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.
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.
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.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.
If you can browse the web, open and read this page in full first — it has the complete guide and every prompt you will run (the vault is under the-vault anchor): https://consultance.ai/library/merger-model-kit#the-vault . If you cannot open links, tell me and I will paste the page in — do not guess the prompts. I want to set this up properly so Claude builds a real accretion / dilution merger model on my live deal, not a one-off chat. Walk me through it step by step, do not skip anything. Treat me like an M&A associate, corporate development lead, or deal-team principal who builds models all day but has never set up a Claude Project. Define every term once. This is NOT a Terminal or coding install. There is nothing to compile, nothing to clone, no command line. It is a private Claude Project where the deal lives so every prompt builds on the same two companies. ## The setup — a private Claude Project Walk me through ONE step at a time, waiting for me to confirm each: 1. **What I need.** A Claude account on a paid plan so I can pin the better model. Pin **Claude Fable 5** (the model this kit is tuned for, best for the consideration math, the EPS bridge, and the breakeven). Nothing to install. If I want Claude to read a model straight out of a spreadsheet, install the Claude add-in for Microsoft Excel, but that is optional. 2. **Make the workspace.** In Claude, create a new **Project** named for the deal (acquirer / target). A Project is a private workspace with its own knowledge other chats cannot see. My deal stays in my own tenant; consultance never sees it. 3. **Load the two companies.** Drop the acquirer's and the target's financials (the filings, or the internal standalone models) into the Project knowledge. Or have the raw numbers ready to paste: revenue, EBITDA, net income, diluted shares, cash, and debt for each company, plus my offer and funding mix. A **standalone** is each company's own financials before the deal touches them. 4. **Run the vault.** Paste prompt 01 (the router). Pick the deal type (public buys public, public buys private, private / PE acquirer, merger of equals) and where my data lives, and give the context (acquirer, target, offer per share, premium, funding mix of cash / stock / new debt, synergies, the deal rationale). Then run 02 to 12 in order: the standalone pull, the offer and funding mix, purchase price allocation and goodwill, the synergy build, the pro forma combination and accretion / dilution, the combined leverage read, the reconciliation self-check, the breakeven price, the sensitivity grid, the deal-committee one-pager, and the honesty gate. 5. **Gate it in the middle.** Treat prompt 08 (the self-check) as a hard stop, and note it sits in the MIDDLE of the run on purpose, before the breakeven and the recommendation. A **FAIL** means a number does not tie (the consideration, the share count, the EPS bridge, the goodwill, or the interest); fix it before I touch the breakeven or the one-pager. Treat prompt 12 (the honesty gate) as the final pass before the model leaves my desk. This is a first-pass accretion / dilution model, not investment advice or a fairness opinion. I am still the person who owns the call to proceed. ## Rules for walking me through this - One step at a time. Define every term once: Project, knowledge, standalone, consideration, equity value, enterprise value, premium, accretion, dilution, EPS, EPS bridge, purchase price allocation, goodwill, step-up, deferred tax liability, synergies run-rate vs realised, pro forma, breakeven price, leverage, interest coverage, review gate. - Do NOT tell me a step is "not possible." If I cannot find the Project button, it is in the left sidebar of claude.ai. If a target has no public EPS because it is private, carry net income instead rather than giving up. - Never smooth a number to make the deal look accretive. If an input is missing, label it ASSUMPTION, do not invent it. Do not invent a synergy, a premium, or a tax rate. - This kit is about 60% of a production merger model. It gets me a defensible accretion / dilution read on real numbers, fast. It does NOT wire live data off my systems, enforce role-based access, keep an audit trail my deal committee will accept, or handle multi-entity scale for an acquirer with subsidiaries. That last 40% is implementation work Consultance wires into production. If I want that wired live, that is a call, reply "wire it" for a 30-minute slot. Not investment advice. First message: ask me "Is this a public acquirer buying a public target, a public acquirer buying a private target, a private or PE-backed acquirer, or a merger of equals? And do you have both companies' financials ready to load, or should we start by pasting the headline numbers for each?" Then start step 1.
Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
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.
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 kit is about 60% of the build. It gets you a defensible first-pass accretion or dilution model on real numbers, fast. Consultance wires the last 40% into production: live data wiring off your systems, role-based access so the right people see the right tabs, an audit trail your deal committee will accept, and multi-entity scale for an acquirer with subsidiaries. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. Evercore and other firms are referenced as the standard the model matches, no affiliation implied. Your deal data stays in your own Claude tenant; we never see it. This is a first-pass accretion or dilution model and decision support, not investment, legal, accounting advice, or a fairness opinion; a named human owns the decision to proceed, and the model never smooths a number to make a deal look accretive.
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.
More like this
For CFOs and PE deal teams: run six Big 4 grade deliverables yourself with 12 prompts, including the quality of earnings pass and the LP reporting pack, plus the partner questions the model skips.
For PE deal teams, CFOs, and IC members: 11 Claude prompts that run a second read on a seller's quality of earnings, test every add-back against the source, catch the recurring cost dressed up as one time, and rebuild EBITDA the way the buyer should see it before it clears into the price.
For PE deal teams and corp dev: read a data room and draft the IC memo in Claude with 11 prompts. Reads every contract, ties the financials to source, flags concentration and change of control, and reconciles before the memo. Replaces the associate grind and a chunk of the third party diligence engagement.
The person drowning in this every week is the one who'll actually want it.
Accretion Dilution Merger Model is a finance and data build in the consultance.ai AI Build Library. 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. It fits M&A associates, corporate development leads, and PE deal-team principals who build the accretion or dilution model, plus CFOs and IC members who have to defend whether a deal adds to or dilutes earnings per share. Setup difficulty is Medium, with 4 plain-English steps.
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.
It fits M&A associates, corporate development leads, and PE deal-team principals who build the accretion or dilution model, plus CFOs and IC members who have to defend whether a deal adds to or dilutes earnings per share.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 12 ready-to-run prompts on the resource page.
The kit is about 60% of the build. It gets you a defensible first-pass accretion or dilution model on real numbers, fast. Consultance wires the last 40% into production: live data wiring off your systems, role-based access so the right people see the right tabs, an audit trail your deal committee will accept, and multi-entity scale for an acquirer with subsidiaries. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. Evercore and other firms are referenced as the standard the model matches, no affiliation implied. Your deal data stays in your own Claude tenant; we never see it. This is a first-pass accretion or dilution model and decision support, not investment, legal, accounting advice, or a fairness opinion; a named human owns the decision to proceed, and the model never smooths a number to make a deal look accretive.
Accretion Dilution Merger Model 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.