BREAKING: Claude is insane for investment banking work. I reverse-...

@sukh_saroy
Sukh Sroay@sukh_saroy
30 views Feb 16, 2026
1
BREAKING: Claude is insane for investment banking work.

I reverse-engineered how top consultants at McKinsey, Goldman Sachs, & JP Morgan use it.

The difference is night and day.

Here are 12 insane Claude Opus 4.6 prompts they don't want you to know (Save for later)
Media image
2
1/ DCF Valuation Model

You are a Senior Analyst at Goldman Sachs. I need a complete DCF (Discounted Cash Flow) valuation model for [COMPANY NAME].

Please provide:

- Free cash flow projections: Next 5 years with growth assumptions
- WACC calculation: Cost of equity + cost of debt breakdown
- Terminal value: Both perpetuity growth and exit multiple methods
- Sensitivity analysis: How value changes with different assumptions
- Discount rate justification: Why we chose this WACC
- Key drivers: What makes cash flow go up or down
- Comparable companies: How our assumptions compare to peers
- Valuation range: Bull case, base case, bear case scenarios

Format as investment banking pitch book valuation page with clear formulas.

Company: [DESCRIBE COMPANY, INDUSTRY, FINANCIALS]
3
2/ Three-Statement Financial Model

You are a VP at Morgan Stanley. I need a complete three-statement model for [COMPANY NAME].

Please provide:

- Income statement: Revenue, costs, EBITDA, net income (5 years)
- Balance sheet: Assets, liabilities, equity (5 years)
- Cash flow statement: Operating, investing, financing activities (5 years)
- Link formulas: How statements connect (net income → cash flow → balance sheet)
- Working capital: How AR, inventory, and AP change
- Debt schedule: Principal payments and interest expense
- Key assumptions: Revenue growth, margins, capex as % of sales
- Error checks: Balance sheet balancing and circular references

Format as Excel-style model with formulas explained in plain English.

Company: [DESCRIBE BUSINESS, CURRENT FINANCIALS, GROWTH STAGE]
4
3/ M&A Accretion/Dilution Analysis

You are a Managing Director at JP Morgan. I need an accretion/dilution analysis for [ACQUIRER] buying [TARGET].

Please provide:

- Deal structure: Cash vs. stock mix and total consideration
- Pro forma income statement: Combined company earnings
- EPS impact: Accretion or dilution percentage
- Synergies: Cost savings and revenue opportunities with dollar amounts
- Funding sources: Debt, cash on hand, or equity issuance
- Credit impact: How debt/EBITDA ratio changes
- Break-even analysis: What synergies needed to be accretive
- Sensitivity table: EPS impact at different purchase prices

Format as M&A analysis memo with deal recommendations.

Deal: [DESCRIBE ACQUIRER, TARGET, DEAL SIZE, RATIONALE]
5
4/ LBO (Leveraged Buyout) Model

You are a Private Equity Associate at KKR. I need a complete LBO model for [COMPANY NAME].

Please provide:

- Sources and uses: How deal is funded (debt, equity, fees)
- Debt structure: Senior debt, mezzanine, interest rates, covenants
- Cash flow sweep: How excess cash pays down debt
- Exit scenarios: Strategic sale vs. IPO in year 5
- IRR calculation: Internal rate of return for equity investors
- Cash-on-cash multiple: Total proceeds divided by equity invested
- Debt paydown schedule: Year-by-year principal reduction
- Management assumptions: EBITDA growth and margin improvement

Format as private equity investment committee memo with returns analysis.

Company: [DESCRIBE COMPANY, EBITDA, ASKING PRICE, INDUSTRY]
6
5/ Comparable Company Analysis (Comps)

You are an Equity Research Analyst at Citi. I need a trading comps analysis for [COMPANY NAME].

Please provide:

- Peer group: 10-15 public companies in same industry
- Trading multiples: EV/EBITDA, EV/Revenue, P/E for each peer
- Financial metrics: Revenue, EBITDA, margins for comparison
- Valuation range: 25th percentile, median, 75th percentile multiples
- Implied valuation: What our company is worth at each multiple
- Adjustments: Why our company deserves premium or discount
- Growth comparison: How our growth compares to peers
- Quality screen: Which peers are most comparable and why

Format as comparable company valuation table with multiples highlighted.

Company: [DESCRIBE COMPANY, FINANCIALS, CLOSEST COMPETITORS]
7
6/ Precedent Transaction Analysis

You are an M&A Banker at Lazard. I need a precedent transaction analysis for [COMPANY/INDUSTRY].

Please provide:

- Transaction universe: 15-20 relevant M&A deals in past 5 years
- Deal multiples: EV/EBITDA, EV/Revenue paid in each transaction
- Deal characteristics: Acquirer, target, deal size, date, rationale
- Premium analysis: Control premium paid over trading price
- Valuation range: 25th percentile, median, 75th percentile of multiples
- Deal adjustments: Strategic vs. financial buyers, synergy levels
- Market conditions: How M&A market has changed over time
- Implied valuation: What our company is worth based on precedents

Format as M&A valuation analysis with transaction comparables table.

Company: [DESCRIBE COMPANY, INDUSTRY, POTENTIAL BUYERS]
8
7/ IPO Valuation & Pricing Analysis

You are a Capital Markets Banker at Barclays. I need an IPO pricing analysis for [COMPANY NAME].

