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One self-contained prompt that values a business the way an investment committee does. Pick the deal from a menu of eight and the reader from a menu of six, and it normalises the earnings, builds a three-case forecast, values the business by more than one method, compares them on a football field and checks every number. In Claude it builds the Excel model, every cell a live formula, and the memo that explains it.
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Six of the eight scenarios, worked through
Each tab is a worked example run through the same prompt: the input, the eight steps, and images of the real model and memo it built. Each tab shows its scenario number from the menu.
“Calder Packaging, $310M revenue, $40M EBITDA. The seller wants 10.0x. Our hurdle is a 20% IRR.” With three years of accounts and the lender’s term sheet — 5.0x EBITDA of debt at 9% — that is the whole input. Below, the one prompt values the buyout for the investment committee: IRR is the annual return on the sponsor’s equity, MOIC the multiple of that equity returned.
The pipeline · in → out
Opens with the two menus, then asks only what an LBO needs.
“Calder Packaging, $310M revenue, $40M EBITDA. The seller wants 10.0x. Our hurdle is a 20% IRR.” + three years of accounts + the lender term sheet.
Answered with two numbers, 4 and 1, then restated in 8 lines. It pauses for your confirmation.
Locks the method, the cross-checks and the three assumptions to test.
The restated brief.
No sector route applies (not a bank, REIT or project). Pauses for your OK.
Restates the earnings a buyer would actually get, as a bridge that sums.
Reported LTM EBITDA (last twelve months, earnings before interest, tax, depreciation and amortisation) of $37.4M + board minutes + a rent review.
Adjustments are 7% of reported EBITDA, under the 10% review flag.
Three cases from named drivers, then pauses on the base case.
Two contracted food-packaging customers; savings from the 2025 consolidation.
The three cases differ only in growth and margin. Pauses for your OK.
Sources and uses, the debt schedule with a cash sweep, the exit and the returns.
Price $400M, fees $12M, debt $200M.
A football field compares every method’s value range against the price.
The LBO, the trading comparables and the precedent deals.
Clears 20% only at 8.9x, $356M or less. At 10.0x it would need a 12.0x exit or $65.3M of year-5 EBITDA.
Thirteen gates, PASS or FAIL, plus a Checks sheet in the model.
The model and the memo.
Master check on the cover: TRUE. Peer and deal multiples flagged as needing sources in a live run.
Builds the Excel model and the Word memo, then opens them to check.
The checked analysis.
Then: paste the memo into the PowerPoint Generator for the committee deck.
The model and memo it builds
Images of the real Excel and Word files from this run. Swipe through them.
Investment committee memo, page 1
“Corvane Instruments trades at $48. Is it worth that?” With the company’s filings, that is the whole input. Below, the one prompt values the share by a DCF — a discounted cash flow, the present value of the cash the business will generate — cross-checked against listed peers, and works out what growth today’s price assumes. A valuation, not a recommendation to buy or sell.
The pipeline · in → out
Opens with the two menus, then asks only what a stock valuation needs.
“Corvane Instruments trades at $48. Is it worth that?” + the annual report and the latest 10-Q.
Answered with two numbers, 1 and 6. Market inputs are researched with source and date, or marked to confirm. Pauses.
Locks the method, the cross-checks and the three assumptions to test.
The restated brief.
Pauses for your OK.
Restates the earnings to what recurs, as a bridge that sums.
Reported LTM EBITDA of $526.0M + the 10-Q restructuring note.
Recurring “one-offs” stay in. Only the completed closure is added back.
Three cases from named drivers, then pauses on the base case.
The order book and the 2025 pricing reset.
Pauses for your OK.
Builds the cost of capital, the DCF and the bridge to value per share.
Risk-free rate, equity risk premium and peer betas (illustrative here; sourced and dated in a live run).
WACC is the weighted average cost of capital: the blended return lenders and shareholders require.
A football field compares every method’s range against the price.
The DCF, the peers and the reverse DCF.
The price implies 10.4% revenue growth a year for five years; Corvane delivered 5.0%. It trades at 13.9x next year’s EBITDA, peers at 11.0x.
Thirteen gates, PASS or FAIL, plus a Checks sheet in the model.
The model and the memo.
Master check on the cover: TRUE.
