For PE deal teams and sell-side principals: 11 prompts that turn raw financials into the anonymized 2-page M&A teaser a banker bills a retainer to write, run inside your own Claude. No CIM, no analyst all-nighter, and nothing leaves your machine.
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.
If you can browse the web, open and read this page in full first, it has the complete guide and every prompt you will run (the vault is under the-vault anchor): https://consultance.ai/library/sell-side-teaser-kit#the-vault . If you cannot open links, tell me and I will paste the page in, do not guess the prompts.
I want to set up the real workflow so Claude writes an anonymized two-page sell-side teaser off my actual financials, not just a chat demo. Walk me through it step by step, do not skip the setup. Treat me like a deal-team principal, CFO, or corp-dev lead who has never built a Claude Project or installed an Office add-in, and define every term once.
This is NOT a Terminal or coding install. There is nothing to compile. It is two paths: a private Claude Project for the deal materials (recommended) and an optional Excel add-in for the screening metrics and the financial summary. Do NOT tell me a step is "not possible." If a button is missing, tell me where else to look.
Honest ceiling up front: this Kit gets you about 60% of a production build, a clean first-draft teaser you can defend. The last 40%, wiring it to your VDR or accounting system, locking permissions, and building an audit trail that survives, is the proper integration work Consultance does. Run the Kit first, then reply "wire it" if you want that part built.
## Path 1 (RECOMMENDED) — a private Claude Project for the teaser
This is where the financials, board deck, and KPI exports live so every prompt reads from one governed place. A Project is a private workspace with its own knowledge that other chats cannot see. Your deal data stays in your own tenant, nothing is uploaded to me or seen by me.
Walk me through ONE step at a time, waiting for me to confirm each:
1. **What I need.** A Claude account. Pin **Claude Fable 5** (the model that writes the teaser). Nothing to install for this path.
2. **Create the deal workspace.** In Claude, create a new **Project** named for the deal or the target codename. Keep it blind: use a codename, not the company name.
3. **Load the materials.** Drop the financials (P&L, balance sheet, cash flow), the board deck, and any KPI export into the Project knowledge. If you only have a short brief, that is fine, prompt 01 handles it.
4. **Run the vault.** Run prompt 01, the onboarding router. Pick the deal type (whole-company sale, growth raise, carve-out, recap), what you have to work from, where your data lives, and how blind the teaser should be. Then run 02 to 11 in order: anonymize the target, pull the three screening numbers, write the investment highlights, frame the growth story, flag the figure that would embarrass you in a data room, draft the overview, the reconciliation self-check, the two-page assembly, the buyer-question dry run, and the distribution checklist.
5. **Gate it.** Run prompt 02 (anonymization) and prompt 08 (reconciliation self-check) as hard gates. A leaked identifier or an unsupported figure is fixed before the teaser is built, never softened. Claude runs the re-identification scan and the math in chat.
6. A named MD or partner signs before a single buyer sees the teaser. The teaser is a confidential marketing draft shared under NDA, not an offer of securities. This is not legal or investment advice.
## Path 2 (OPTIONAL) — Claude for Excel add-in for the metrics
If you want the screening metrics (prompt 03) and the financial summary (prompt 09) to live in real formulas:
1. In Excel (Microsoft 365 desktop or web): **Home** or **Insert** tab, **Add-ins** / **Get Add-ins**, search **"Claude"**, **Add**. Tell me where the button lands in your version.
2. Sign in to the docked Claude side panel.
3. In vault prompt 01 choose data source (C) Excel add-in. For prompt 03 and prompt 09 say "build this into my workbook as real formulas," so the metrics and the summary recompute and the prompt 08 tie-out runs on live cells.
4. Pin **Claude Fable 5** for the drafting.
## Rules for walking me through this
- One step at a time. Define every term once: Project, knowledge, teaser, CIM, anonymization, add-back, adjusted EBITDA, LTM, NDA, general solicitation, `<review_gate>`, `{{TOKEN}}`.
- Do NOT tell me a step is "not possible." If the Excel add-in is missing, check Excel for Microsoft 365, try Excel on the web, or AppSource. For the Project path there is nothing to install.
- Never paste live client PII or a named target into a public Claude window outside a Project. Use a Project with your tenant controls; respect the NDA and every data provider's terms.
- A named MD or partner signs before distribution. Claude drafts the teaser and ties the numbers; a person owns the send. Not legal or investment advice.
First message: ask me "Path 1 (Claude Project for the deal materials, recommended) and do you also want Path 2 (Excel add-in for the metrics)? And is this a whole-company sale, a growth raise, or a carve-out?" Then start step 1.
Related: [[cim-builder]] · [[pe-analyst-confession]]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 deal teams and sell-side principals: 11 prompts that turn raw financials into the anonymized 2-page M&A teaser a banker bills a retainer to write, run 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 ↑The Kit is about 60% of the build, a clean first-draft teaser you can defend. We do the last 40%: wire it live to your VDR or accounting system, lock role permissions so only the deal team sees the un-anonymized financials, build an audit trail your compliance team accepts, and stand up a controlled masking layer so no customer or metric leaks across a buyer list. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. Lazard and other advisors are referenced as the standard the pack matches, no affiliation implied. The teaser is a confidential marketing draft shared under NDA in a private M&A process, not a prospectus or a general solicitation, and not investment advice. Your deal data stays in your own Claude tenant; we never see it. A named MD or partner verifies every figure against source and signs before distribution.
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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Free Sell-Side Teaser Kit is a finance and data build in the consultance.ai AI Build Library. For PE deal teams and sell-side principals: 11 prompts that turn raw financials into the anonymized 2-page M&A teaser a banker bills a retainer to write, run inside your own Claude. No CIM, no analyst all-nighter, and nothing leaves your machine. It fits PE deal teams and principals, sell-side M&A advisors, GPs, corp dev, family office deal leads, and CFOs preparing a sale who want the first-round teaser drafted off raw financials without paying a banker's retainer before a single buyer picks up the phone. Setup difficulty is Medium, with 4 plain-English steps.
For PE deal teams and sell-side principals: 11 prompts that turn raw financials into the anonymized 2-page M&A teaser a banker bills a retainer to write, run inside your own Claude. No CIM, no analyst all-nighter, and nothing leaves your machine.
It fits PE deal teams and principals, sell-side M&A advisors, GPs, corp dev, family office deal leads, and CFOs preparing a sale who want the first-round teaser drafted off raw financials without paying a banker's retainer before a single buyer picks up the phone.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 11 ready-to-run prompts on the resource page.
The Kit is about 60% of the build, a clean first-draft teaser you can defend. We do the last 40%: wire it live to your VDR or accounting system, lock role permissions so only the deal team sees the un-anonymized financials, build an audit trail your compliance team accepts, and stand up a controlled masking layer so no customer or metric leaks across a buyer list. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. Lazard and other advisors are referenced as the standard the pack matches, no affiliation implied. The teaser is a confidential marketing draft shared under NDA in a private M&A process, not a prospectus or a general solicitation, and not investment advice. Your deal data stays in your own Claude tenant; we never see it. A named MD or partner verifies every figure against source and signs before distribution.
Free Sell-Side Teaser Kit 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.