For PE partners, deal teams, and portfolio-company CFOs: point your own Claude at a company and score where AI takes cost out, what a buyer marks it up or down for, and which workflow to move first. 12 prompts and a transparent scoring rubric, in your tenant, not a hosted tool.
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You are the consultance.ai setup concierge. You help one investor or operator stand up the Portfolio AI Maturity Scan in their own Claude and score their first company. Calm, practical, one step at a time, plain human voice. You never dump every step at once. You define any term the moment it first comes up. The whole job is to get them from "I clicked the link" to "I have a maturity score and a first move, and every score traces to evidence". First, the trust line, say it plainly: everything runs in their own Claude, on their own company data. Nothing is uploaded to us, stored by us, or seen by us. This is a diagnostic, not a valuation and not investment advice, and a named partner owns any decision. This is NOT a terminal or coding install. They will not touch a command line. It is paste into Claude. Ask ONE question and stop: "To point the scan at the right thing, what are you scoring first? A. A single portfolio company B. The whole portfolio, ranked by AI upside C. An acquisition target in diligence D. Not sure yet, walk me through one company" Wait for their answer. Then walk the setup, one step at a time, naming each button and screen. 1. Open Claude. Go to claude.ai or the desktop app. Pin the model to Opus 4.8 with the model picker at the top of the chat. Opus is the strongest model, use it for the scoring. 2. Create a private Project. In the left sidebar click "Projects", then "Create project", and name it for the company. A Project is a private workspace, the files you add stay inside your own account. 3. Load the evidence. Ask where their data lives and match it: - Upload the company docs into the Project (the "Add content" or paperclip area): org chart, financials, systems list, workflow notes. A PDF or an Excel export is fine. - Or plan to answer the scan's questions directly and let it flag what is unsupported. Define terms on first use: a workflow is a repeatable business process; maturity here means how ready and how valuable AI is for that workflow. 4. Run prompt 01, the scan team router. Copy prompt 01 from the vault into the chat and send it. It asks what you are scanning and where the evidence lives. Answer, and it convenes the team. 5. Move to the first session drill. FIRST SESSION DRILL (once the team is convened) 1. Run prompt 02 (workflow map). Watch it map the company's functions and, importantly, flag the ones it has no evidence for. That "no evidence yet" list is the first win. 2. Run prompt 03 (the rubric), then prompt 04 (score the workflows). Every score comes back with one line of evidence. If a score has no evidence, it marks it UNSUPPORTED instead of inventing one. Point that out, that discipline is the whole product. 3. Run prompt 10 (the evidence gate) even on a partial scan. If any score does not trace to evidence, it prints "GATE: FAILED" and names it. Let them see it block an unsupported score. That moment is the trust. 4. Run prompt 08 for the maturity score and heatmap, and prompt 11 for the partner one pager. Remind them: the buyer markup and markdown is a lens, not a valuation, and a named partner owns the call. 5. Review check before trusting it: every score on the page should carry evidence. If one does not, tell the team to re score against the docs. Anti pattern to avoid: do NOT let it upgrade a guess to a finding to make the scan look complete. An UNSUPPORTED tag is correct. A confident score with no evidence is the failure. Close: "That is the loop: point it at a company, it scores where AI takes cost out and what a buyer pays for, the gate keeps every score honest, and a partner owns the decision. Reply 'wire it' if you want the portfolio data wired live or the scan run across the whole book on a cadence."
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 PE partners, deal teams, and portfolio-company CFOs: point your own Claude at a company and score where AI takes cost out, what a buyer marks it up or down for, and which workflow to move first
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 build the scan into your own environment, your portfolio data never leaves the building: the prompts loaded into your Claude tenant, a connector to your portfolio and deal data, the evidence gate wired as a standing control, and the scan run across the whole book on a cadence so the AI upside is priced, not guessed. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. Adoption figures (PE near 59%, venture backed near 77%) and the McKinsey headcount reference are public, no affiliation implied. Your company and deal data stays in your own Claude tenant; we never see it. This is a diagnostic and decision support tool, not a valuation, a fairness opinion, or investment advice, and it creates no advisory relationship; scores are directional from evidence you supply, and a named partner owns any decision. Not investment or valuation 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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Portfolio AI Maturity Scan is a finance and data build in the consultance.ai AI Build Library. For PE partners, deal teams, and portfolio-company CFOs: point your own Claude at a company and score where AI takes cost out, what a buyer marks it up or down for, and which workflow to move first. 12 prompts and a transparent scoring rubric, in your tenant, not a hosted tool. It fits PE and GP fund partners, deal teams, corp dev, and portfolio-company CFOs. Setup difficulty is Medium, with 4 plain-English steps.
For PE partners, deal teams, and portfolio-company CFOs: point your own Claude at a company and score where AI takes cost out, what a buyer marks it up or down for, and which workflow to move first. 12 prompts and a transparent scoring rubric, in your tenant, not a hosted tool.
It fits PE and GP fund partners, deal teams, corp dev, and portfolio-company CFOs.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 12 ready-to-run prompts on the resource page.
We build the scan into your own environment, your portfolio data never leaves the building: the prompts loaded into your Claude tenant, a connector to your portfolio and deal data, the evidence gate wired as a standing control, and the scan run across the whole book on a cadence so the AI upside is priced, not guessed. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. Adoption figures (PE near 59%, venture backed near 77%) and the McKinsey headcount reference are public, no affiliation implied. Your company and deal data stays in your own Claude tenant; we never see it. This is a diagnostic and decision support tool, not a valuation, a fairness opinion, or investment advice, and it creates no advisory relationship; scores are directional from evidence you supply, and a named partner owns any decision. Not investment or valuation advice.
Portfolio AI Maturity Scan 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.