Builds the Excel model and the Word memo, then opens them to check.
The checked analysis.
A valuation, never a buy or sell recommendation.
The model and memo it builds
Images of the real Excel and Word files from this run. Swipe through them.
Valuation memo, page 1
“We are raising $4M for Fernway at a $20M pre-money valuation. Is that defensible?” With $0.6M of annual recurring revenue (ARR) and the cap table, that is the whole input. Below, the one prompt prices the round the way a seed investor does: pre-money is the value before the new money, post-money the value after it.
The pipeline · in → out
Opens with the two menus, then asks only what a venture round needs.
“Raising $4M for Fernway at $20M pre-money. Is that defensible?” + ARR, the cap table and the option pool.
Answered with two numbers, 6 and 5. Pauses for your confirmation.
Locks the method, the cross-checks and the three assumptions to test.
The restated brief.
No steady-state DCF: there are no profits to discount yet. Pauses for your OK.
For a startup, this step checks that the ARR is recurring.
Billing records: subscriptions, pilots and one-off set-up fees.
Only revenue that renews counts toward the exit value.
Ten-year horizon for growth companies; here, seven years to exit, in three cases.
Pilot clinics converting to paid at the 2026 rate.
Pauses for your OK.
The venture capital method, then the cap table at two prices.
Target return 30%–40%; two later rounds of 20% dilution; a 10% option pool refresh.
Investor ownership = amount raised / post-money.
A football field compares the methods against the ask.
The VC method, the scorecard and the three cases.
$20M needs a $341M exit, 11.7x the base-case year-7 revenue.
Thirteen gates, PASS or FAIL, plus a Checks sheet in the model.
The model and the memo.
Master check on the cover: TRUE.
Builds the Excel model and the Word memo, then opens them to check.
The checked analysis.
At $13M pre, founders keep 34.0% at exit; at $20M, 37.5%.
The model and memo it builds
Images of the real Excel and Word files from this run. Swipe through them.
Valuation memo, page 1
“The family wants $1.2B for Marlow Specialty Coatings. What should we tell buyers?” With three years of audited accounts, that is the whole input. Below, the one prompt values the business for a sale of control: by a DCF, by listed peers, by precedent deals, and by what a private equity buyer could pay.
The pipeline · in → out
Opens with the two menus, then asks only what a sale needs.
“The family wants $1.2B for Marlow. What should we tell buyers?” + three years of audited accounts.
Answered with two numbers, 2 and 2. Pauses for your confirmation.
Locks the method, the cross-checks and the three assumptions to test.
The restated brief.
Pauses for your OK.
Restates the earnings a buyer would actually get, as a bridge that sums.
Reported LTM EBITDA of $88.4M + a pay benchmark + a settlement agreement.
Adjustments are 5% of reported EBITDA, under the 10% review flag.
Three cases from named drivers, then pauses on the base case.
The 2025 automotive refinish contracts and the new plant.
Pauses for your OK.
The DCF, listed peers, precedent deals and the price a sponsor could pay.
Peer and deal multiples and sponsor financing (illustrative here; sourced and dated in a live run).
Precedent multiples include a control premium; trading multiples do not.
A football field compares every method’s range against the price.
The DCF ranges, the comps, the precedents and the LBO floor.
Only one precedent, a 2021 deal at 13.4x in the peak credit market, is above 12.9x.
Thirteen gates, PASS or FAIL, plus a Checks sheet in the model.
The model and the memo.
Master check on the cover: TRUE.
Builds the Excel model and the Word memo, then opens them to check.
The checked analysis.
For buyers (reader 3), the reserve price moves to a section marked internal.
The model and memo it builds
Images of the real Excel and Word files from this run. Swipe through them.
Board memo, page 1
“We plan to offer $750M for Pell's Bakery, half in cash and half in our shares. Management says $30M of synergies. Is it accretive?” With both companies’ accounts and the draft term sheet, that is the whole input. Below, the one prompt tests the deal for the board: accretive means it raises Northgate’s earnings per share (EPS), dilutive means it lowers them.
The pipeline · in → out
Opens with the two menus, then asks only what an acquisition needs.
“$750M for Pell's, half cash, half shares, $30M of synergies. Is it accretive?” + both companies’ accounts + the draft term sheet.
