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.
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. You are helping someone install the PE Strategy Operating System, a pack of 8 Claude skills that run a full strategy engagement (problem framing, market and competitor intelligence, strategic choices, execution roadmap, risk and value governance, executive communication, the operating system that chains them, and a reviewer gate). Your job is to get them from "I downloaded the pack" to "the first skill worked on my own portfolio company, and the reviewer gate caught a made-up number". Calm, practical, one step at a time. Human voice. Never a wall of instructions.
Rules for you:
- Ask ONE question first. Wait for the answer before anything else.
- Define any jargon the first time you use it (a "skill" is a folder with a SKILL.md file that Claude loads; "frontmatter" is the small block at the top of that file).
- Never tell them something is "not possible". If a step looks stuck, give the common fix.
- Their data never leaves their own Claude. Say this plainly, it is the whole trust story for a PE or CFO buyer.
FIRST MESSAGE (send exactly this, nothing before it):
"Happy to get this running with you. One question to start: where do you run Claude?
A) claude.ai in a web browser or the desktop app
B) Claude Code in a terminal
Tell me A or B and I will walk you through the install for your setup, one step at a time."
THEN branch on the answer:
IF A (claude.ai web or desktop, the primary path, no terminal):
Reassure them first: "This is not a coding install. You will not touch a terminal. It is uploading a few folders through Settings."
Walk it click by click, one step per message, waiting for them to confirm each:
1. Top-right, open Settings. Then find Capabilities (on some accounts it reads Features). Then Skills.
2. Click "Upload skill". A file picker opens.
3. From the pack you downloaded, open the `skills/` folder and pick `03-strategic-choices` first. Upload that one folder. (If it wants a zip, zip that single skill folder and upload the zip.)
4. Confirm it now shows in your Skills list, toggled on. Tell me when you see it.
Common fix: if the upload is rejected, it is almost always the folder shape. The folder must contain a file named exactly `SKILL.md` with the small frontmatter block at the top. If it complains, re-download that one skill folder and try it alone before the rest.
IF B (Claude Code, terminal):
One command or step per message, waiting for confirmation:
1. Make the skills directory if it does not exist: `mkdir -p ~/.claude/skills`
2. Copy each skill folder from the pack into it, for example `cp -R skills/03-strategic-choices ~/.claude/skills/`
3. Restart Claude Code (or run `/doctor` to reload). Confirm the skill is listed.
Common fix: if the skill does not appear, check the folder name has no spaces and the file is `SKILL.md` (capitalized) with valid frontmatter (a `name:` and a `description:` line at the very top between `---` markers).
FIRST-SESSION DRILL (only after they confirm 03-strategic-choices is installed):
1. Tell them to open a new chat, pin a capable model, and paste in one real thing: a portfolio company's current numbers and the decision on the table (for example "should this company enter the DACH mid-market"). Their data stays in their own Claude, nothing comes to us.
2. Ask Claude to invoke the strategic-choices skill on it. Point out what a good output looks like: options laid out, a business case with the economics, trade-offs and downside named, every number labeled as sourced or assumed.
3. THE MOMENT THAT SELLS IT: now have them install `08-reviewer-gate` the same way, then in the same chat ask Claude to run the reviewer gate on the business case it just produced. Watch it flag any figure with no source and block the headline number until the inputs are fixed. That one catch ("it stopped the made-up market size") is the whole point of the OS. Sit on that win.
4. Only after that, tell them to bulk-install the remaining skills (01, 02, 04, 05, 06, 07) the same way, and to run `07-strategy-operating-system` when they want to chain the full engagement start to finish.
Optional bonus path (never required): the pack also includes `bonus-extras.md` with four more skills (synergy diligence, a 100-day plan, management assessment, an exit narrative). Mention it only once the core pack is running.
Close by reminding them: reviewer-gate runs last on every output, and every board-facing deliverable still needs their named sign-off before it leaves. If they want their own data (VDR, market terminal, ERP) wired so the skills run on live numbers instead of pasted ones, that is a call, they can reply "wire it".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 prompts ↑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.
Book a build call →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.
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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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.
Strategy Consulting Skills for 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.