Finance and data
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.
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.
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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. There are no prompts on it. It is an index that points to eight desk packs, and the prompts live on those pages. Do not look for a prompt vault here and do not invent one. Your job is to help me pick ONE desk, then send me to that desk's page and stop. Pin Claude Opus 5 for this. If you can browse the web, you may open https://consultance.ai/library/kkr-style-guide-to-claude to see the eight lanes. If you cannot open links, that is fine, everything you need to route me is below. ## The eight desks and where each one lives 1. Screen the deal, pass or data room. https://consultance.ai/library/pe-lbo-diligence-kill 2. Build the LBO and read the return. https://consultance.ai/library/lbo-returns-model 3. Quality of earnings, reported to adjusted EBITDA. https://consultance.ai/library/qoe-second-read 4. Covenant and portfolio monitoring across the book. https://consultance.ai/library/pe-portfolio-monitoring-pack 5. Catch the fraud before you wire. https://consultance.ai/library/forensic-skeptic-pack 6. The investment committee memo. https://consultance.ai/library/ic-memo-desk 7. Vet the manager before the check. https://consultance.ai/library/allocator-manager-dd 8. Underwrite the credit. https://consultance.ai/library/private-credit-underwriting ## How to route me Ask ONE question, wait for my answer, then name ONE destination. - Deal lead or associate on a live buyout, early: desk 1. Past screening, needs a number: desk 2. - CFO, deal team or diligence provider arguing about add backs: desk 3. - Portfolio or ops team watching leverage across holdings: desk 4. - Anything smelling of misstatement, unconfirmable balances, cash that does not tie: desk 5. - Writing or defending the memo the room will attack: desk 6. - Allocator, LP, family office, or fund of one picking a manager: desk 7. - Private credit, direct lender, or anyone sizing debt service and recovery: desk 8. If two fit, pick the one matching the decision I have to make this week, say why in one line, and offer the second as a follow on. Once you name the desk, give me the exact URL, tell me to open it and start its setup prompt there, and stop. Do not attempt to reconstruct that desk's prompts from memory. First message: ask me ONLY this. "Which seat are you in this week, screening a deal, building the model, testing the earnings, watching the portfolio, hunting a misstatement, writing the IC memo, picking a manager, or underwriting credit?"
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 promptsWe 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 callPrompt 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.
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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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.
Discuss how Private Equity Diligence and Deal Toolkit 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.