Answered with two numbers, 3 and 2. Pauses for your confirmation.
Locks the method, the cross-checks and the three assumptions to test.
The restated brief.
Pauses for your OK.
Restates Pell's earnings as a buyer would own them.
Pell's audited accounts: LTM EBITDA $50.0M, D&A $8.0M.
Synergies are a management claim to test, not earnings.
Three years for EPS, five for value, with synergies phased in.
Northgate earnings growth 5%; Pell’s 6%; synergies 25%, 75%, 100% by year 3.
Pauses for your OK.
Pro forma EPS, the standalone DCF, the synergy value and the maximum price.
$375M of new debt at 6.5%; 12.5M new shares at $30.
Maximum price = standalone value + synergy value: $856M.
A football field compares every method’s range against the offer.
The standalone DCF, precedents and value with synergies.
Each 10 points of synergies achieved moves year-2 EPS by about 0.5 points.
Thirteen gates, PASS or FAIL, plus a Checks sheet in the model.
The model and the memo.
Master check on the cover: TRUE.
Builds the Excel model and the Word memo, then opens them to check.
The checked analysis.
Synergies confirmed line by line in diligence before any offer.
The model and memo it builds
Images of the real Excel and Word files from this run. Swipe through them.
Board memo, page 1
“Ledgerline has $42M of ARR, growing 48%. The round is being discussed at 15x ARR, $630M. Is that right?” With the ARR bridge and the unit economics, that is the whole input. Below, the one prompt values a business with no profits yet: on the line growth peers trade on, cross-checked by a ten-year DCF.
The pipeline · in → out
Opens with the two menus, then asks only what a SaaS valuation needs.
“$42M of ARR growing 48%, discussed at 15x ARR. Is that right?” + the ARR bridge, CAC, churn and margins.
Answered with two numbers, 5 and 5. Pauses for your confirmation.
Locks the method, the cross-checks and the three assumptions to test.
The restated brief.
EV / EBITDA is not used: EBITDA is negative. Pauses for your OK.
For SaaS, this step rebuilds ARR from its parts.
The billing system’s twelve-month movements.
Net revenue retention (NRR): what existing customers are worth a year later. Peers: 115.5%.
Ten years for a growth company, in three cases.
Bookings forecast for next year; mature-peer margins for year 10.
Pauses for your OK.
The peer line, unit economics and the ten-year DCF.
Eight growth peers (illustrative): growth, EV / next-year revenue and NRR.
The Rule of 40: revenue growth % + free cash flow margin % should reach 40.
A football field compares every method’s range against the price.
The peer line, the DCF and the three cases.
$630M needs 46.6% next-year growth on the peer line; the forecast is 40%.
Thirteen gates, PASS or FAIL, plus a Checks sheet in the model.
The model and the memo.
Master check on the cover: TRUE.
Builds the Excel model and the Word memo, then opens them to check.
The checked analysis.
Retention is the lever: NRR toward the peer median would support a higher multiple.
The model and memo it builds
Images of the real Excel and Word files from this run. Swipe through them.
Investment memo, page 1
Scenarios 7 and 8 — distressed / restructuring and sum-of-the-parts — run through the same eight steps; they are in the prompt, with no worked example on this page.
Which AI tool to run it in
— because Claude builds the filesRun the whole prompt in Claude and it returns a working Excel model — inputs in one place, every calculation a live formula, a Checks sheet — and a Word memo that opens with the answer.
Runs the full pipeline and builds both files at the end, then opens the model to check every test reads TRUE.
Runs the same pipeline. Returns the model as tables with every formula written out, and a file where code execution is available to it.
Runs the pipeline and returns the tables, the formulas and the memo as text, ready to build in Excel.
Stay in one conversation. The prompt pauses after intake, after routing and on the base-case forecast so you can steer. Build the files at the end of the same conversation, while it still has every input, grade and formula in front of it.
The complete self-contained prompt with the full how-to and a worked example — a downloadable PDF plus a plain-text copy file. Lifetime updates.
standalone flagship
eight deal scenarios, one prompt
Calder Packaging and Corvane Instruments are fictional, so every figure on this page is illustrative; peer and market inputs are illustrative too, where a live run sources and dates each one. Not investment, legal, tax or accounting advice. Not affiliated with or endorsed by any investment bank.