Please provide:

- Offering structure: Primary vs. secondary shares, total raise
- Pre-money valuation: Company value before IPO proceeds
- Post-money valuation: Company value after IPO proceeds
- Comparable IPOs: Recent deals in same sector with pricing multiples
- Valuation range: Low, mid, high price per share scenarios
- Dilution analysis: How much existing owners get diluted
- Float analysis: Percentage of company trading publicly
- First-day pop expectation: Typical underpricing in sector

Format as IPO pricing memo with share price recommendation range.

Company: [DESCRIBE COMPANY, FINANCIALS, IPO SIZE, COMPARABLES]
9
8/ Credit Analysis & Debt Capacity Model

You are a Leveraged Finance Banker at Credit Suisse. I need a debt capacity analysis for [COMPANY NAME].

Please provide:

- EBITDA analysis: Last 3 years and next 3 years projected
- Leverage ratios: Total Debt/EBITDA industry standards
- Interest coverage: EBITDA/Interest expense minimum thresholds
- Debt structure: Senior secured, unsecured, subordinated layers
- Covenants: Financial maintenance tests (leverage, coverage)
- Maximum debt: How much company can borrow responsibly
- Pricing grid: Interest rates at different leverage levels
- Refinancing analysis: When existing debt matures and needs rollover

Format as credit memo with debt capacity recommendation.

Company: [DESCRIBE COMPANY, CURRENT DEBT, EBITDA, INDUSTRY]
10
9/ Sum-of-the-Parts (SOTP) Valuation

You are a Restructuring Advisor at Evercore. I need a sum-of-the-parts valuation for [COMPANY NAME].

Please provide:

- Business segments: Break company into distinct operating divisions
- Segment financials: Revenue, EBITDA, margins for each division
- Valuation methodology: Best approach for each segment (DCF, comps, multiples)
- Segment values: Individual valuation for each business unit
- Corporate costs: Overhead to allocate or remove
- Debt allocation: How to assign debt to each segment
- Total value: Sum of all parts minus debt plus cash
- Value per share: Implied stock price from SOTP analysis

Format as restructuring analysis with breakup valuation scenarios.

Company: [DESCRIBE COMPANY, BUSINESS SEGMENTS, FINANCIALS]
11
10/ Operating Model & Unit Economics

You are a Growth Equity Investor at General Atlantic. I need a detailed operating model for [COMPANY NAME].

Please provide:

- Revenue build: Bottom-up forecast by customer, product, or geography
- Unit economics: CAC, LTV, payback period, gross margin per unit
- Cohort analysis: How different customer vintages perform over time
- Key drivers: What makes revenue and costs move
- Scenario planning: Upside, base, downside case assumptions
- Burn rate: Monthly cash consumption and runway calculation
- Breakeven analysis: When company becomes cash flow positive
- Scaling assumptions: How unit economics improve with growth

Format as operating model with monthly projections for year 1, quarterly for years 2-3.

Company: [DESCRIBE BUSINESS MODEL, CURRENT METRICS, GROWTH RATE]
12
11/ Sensitivity & Scenario Analysis

You are a Risk Management VP at UBS. I need sensitivity and scenario analysis for [COMPANY/MODEL].

Please provide:

- One-way sensitivity: How value changes with one variable (revenue growth, margin, WACC)
- Two-way sensitivity: How value changes with two variables simultaneously
- Scenario builder: Best case (all positives), base case (likely), worst case (all negatives)
- Monte Carlo inputs: Probability distributions for key assumptions
- Breakeven analysis: What must go right for deal to work
- Downside protection: How bad can things get before disaster
- Risk factors: Top 5 assumptions with biggest impact on value
- Hedging strategies: How to protect against key risks

Format as risk analysis memo with sensitivity tables and scenario outcomes.

Model: [DESCRIBE VALUATION, KEY ASSUMPTIONS, RISK FACTORS]
13
12/ Investment Committee Memo

You are a Partner at Blackstone. I need an investment committee memo for [DEAL/COMPANY].

Please provide:

- Executive summary: 3-paragraph overview of opportunity (investment thesis, returns, risks)
- Deal overview: Structure, size, use of proceeds, timeline
- Company analysis: Business model, competitive position, financial performance
- Industry analysis: Market size, growth, trends, competitive dynamics
- Investment thesis: Why this deal makes money (3-5 key points)
- Valuation summary: Multiple methodologies with football field chart description
- Returns analysis: IRR, cash-on-cash multiple, exit scenarios
- Risk assessment: Top 5 risks and mitigation strategies
- Recommendation: Invest or pass with clear reasoning

Format as investment committee presentation deck outline.

Deal: [DESCRIBE OPPORTUNITY, DEAL TERMS, EXPECTED RETURNS]
14
Each of these prompts replaces work that costs:

- Junior Analyst: $100K/year
- Associate: $150K/year
- VP: $250K/year

Wall Street models in 10 minutes instead of 10 hours.

Copy any prompt. Replace the brackets. Get Goldman-quality financial analysis.

No finance degree needed.
15
I hope you've found this thread helpful.

Follow me @sukh_saroy for more.

Like/Repost the quote below if you can:
Actions
Visual Editor Carousel Maker NEW
Update Thread
What You Can Do
  • Download as PDF
  • Save to Notion
  • Export as Markdown
  • Visual Editor
  • LinkedIn & Instagram Carousel Maker
Create Free Account

Includes 7-day Premium trial