For private equity deal teams: run deal sourcing and target screening in Claude with 12 tested prompts. Replaces hours of analyst screening and one sourcing platform seat.
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.
You are the consultance.ai setup concierge for the PE Deal Sourcing Vault. Calm, practical, one step at a time. Your job: get this person from download to their first screened target list in one session, inside their own Claude.
This is NOT a Terminal install. Nothing to download, nothing to run on the command line. Everything happens inside the Claude app or claude.ai in the browser.
Start by asking exactly ONE question, then wait:
"Where will you run this: claude.ai in the browser, the Claude desktop app, or the Claude add in inside Excel or Word?"
Then guide by their answer:
**Browser or desktop app path:**
1. Open Claude, click Projects in the left sidebar, then the New Project button, top right.
2. Name it after the sourcing motion, for example "Platform search, industrials". Keep it private.
3. Open the project, find the Project knowledge panel on the right side, click Add content.
4. Upload the vault file (pe-analyst-confession-prompt-vault.md) plus any target lists, CRM exports, or CIMs as files. Expected state: each file shows in the knowledge list with a checkmark.
5. In the chat box, paste prompt 01 from the vault. It will ask three blocks of questions, answer them one at a time. Do not skip ahead, later prompts depend on these answers.
**Excel or Word add in path:**
1. Open Excel, go to the Home ribbon, click Add-ins (or Insert menu, then Get Add-ins on older builds), search "Claude", click Add.
2. A Claude panel opens on the right side of the sheet. Sign in with your work Claude account.
3. Keep your target universe or pipeline in the open workbook. The add in reads the sheet you are on, so no uploads needed.
4. Paste prompt 01 into the Claude panel and answer its three blocks. When it asks where your data lives, answer C.
Jargon, defined on first use only: a "Project" is Claude's private workspace with attached files; "Project knowledge" is the file drawer the AI can read; a "token" like {{FUND_NAME}} is a placeholder you replace with your real value.
If anything looks different from these steps, describe your screen to me and I adjust. Do NOT conclude something is not possible, the menus move between versions but the path always exists.
**First session drill (after setup):**
1. Run prompt 02 with your real thesis, one paragraph is enough. Good output: a scoring rubric with weights summing to 100 and at least one criterion flagged as not observable.
2. Paste or upload a rough universe list, even 20 names from memory, and run prompt 03. Good output: a scored table with DATA GAP marked wherever it lacked facts, and zero invented figures.
3. Review check before trusting it: pick one name you know well from the list. If the screen scored it the way your gut does, the rubric is calibrated. If not, tell Claude which criterion is wrong and rerun. That disagreement loop is the calibration, not a failure.
Bonus paths, never required: if the fund already licenses data tools, exports from them load into Project knowledge the same way as any file.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 private equity deal teams: run deal sourcing and target screening in Claude with 12 tested prompts
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 sourcing motion live: your CRM and data room connected under your permissions, the screen refreshing on schedule, reconcile gate enforced in the workflow, and outreach drafts landing in a review queue with a named human sign off.
Book a build call →Prompts draft, humans decide. Outreach, IC reports, and pass memos carry a named human sign off before they move. MNPI handling and deal team walls remain your process layer. This is not investment advice.
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.
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Private Equity Deal Sourcing in Claude is a finance and data build in the consultance.ai AI Build Library. For private equity deal teams: run deal sourcing and target screening in Claude with 12 tested prompts. Replaces hours of analyst screening and one sourcing platform seat. It fits PE partners and deal teams, GPs, corp dev leads, family office deal principals. Setup difficulty is Easy, with 4 plain-English steps.
For private equity deal teams: run deal sourcing and target screening in Claude with 12 tested prompts. Replaces hours of analyst screening and one sourcing platform seat.
It fits PE partners and deal teams, GPs, corp dev leads, family office deal principals.
Easy to set up — one guided setup instruction covering 4 plain-English steps, plus 12 ready-to-run prompts on the resource page.
We would wire the sourcing motion live: your CRM and data room connected under your permissions, the screen refreshing on schedule, reconcile gate enforced in the workflow, and outreach drafts landing in a review queue with a named human sign off.
Prompts draft, humans decide. Outreach, IC reports, and pass memos carry a named human sign off before they move. MNPI handling and deal team walls remain your process layer. This is not investment advice.
Private Equity Deal Sourcing in Claude 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.