For PE deal teams, GPs, and IC members: the map of ten agent desks that run the deal in your own Claude, from the blind underwrite and the data room read to the red flag list, quality of earnings, comps, the attack on the seller's DCF, LBO returns, the IC memo, and covenant monitoring after close, plus the order to install them in.
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Set me up with The Private Equity Agent Stack in my own Claude. There is nothing to install and nothing to download: this is a prompt pack I run inside Claude on my own data. Guide: https://consultance.ai/library/pe-stack What it does: For PE deal teams, GPs, and IC members: the map of ten agent desks that run the deal in your own Claude, from the blind underwrite and the data room read to the red flag list, quality of earnings, comps, the attack on the seller's DCF, LBO returns, the IC memo, and covenant monitoring after close, plus the order to install them in. 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. Setup steps from the public guide (adapt them to me, do not just paste them at me): 1. Start with the desk that has a deadline on it this week. A stack installed against a live deal survives, a stack installed on a quiet Sunday does not. 2. If there is no live deal, start with the Blind Underwrite Kit. It runs before anyone says the target name out loud, so nothing confidential is in play while the team learns the pattern. 3. Run the Quality of Earnings Desk before any valuation desk, always. The comps, the DCF attack, and the LBO all inherit whatever the earnings rebuild gets wrong. 4. Pin Claude Opus 5 for the reasoning heavy desks: quality of earnings, DCF attack, LBO, and the memo. The IC Memo Desk goes last, it packages what the other nine produce, and the Monitoring Desk only earns its keep once you own the company. Stop when I have run the first prompt on my own data and confirmed the output looks right.
Got the prompts. Want them wired into your actual stack? We map that on a free AI audit.
Book the free auditFor PE deal teams, GPs, and IC members: the map of ten agent desks that run the deal in your own Claude, from the blind underwrite and the data room read to the red flag list, quality of earnings, comps, the attack on the seller's DCF, LBO returns, the IC memo, and covenant monitoring after close, plus the order to install them in.
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 desks are ten separate guides you run by hand, one at a time, and you are the wiring in between them. Consultance stands the stack up as one workspace in your own environment: the desks your fund actually needs, your data room and ledger exports connected under governed access, review gates where your IC requires them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
Book a build call →Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. The desks do not talk to each other, you run them by hand and carry output between them yourself. This is decision support, not investment, legal, tax, or accounting advice, and no desk replaces a quality of earnings engagement, a management meeting, or a control your LPs expect to see. A named human signs every output before it reaches an investment committee. Your data stays in your own Claude tenant, we never see it.
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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What is in this stack
For allocators, PE deal teams, and IC members: the map of six agent desks that run a second underwrite on a live deal file with no seller narrative, from the quality of earnings rebuild and blind base case to the debt stress, concentration test, valuation attack, and the one page memo, with a refusal gate that leaves a cell empty rather than print a figure it cannot tie to source.
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.
A one page checklist of 15 places a deal model hides risk, written for PE deal teams and investment committees who run diligence before they commit capital.
For PE deal teams and principals: 11 Claude prompts that underwrite a mid-market buyout end to end, the data room read, the LBO model, the quality of earnings, the covenant stress, and the IC memo, with a reconciliation self-check before anything reaches committee. Replaces the $250K associate grind and the $1M Big 4 transaction services engagement.
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 & equity research analysts who rebuild trading comps by hand every week: 12 prompts that screen the peer set, calendarize the fiscal years, reconcile every multiple a second way, & land one MD ready sheet in Claude. Kills the weekly manual rebuild.
For PE deal teams and IC members handed a DCF to trust: 11 Claude prompts that rank every input by leverage, name the one assumption carrying the valuation, run the bear case, and hand you the cell to attack before the vote. On your own data, inside Claude.
Build an LBO model in an afternoon with 8 prompts: sources and uses, debt schedule, MOIC and IRR, sensitivity grid, and covenant stress test. For PE associates and IB analysts.
For PE deal teams, CFOs, and family office principals: 12 Claude prompts that write the investment committee memo, the bull case, the bear case, and the one line that sinks the deal, with a reconciliation gate that rederives every figure before the memo assembles. Replaces the principal week and the deal team behind every memo.
12 AI prompts plus a live monitor that read your PE portfolio's quarterly reports like a credit analyst, recompute leverage and covenant headroom, and flag a breach a quarter before the test date.
The person drowning in this every week is the one who'll actually want it.
The Private Equity Agent Stack is a finance and data build in the consultance.ai AI Build Library. For PE deal teams, GPs, and IC members: the map of ten agent desks that run the deal in your own Claude, from the blind underwrite and the data room read to the red flag list, quality of earnings, comps, the attack on the seller's DCF, LBO returns, the IC memo, and covenant monitoring after close, plus the order to install them in. It fits PE principals and partners, VPs and associates, operating partners, corp dev teams, and LPs sitting on investment committees who have seen the individual packs and want one map of which desk to install first instead of installing all ten in a weekend and using none. Setup difficulty is Easy, with 4 plain-English steps.
For PE deal teams, GPs, and IC members: the map of ten agent desks that run the deal in your own Claude, from the blind underwrite and the data room read to the red flag list, quality of earnings, comps, the attack on the seller's DCF, LBO returns, the IC memo, and covenant monitoring after close, plus the order to install them in.
It fits PE principals and partners, VPs and associates, operating partners, corp dev teams, and LPs sitting on investment committees who have seen the individual packs and want one map of which desk to install first instead of installing all ten in a weekend and using none.
Easy to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
The desks are ten separate guides you run by hand, one at a time, and you are the wiring in between them. Consultance stands the stack up as one workspace in your own environment: the desks your fund actually needs, your data room and ledger exports connected under governed access, review gates where your IC requires them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. The desks do not talk to each other, you run them by hand and carry output between them yourself. This is decision support, not investment, legal, tax, or accounting advice, and no desk replaces a quality of earnings engagement, a management meeting, or a control your LPs expect to see. A named human signs every output before it reaches an investment committee. Your data stays in your own Claude tenant, we never see it.
The Private Equity Agent Stack 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.