The KKR-Style Guide to Claude
The private equity diligence and deal operating system, in one guide. Eight lanes built around the call a partner makes, not the keystrokes an analyst types: screen the deal, build the LBO and read the return, quality of earnings, covenant and portfolio monitoring, catch the fraud, the IC memo, vet the manager, underwrite the credit. Every lane runs on your own data in your own Claude, and two of them ship a real working calculator (LBO returns, covenant headroom), not a screenshot. The difference between a guide and a brochure.
Open the full guide
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.
Rent it forever, or own it once.
The private equity diligence and deal operating system, in one guide
Set it up yourself
The setup prompt and 0 task prompts are below — free. The cost is your time, and the risk of wiring it wrong on live data.
Jump to the prompts ↓We wire it into your business
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 →Paste this setup prompt — Claude installs it for you
Claude installs it for you, step by step.
Never used Claude before? It is free to start. Open it in a new tab, copy the prompt, paste it in. It asks one question, then walks you through everything.
- Step 1Open claude.ai ↗
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- Step 2
One click. Lands on your clipboard.
- Step 3Paste + send
Claude asks what you need + guides you the rest of the way.
▸Tune the prompt for your level (optional)
▸Preview the prompt (you do not need to read it)
Install The KKR-Style Guide to Claude on my computer. Walk me through it. Repo: https://consultance.ai/library/kkr-style-guide-to-claude What it does: The private equity diligence and deal operating system, in one guide. Eight lanes built around the call a partner makes, not the keystrokes an analyst types: screen the deal, build the LBO and read the return, quality of earnings, covenant and portfolio monitoring, catch the fraud, the IC memo, vet the manager, underwrite the credit. Every lane runs on your own data in your own Claude, and two of them ship a real working calculator (LBO returns, covenant headroom), not a screenshot. The difference between a guide and a brochure. 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.
Before you connect live data
- • Run dummy data first. Real client data is not a test bed.
- • API keys never go in a public repo. Use env vars and a secrets manager.
- • Add logging, access control, monitoring, and a rollback path before launch.
- • Read the license. Forking a repo without checking is how lawsuits start.
Credit the original author
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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