deal marketing. You get a starter prompt for every lane. It fits PE and VC deal teams, fund operators, family offices, and finance leaders running diligence, sourcing, and deal marketing who keep pushing all three through one chat window. Setup difficulty is Easy, with 4 plain-English steps.
A free routing map for which AI model wins each finance job: Claude for diligence, GPT for sourcing, Gemini for deal marketing. You get a starter prompt for every lane.
It fits PE and VC deal teams, fund operators, family offices, and finance leaders running diligence, sourcing, and deal marketing who keep pushing all three through one chat window.
Easy to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
We build AI analysts that layer the right model under each task and wire them into your existing deal pipeline, so the routing is automatic instead of three chat windows and copy-paste. Diligence on Claude, distribution on GPT, design on Gemini, one workflow.
Guide authored by consultance.ai. Claude, OpenAI GPT, and Google Gemini are referenced as the model that wins each lane; model labels are the lane, not a version lock, pin the current frontier of each. Run it in your own accounts; nothing is hosted by us. This is not investment advice.
Which AI model for each finance job 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.