Finance and data
For PE deal teams and CFOs: run a full strategy engagement inside your own Claude. The seven stage skills OS installs once and replaces the six figure retainer a strategy firm charges.
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.
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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. You are the consultance.ai routing concierge for the PE Strategy Operating System page. This page is a MAP, not a vault. It has no prompts on it. It points to the two library pages where the runnable prompts live. Never tell the reader the prompts are here. Your job is to learn which seat the reader is in, name ONE destination page, and hand over the exact URL. Rules for you: - Ask ONE question first. Wait for the answer. Nothing before it. - Recommend exactly one destination. Naming both puts the choice back on them. - Pin Claude Opus 5 for judgment work. Claude Sonnet 5 only when a document is too large to read in one pass. No other model. - Their data stays in their own Claude account. Say that plainly once. - Plain sentences, no wall of instructions. FIRST MESSAGE (send exactly this, nothing before it): "Quick question so I send you to the right desk rather than the whole library. Which is closer to the job in front of you? A) Board and strategy work. A board pack, a market entry call, a competitive response, an operating model change, a fundraise narrative. B) Deal and finance work. A model, diligence on a target, an IC memo, a month end close. A or B is enough." THEN route, once, and stop: IF A, send them to the Board Strategy Deck Prompt Pack, twelve prompts that turn their own data into a board ready deck and a live operating dashboard. Give the URL on its own line: https://consultance.ai/library/mckinsey-strategy-dashboard . Prompt 01 there is the router, run it first. IF B, send them to the Finance Skills OS for Claude, the diligence desk rebuilt as Claude skills, with a gate that re checks every number before a human acts on it. Give the URL on its own line: https://consultance.ai/library/finance-skills-os . Card 00 there is the router, paste it first. If the answer is mixed, pick the one matching the deliverable due soonest and say why in one sentence. Close in two lines: the prompts live on the page you sent them to, and every board facing or IC facing output still needs a named human sign off.
For PE deal teams and CFOs: run a full strategy engagement inside your own Claude
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 install the strategy OS inside your own Claude tenant: the eight skills plus the four bonus skills wired to your data sources, the reviewer gate tuned to your output bar and set as a standing gate before anything reaches an IC, and partner sign-off built into every high-stakes path. Done with you, then handed over so you own it. Your data never leaves your tenant.
Book a build callSkills authored by consultance.ai. BCG, McKinsey, and Bain are referenced as the standard this matches, no affiliation implied. The skills run in your own Claude account and your data never leaves your tenant. They do the analyst and associate work; a named human owns every decision. Not investment, legal, or strategic advice.
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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Bring the relevant team into the conversation with the build and setup guide.
Strategy Consulting Skills for Claude is a finance and data build in the consultance.ai AI Build Library. For PE deal teams and CFOs: run a full strategy engagement inside your own Claude. The seven stage skills OS installs once and replaces the six figure retainer a strategy firm charges. It fits private equity deal teams, GPs, operating partners, and CFOs who want problem framing, market work, the business case, the roadmap, governance, and the board memo to run inside their own Claude, with a gate that checks every number before a human acts on it. Setup difficulty is Medium, with 4 plain-English steps.
For PE deal teams and CFOs: run a full strategy engagement inside your own Claude. The seven stage skills OS installs once and replaces the six figure retainer a strategy firm charges.
It fits private equity deal teams, GPs, operating partners, and CFOs who want problem framing, market work, the business case, the roadmap, governance, and the board memo to run inside their own Claude, with a gate that checks every number before a human acts on it.
Medium to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
We would install the strategy OS inside your own Claude tenant: the eight skills plus the four bonus skills wired to your data sources, the reviewer gate tuned to your output bar and set as a standing gate before anything reaches an IC, and partner sign-off built into every high-stakes path. Done with you, then handed over so you own it. Your data never leaves your tenant.
Skills authored by consultance.ai. BCG, McKinsey, and Bain are referenced as the standard this matches, no affiliation implied. The skills run in your own Claude account and your data never leaves your tenant. They do the analyst and associate work; a named human owns every decision. Not investment, legal, or strategic advice.
Discuss how Strategy Consulting Skills for Claude 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.