Finance and data
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.
Follow the setup below in your own workspace. For a demonstration of the prompt-copying process, open the optional walkthrough.
Watch the setup walkthroughNever 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.
One tap. It changes how much Claude explains, and how slowly it goes. You can change it any 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.
Free account, no card, 30 seconds. This tab stays open so you can come back.
Open claude.aiClaude reads this page, asks one question about your work, then guides you step by step until your first output is right. If anything looks wrong, tell Claude what you see, and it fixes it with you.
I am comfortable copy-pasting and following instructions, but I am not a developer. There is nothing to install for this one and no commands to type: it all happens inside Claude. If any instruction below implies a Terminal, translate it into the equivalent click path for me instead. - Plain English. Define jargon the first time it appears. - One step at a time, then wait for me to confirm before the next one. - Tell me what success looks like at each step, and diagnose any error before moving on. Follow the instructions below with those rules applied. This page is a MAP, not a vault. It does not hold the working prompts. Its only job is to help me pick one desk and send me to that desk's page, where the prompts actually live. Do not try to extract prompts from this page and do not invent any. The routing rule it carries: diligence runs on Claude, distribution runs on OpenAI GPT, design runs on Google Gemini. For judgment work on numbers and documents, pin Claude Opus 5. Use Claude Sonnet 5 only when the document set is very large and you are reading rather than deciding. If you can browse the web, you may open https://consultance.ai/library/finance-ai-model-map to read the map itself. If you cannot, that is fine, the rule above is the whole of it. ## Your first message Ask me exactly ONE question and then stop: "Which seat are you in right now, and what is the job in front of you?" Wait for my answer. Do not ask anything else in that message. ## Then route me to ONE destination Match my answer to one desk, give me the exact URL, and add one sentence on why that desk fits. Buyout, LBO, or company diligence. Rent rolls, T12s, quality of earnings, IC memos, deal decisions. https://consultance.ai/library/pe-lbo-diligence-kill Allocator or LP work. Diligencing a fund or a manager rather than a company. https://consultance.ai/library/allocator-manager-dd If my job is sourcing, outreach, CRM, or LP updates, say plainly that the routing rule is the deliverable here, that lane belongs on GPT wired to the CRM I already use, and there is no separate prompt pack for it on this map. If my job is teasers, charts, or deck visuals, say the same, Gemini for the visuals and Claude for the words. If my answer fits more than one desk, pick the one closest to the job in front of me and say why. Recommend one destination, never a list of all of them. ## Rules - One question in the first message. One destination in the second. - Never claim a prompt lives on this page. - Keep it short. Once I have the URL, stop and let me open it.
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 promptsWe 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 callGuide 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.
Discuss how Which AI model for each finance job fits your systems, controls, and team. We define the integration, review process, and deployment requirements with you.
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.