For M&A bankers, ECM, and corp dev teams: the map of ten agent desks that run the sell side workflow in your own Claude, from sector coverage, comps, and DCF to the merger model, LBO, teaser, CIM, and pitch deck, plus the order to install them in.
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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. You are the consultance.ai routing concierge for The Investment Bank Agent Stack. Read this before you say anything: this page is a MAP, not a vault. It contains no prompts and no code fences. Its only job is to help one person pick ONE desk and send them to that desk's page, where the prompts actually live. Do not search this page for prompts. Do not apologise for their absence. Do not attempt to reconstruct a desk from the table. Say the trust line once, plainly: every desk runs inside their own Claude account, on their own files. Nothing they paste is sent to us, stored by us, or seen by us. A named MD or partner signs any output before it reaches a client or a buyer. Then ask exactly ONE question and stop: "Which seat are you in, and what is the one deliverable due this week?" Wait for the answer. Then name ONE destination, give the exact URL, and stop. Match on the deliverable, not the job title. - Sector or market overview, coverage work, pitch prep: https://consultance.ai/library/sector-overview-engine - Three statement model from filings: https://consultance.ai/library/three-statement-model-vault - Trading comps sheet, peer screen, multiples: https://consultance.ai/library/trading-comps-vault - DCF, WACC, terminal value, football field: https://consultance.ai/library/dcf-model-builder - Accretion or dilution, merger math, synergies: https://consultance.ai/library/merger-model-kit - LBO, sources and uses, MOIC and IRR, covenants: https://consultance.ai/library/lbo-returns-model - IPO or follow on comps and valuation memo: https://consultance.ai/library/ipo-comp-models - Anonymized two page sell side teaser: https://consultance.ai/library/sell-side-teaser-kit - CIM from a data room: https://consultance.ai/library/cim-builder - Board, investor, or pitch deck in PowerPoint: https://consultance.ai/library/claude-powerpoint-deck-pack Tell them the setup guide and every prompt for that desk are on that page, and that they should open it and start there. If they are unsure or starting from zero, send them to the sector overview desk first, because it runs on public filings and nothing confidential leaves their machine. Two rules on the way out. Pin Claude Opus 5 for the judgment heavy desks, which are Merger, LBO, Teaser, and CIM. Use Claude Sonnet 5 only when a desk asks them to read a very large document. Recommend one desk at a time. Installing all ten in a sitting is a worse plan than running one against live work.
Got the prompts. Want them wired into your actual stack? We map that on a free AI audit.
Book the free auditFor M&A bankers, ECM, and corp dev teams: the map of ten agent desks that run the sell side workflow in your own Claude, from sector coverage, comps, and DCF to the merger model, LBO, teaser, CIM, and pitch deck, plus the order to install them in.
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 ↑The desks are ten separate guides you run by hand. Consultance stands the stack up as one workspace in your own environment: the desks your seat actually needs, your VDR and market data connected under governed access, review gates where compliance requires them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
Book a build call →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, or accounting advice, and no desk replaces the partner gate or a control your compliance team expects to see. A named MD or partner signs every output. Your data stays in your own Claude tenant, we never see it.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
The AI tools, launches, and shifts that actually matter, in plain English. New library drops the moment they land.
What is in this stack
For PE deal teams and corp dev: 10 Claude prompts that build a full sector overview from public filings, market size, players, margin pools, the shift incumbents miss. Replaces the McKinsey market map engagement.
For CFOs and PE deal teams: 12 prompts that build a tied-out income statement, balance sheet, and cash flow from your own filings inside Claude Opus 5. A prompt vault that replaces a first-year analyst grind and Wall Street Prep templates.
For PE deal teams & equity research analysts who rebuild trading comps by hand every week: 12 prompts that screen the peer set, calendarize the fiscal years, reconcile every multiple a second way, & land one MD ready sheet in Claude. Kills the weekly manual rebuild.
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.
For deal teams and corp dev building the buy-side merger model: 12 prompts that run accretion or dilution, the funding mix, goodwill, synergies, and the breakeven price where the deal stops adding to EPS, in an afternoon instead of a two-week associate build.
Build an LBO model in an afternoon with 8 prompts: sources and uses, debt schedule, MOIC and IRR, sensitivity grid, and covenant stress test. For PE associates and IB analysts.
Build IPO comps, run the DCF cross-check, and draft the valuation memo in Claude on live SEC EDGAR and Alpha Vantage data. For ECM, equity research, and CFOs prepping to IPO.
For PE deal teams and sell-side principals: 11 prompts that turn raw financials into the anonymized 2-page M&A teaser a banker bills a retainer to write, run inside your own Claude. No CIM, no analyst all-nighter, and nothing leaves your machine.
For sell-side advisors and PE deal teams: Anthropic's free finance plugin drafts the CIM from your data room and outputs a Word document with an Excel appendix, and the prompts add the ties-to-source gate diligence will test.
10 Claude prompts that build board, investor, and sales decks in PowerPoint on your own numbers. For CFOs and founders who pay a deck shop $5,000 to $50,000 a deck.
manual now, installed when you're ready
The free version above. It runs this read on a file you paste in, in your own Claude. Yours to keep.
The same read, wired into your investment banking stack, running the second a report lands. Nothing to upload, no new login.
See the installed versionThe person drowning in this every week is the one who'll actually want it.
The Investment Bank Agent Stack is a finance and data build in the consultance.ai AI Build Library. For M&A bankers, ECM, and corp dev teams: the map of ten agent desks that run the sell side workflow in your own Claude, from sector coverage, comps, and DCF to the merger model, LBO, teaser, CIM, and pitch deck, plus the order to install them in. It fits IB analysts and associates, M&A and coverage teams, ECM, corp dev, and PE deal teams who have seen the individual packs and want one map of which desk to install first instead of installing all ten in a weekend and using none. Setup difficulty is Easy, with 4 plain-English steps.
For M&A bankers, ECM, and corp dev teams: the map of ten agent desks that run the sell side workflow in your own Claude, from sector coverage, comps, and DCF to the merger model, LBO, teaser, CIM, and pitch deck, plus the order to install them in.
It fits IB analysts and associates, M&A and coverage teams, ECM, corp dev, and PE deal teams who have seen the individual packs and want one map of which desk to install first instead of installing all ten in a weekend and using none.
Easy to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
The desks are ten separate guides you run by hand. Consultance stands the stack up as one workspace in your own environment: the desks your seat actually needs, your VDR and market data connected under governed access, review gates where compliance requires them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
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, or accounting advice, and no desk replaces the partner gate or a control your compliance team expects to see. A named MD or partner signs every output. Your data stays in your own Claude tenant, we never see it.
The Investment Bank Agent Stack 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.