Turn Claude into a private equity diligence and deal toolkit for deal teams, principals, and credit investors. Eight prompts screen deals, build the LBO, run quality of earnings, and underwrite credit.
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.
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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.
Install Private Equity Diligence and Deal Toolkit on my computer. Walk me through it. Repo: https://consultance.ai/library/kkr-style-guide-to-claude What it does: Turn Claude into a private equity diligence and deal toolkit for deal teams, principals, and credit investors. Eight prompts screen deals, build the LBO, run quality of earnings, and underwrite credit. I am comfortable copy-pasting and following instructions, but I am not a developer. Rules: - Plain English. Define jargon the first time it appears (repo, env var, port, dependency). - One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows). - One sentence per command explaining what it does and what success looks like. - After each command, wait. I will tell you the output before you move on. - If a tool is missing (git, node, docker, python), give me the one-line install for my OS first. - If something errors, diagnose before the next step. Do not skip. First message: ask only "What is your operating system, macOS, Windows, or Linux?" Then start step 1. Reference steps from the public guide (adapt to my OS, do not just paste them at me): 1. Open the full guide (button below). It routes each of the eight lanes to the prompts and the live calculators behind it. 2. Start with the lane that matches your live call: screening a target, modeling the LBO, running QoE, monitoring covenants, or writing the IC memo. 3. Run each lane on your own data in a private Claude Project. Your deal never leaves your tenant. The two live calculators (LBO returns, covenant headroom) let you move an assumption and watch the number break. 4. Treat every lane's self-check as a hard gate and every sign-off line as the partner's. The model is the analyst; you are still the IC. Stop when the app opens and I confirm it works.
Browser-based. No signup. Drop in your numbers and see the trade in real time. Opens in a new tab so the prompts stay where you left them.
Turn Claude into a private equity diligence and deal toolkit for deal teams, principals, and credit investors
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 would wire the whole operating system to your stack: the prompts in your Claude tenant, connectors to your data room and fund's reporting, the calculators tuned to your hurdle and covenants, and self-checks wired as real pre-IC controls. Done with you, then handed over so you own it.
Book a build call →Prompt set and guide authored by consultance.ai. KKR and Blackstone are referenced as the standard the work matches, no affiliation implied. Your deal data stays in your own Claude tenant; we never see it. This is decision support, not investment advice; a named human owns every call.
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Private Equity Diligence and Deal Toolkit is a finance and data build in the consultance.ai AI Build Library. Turn Claude into a private equity diligence and deal toolkit for deal teams, principals, and credit investors. Eight prompts screen deals, build the LBO, run quality of earnings, and underwrite credit. It fits PE deal teams, principals and partners, corp dev, allocators, IC members, and credit investors. Setup difficulty is Medium, with 4 plain-English steps.
Turn Claude into a private equity diligence and deal toolkit for deal teams, principals, and credit investors. Eight prompts screen deals, build the LBO, run quality of earnings, and underwrite credit.
It fits PE deal teams, principals and partners, corp dev, allocators, IC members, and credit investors.
Medium to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
We would wire the whole operating system to your stack: the prompts in your Claude tenant, connectors to your data room and fund's reporting, the calculators tuned to your hurdle and covenants, and self-checks wired as real pre-IC controls. Done with you, then handed over so you own it.
Prompt set and guide authored by consultance.ai. KKR and Blackstone are referenced as the standard the work matches, no affiliation implied. Your deal data stays in your own Claude tenant; we never see it. This is decision support, not investment advice; a named human owns every call.
Private Equity Diligence and Deal Toolkit 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.